If you are thinking about adding Mitie as a holding, it might be worth doing so via the Marlow shares. Currently the value at which Marlow is trading at is below the 290p +1.1Mitie shares offer. This means that the share component of the offer is trading at about 10% discount(i.e Marlow is trading today at 438p vs completion price of 446 (290+1.1MTO shares).). This means that currently the value of the 1.1 MTO shares is trading at 134p a share or about 7-8% discount. Obviously this assumes that the offer goes through and you need to hold more capital tied up until Q3. I think it is worth it.
interesting read! thanks for sharing!