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Not obvious this latest offer will be accepted, when the rejection of £58 was seen as significantly undervaluing the company does £61 make it significantly better, perhaps these are just the words that negotiation entails. The strategic review also states encouraging interest for energy and infrastructure thus depends on whether any figures have been mooted for that I guess plus what the views of large holders are. I remember an offer for Senior plc rejected at 200p a few years ago if I remember correctly and the share price predictably languished after that but recently there's a 300p offer there now I think so the Board may well see a path to significantly higher value even if there's a short term fall here. This is so often a long term game.

A third bid it is then, this time a bit more like it at £58 though I've thought for a while that ITRK is a £60+ t/o price, seems well run demonstrating good growth but what do I know. At £58 there's likely to be some serious discussion taking place. Interesting.

Any idea why the sudden rise in price about 2pm yesterday, went up about 200p then and can't see further news on the recent offer. Quite right to reject the earlier offers by the way, though it seems a good premium from the £38 or so we were trading at that was a harsh fall following the previous market update. Perhaps we we will hear more today.

Hi, Having read January's trading update and seen the AI related sell off I've brought in here over the last week on the basis this his way oversold. Trading update showed decent growth and the non exec director bought a tidy 10k too. Sage has recurring revenues and growth, these are attributes the market usually likes hence I'm minded to think, and hoping, this recent price action is a short term blip and the market will rethink its assessment of the AI threat here. Good luck all.

Dividend policy here I believe is that last year's final div becomes this year's interim and any increase will follow, hopefully, at H2 results.

Great news today, agree hasn't been good to see share price decline recently but the business has been performing well and this now recognised. Well done all holders.

Yes still here from those days though topped at closer to here and phew it's been a long wait until some signs of better days. New CX and hope for higher margins from our work gives me a feel the corner is turned. We need some confirmation this is a sustainable recovery, perhaps at H1 result and then it could move quickly if we get some momentum. Hope springs eternal.

18.00 today I believe, hope we go better than GLEN.

With that average since 2020 HSBA seems to be a get rich quite quickly route too. Well done.

Good morning

Entered a holding here from my SMDS sale recently as PRU adds geographical diversification and hopefully some higher growth. I'm inclined to think that concerns over China exposure are a bit overdone as PRU reaches wider than that. FY23 and Q124 were not bad thus looking on this as a good entry point.

Have a good weekend.

I sold the last lot on Thursday for that morale boosting 400p having let some go just before IP turned up, as I don't want to hold IP shares. I will be watching to see what MNDI's next move is and whether they trump here, as they may be worth a look if they fail here. There's been a number of bid actions recently which leads me to think that corporate buyers see the worst is over for UK equities and their lower valuations will likely rebound this year hence get in now is their call. What now for my SMDS funds - ITV, DLG and PHNX are fair candidates for a recovery this year, or something different with HTWS. Good luck here next week if you're still holding. ATB.

I've waited a long time for a BAB blast so I'm just sitting back quietly determined to enjoy the run. I think it's got a way to go yet.

The detail suggests dividend will increase from here and this year's final will become next year's interim. First read looks ok to me as a reliable income generator going forward.

Looking at the SKG-WestRock deal and how the WestRock share price travelled at the time suggests something around the 25% premium for us, puts us somewhere around the 370-380p which is only where we were a few years ago, hard to judge given current relative low valuations for UK equities. I wonder if there's a possibility of interest from US companies, and whether that, allied with the current low valuations and the done deal between SKG-WestRock spurs MNDI to get a deal quickly.

Hello, looking good here so I bought a modest sum today. Were those late trades yesterday afternoon both buys, substantial if they were and I wonder by whom. Not me for sure, and by the way mine today is showing as a sell here so can't be too sure with the reported data here. Hope I've not jinxed it now.

Agree this has been a scandalous performance over the last couple of days, yesterday we surmised whether the 20% fall was manipulation or someone taking advantage of a little early knowledge, today looks like it might have been a little of both. Poor that there's no reference to director buying, and why state that the discount is 17% to the last day of trading when everyone can see the price had been thrashed down all day yesterday to accommodate that. Would they rather have stated the issue was at 40% discount? I think not, and someone saw an opportunity for a quick kill from it all. What's the point of a REX offer at 8p for me now, great I can buy for below that today and where will it be tomorrow, not sure I'm tempted now down at these levels. With these substantial quarterly increases couldn't they get it away at a respectable 10p instead of 8p. We have an approved product to sell in a valuable market but this seems such heavy weather about it. Much to ponder from today's RNS. Have a good evening all.

Given today's drop I dread to think what tomorrow looks like if the report even hints at anything that's underwhelming. Tomorrow is the RNS day hence to clatter the share price by nearly 20% on the day before is poor by any reasoning. I'm not sighted on the reason for today's fall, be it profit taking from the last few days or an early view of the data trends. Tomorrow better be good.

Those H1 results did look strong and the share price now the same, finished up on ex-div today, looking good. Pardon me here if I shout C'mon STAN.

I agree Mary, looks ok to me. Debt reduction and cash generation provides basis for H2 progress and whilst they aren't blow the doors off numbers, by the same token they are better than our current share price location. FY results will provide a better picture.

Sobering day for holders here, and not the first action like this too. I'm not sure what it is, maybe debt but then I can't see that has changed since we were at 120p let alone 140p and the interest trajectory has been flagged for many months now. The last update doesn't justify this continued apathy, and since then we've also had the long awaited director purchases so I expect we look to the next update and H1 position to see if sentiment improves. That said, a few others stubbornly drifting away with no real news, like BAB. Awaiting better days here.