Member Info for squadraazzura

To put is simply:

SpaceX is firstly a space exploration company.

At the same time, it is servicing the aerospace, pharmaceuticals and high tech industries and in parallel, looking at new ways to sort out new challenges that earth is facing.

One has to understand first before drawing conclusions.

First leg $500 a share - within 2 years.

Within 5 years ? $1000+ when approaching $1 trillion revenue.

Thus was how all the big boys started: From Amazon to Google.

SpcX is slowly but surely building a portfolio of companies at the forefront of technology.

In the next few years it will become a conglomerate similar to Berkshire Hathaway but sophisticated.

From development of new medicines in space under no gravity, to working with aerospace companies., the sky is the limit.

hTTps://www.fool.com/investing/2026/06/18/goldman-sachs-says-spacex-could-hit-474-billion-in/

https://www.cnbc.com/2026/06/15/ron-baron-bought-1-billion-of-spacex-shares-in-ipo-lifting-stake-to-25-billion.html

https://news.bitcoin.com/spacex-could-enter-major-index-funds-within-weeks-after-trillion-dollar-ipo/

As a cash cow, any consortium will just leave Gamma as it is, then collecting the dividends.

Gamma may be left as it is for a year or two then assess the benefits.

The consortium will just agree on the final price they are willing to pay.

Agree that Oakley/Giacom may put an earlier offer to put more pressure on the others.

They are definitely joining forces to meet a possible higher offer.

We still have Oakley Capital and Giacom up to 12th of June...

Will they now make a firm offer to trigger a bidding war with Epris et al. before the 8th of July ?

Anything is possible.

Agree with you Kendall.

It's a proof of a firm and solid interest in acquiring Gamma.

Otherwise they would just go away.

I also don't think it's easy to find such a cash-cow company with regular dividends and a growing recurring revenue model such as Gamma.

This should be the prime choice for any private fund out there.

Possibility of an update today before close, say between 2 and 3 pm ?

Then up to the 12th for the others.

Cheers Kendall for updating.

Those known so far:

Providence has up to 10th of June to respond (tomorrow 5pm).

While Epiris it is up to 12 June.

Tomorrow is the 9th.

Could this late spike be a signal an initial offer is on the table ?

Liontrust now owns 7,120,435 shares = 7.868%.

Disclosure table published with 2 known interested parties and possible bidders.

Who is next ? ...

A bidding war on the horizon ? A possibiity.

This is only the first bidder - Matthew Riley founder of Daisy Comms, a serial entrepreneur.

They always offer the lowest bid possible to see the reaction.

Then what about the others such as Providence etc... ?

There will probably be other bidders, with better offers.

IMO there will be a biding war.

Mind you this is only the first bidder.

There are more to follow ...

IMO for such a cashe generative business, a fair offer should be between £13.5 and £14.5.

A short while ago, it was over £16 - When revenue and profit were far much lower.

Here is no smoke without fire.

I don't think management will accept anything short of £13.5 - £14.5.

The business is sound with a recent excellent update, cash generative, pays a steady dividend and growing via Germany, the largest European economy and the third in the world (Japan being the 4th).

So IMO £14 should be the bare minimum for such an undervalued business.

Funds are buying (schroders, Gresham etc.). Possibly a tree shake to get the maximum out of it.

Will remain invested till the end and regardless.

A decent company to be invested in anyway.

Tuesday the 5th of May will be the last day of the 4 week Offer Period.

Could this recent drop be a good opportunity to buy ?

Share price very sensitive to any sell/buy action as the total number of issued share capital is going down (90.7 million with share buybacks) - Thus the spiky behaviour.

hTTps://telconews.com.au/story/gamma-launches-apac-push-with-australia-nz-focus