Thales Agrees to Buy Gemalto for $5.42 Billion in All-Cash Offer, page-44

Might be the jewel for you and me... BUT I will point this out again... what do the board of Thales think... plenty of expression of personal opinion from HC posters and even a opinion released via SEN yesterday which some on here managed to reword to sound like we have Thales blessing and keys to the Thales bank account to do what we wish with... when all it said was what SEN feel at the moment...

Yes we have some great products... some excellent leading tech ect... BUT while SEN has to rely on Gemalto for sales as a main source of income from some of its leading tech... a change at the Top of the tree could filter down for good or for bad... and I personally believe the market will see this as an uncertainty to the certainty of continued revenue from Gemalto...

Do you rember ( not to long ago) what happened when profits got effected. Share price went which direction? That will be fresh in the markets mind still.

As stated I still hold. But did sell down my exsposure to SEN this week.

This has unfortunately created uncertainty... no matter if a real issue or not.