As a professional investor, it feels like we’re in a parallel universe.
On the one hand, the financial press is hyper-ventilating about bond yields, budget deficits, US tariffs, lacklustre GDP, and the ongoing wars in Ukraine and the Middle East. Indeed logically, corporate deal-making should be in a deep freeze.
Yet despite this 'doom & gloom', UK takeovers have been coming in thick and fast. In fact British stocks are being snapped up like the proverbial hot cakes. With the average premium paid over the past 2 years being 45%–50%. Albeit, it’s pretty difficult to predict where exactly the next juicy bids might land, since only 3%-4% of UK shares are acquired annually.
Nonetheless with a little common sense, it's possible to improve one’s odds.
Hence at 8.15am on Wednesday 3rd June at
@MelloEventsUK in Chiswick, London - I plan to present my thoughts on: "How to profit from the UK’s M&A boom" (see below download links for copy of slides).
Happy investing everyone & look forward in catching up in person in Chiswick.
pmhcapital.com
linkedin.com/posts/paul-hill…