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.

Peel Hunt on M&A... - Part 2

Friday, 13 November 2020, 9:09 pm

Perhaps I was being a bit of tease by asking readers to get in touch with Peel Hunt about their UK mid-cap takeover tips note.

So, I have listed below the companies Peel Hunt reckons could become bid targets over the coming weeks and months...

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Tags: Peel Hunt

Peel Hunt on M&A...

Friday, 13 November 2020, 9:54 am

Ping! Another email arrives from the well spoken chaps at London-based stockbroker Peel Hunt.

And the firm is very bullish about the prospect of more takeover deals, especially for UK-listed mid cap stocks.

Charles Hall, Peel Hunt's excellent head of research, writes:..

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Tags: Peel Hunt

Cash calls - who is next? - Part 20

Thursday, 12 November 2020, 6:27 pm

Scribblers at Goldman Sachs managed to generate some decent publicity for themselves yesterday by talking up (or is it puffing up) British Airways owner International Consolidated Airlines Group.

As a result, the shares flew (no pun intended) and some market reporters, such as Tom Howard of The Times, led their reports with the broker's bullish predictions about IAG's prospects...

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Cash calls - who is next? - Part 19

Wednesday, 11 November 2020, 7:10 am

Perhaps Betaville was being too optimistic (or, er, pessimistic) by predicting the next wave of cash calls from companies that have already tapped equity investors for capital will take place in early 2021.

In fact, it appears some businesses that have already raised funds from the equity market, such as cruise operator Carnival, are hitting the road again and asking investors for fresh funds...

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Betaville Intelligence

RARE ALERT: Telit Communications said to ... - Part 14

Monday, 9 November 2020, 12:56 pm

DBay advisors has just upped its stake in Telit Communications.

According to regulatory filings DBday now owns just over 15pc of the 'internet of things' designer.

In case you don't recall, DBay is one of the companies that has submitted a takeover approach for Telit Communications.

One presumes the canny investment manager, led by wily Colin Kingsnorth, suspects his firm is likely to face competition for Telit Communications.....

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Deals deals deals ...in a bear market - Part 9

Monday, 9 November 2020, 7:07 am

The takeover bids are coming in and fast in the London market as predators look to take advantage of ailing rivals, with Connells Group launching a raid on Countrywide.

In case you don't recall, Countrywide was trying to get a "strategic investment" deal done with Alchemy. The private equity firm had offered £90 million for a stake of between 50pc and 67pc in Countrywide...

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Sunday review: Aston Martin, S4 Capital and Cineworld

Sunday, 8 November 2020, 8:55 pm

Tucked away in the Mail on Sunday's stockwatch column is a snippet suggesting Sir Martin Sorrell's next deal might be done stateside.

Alex Lawson, who now edits the column, interviewed Sir Martin in last Sunday's section, so he was clearly well placed to prise out a hint about what the diminutive marketing communications dealmaker might be up to next...

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Is the tide turning for Odey the Brexiteer? - Part 42

Thursday, 5 November 2020, 2:45 pm

So farewell Crispin Odey, who is stepping down from the eponymous investment firm he founded almost three decades ago.

That seemed to be the line most of the national press focused on when it was announced earlier this week. And I guess it's not too surprising given the somewhat erractic performance of his Odey European Fund over the last decade and other, erm, issues...

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Betaville Intelligence

RARE ALERT: Telit Communications said to ... - Part 12

Monday, 2 November 2020, 3:10 pm

Telit Communications, the Aim-listed internet of things designer, is said to be "in play", with Canadian rival Sierra Wireless, activist investor Dbay and a mystery private equity firm all rumoured to be "actively" circling the business.

People following the situation have heard speculation Sierra Wireless may have already recently offered around 206p a share for Telit...

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Deals deals deals ...in a bear market - Part 7

Saturday, 31 October 2020, 5:37 pm

There are still multibillion dollar deals being done despite a potentially volatile US presidential election, the risk of future lockdowns and a mini stockmarket sell off.

Overnight, for example, in the US Dunkin' Brands Group agreed an $8.96 billion sale to Inspire Brands as part of an all cash transaction at a 20pc premium to the undisturbed share price. Below is a link to the details:..

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Federated Hermes takes 10pc stake in Seeing Machines

Thursday, 29 October 2020, 9:03 pm

British small cap enthusiasts scoffed when I asked them about Seeing Machines a few weeks ago.

But I still thought it worthwhile mentioning the developer of driver monitoring software in the Mail on Sunday's Stockwatch column that I occasionally write/edit as the tip came from a reliable well spoken City type. I have pasted the link below in case you don't recall:..

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[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].