Member Info for regvarny

Samba......you hit the nail on the head.....Merger is coming.....Reg

Dave......yes.....much depends on ESS sale proceeds......I dont think company would accept anything less than £450 million.....If it is in that ball park.....sp has to go to £1.00......Reg

......anyway there was much to celebrate last week.....We all need to let our hair down sometimes.....Pssst.....dont mention hair to Dave....Reg

......Eats your addicted.....BT cant cope.....call The Samaritans.....Reg

......Eat....it was all just a bad dream.....when Regie counts to 10 you will forget all about it.....There painless.....Reg

......and no I have not been on the sherry juice.....Reg

.......Aero.....simple answer is no.....not on last weeks trading update.....with revelation Capita were trading profitably for three months.....You also have the near term prospect of ESS sale.....this will reduce debt by up to half..... You then have a business capable of generating yearly pre tax earnings of £200 million......x10 earnings valuation = £1.20p per share.....Reg

......Eat we wont be seeing 32p again......Schroders buying more shares @ 38p has put a floor under price.....ESS sale is coming soon.....so this will keep sp firm......IMHO any takeover offer will need to come in next week....before ESS sale is announced.....Mystic Reg

......Eat.....thanks for the Horrorscope.....You havent shorted Capita have you?.....Reg

........good news restructuring is baring fruit.....and company is trading profitably.....Schroders increasing holding by 2% above 30-35p.....Hello?......was the sp not 24p a week ago......Conclusion.....Schroders move says somethings in the wind.....either ESS sale....will take sp to 60p.....or all share merger is coming.....@£1.00 per share.....Take your pick.....Reg

.......seems Capita management could not wait for ESS sale completion.....before issuing trading statement..... Something has prompted Capita move.....Reg

.......another impromptu trading statement.....Company is trading profitably.....ESS is still in the process of being sold......Serco did similar one month ago.....Conclusion.....merger afoot.....Reg

.......This is how I see it......RWC/Marathon.....want to see Capita sp low.....in order to arbitrage/encourage Serco offer for Capita.....An example of arbitraging.....is the correlation of RWC/Marathon increasing their holdings in target Capita.....when Serco shares dived 12% last week.....IMHO the link smoke signals are all there.....Reg

........fly in the ointment to RWC/Marathon carefully laid plans.....was Serco losing MOD Nuclear contract last week.....nocking 12% off sp......IMHO.....Serco takeover will happen before ESS sale......Reg

Moksha.....whats interesting to me...... is why this stock is being so heavily shorted with sp so low.....Its too risky for a Hedge fund like Marathon.....who would normally short an overvalued business.....No theres more to it.....RWC/Marathon picked up.....91 5.20%....Conclusion.....looks like RWC/Marathon are determined to keep keep Capita sp low.....in order to buy in.....and cash in when Serco makes its offer....Reg

Mylord.....another shorter.....Reg

Bertles.....you do talk a load of negative nonsense.....Marathon/RWC/Jupiter.....are major shareholders in both Capita and Serco....so could arbitrage.....Reg

.......so Sercos paper is not so inflated.....Reg

Bertles.....check it out......Good news is Sercos sp has dropped 12% this week on loss of MOD Nuclear deal.....Reg

.......reg