Member Info for regvarny

Further, judging by Schroeders rapid 5-11% increased shareholding over last four weeks tells me they intend to make a great deal money soon. A lot of Director share disclosures over last couple days looks like window dressing for next week.

Further, I would guess second round bidder talks would have ended by now if EES offers were below what Capita management would consider.

New investor, just bought in this morning. My back of fag packet assessment; presently, company has mkt cap excluding debt = £1.6 billion. sale of EES to Francisco Partners = est,£500 million should give Capita a mkt cap £2.1 billion excluding debt or £1 billion including debt = 0.60p per share. Biggest investor with 11% Schroeders paying .27p + sort of puts a floor under sp. IMHO looks defensive. Management trying to reduce number of offices T/O cannot be ruled out. Possibly Bain if outbid for EES.

Error, the Dutch have a population of just 17million. The historic Dutch Uni/Van den berg margerine business has now been divested to KKR for �6billion. What is effectively left is the Lever Brothers soap business. Which always has been Headquartered in UK. This is whats wrong with Europe minnow states running the show. Dutch tail wagging the British dog. I suspect why Unilever did not buy Cadbury, was it would have made the company too British and scuppered the incumbent directors and Dutch Government plans to turn the company Dutch

FT report this morning , Unllever becoming soley a Dutch HQ concern. What do you expect with a Dutch Ceo and French chairman at the helm. Lord Lever would turn in his grave at the prospect. Britain with a population 65 million. the Dutch with 21 million. All I can say to investors support British companies Reckitt, GSK, ABF instead. I'm not investing in anything that's a land grab by a foreign state. No wonder the Ditch Premier was all smiles when he met Mrs May at Downing Street the other day.

....property potfolio has not been factored into the price.....I wonder how much GPO Mount Pleasant in central London is worth?...property sale and leaseback looks likely.....Remember Woolworths look what happened to them a few years after selling their property....short termism never pays....State controlled Deutsche Post(DHL) bought Britains biggest logitics firm Excel with soft German state loans.....All DHL UK lorries are German built Mercedes or VW/MAN.....no British built Leyland/DAF.....I would prefer a merger with Dutch Post(TNT) or Ocado.....strategically speaking....Reg

.....Why not reunite Vodafone spun out of Racal formerly (DECCA).....with Vivendi which own the worlds largest music company UMG....formerly DECCA records.....Its like coming home.....Reg

.....yes, there wont be an AT&T takeover.....Vodafone got a hell of a deal....Verizon overpaid massively.....Two deals Vodafone must do.....all share BT merger.....then buy Vivendi for content and North African and Brazilian mobile/cable/fixed line operations....price £30 billion cash.....Reg

.......I did not like the appointment of our chairman.....we need to merge with a large civil aerospace manufacture to exploit our technical advantage and retain talent.....Bombardier aerospace unit....would be perfect.....and a name change to De Haviland.....would Rolls Royce our image worldwide.....Where we are now....well if BAe win the UAE 60 fighter jet order.....India, Malysia, Brazil, Canada....and South Korea could follow.....then we could be looking at BAe being a £30-40 billion company.....Reg

.....Korea want value for money.....aircraft with some stealth capability(BAe are narrowing the Radar pod on Eurofighter to address this)....EADs may put more Airbus work Koreas way if they buy Eurofighter....Reg

.....leaves BAe Eurofighter lowest on cost....and more costly Lockhead F35 to fight it out for the £6 billion order....Reg

......Rolls Royce announced yesterday they were not going to proceed with UTC Pratt and Whitney medium engine jv for 130-250 seat jet airliners.....This throws up the possibility of GKN Volvo being Rolls partner in medium jet engines....Reg

.....Boeing look to be front runner here....because South Korea already have similar aircraft with stealth capabilities in service....BAe look to be in with a shout though....in Eurofighter....if they can fit a narrower radar....enhancing aircrafts stealth credentials....Lockhead F35 is definitely out of the running on price alone....Reg

.....news today.....only one bidder has come in below budget for fighter jet deal.....BAe is competing with Boeing and Lockhead for this contract.....Reg

.....no my friend....Im not from the East Midlands....nearer Scotland....The likes of Williams....BTR.....Hanson.....Tomkins....Caradon....were run by accountants soley for profit....cash cows....with little if any regard for future investment....These indeviduals over 30 years have ruined British industry....and ultimately our banking system....through personal greed and total contempt for their workers....Some of them....even get Nighted.....for services to themselves....Reg

.....no my friend....Im not from the East Midlands....nearer Scotland....The likes of Williams....BTR.....Hanson.....Tomkins....Caradon....were run by accountants soley for profit....cash cows....with little if any regard for future investment....These indeviduals over 30 years have ruined British industry....and ultimately our banking system....through personal greed and total contempt for their workers....Some of them....are even get Nighted.....for services to themselves....Reg

......Reliant Motors Tamworth Staffordshire.....Reg

.....I have learned......Boeings 787 Dreamliner composite skin is made of large one piece sections....similar to modern modular shipbuilding construction......unlike rival Airbus 350 which uses smaller composite panels bolted to the airframe which when damaged can be completely replaced.....Boeings solution to the recent Ethiopian 787 fire damage to aircrafts composite skin....is to apply some plastic filler or patch.....Mine got....I remember the Reliant Robin three wheeler motor car.....It also had a one piece plastic body....which when impacted....cracked from bumper to bumper....Reg

.....lets hope this week.....the Spanish do a better job at selling the Eurofighter to the South Koreans....than the Germans did with the Indians.....Reg

.....the French State always has its hand at the tiller guiding their National champions.....Saint Gobain acquiring BPB......Lafarge acquiring Blue Circle.....Pernod Rickard acquiring Allied Domeq.....EDF 30% UK power industry....Suez acquiring 30% UK water.....Safran acquiring Dowty.....Thales acquiring Racal....Alsthom acquiring much GEC.....Its very much a one way street.....not to mention the inevitable UK factory closures that follow.....Peugeot Hillman Ryton car plant.....Renualt Commer Dunstable truck plant.....Alsthom Metro Cammell Birmingham train plant.....are just a few to mention.....Go on Nigel Rudd line your own pockets at the expence of British workers once again.....Well done sir!....Mr Cameron why not give this parasite a knighthood....After all industrial failure should be rewarded....Reg