goldfinger
- 12 Jan 2010 20:42
splat
- 28 Jan 2011 09:26
- 740 of 3532
good call gf, Zakkypoos read your tip :-)
goldfinger
- 28 Jan 2011 11:57
- 741 of 3532
Cheers splat......
Merrill have this - Source FT re TCY
To be clear, the release today focuses more on Terremarks managed hosting
and infrastructure-as-a services businesses as the rationale for the acquisition, as
opposed to the co-location offering. Put simply we dont see this as a direct read
for Telecity as the acquirer seems more interested in the parts of the business
which Telecity does not offer. While Telecity just rents the customers space and
access to power and cooling, managed hosting takes things to a much more
complex level, with the data-centre company also owning and managing the
servers which the clients are using. Nonetheless, Telecity has been talked about
before as an M&A target (notably last July). Therefore we think further sector
consolidation will be a positive for sentiment.
For reference Equinix acquisition of Switch and Data last year valued the target
(a business more comparable to Telecity) at 11.7x forward EV/EBTIDA. The bid
for Terremark (a business less comparable to Telecity) values the target on 15x
forward EV/EBITDA. Applying these multiples to Telecity would imply a valuation
of 606 787p /share versus Telecitys closing price yesterday of 475p (9.3x
2011E EV/EBITDA).
Chris Carson
- 28 Jan 2011 13:26
- 742 of 3532
STJ stop moved to 300.0 to lock in +30
goldfinger
- 28 Jan 2011 13:50
- 743 of 3532
Well done chris.
Chris Carson
- 28 Jan 2011 14:01
- 744 of 3532
Cheers gf
maggiebt4
- 28 Jan 2011 14:22
- 745 of 3532
GF Hope that joke, 737, wasn't sexist you'll be getting the sack:-)
goldfinger
- 28 Jan 2011 14:37
- 746 of 3532
LOL, yep bring em on. Tom Winnifrith as just assured me this morning I wont get the boot for playing this video LOL LOL LOL LOL LOL LOL .
Couldnt resist it yesterday over at S crazy where theres a big thread and poll dedicated. The Worlds gone mad.
Palmer a late freind of mine described this as "A WALL OF MINGE" make no wonder that bloke died of an heart attack........... nice way to go though. LOL LOL LOL
http://www.youtube.com/watch?v=UrGw_cOgwa8
goldfinger
- 28 Jan 2011 14:40
- 747 of 3532
goldfinger
- 31 Jan 2011 11:55
- 748 of 3532
Rather subdued today, the market and me. Aunt taken to hospital seriously ill last night so Ive got some traveling to do.
splat
- 31 Jan 2011 14:24
- 750 of 3532
sorry gf, hope all works out mate.
goldfinger
- 31 Jan 2011 16:26
- 751 of 3532
Just had a few ams. Chap tells me we might have a bid here. DYOR.
goldfinger
- 31 Jan 2011 16:27
- 752 of 3532
Cheers splat M8 its been a bad 24 hours.
goldfinger
- 01 Feb 2011 10:09
- 753 of 3532
IMG looking hot on back of ARM results
goldfinger
- 01 Feb 2011 10:50
- 754 of 3532
goldfinger
- 01 Feb 2011 11:27
- 755 of 3532
Had a dabble in ECM 10 mins back, great looking chart, cheapish and trading update friday.
goldfinger
- 01 Feb 2011 11:49
- 756 of 3532
ECM
IMS update friday. Chart looks ready for take off.
goldfinger
- 01 Feb 2011 12:51
- 758 of 3532
HFD at a critical point on the chart.
Seen it Skinny?.
goldfinger
- 01 Feb 2011 12:53
- 759 of 3532
Positive divergence on the MACD for MRW, missed that when I read the article.