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Atlantic Investment Management’s 13F portfolio value increased from ~$234M to ~$300M this quarter. The number of positions increased from 8 to 10. Alex Roepers added Lear Corp and Avnet Inc. while decreasing O-I Glass and dropping DXC Technology. The top three positions are...
Atlantic Investment Management's 13F portfolio value increased from $204M to $234M. The number of positions decreased from 9 to 8. Alex Roepers added Ralph Lauren and substantially increased W. R. Grace and Edgewell Personal Care. They also dropped the large stake in Axalta Coating du...
G4S ([[GFSZF]] -1.1%) group revenue has remained resilient through the first nine months of the year, 2% lower than the same period last year.However, its was more than offset by tight direct and indirect cost control and reduced interest costs.Company retained and won new contracts with an a...
G4S announced that Allied Universal has expressed interest in it, though not yet mounted an alternative bid to that of GardaWorld. This, and a mounting war of words, suggests GardaWorld still wants G4S but will have to put in a higher bid than its 190p offer. I expect short-term u...
Security company G4S's possible suitor has gone hostile at 190p per share. That is too low to get the support it needs. It is clearly serious so I expect a revised bid at a serious level, maybe 230-255p per share. That would be roughly a 15-30% upswing from today's share price...
G4S (GFSZF)(GFSZY), the U.K.-based security group, has received multiple takeover offers this year, from GardaWorld Security and BC Partners . It has not bitten, but it does raise the question of why bidders see more value in the company than stock market participants appear to do and have co...
G4S ( OTCPK:GFSZF +31.9% ) confirms that on September 1, it received an unsolicited proposal from BC Partners and GardaWorld, regarding a possible cash offer of 190 pence per G4S share for the entire issued, and to be issued, share capital of G4S. More news on: G4S plc, G4S plc, Stocks o...
This article is part of a series that provides an ongoing analysis of the changes made to Alex Roepers’ 13F portfolio on a quarterly basis. It is based on Roepers’ regulatory 13F Form filed on 08/14/2020. Please visit our Tracking Alex Roepers’ Atlantic Investment Manag...
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This article is part of a series that provides an ongoing analysis of the changes made to Alex Roepers’ 13F portfolio on a quarterly basis. It is based on Roepers’ regulatory 13F Form filed on 05/15/2020. Please visit our Tracking Alex Roepers’ Atlantic Investment Manag...