CALDEIRÃO DE BOLSA

Se não estou em erro, esta carteira é constituida pelos titulos com maior upside de valorização em Portugal, daí que os price targets sejam elevados. Para outros títulos, os price targets sao bem mais baixos.

Pois é! Cada um tem a sua opnião, mas a opnião destes senhores é sempre mas tida em conta pelos principiantes...erro! Target´s demasiado altos em relação à cotação actual dá para desconfiar.
Boas a todos

AMSTERDAM, Dec 13 (Reuters) - Shares in Dutch telecoms group Versatel jumped to their highest levels since July 2001 on Monday after media mogul John de Mol boosted his stake to 42 percent, raising hopes of a takeover by a rival.

The stock was up 7.0 percent to 2.45 euros by 0810 GMT, outperforming the DJ Stoxx European telecoms index , which was flat.

"The market is wondering whether De Mol will buy the rest of Versatel, or that he's simply paving the way for a takeover by another group," a trader at a Dutch broker said.

Over the weekend de Mol's informed the regulators that he had raised his holding to 41.7 percent, up from 25.1 percent just a month ago.

Analysts have speculated that de Mol, investing through his vehicle Talpa, is building a position on hopes that it would be a target of a takeover, with Swedish telecoms carrier Tele2 as the most likely buyer.

Takeover rumours and de Mol's stake-building have pushed Versatel shares 70 percent higher since late October.


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((Reporting by Christopher Borowski and Theo Kolker; christopher.borowski@reuters.com; Reuters Messaging: christopher.borowski.reuters.com@reuters.net; +31 20 504 5008))

By Christopher Borowski

AMSTERDAM, Dec 13 (Reuters) - Television mogul John De Mol does not want to take operational control of Dutch telecoms group Versatel , but continues to see it as a takeover target for other operators, his spokesman said on Monday.

"We see Versatel as a financially interesting company. Previously it was undervalued and it remains a potential takeover target," said Thomas Notermans, spokesman for De Mol, creator of reality television phenomenon Big Brother.

De Mol's investment vehicle Talpa raised its stake in Versatel to 42 percent from 25 percent over the weekend but Notermans said De Mol considered Versatel as a financial investment and does not want board representation.

Dutch law does not oblige stakeholders to make a public bid for the rest of a company's shares at any stage.

Notermans declined to say whether Talpa would continue to increase its stake or whether it has held talks with potential buyers, such as Sweden's Tele2 or Spain's Telefonica .

Versatel shares jumped as much as 7.3 percent on Monday to their highest since July 2001, and were up 6.5 percent at 2.45 euros by 0930 GMT.

Takeover rumours, boosted by De Mol's aggressive stake-building, have pushed Versatel shares up 70 percent since late October.

"Every time some news breaks about De Mol taking or raising an interest, the flock follows because they're afraid to miss out on a good deal," a trader at a Dutch bank said.

Versatel has grown into a key competitor to Dutch incumbent telecoms operator KPN and has been expanding its foothold in Germany.

Its attraction stems in large part from its fibre-optic network, allowing a foreign operator such as Tele2 to avoid using third-party infrastructure in the Netherlands.

Versatel, which emerged from bankruptcy two years ago, also has a strong balance sheet with hardly any debt.

De Mol's spokesman said he does not plan to cooperate with Versatel on winning Dutch premier league football rights, for which he and the phone group are bidding separately.

The man who created Big Brother hopes to use it as the main attraction to a new TC station he plans to launch in the Netherlands, while Versatel wants to use it to boost its broadband Internet offering.

(Additional reporting by Theo Kolker) ((Reporting by Christopher Borowski, editing by Quentin Bryar; christopher.borowski@reuters.com; Reuters Messaging: christopher.borowski.reuters.com@reuters.net; +31 20 504 5008))

Alguém pode postar anteriores recomendações do mbcp
para nos rirmos um bocado ( por ex. c/ a Semapa agora esquecida... !)

E agora EDP ? Depois da compra da Hidrocantabrico ter sido deferida pelo governo Espanhol,dadas as garantias do governo Português da criação de MIBEL e com o chumbo da gás, como é que vai descalçar a bota ?
Nada como arranjar uns bancos de investimento "desinteressados" a dar uns targets optimistas e umas agencias de comunicação a vomitarem propaganda simpática ...

AMSTERDAM, Dec 7 (Reuters) - Shares in Dutch telecoms company Versatel rose 3.3 percent in early trade on Tuesday on a newspaper report saying Sweden's Tele2 may bid for the company.

German daily Die Welt reported that Tele2 was seen as the candidate with the biggest chance of taking over Versatel. Telia , Telefonica and media tycoon John de Mol were also said to be interested.

"Versatel shares are up because of the media reports that Tele2 could be interested in them, but also on news that cable operators are allowed to refuse (telecoms group) KPN access to their networks," one Dutch trader said.

By 0813 GMT, Versatel shares were up 3.7 percent at 2.21 euros.

((Reporting by Theo Kolker and Wendel Broere; wendel.broere@reuters.com; Reuters Messaging: wendel.broere.reuters.com@reuters.net; +31 20 504-5012))

Abraço forense

Ver:
versatel...AEX (holanda)
Possibilidade de ser comprada pela TELE2.
Estou IN.

Abraço forense

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