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AUTHOR
DATE
SUBJECT
19
member
3/19/21 10:10AM
Re: Author Exit Recommendation
18
Any thoughts on HBK contesting the scheme? Last one seemed to be Inmarsat where the judge approved the scheme, but that seemed to hinge more on change in circumstance and negotiation of value than lack... login to read the rest
Roundhill and 1 other undisclosed minority shareholders agree, do you know their %?
William Hill shareholders underwhelmed by Caesars’ offer price
Caesars Entertainment’s [NASDAQ:CZR] takeover offer does not capture William Hill’s [LON:WMH] full value, two minority shareholders... login to read the rest
Update - movements in the register; new bid speculation from Betfred
The Telegraph is speculating BetFred (6% owner of WMH today) may make a counter bid for the wholeco (not just the UK retail biz). I view this as unlikely - they could simply just want... login to read the rest
originally the word 'takeover' was used in the pre-announcement docs so I thought that structure would be used but it turns out they are going for a 'scheme of arrangement' instead. the major diffrence is... login to read the rest
Trading volume - 6% of the co has traded above deal price in the last days
Its worth keeping in mind that every share bought above 272p now is a vote against the deal. basically all the volume today (37mm shares) traded north of 272. another 27mm shs traded yesterday, north... login to read the rest
i don't believe so. WMH has mentioned a number of different excuses in prev mtgs w investors ('its a busy time for us', 'the process is long and complicated', 'we will look at it when... login to read the rest
no i thought they would back the bid. this board is terrible (recall they issued stock at 130p instead of simply picking up the phone to ERI and asking if they'd buy a piece of... login to read the rest
not sure you read what i wrote properly. of course they have a right of first refusal and/or veto on change in ownership - but that means change in control. if WMH sells down US... login to read the rest
no problem. there are no other operators on CZR/ERI's skins (ie the deal is exclusive for WMH's benefit). note that the opposite does NOT apply (ie, WMH can theoretically operate sportsbook and take online bets in... login to read the rest
thanks for the questions. let me take each in turn:
1. WMH's business is primarily retail (for now), where they have extremely high share in certain states (eg Nevada) and are already profitable (excluding the impact... login to read the rest
As part of the UK takeover code, whenever there is an offer, anyone with over a 1% stake has to notify the market. Thus, in the last few hours it has come out that the... login to read the rest
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