A cheeky website about deals, dealmakers and anything else I find interesting. Edited by Ben Harrington. If you have a tip or want to discuss a story please feel free to email Betaville at ben@betaville.co.uk. Betaville can also be reached at Whats App, Signal or Telegram. Betaville's Twitter handle is @bharringtonw11 and you can message me via Twitter with stories.

Canaccord Genuity's Quest bullish about takeover deals... - Part 2

Tuesday, 11 August 2020, 10:52 am

Ping! An email arrives from the cash flow experts at Quest, a division of broker Canaccord Genuity.

Graham Simpson, an analyst at Quest, believes London-based bankers are trying to stay employed by running around pitching leveraged buy-out ideas to a variety of private equity houses, sovereign wealth funds and dealmakers. No surprises there, I guess...


Hong Kong tycoon builds near 4pc stake in Telit Communications - Part 2

Monday, 10 August 2020, 10:21 pm

Dbay has quietly increased its stake in Telit Communications, the internet of things provider that has courted its fair amount of controversy and takeover speculation.

According to recent filings, Dbay - run by ex Laxey Partners value investor Colin Kingsnorth - now owns around 11.57pc of Telit, making it one of the largest shareholders alongside the mysterious Chinese group Run Liang. Below is a link to the relevant RNS:..


Betaville Intelligence

UNCOOKED ALERT: Land Securities Group said to ... - Part 3

Saturday, 8 August 2020, 9:50 am

Tucked away in the back of the venerable Financial Times is a rather interesting column by Bryce Elder about the "disconnect between public and private valuations" of commercial property companies listed in the UK.

Now, if you have been following Betaville Intelligence's alerts about Land Securities Group one might be able to see why Mr Elder's column is relevant! Do click on the link below if you haven't read the excellent piece:..


About that WSJ "exclusive" on the Kansas City Southern takeover bid...

Friday, 31 July 2020, 10:54 pm

I see The Wall Street Journal has just "broken" an "exclusive" story about Global Insfrastructure Partners and Blackstone attempting to purchase Kansas City Southern, the US-listed railroad transportation operator. Below is the link:



Betaville Intelligence

UNCOOKED ALERT: AA plc said to ...

Friday, 31 July 2020, 3:32 pm

AA plc, the London-listed roadside recovery company, has come under the spotlight amid takeover talk.

People following the situation said a potential acquirer is circling AA and may have already expressed an interest in the business.

Readers should be aware that the AA is a highly leveraged company with a very small capitalisation...


Tags: AA
Betaville Intelligence

UNCOOKED ALERT: BT Group said to... - Part 2

Tuesday, 28 July 2020, 2:43 pm

The mystery bidder circling BT Group's £20 billion Openreach division is rumoured to be working with investment banking advisers from JP Morgan on a potential approach.

Last week Betaville Intelligence revealed the FTSE 100-listed telecoms company is said to have drawn serious takeover interest in its Openreach division from a new suitor...


Tags: BT Group

Hong Kong tycoon builds near 4pc stake in controversial Telit Communications

Monday, 27 July 2020, 6:15 pm

The curious goings on at Telit Communications continue unabated.

Betaville hadn't noticed that after Dbay suddenly turned up on the shareholder register with almost 10pc that super secretive Hong Kong-based tycoon Tang Hao had also recently been amassing a 3.4pc shareholding in the 'internet of things' provider through his vehicle Discovery Key Investments...


The City diarist, the top London estate agent and the glass box... - Part 2

Thursday, 23 July 2020, 11:56 am

Old Trevor Abrahmsohn really is getting himself out there.

Today the self-styled "estate agent to the rick and famous" appears in this The Times piece about his escapades selling North London piles to Russian oligarchs. Below is the link:



Lenigas PLC

Thursday, 23 July 2020, 9:00 am

David Lenigas is back with a new venture: Lenigas PLC.

It looks like the brash serial small cap entrepreneur is launching a quasi hedge fund that plans to plough cash into resources stocks in a similar vein to the old RAB Capital. Below is a quote from Lenigas's Twitter feed...


[Disclaimer - the information on Betaville does not consitute any form of investment recommendation and is not intended to be relied upon by readers in making, or refraining from, any investment decisions].