Member Info for zebbo

Again. When will this dog break cover.....

On there own should drive the SP higher. I see no TO premium within the current SP

I expect an inflation shock at some point. Oil has been climbing steadily for a while now. These rises will start to feed through soon.

Also looks like there is no reason for oil to go down on a macro basis and may even rise towards $90-100 level

Jeez, these guys are slow.

Are they waiting until oil gets to $100 PB, then pay top dollar

Wait on.....they paid more than top dollar on the last deal...lol. Perhaps thats the plan

Some chunky trades being worked through with SP remaining static

High hopes we get a bounce off the back of the strategic review / EoY results

Looking cheap at the mo

The report spells it out - rampers, de rampers, whatever.

The valuation disconnect has been laid bare. When sentiment changes the SP rise will be powerful. Perhaps we will look back and say this report was the catalyst

No the best idea IMO. These starts up will drain cash over years, for a non quantifiable return IMO

CEO has his job to think about. Likely to trade lower for longer DLG is a car crash

Thats where we are headed I fear. Monday should be interesting, stick or twist....hmmm

Think 80-90 on no deal is harsh. The results and continued growth will see the SP bounce back strongly, beyond where we trade today

Share buy back may also be a good use of funds, if no TO

Best risk reward play out there at the mo IMO

Thanks Zak, I can only surmise that the deal will not get done, but the SP will dip on results day and then rise on the back of good results.

No deal means the current sellers will then turn the books and become net buyers...once PIs have been taken to the cleaners.

One thing for sure, PIs will panic out on a no deal. The IIs that are short will scoop up the stock causing maximum pain before winding the SP back up. IIs are defo going short

If we see the books turn before the results and the SP starts rising for no reason, it could be game on.

101 of market mechanics ....:-)

The market is not pricing in a TO thats for sure. The SP action / book tells me there are sellers out there who have been taking advantage of the volume. Many times I have been able to buy 100k at the price and only been able to sell 25k, even in the face of constant buying.

Not that this means a TO will not happen and may explain why we are still lowly priced IMHO. No takeover and strong results / outlook should see us a fair bit higher anyway

MM dont care what PI or IIs think. He is a law unto himself

This feels like a technical bounce after a week of underperformance

What a plum

Put it this way if SH dont accept the final offer, DLG will be trading well below the £2 mark

The figures are not good, lets hope Ageas dont walk away or we will be looking at 1.50

Simon Thompson thinks fair take out price is 175p

Https://www.investorschronicle.co.uk/ideas/2024/03/20/bidding-war-for-equals-group-heats-up/

Or higher? based on the trading update I am guessing 1.60 will be the final take out offer

Interesting indeed, could be getting to crunch time