Read Beaufort Securities's note on SABMILLER PLC (SAB), out this morning, by visiting https://www.research-tree.com/company/GB0004835483
"AB InBev shuffled assets with Ambev even as the company awaits the green signal to the proposed merger of SABMiller and AB InBev from competition authorities. In November 2015, AB InBev announced plans to acquire SABMiller for a consideration of around £71bn. Now, AB InBev plans to swap its breweries in Colombia, Peru and Ecuador for SABMiller's Panamanian beer and soft drink businesses. This will enable AB InBev to focus on countries where the SABMiller businesses it acquires are well established. Recently, SABMiller posted strong growth in net producer revenues for the year ended 31st March 2016. Moreover, if the merger is approved, AB InBev and SABMiller would be together selling more than 30% of the world's beer, including brands such as Budweiser, Stella Artois, Grolsch and Pilsner Urquell. In the meantime, SABMiller's strategies for expanding the beer business line and diverse portfolio of brands seem judicious. Thus, in view of the overall optimism surrounding the company's business prospects..."
Read AlphaValue's note on SABMILLER, out this morning, by visiting https://www.research-tree.com/company/GB0004835483
"SABMiller released its Q4 and FY trading update. Numbers are strong on an underlying basis, however FX headwinds also remain strong. In Q4, the NPR (net producer revenue) grew +7% whereas volumes were up +3%. Group NPR/hl grew by +3%. On reported figures, NPR was down 4% due to adverse FX winds. NPR by region: LatAm +8%, Africa +12%, Asia Pacific +4%, Europe +3%, North America +3%. On a FY basis, the groups NPR grew +5% (-8% on reported figures) with volumes up +2%. NPR by region: LatAm +8%, Africa +11%, Asia Pacific +3%, Europe +2%, North America +0% ..."
04-Mar-16 Sell Alan Clark 4,206.00p 90,000 £3,785,400.12
29-Mar-16 Sell Alan Clark 4,215.00p 51,352 £2,164,486.88
29-May-15 Sell Alan Clark 3,574.00p 50,838 £1,816,950.21
29-Mar-16 Exercise of option Alan Clark 1,061.00p 100,000 £1,060,999.97
as I said previously, the only reason the Bucket Shops held this below 4000p after the 4400p bid was because there were lots of 3750p options calls in the Nov, Dec market. So as they did not have to pay out punters they held the price at 4000p so the 3750p calls were flat and the 4000p calls were "out the money". My previous posts stated this fact and that in January the price would rise, even though the FTSE had lost around 800 points since.....
This is clear stock price manipulation by the various Bucket Shops and I really hope people stop giving money to these unscrupulous companies once and for all.
The Government need to stop taking donations from these companies ill gotten gains and ban spread betting in the UK once and for all, then you will see that volatility and manipulation of stocks on a day to day basis disappears.
hopefully someone has reported this to the LSE and FCA as its another sign of market manipulation, I hope nobody had stops in place but you can bet your bottom dollar they did, hence why the spike was caused in the first place!!
SAB is still a very safe haven for a lump of my cash, it appears others are cottoning on too, The options that were in the money have expired now, so the bucket shops should gradually take their feet of the brakes now they no longer need to pay the punters out.
I can't understand why this is languishing at such a discount
Options dear boy, options. There is currently a lot of 4000p calls for Nov and Dec that would otherwise be in "the money" that is why the price is where it is, the bucket shops love to take punters money but hate to pay their own losing wagers, is just another case of "the house always wins"........
January this will be trading higher once the options are out of the money.
I can't understand why this is languishing at such a discount.
I would understand it if the entire market had been tanking and there was a realistic prospect of making 25% gains just by buying the index, but the market doesn't offer fantastic prospective returns, so a 10% gain with a bond-level risk seems crazy to me.
3d the only ba lls you showed was to tell a porky of such proportions. Did you miss my question when was this share at 4077. As for being jealous and gay..... your your predictions in these respects are about as good as your predictions on GKP wrong and wronger
Thank you games for the genuine well done on the trade, I heed is still a lil bit fuzzy from last night.
Ironically my physical shares are today worth..............wait for it................75k less!!! But sooner or later they will be worth the £44 that was offered, the "Market Forces" have a strange way of pricing stocks, even when a deal is as good as done.
On the flip side, I will continue to add small amounts should they continue to drift lower, as, as I keep saying, this really is a no brainer, a 10% return within a year, that my high street bank does not yield me.
3D -- You can book that cruise now.
I tell you what Games, the 3D household gonna be a rocking tonight got me kuhoonas out yesterday and bought 50k @ 3947 yesterday and sold them this morn @ 4077, so a very quick 75k made, it was a restless nights sleep with squawk box playing in the background, but it happened, so chrimbo come early for me.
The rest of my shares purchased with an avg of 3400p I will run till the deal completes, be it 9mths or 1 year as there will be no better return for my money, that's as safe a bet as this.
08:24 - News wires are starting to report that brewing giant SABMiller is to sell its Miller business in the US to Molson Coors as part of an agreed £68bn takeover by Budweiser-brewer Anheuser-Busch InBev.
The reports follow an FT article, which says the sale is essential to help AB InBev win approval from US regulators for the deal.
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