This morning, it was announced that were was an indicative offer for DCC from private equity firm KKR. I'm not surprised, public markets are clearly failing to value the group properly and the strategy may as well be done as a private company.

There's no price at present. Obviously private equity wont want to pay up too kuch but I would hold off selling at anything lower then 10000p - a long way short of the current share price.

If you want to read more about the opportunity DCC, which clearly attracts KKR, premium subscribers can read here