Member Info for TheSoundMan.

I get what you're saying but you're basing your argument on using the Odean Monday offer and ignoring the EMAN one where one goes free.

Great update… never seems to matter.

For one to drop out I’d surmise that the other has increased their bid and the first isn’t prepare to match or better it. Fair to assume we’ll find out we’re now at >135 pretty soon. Would have thought both would have dropped out otherwise?

'That being said, I would love to roll my equity into the Towerbrook private vehicle (provided roll equity is parri with sponsor equity and they don’t rip out massive managment fees).'

That's my fear exactly. I'd love to roll half my investment with PE, but how can you trust them on the Management Fees. They've all got so much history of it. Load the entity with debt and pay themselves massive fees.

4 brokers currently covering TIG.

The low 12 month estimate is 140, the average is 190 and the high 280. The offer has to move a long way north of here to be sensible.

Why entertain 125 when the SP was nearly 200 only 6 months ago

When someone signs off their post with a line like... 'And to all who disagrees, **** you', I tend to think they might not be particularly balanced anyway (both the post and the poster! LOL)

Neutral at worst, and good in the medium to long term.

You think Cathal will do a deal that’s negative for Poolbeg shareholders (ie, him).

LOL

Better than I expected, so I'll hold.

Expecting to make a good return through an eventual sale to PE though rather than profit through performance.

I've got a one million share holding here and will continue to hold unlisted, but I do always fear in these cases.

So often they pre-package an administration when they can't meet payroll and sell to a few of the main shareholders, with small shareholders getting shafted as others have suggested. Hopefully the saving grace here is the US licences and the Authorities simply won't fall for it. Use it or lose it - I can't see why they would allow them to just be passed on to a new entity. Further dilution though I see as a certainty.

Fingers crossed. I think their could be money to be made here long term, particularly at under 0.1 per share, but it's certainly high(er) risk now.

As K mentioned below, article in The Times quoting an Activist investor saying that You Gov should sell itself to PE, that the Profit Warning was the worst handled it had ever seen and that their Shareholder Communications were rubbish.

Also amusingly mentioned that sale to PE would be difficult because they have 6 non-exec Directors on the Board with next to no shares between them, so it would be like Turkeys voting for Christmas. All they'd have to gain is losing their jobs. Unfortunately true.

Including a Retail Placing at 31p, which is a 3% premium.

Interesting strategy if you want zero percent take up.

If V 0 X are to be believed then the deal is done with Moncler, but key staff have been told not to discuss it until the official announcement is made.

Can't post V 0 X links on LSE but it's easy to find if you look.

...and one that will get taken out sooner rather then later.

Expect to see Director purchases in the next few days.

Trainline is a less painful journey than many and although there is a stop here I'm not sure too many will be getting off.

Bloody should be, but why do the obvious?

As ever, waiting for HL to acknowledge their existence and open trading on them...

Soooooooo slow

I agree. I'll take them at 67p.

Happy to sit and wait for a takeover or a turn around, although looking at the BoD's performance so far the former is more likely.

185.00