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Classic, slow exit by founder as shares have been pumped by market makers to allow for higher priced exit. Firm not strong enough to fund aquistions via free cash flow and management not good enough to realise any synergies from past aquistions hence the static gross margins. Firm had one lucky idea of ifa consolidation forced by rdr review. This is now well behind us and statergy stale. Top management lacking in experience and skills to run firm of this size, and trying to be too many things and badly.
makes a good point http://www.soq-cap.com/the-diverging-fortunes-of-uk-pharma
makes a good point http://www.soq-cap.com/the-diverging-fortunes-of-uk-pharma
might these be the type of assets bhp go for? http://www.soq-cap.com/freeport-mcmoran-inc-light-at-the-end-of-the-tunnel
now for the rest, wonder what sssets we are looking at? prob along side bhp http://www.soq-cap.com/rio-tinto-merger http://www.soq-cap.com/freeport-mcmoran-inc-light-at-the-end-of-the-tunnel
That's a nice pay day that the directors seem to have given themselves for very average results i.e. margins below peers. CEO seems to be a ftse 250 esq package, annual report will show the pay rises and bonus the have give themselves at the top
anyone reckon RIo may follow suit and cut div and either shore up balance sheet or use proceeds to buy distressed assets http://www.soq-cap.com/rio-tinto-merger
are we likely to see any counter bids? maybe from the likes of Amazon? http://www.soq-cap.com/All-roads-lead-to-Amazon
Ah the old facebook trick (a la whatsapp purchase) - use over inflated paper (shares) to buy firms on the cheap - only problem is finding firms gullible enough to not realise they are being bought with overvalued shares. this firm has a mkt cap of 29 mill - how? it has no assets - doesn't own its buildings or client base so 29mill of intellectual property for a firm I bet you haven’t heard of!
The potential here and at these prices is huge - if one just googles bazhenov shale it comes up with lots of recent news article about the big boys spending hundreds of millions this year on bazhenov drilling. IF these are successful then our acreage should automatically revalue and if you look at our neighbours a takeover bid wouldn't out of the question. Horizontals first takeover after?