Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Cde Monomotapa wrote:mwekez@ji wrote:Cde Monomotapa wrote:@mwekez@ji From the perspective that statistically most media buying is done via Agency and Scangroup's known dominance therein, that makes me say ndo baba yao. I admit to not looking at NMG as an investment but was highlighting that July to date, Scan has had a good run. 60.5 to 86 is a 42% return btw. ;-) Do you see the counter hitting 86? @Rich thinks the share price should leave a 10%-15% discount to that price meaning 75 remains a tough barrier. .... Besides, WPP could have overvalued scangroup knowing they are getting compensated in the 72.7M share swap arrangement OK. @86, we'll just have to see and yes, as per the cautionary statement, it was expressly stated that WPP is paying the premium as a 'compensation' for intending to become the majority holder.  @Cde, kudos. You are a great investor. You saw this early and grabbed the opportunity. If i had that foresight, i would also have played it. The game looks done. Not for new entrants now. You probably do agree
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