Since my last post, Xavier Niel first stepped over 20% in Luxembourg (including treasury shares). He was then invited to join the nomination committee (NC), raising the prospect of Atlas joining the board. This is curious timing, because Niel could have chosen to join the NC by his own volition at an earlier date (3 months in advance) and he could have also been invited by the NC earlier at any date in time. Note that Niel has been the by far largest shareholder publicly since September.
There it goes! Back to 150 for the rest of the year. No way it recovers this without the french buying more. Higher prob of ended bid talks than actual bid imo. @alwaysinvert @kaj-winther @cohenblackedge @XN
Hello! Interested in your thoughts on the upcoming AGM. Is there anything non-communicated that you're looking out for. Anything that could be good for the stock price, and anything that could be bad? Something related to the takeover?
Seems like that was it. At least for summer. Own an irresponsible amount of september calls. This is so over, very uncommon for the market to not be ahead of the curve in a situation like this. I'm sure we'll be back at 160-170 in no time, and the takeover talks will end any day now. If there's a bid, it'll most likely be in the 225-235 range, tops. But consider that to be highly unlikely.
@alwaysinvert Yesterday I got an alert from the Substack-app. I can’t open the message though. Under ”Activity” I can see the intro of your text, but that’s it. Can you post the same message as a comment in this thread?
Seems like the AGM notice will be delayed? Do you have any interesting thoughts as to why? Seems like the chance of a takeover bid has increased a bit the last week, considering the time it's taking. XN driving a hard bargain. Maybe a consortium with XN takes the company, with Apollo buying the tower co, or something similar.
if we HODLr's get murdered, this here is some upcoming season of CSI, Forensic Securites Squad.
Thanks for your good and professional work - Will HODL to 40$
Change of date:
https://millicom.gcs-web.com/news-releases/news-release-details/millicom-announces-change-date-annual-general-meeting-0/
There it goes! Back to 150 for the rest of the year. No way it recovers this without the french buying more. Higher prob of ended bid talks than actual bid imo. @alwaysinvert @kaj-winther @cohenblackedge @XN
Hello! Interested in your thoughts on the upcoming AGM. Is there anything non-communicated that you're looking out for. Anything that could be good for the stock price, and anything that could be bad? Something related to the takeover?
Thanks again!
Might be time for a much wanted update? Ahead of the AGM with some thoughts.
Seems like that was it. At least for summer. Own an irresponsible amount of september calls. This is so over, very uncommon for the market to not be ahead of the curve in a situation like this. I'm sure we'll be back at 160-170 in no time, and the takeover talks will end any day now. If there's a bid, it'll most likely be in the 225-235 range, tops. But consider that to be highly unlikely.
https://millicom.gcs-web.com/news-releases/news-release-details/millicom-nomination-committees-proposal-board-directors-4/
Well, there goes XN’s takeover. Or do you have another idea?
@alwaysinvert Yesterday I got an alert from the Substack-app. I can’t open the message though. Under ”Activity” I can see the intro of your text, but that’s it. Can you post the same message as a comment in this thread?
Seems like the AGM notice will be delayed? Do you have any interesting thoughts as to why? Seems like the chance of a takeover bid has increased a bit the last week, considering the time it's taking. XN driving a hard bargain. Maybe a consortium with XN takes the company, with Apollo buying the tower co, or something similar.