Eaglet,Falcon and OEIC UK Smaller Co's have just updated their Fund commentary on the www.unicornam website.
From Eaglet where a massive 9.9% of the fund is now NSB and is the No 1 holding. (interesting to see that he has been selling out some of the other big holdings)
"Rumours of a bid for NSB Retail led to strong share price gains....we are confident that corporate activity remains the likely catalyst to unlock value within our portfolio"
It looks to me that Mr Webb is just waiting for that phone call!!
From amresearch.com
They have just combined the findings from two of their big Retail IT surveys.
Main points being.
"Vendor consolidation activity will continue unabated for the foreseeable future"
Not a desperate ramp from a tipsheet, but some pretty heavyweight players making their call.
Sal SM Bny S&P500 stock quotes
Sal SM Bny S&P500 stock charts
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