Member Info for regvarny

Eat.....yes thats the article.....The interesting part is not the heading.....but sale process being put on hold.....I smell takeover.....Reg

Dung.....good theory.....but £200 million covers.....many different units....with possible interest from many suiters....Reg

......Further.....there is no reason why Capita should stall the sale process....therefore....its possible something may have changed Capita plan....such as an offer....Reg

......Capita has put £200 million sale of assets on hold.....Source DailyMail.....Could Capita be in takeover talks....Reg

Dave.....hope your team wins.....could be good omen for next week....TTFN Reg

.......Further Schroders small sell last week.....was designed.....to keep sp low enough.....to stop management from doing a fund raise.....Check mate....end game here.....no doubt about it....Reg

......I will stick my neck out here....This is how I read it.....CVC may have been acting for Serco two months ago.....Therefore its probable CVC/Serco....may launch a joint bid for Capita....CVC taking education.....Serco.....Capita businesses which are currently being restructured.....Schroders are probably pulling the strings behand the scenes....Reg

Dave,....looks like window dressing to me.....Could be very good news....Two months ago Capita announced a third of its offices would close.....This in response to rumored takeover interest.....Schroders have also more that doubled their shareholding since then....Conclusion....the restructuring has made the whole company more saleable....in the event ESS is not sold.....Reg

......ie seller takes on the cost of restructuring before being acquired.....Reg

Dave......Capita also announced last night.... N Power Wear House Peterlee office. s to close....259 work there.....Capita are in consultation with unions.....Conclusion...HQ and N Power announcement .... could be window dressing before takeover.....Reg

NOfear....Iris Software acquisition of ISAMS....is a response to the threat of Capita pending sale of SIMS....probably to Francisco partners....Francisco, a school management rival also uses a Cloud based system rather than Servers ....Conclusion....this deal is a defensive move by Iris Software to Capita SIMS sale....IMHO Capita will need to respond quickly....by sealing SIMS deal....Great post NOfear....Reg

.....some positive rays.....Reg

Eat....happy to end 4% up today ....Have a nice weekend....Reg over and out

.....I believe pressure is mounting on the Capita board....to get ESS deal done quickly....Failure to do so will damage sp....invites offers for whole company....Things will happen quickly....if CVC were rumored to be interested @30p.....@24p even more so.....Interestingly.....I was reading CVC have bought assets from Serco in past.....May signal possible CVC/Serco break up.....Time will tell.....Mystic Reg

Dave.....I know your a longer term investor here.....your also better informed on the company than me.....I respect you for that.....but the lower the sp gets.....a takeover becomes ever more likely....Cheers Reg

Dave.....it is out of Capita hands now....looks like mm are now marking sp lower to attract offers for whole business.....Reg

NOfear....agree.@23p sp .....Capita will find it hard to defend itself from takeover.....Bloomberg article has put them in play.....This may have been the real intension all along.....Reg

......Capita need to create shareholder value.....Reg

Dave.....my prime motivation here is to double my investment asp....I cant do that until ESS is sold....or takeover ensues.....I have always been long investor......What Schroder does is of paramount importance to outcome here.....I understand your arguments ie most Capita units.....would trade profitably if debt were reduced.....I am not an accountant.....Psychology is my driver.....so is timing.....Big sloppy kiss Reg

Bertles.....agree could make sense at face value.....Not sure of source of rumour.....Needs to be verified....Reg