Van beleggers
voor beleggers
desktop iconMarkt Monitor
  • Word abonnee
  • Inloggen

    Inloggen

    • Geen account? Registreren

    Wachtwoord vergeten?

Ontvang nu dagelijks onze kooptips!

word abonnee

Bod Op Logica

225 Posts
Pagina: «« 1 2 3 4 5 6 ... 12 »» | Laatste | Omlaag ↓
  1. forum rang 10 voda 31 mei 2012 15:57
    quote:

    niche 010 schreef op 31 mei 2012 09:52:

    Zo da's lekker wakker worden, 12k rijker :)

    groet,

    Niche
    Oh nee hé?

    Altijd dezelfde gast die wint.

    Het is je van harte gegund Niche! :-)

    Trouwens, proficiat aan allen.
    Alleen een beetje zuur voor hen die er al heel lang inzitten, en die boven de 1.40 ingestapt zijn.
  2. forum rang 10 voda 31 mei 2012 16:04
    Logica bod van CGI aantrekkelijk - SNS


    AMSTERDAM (Dow Jones)--Het bod van het Canadese CGI op Logica van 105 pence per aandeel, omgerekend iets meer dan EUR1,31, is aantrekkelijk, aldus analist Victor Bareno van SNS Securities. Hij verlaagt daarom zijn advies naar hold en zet het koersdoel op 105 pence. Volgens Bareno zijn de vooruitzichten voor Logica om op eigen kracht waarde toe te voegen beperkt vanwege de tegenzittende Europese markt. Omstreeks 10.10 uur noteert het aandeel 62% hoger op EUR1,34, terwijl de Midkap met 4,5% stijgt. (AGR)


    Dow Jones Nieuwsdienst: +31-20-5715200; amsterdam@dowjones.com


  3. forum rang 10 voda 31 mei 2012 16:04
    mogelijk andere bieders voor Logica - Panmure


    AMSTERDAM (Dow Jones)--Panmure Gordon verhoogt het koersdoel voor Logica (LOG.LN) naar 105 pence van 86 pence, nadat CGI Group (GIB.A.T) een contant overnamevoorstel van 105 pence per aandeel heeft gedaan. De broker zegt dat het bod heel goed het einde kan inleiden van een hobbelige weg voor aandeelhouders, die in de afgelopen jaren veel van hun waarde hebben zien verdwijnen. Panmure voegt toe dat Logica e e n van de goedkoopste IT dienstverleners is en dat het bod andere gegadigden tot een tegenbod kan verleiden. Omdat de aandelenkoers waarschijnlijk tot boven de 105 pence zal stijgen, blijft het advies buy. Omstreeks 10.55 uur noteert het aandeel in Amsterdam 62,7% hoger op EUR1,35, terwijl de Midkap met 5,0% stijgt. (LDF)


    Dow Jones Nieuwsdienst: +31-20-5715200; amsterdam@dowjones.com


  4. viermeiden 31 mei 2012 16:10
    L.s.,

    commentaar van de andere kant van de Noordzee!

    Logica soars 64% after £1.7bn agreed bid from Canada's CGI
    Analysts say rival bid is a possibility but Canadian's already have acceptances worth 18%
    Share 6

    Email
    Another IT group has succumbed to a predator, with Anglo-Dutch group Logica agreeing a £1.7bn bid from Canada's CGI Group.

    The agreed deal involves Logica shareholders receiving 105p in cash, but in the market the company's shares have jumped 42.1p to 107.8p - a 64% surge - with the outside chance of a counter bid. India's Infosys has been linked with Logica in the past, and private equity players could also be interested. Julian Yates at Investec said:

    [A counter bid] can never be ruled out due to the bid price multiple which [at a PE of 10 times] does not carry a significant premium to peers.

    Logica has significant structural issues and as CGI has stated, it expects to spend £165m on restructuring charges considering Logica staff base is largely in inflexible labour markets. From an anti-trust point of view we see limited issues. Indian players may be seen as counter bidders but this would represent a material strategic risk considering the cultural and business focus differences. Private equity we suspect would also look at the business but the cash costs needed for restructuring and already levered balance sheet may put off this camp of investors.

    George O'Connor at Panmure Gordon said:

    Logica is one of cheapest IT service companies, and even at acquisition multiples it is attractive enough to flush out another buyer. The potential buyers are numerous (start at IBM, or Accenture and just walk down the list) - and, as we have long argued, Logica is simply badly configured for the modern market and is fixable given strong resolute management. Second guessing the potential of a counter bid, the share price is likely to overshoot the 105p recommended price. For now, investors should buy to 105p, our new target price.
    At the moment shareholders representing around 18% of the equity have agreed the deal, unless a rival bid emerges. Logica chairman David Tyler said:

    David Tyler, Chairman of Logica, said:

    Competitive intensity has increased as the industry has globalised and scale has become an ever more important factor in cost competitiveness and service. Additionally, in Logica's main European markets there is considerable economic uncertainty, which affects confidence and demand from both public and private clients. The Logica Directors consider there to be a strong industrial logic for the proposed combination with CGI.

    Given the very limited geographic overlap and CGI's strong reputation for successful integration, we believe this transaction will offer great opportunities for Logica's people. For our shareholders, the offer represents an opportunity to realise a substantial premium in cash to the current share price.
    The deal follows Hewlett Packard's takeover of Autonomy - which appears to have become acrimonious with the recent departure of the UK company's founder Mike Lynch - and the sale of Misys to Vista Equity Partners which is close to completion.

    Overall the market is edging higher as investors try to come to terms with the latest eurozone developments, with the FTSE 100 up 42.73 points at 5340.01. Even so the index is on course for its worst monthly performance since August 2011, as the financial problems in Spain grew and worries about Greece leaving the eurozone increased following its inconclusive election.

    Later come some US jobs figures, which will give a pointer to Friday's non-farm payroll numbers.

    viermeiden
  5. viermeiden 31 mei 2012 16:13
    L.s.,

    “Logica is one of the ‘cheapest’ IT service companies and even at these acquisition multiples it is attractive enough to flush out another buyer,” said George O’Connor, analyst at Panmure Gordon.
    “The potential buyers are numerous – start at IBM, or Accenture and just walk down the list,” he added.

    Laat ze maar over elkaar heen vallen!

    De prijs is nu al hoger dan de biedprijs!
    Er zijn dus mogelijk andere partijen in het spel!

    viermeiden
225 Posts
Pagina: «« 1 2 3 4 5 6 ... 12 »» | Laatste |Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met je emailadres en wachtwoord.

Direct naar Forum

Indices

AEX 882,63 +1,42%
EUR/USD 1,0693 0,00%
FTSE 100 8.139,83 +0,75%
Germany40^ 18.177,90 +1,45%
Gold spot 2.337,95 0,00%
NY-Nasdaq Composite 15.927,90 +2,03%

Stijgers

Xior
+6,16%
bpost
+3,47%
Proximus
+3,38%
Ontex
+3,16%
DEME G...
+2,19%

Dalers

KBC Groep
-0,83%
Melexis
-0,80%
IBA
-0,77%
UCB
-0,44%
Barco
-0,15%

Lees verder op het IEX netwerk Let op: Artikelen linken naar andere sites

Gesponsorde links