Logistics Development Group

LDG · AIM · Industrial Goods and Services · mcap £87m · 22.0p 1 open situation →

LDG holds a concentrated portfolio of UK and European investments, run by DBAY Advisors, and returns cash to shareholders as assets are sold. Its newest focus is a UK logistics platform, WS Holdco, which has been growing by acquisition.

Timeline · every situation

dots = announcements

2026 Possible offer Offer for the company Tender offer DBAY Advisors Limited as discretionary investment manager of DouglasBay Capital III Fund LP campaign

Open · 1

Takeover target◷ in 14 days

Possible offer

approach

Next: DBAY to announce firm offer or walk away (Rule 2.6(a) deadline) · 5 Nov 2026

8 Oct 2026 approach

Open the full view – chart and every step →

Closed · 3

Takeover targetOffer for the company went quiet · 17 Mar 2025 – 13 Sep 2025 +8% Capital returnTender offer paid out · 28 Mar 2025 – 22 May 2025 +5% Activist campaignDBAY Advisors Limited as discretionary investment manager of DouglasBay Capital III Fund LP campaign went quiet · 22 May 2025 – 22 May 2025 +2%

Company filings. Not investment advice.