Gamma Communications (GAMA LN): Synthetic Expert Call Transcript (14 Oct 2026)
Epiris's 1,120p per share offer (ÂŁ1.08 billion EV / ÂŁ1.015 billion equity value) represents a 53% premium over the 732p undisturbed price on...
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Epiris / Gamma Communications: Waterland Drops the Call
Waterland has walked away from Gamma, leaving Epiris as the only bidder. We assess the remaining spread, regulatory approvals and likely settlement...
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Gamma Communications: Waterland Without Giacom
Waterland is still considering Gamma, but Giacom is out and the shares are back near Epiris's offer. Is there enough upside left to justify buying...
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Gamma Communications: What Does Waterland’s LBO Support?
Waterland is reportedly preparing a higher bid for Gamma, backed by a carve-out to Giacom. We assess what the structure means for a counterbid and...
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Gamma Communications (GAMA LN): Synthetic Expert Call Transcript (02 Sep 2026)
The Epiris whole-co bid of 1,120p is financially superior to a complex Waterland-Giacom carve-up, but the market's current pricing of 1,156p...
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