Member Info for You_Having_a_Laugh

On spread remaining the same it looks like 20% upside + the yield imho.

Forget M&A. Looks solid.

DYOR etc and take care.

With the state of the UK deteriorating rapidly we can expect rates sub 3% by end of 2026 imho.

PHNX is going higher on yield alone.

Do some calculations and it's even priced recently to allow a sensible stop-loss.

Management incentives are twisted and a good negotiator can play them like a piano. Not a done deal. Offer not made yet and then a vote. The big boys may not be 100% convinced and not yet overwhelming volume for yes. SPA need to invite others to the table and if they don't there is something wrong imho. Few managements should ever be trusted behind closed doors and when carrots are offered (like politicians), again imho.

That LTIP is a joke released after news of potential offer. Nothing in it for shareholders. The CEO and gang have blotted their copy book imho. Do they have a clue how this looks?

Be prepared to vote against if the offer is < 80p.

SPA should at least contact others to see what they would offer.

SPA might just be bad at negotistion as it reads that VertiGis have all the control, not chasing.

The focus is on reliable bottom line first and ditching low margin and one-offs and any perpertual licence, replacing with ARR. Makes sense and Manila is a cost saver. I'm expecting the whole lot to be sold on bit by bit and the current price looks like a sensible sort of entry price.

"Cyber Security business continues to evolve towards higher-value, recurring revenue streams, supported by global delivery and strategic partnerships. Our expanding Manila hub and the application of technology are enabling us to scale our operations, deliver growth and serve clients more efficiently across our business."

Bring it on Comcast.

The Guardian is scared of its own shadow & of not having narrative control.

The UK is beginning to understand. Our model under Labour isn't and will not work.

Crawling back to the EU is not the answer, a total model change is needed and out of such revolution re-birth occurs.

Our elites have failed us and its taken years for it to show through, which it now does.

Collapse is nearing and those in charge are unfit to steer us (or EU) through.

After comes large scale conflict. Google Mark Rutte comments - prepare for loss of life like our parents and grand parent experienced.

Before that comes the econimic collapse - 1930s replay.

Labour are a disaster.

What tosh. Europe is in a true mess and China is destroying it. We can prosper if we just get out from under Labour.

Look at the China-EU trade imbalance and the hit to core EU industry that will need bail-outs we shouldnt be paying for.

Car crash 2026.

Media, blah! The world is still globalizing at that level. Its weird that Little Britainers and Englanders want to crawl back into the EU.

Grow a pair, shrink the size of Gov by 25-30%, cut tax on industry, attract foreign money out of Ireland - FIGHT TO PROSPER, take the gloves off British Industry.

VertiGis are bagging a bargain and at best it smacks of lack of imagination by the company.

There has been some care with release of info to keep the price stable.

It secured 33.8% support but with only 17.7% “hard” but releasable at ≥78p. Gate crasher wanted. Even looks like the big shareholders arent massively convinced and the price reaction was limper than might be expected. I think it's a flag wave to get interest and see if they can get a competing offer and a higher price.

An offer at 78p+ by Precisely would cancel Columbia Threadneedles irrevocable and push this back into play. 80p+ would land it nicely and they can afford it.

Hexagon or Trimble or Bentley or Precisely vs VertiGis.

Game on would be brilliant.

Would be great to see someone gate crash for a few pennies more.

Found this doing a google search and one ITV director is a NED at the company. https://ebiquity.com/general/comcasts-potential-acquisition-of-itvs-broadcast-business/

This looks like a bottom due to quick recovery today on volume and for a buyback its best to start at a local low like now.

Heading still lower.

Poor price performance prior to results.

Will take ages for growth to show. Dead money.