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takeover offer for Hargreaves Lansdown
MBA MBA
Posted: 22 May 2024 22:15:02(UTC)
#14

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Everything is for sale in the UK: open borders for capital and people
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Guest on 23/05/2024(UTC)
SoBo65
Posted: 23 May 2024 05:33:12(UTC)
#8

Joined: 04/04/2020(UTC)
Posts: 107

Jed Mires;306553 wrote:
I am a long time holder of HL shares, the offer would have to see a big increase for me to break even. I am not bothered by a foreign owner running HL after all Vanguard does a good job. I have my SIPP with HL.


I don't have an issue with a foreign owner, it is a financially engineered balance sheet that would concern me.
Micawber
Posted: 23 May 2024 06:07:04(UTC)
#12

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Thrugelmir;306560 wrote:

If investors have no interest in owning UK shares why would they be concerned with who owns the company?


I guess you don't live in the area served by Thames Water!
4 users thanked Micawber for this post.
You have to change your life on 23/05/2024(UTC), stephen_s on 23/05/2024(UTC), Robert Lawson-Peebles on 25/05/2024(UTC), Grainger Davies on 26/05/2024(UTC)
Jed Mires
Posted: 23 May 2024 09:05:51(UTC)
#9

Joined: 04/04/2023(UTC)
Posts: 338

SoBo65;306573 wrote:
Jed Mires;306553 wrote:
I am a long time holder of HL shares, the offer would have to see a big increase for me to break even. I am not bothered by a foreign owner running HL after all Vanguard does a good job. I have my SIPP with HL.


I don't have an issue with a foreign owner, it is a financially engineered balance sheet that would concern me.


It depends on how they play it, CVC are long term owners of the AA, Saga etc. A major profitable financial services company witha a lot of excess fat and lethargic management, it is surprising that it has taken so long for HL to become a take over target. On a positive note looking at the share price today its pretty near the price that I bought into HL.
Ian Eccles
Posted: 24 May 2024 05:24:25(UTC)
#15

Joined: 04/07/2021(UTC)
Posts: 1,076

Someone is going to get their legs slapped, it's the seventh most shorted share in the FTSE. last time I looked.
Jed Mires
Posted: 25 May 2024 13:54:20(UTC)
#16

Joined: 04/04/2023(UTC)
Posts: 338

The word on the streets is that CVC is going to come back with an improved offer. The game plan is to take the company private with a controlling interest in the company. The strategy is to cut the platform charges to match other platforms, invest to grow the platform, and pay out juicy dividends. This will be achieved by borrowing. The juicy dividends will be used to keep Peter Hargreaves on board. Peter will be used to keep the existing fund customers from running scared.
2 users thanked Jed Mires for this post.
Sara G on 25/05/2024(UTC), Newbie on 25/05/2024(UTC)
Newbie
Posted: 25 May 2024 14:58:19(UTC)
#17

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Jed Mires;306812 wrote:
The word on the streets is that CVC is going to come back with an improved offer. The game plan is to take the company private with a controlling interest in the company. The strategy is to cut the platform charges to match other platforms, invest to grow the platform, and pay out juicy dividends. This will be achieved by borrowing. The juicy dividends will be used to keep Peter Hargreaves on board. Peter will be used to keep the existing fund customers from running scared.

That sounds good on paper, but remember there are PE outfits who simply take on a good cash generative business and then use it get access to finance and credit (a fundraising of sorts), dry the business and then push it back laden with debt whilst, and, if they have paid out all the interim income and growth via dividends, then what may be left is a carcass using future income to service the debt and running costs.

What is more is that when taken private the reporting requirements and divulging of information is less of a requirement, thus you need to look at the data yourself more closely. The continuation of divi is a bit of a conundrum in that the PE outfit uses your assets to raise finance and gets the company and existing shareholders to service and pay the debt back and at the same time can bleed the company by paying itself a lion share of the divis. In other words the PE gets all its monies back and then some whilst existing shareholders may not.

That is the bad side and what has happened to a lot of healthcare businesses in the US. It is HL who will own and be responsible for the debt and not the PE outfit. But that does not mean that all the debt will be used by HL

The good side is if they do act in a good manner then they could relist again and make the shareholders even more monies.

HL for all its faults, high charges and scandal is a good UK company and seeing it go is a shame.
2 users thanked Newbie for this post.
Jed Mires on 25/05/2024(UTC), Helen L on 25/05/2024(UTC)
Jed Mires
Posted: 25 May 2024 15:23:21(UTC)
#18

Joined: 04/04/2023(UTC)
Posts: 338

It could go in any direction however CVC have form in holding onto businesses. It's not really an issue of whether a PE takeover is right or not for now HL is a business ripe for takeover no debt on the balance sheet, holding 40% of DIY platform customers and a cheap share price.
1 user thanked Jed Mires for this post.
Jay P on 25/05/2024(UTC)
Jed Mires
Posted: 18 June 2024 18:45:06(UTC)
#19

Joined: 04/04/2023(UTC)
Posts: 338

Right on cue with an increased offer and the board are going to recommend the offer to share holders.
Jed Mires
Posted: 18 June 2024 18:51:54(UTC)
#20

Joined: 04/04/2023(UTC)
Posts: 338

Hargreaves Lansdown backs £5.4bn private equity takeover.
www.ft.com/content/02e03...c-40ec-89e3-c2ba502fe9b0
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