SNSN schreef op 30 augustus 2013 09:18:
Tactical play for/around knp continues.....
There was actually nothing new (from kpn foundation) – everybody knew well that anyway the reg. would block any 100% takeover…. Thus, everything was priced in (and active traders would simply use it to increase the price volatility)
Fair value for "new kpn" is around ~4.0 (see old writings for details). So, as usual – “buy the dip”