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Newkotb
Sorry mate what you getting at with the Morg Stan stuff
senn
duster ...
That comment was added by IAmNotAnAnalyst
Here's the RNS:
http://www.lse.co.uk/share-regulatory-news.asp?shareprice=OPHR&ArticleCode=jakzzxvj&ArticleHeadline=Form_85_EPTRI__Replacement_of_Ophir
Any idea what he is getting at mate?
Guess as an exempt principal trader connected with either/or/both Ophir / Medco which either is not a recognised intermediary or is a recognised intermediary but holds in a non-client serving capacity with an interest in the stock they still need to RNS.
So in effect, we have no idea up until I think the 15th Jan, close of business, to fully understand who owns what in terms of Ophir shares and that includes Medco themselves and any of their associated partners.
What we do know is that at least 50% is in the hands of Institution at this point in time.
I also expect some more, large holders to surface via RNS 8.3
Well said NewKOTB, better out than I could have done. I was just trying to indicate that they clearly own some shares, and ate potentially yet to declare. On the Morgan Stanley declaration it wasn't clear what their relationship to the deal was, but there must be something. Unfortunately I don't understand much about it, it's my first share subject to takeover discussions. In my excitement I just wanted to be involved!
Well Inties have the castingvote here by the looks of it if Booth shows the door which I do not see as personally it's been on the cards office moving ECT.
Medco could go hostile and ii could still away it in theory but just cannot see it.
Ophir with poo back up would be around here anyway without the bid if you look at the chart in relation to poo.
Artemis 1.84%
Standard Life 7.11%
Dimensional Fund 1.84%
State Street Global 1.1%
Norges Bank 2.37%
Legal & General 5.71%
Ruffer LLP 1.15%
River and Mercantile Asset 1.24%
Nomura International 2.614%
Prudential Plc / M&G 9.07%
State Street Global 1.12246%
Carlson Capital 2.525%
Schroders plc 1.482%
FMR LLC / FIL Ltd 7.09%
The Vanguard Group 2.95%
BlackRock 3.49%
Barclays 1.30% (but short 1.32%)
Petrus Advisers 2.49%
Azvalor 7.819%
few more large ones to declare ...
Artemis 1.84% Standard Life 7.11% Dimensional Fund 1.84% State Street Global 1.1% Norges Bank 2.37% Legal & General 5.71% Ruffer LLP 1.15% River and Mercantile Asset 1.24% Nomura International 2.613% (2.613% short) Prudential Plc / M&G 9.07% State Street Global 1.12246% Carlson Capital 2.525% Schroders plc 1.482% FMR LLC / FIL Ltd 7.09% The Vanguard Group 2.95% BlackRock 3.49% Barclays 1.25% (short 1.26%) Petrus Advisers 2.49% Azvalor 7.819% Total declared = 62.42% few more large ones to declare ...
Not sure Nomura International filled their form out correctly ...... lol
Oh yeah, it's just the same two numbers switched! Well spotted. I'd assume that they aren't shorting also... I'd probably think twice if investing with them :D
Artemis 1.84%
Standard Life 7.11%
Dimensional Fund 1.84%
State Street Global 1.1%
Norges Bank 2.37%
Legal & General 5.7%
Ruffer LLP 1.15%
River and Mercantile Asset 1.24%
Nomura International 2.613% (2.613% short)
Prudential Plc / M&G 9.07%
State Street Global 1.12246%
Carlson Capital 2.525%
Schroders plc 1.482%
FMR LLC / FIL Ltd 7.09%
The Vanguard Group 2.95%
BlackRock 3.41%
Barclays 1.25% (short 1.26%)
Petrus Advisers 2.49%
Azvalor 7.819%
Total declared = +62%
few more large ones to declare ...
Artemis 1.84%
Standard Life 7.11%
Dimensional Fund 1.84%
State Street Global 1.1%
Norges Bank 2.37%
Legal & General 5.7%
Ruffer LLP 1.15%
River and Mercantile Asset 1.24%
Nomura International 2.613% (2.613% short?)
Prudential Plc / M&G 9.07%
State Street Global 1.12246%
Carlson Capital 2.525%
Schroders plc 1.482%
FMR LLC / FIL Ltd 7.09%
The Vanguard Group 2.95%
BlackRock 3.41%
Barclays 1.25% (short 1.26%)
Petrus Advisers 2.49%
Azvalor 7.819%
Bybrook Capital 3.81%
Total declared = +66%
few more large ones to declare ...
NewKOTB
Don't the Morgan Stanley ones count? looks like they've got a 3% short on tia.
withoutt,
MS, 3%, where did you get that from ?
Also, they are acting in a client serving capacity, although not sure who for !
The RNS 8.5 forms are a requirement of the takeover panel rules and as such each transaction needs to be disclosed.
NewKOTP
There are 3, 8.3 FORMS out this morning 2 from M/S International.
Sorry they are 8.5 forms
Those forms are 8.5. As NewKOTP says those are why every transaction has to be declared as they're involved with the two parties somehow. We can't tell yet what their total holdings are.
Sorry, still can not see where your 3 % is .... an 8:40 and 8:43, where is the third one?
Sorry NK i thought they were 8.3 forms but they are 8.5, need to to go specsavers
In order for Medco to go hostile, they would need some of the already declared 8.3 to do a deal with as we sit at appox 66% atm with still more to declare imo, plus PI's of course. They require +30%
Someone over at advfn reckons there doing that can't see it myself
Seems highly unlikely as you say. Has the original post been deleted, I can see one on ADVFN saying they 'heard' something? In other news I just bought some and it was flagged green (presumably neither buy nor sell).
Artemis 1.84%
Standard Life 7.11%
Dimensional Fund 1.84%
State Street Global 1.1%
Norges Bank 2.37%
Legal & General 5.7%
Ruffer LLP 1.15%
River and Mercantile Asset 1.24%
Nomura International 2.613% (2.613% short?)
Prudential Plc / M&G 9.07%
State Street Global 1.12246%
Carlson Capital 2.525%
Schroders plc 1.324%
FMR LLC / FIL Ltd 7.09%
The Vanguard Group 2.95%
BlackRock 3.41%
Barclays 1.25% (short 1.26%)
Petrus Advisers 2.49%
Azvalor 7.819%
Bybrook Capital 3.81%
Total declared = +66%
few more large ones to declare ...
So in the 42 range :(.
Possible last minute flash drop and load up !! Who knows, not me.
gla