TIL - Trilogy [formerly ECO - Ecoya]

[boysy]

Not sure a 30% gain on PP is sufficient for them when you look at the PE that TILs peers are trading on

[mondograss]

They may have been busy lining up their own buyer of course.

[winner69]

Not sure a 30% gain on PP is sufficient for them when you look at the PE that TILs peers are trading on

But you know the PE relevance to peers is meaningless (assuming BMX is ‘benchmark’)

Ones a star that promises growth and achieves it while TRilogy is a bit of a dog in comparison.

[boysy]

Not sure about that comment winner let’s see who meets forecast going forward. Either way let’s see independent valises report in due course ..

[winner69]

Not sure about that comment winner let’s see who meets forecast going forward. Either way let’s see independent valises report in due course ..

Fair enough ...but let’s also hope that we get $3.20 plus in due course

[Balance]

Probably simple arbitrage play - nice 3% to 4% on offer. Annualised, more like 9% to 12% in low interest rate environment.

[steveb]

Probably simple arbitrage play - nice 3% to 4% on offer. Annualised, more like 9% to 12% in low interest rate environment.

yes agree there is also the possibility of a higher offer in the mix,with no real downside.Not a bad investment really.

Disc holding but only a small holding now

[winner69]

Credit Suisse taking a punt .....on something

[BlackPeter]

Credit Suisse taking a punt .....on something

So - what do you recon? Do they only speculate on getting the 9 cents "arbitrage" of Citic after waiting 4 months or so, or could we imagine they would see more value than the offered $2.90 in this company? Of course - they could as well buy as straw man for Citic, but not even sure this would be legal - i.e. lets rule this option out.

Anyway - somebody said that there are worse places to park ones money than in the shares of a company with a pending takeover offer ... maybe that's what Credit Suisse thinks as well ;

Interesting times - and quite happy (as holder) to sit the takeover out ...

[LAC]

So - what do you recon? Do they only speculate on getting the 9 cents "arbitrage" of Citic after waiting 4 months or so, or could we imagine they would see more value than the offered $2.90 in this company? Of course - they could as well buy as straw man for Citic, but not even sure this would be legal - i.e. lets rule this option out.

Anyway - somebody said that there are worse places to park ones money than in the shares of a company with a pending takeover offer ... maybe that's what Credit Suisse thinks as well ;

Interesting times - and quite happy (as holder) to sit the takeover out ...

Maybe they know something we dont.....