| To: richardred who wrote (3992) | 9/28/2015 11:11:53 AM | | From: richardred | | | | Added to OLN & TG today.
P.S. I still didn't see if the OLN/Dow transaction received regulatory approval yet,. I just saw OLN shareholder approval. |
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| To: Glenn Petersen who wrote (3993) | 9/29/2015 5:12:15 PM | | From: The Ox | | | | Naïve is probably not the right way to look at it. I was also of the opinion that it would be a great time to visit tax reform when you posted your remarks.
Unfortunately, confrontation and blame is all these clowns in Washington seem to be able to accomplish. When compromise is a bad word, I'm not sure how anything substantial can get done. Very hard to understand, as one of the main purposes of being a Senator or Representative is to find a way to compromise for the good of the nation! |
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| To: w0z who wrote (3996) | 9/30/2015 1:23:53 PM | | From: richardred | | | | Not to much of a premium on this SEMI deal. Montage Technology most recently outbid Diodes for Pericom Semiconductor. Maybe a chance for a higher bid on a rather stingy bid IMO. This based on what EZCH stock traded on in the recent past..
P.S. I haven't looked yet to see if there was a shop around clause in the agreement. Welcome to the SITT board. |
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| From: richardred | 10/13/2015 9:40:24 AM | | | | | | Worth mentioning two humongous mergers this year, if there both completed. It should help spike the takeover charts this year.
Dell/EMC 67 Billion deal
Ab Inbev/Sab/Miller 104 Billion deal
P.S. Altria will have quite a bit of cash to buy back shares or buy something big.
For some reason thinking they might want to add to their wine business and get back into the beer business. It's a small but a fast growing part of the company. Keeping my eyes on Constellation Brands |
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| To: richardred who wrote (4001) | 10/15/2015 9:29:53 AM | | From: Ahda | | | | There will no stock dilution in this.
Bloomberg OCT 15
Anheuser-Busch InBev NV is planning to sell bonds worth as much as $55 billion to finance its $106 billion takeover of SABMiller Plc, setting a record for debt issuance to fund a corporate acquisition, according to people familiar with the matter. |
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| To: Ahda who wrote (4002) | 10/15/2015 11:48:28 AM | | From: richardred | | | | With such a large amount to finance. It will be interesting to see the interest rate they will be paying and bond rating they receive. This to attract corporate bond buyers.
Related
FWIW-I recently bought back into OLN. Cramer had very negative comments about their bond offering financing the deal. I'm currently not to worried. Just for the fact I'm in it more long term and I know when the housing market recovers so will OLIN. Hedge funds have been increasing their stakes in OLIN. Being I have known the company fairly well since the early 80's. I know the profits CA can bring in. Merger completion snip> Olin now is the largest integrated chlor-alkali producer with top-tier low-cost facilities and has significantly diversified its product and geographic base. IMO the hedge funds meanwhile will push for a Winchester spin-off to make the company a pure play commodity chemicals business.
RE:Cramer can see the other side of the risk coin when he looked at Olin, which is buying Dow Chemical's commodity chemical business. It had to borrow at a rate of 9.75 percent last Friday in order to obtain the money to finance the deal. This interest rate was insanely high, in Cramer's opinion. In fact, it is unrealistic for most companies to pay without risking default. So, in this case, the decline in serial acquirer stocks does make sense to Cramer. "I think if a company's future growth is going to rely on acquisitions and those acquisitions need debt, you have to accept that the window for cheap debt for these kinds of roll-ups is closing," Cramer said.
cnbc.com |
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