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   Strategies & Market TrendsSpeculating in Takeover Targets


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To: richardred who wrote (4170)5/2/2016 9:39:45 AM
From: richardred
   of 7078
 
Oracle wasn't done- Oracle acquires Opower in $532 million deal.
Meg Whitman needs a splash soon IMO.

usatoday.com

Message 30108239

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To: richardred who wrote (4167)5/3/2016 2:56:40 PM
From: richardred
   of 7078
 
Added to fss on the earnings slide. New buy axti -on good earnings

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To: richardred who wrote (4176)5/3/2016 9:35:13 PM
From: richardred
   of 7078
 
RE- STKL Product recall didn't see that one coming.

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To: richardred who wrote (4130)5/5/2016 11:05:23 AM
From: richardred
   of 7078
 
Added to MLR today. I liked the earnings and the sales growth. Sold UNTD on the stingy 11 dollar Bid by Riley. I put proceed into MLR. I also think new plant productivity improvements will expand margins down the road.

P.S. A company that's making improvements to three of it plants. Now that impresses me in these uncertain times.

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To: richardred who wrote (3770)5/9/2016 10:14:37 AM
From: richardred
   of 7078
 
I've taking a liking to Dunkin Doughnuts glazed coffee a SJM product. Shelf space is tight at Walmart. JAB's Peet's is there. JVA trying at Walmart. IMO it doesn't have the resources or scale to establish profitable branding. IMO it should just succumb to being part of someones supply chain. Why not SJM? They would no longer have to worry about the loss of the GMCR business and the Gordon family can gamble with their own golden parachute money.


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To: richardred who wrote (4049)5/12/2016 8:44:24 AM
From: richardred
   of 7078
 
RE-MON The Hunter becomes the hunted.

Bayer Said to Explore Bid for $40 Billion Seed Company Monsanto

bloomberg.com

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From: richardred5/12/2016 1:15:53 PM
   of 7078
 
This one was on my watch list, but I only watched.

Infoblox Said to Receive Buyout Approach From Thoma Bravo

bloomberg.com

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To: richardred who wrote (4161)5/16/2016 9:00:24 AM
From: richardred
   of 7078
 
RE-TEX Maybe a step closer to a Zoomlion deal? I sold TEX, but I'm hanging on to MNTX. I still think those shares could be put in play because of TEX's stake in MNTX and it's 49% stake in ASVI . The ASVI unit is 51% controlled by MNTX. Should the Zoomlion deal fail. The proceeds money would actually give TEX the money to buy MNTX & ASVI at a discount . TEX already distributes MNTX steer skidders through their dealer network.
Message 29782693
Konecranes to buy Terex unit, full merger scrapped
HELSINKI | By Jussi Rosendahl

Finland's Konecranes ( KCR1V.HE) has agreed to buy Terex Corp's cranes business for ports and factories for 1.1 billion euros ($1.3 billion), in a move that cancels a planned full merger and allows the U.S. firm to pursue talks with a rival suitor.

Konecranes and Terex ( TEX.N) agreed to an all-share merger in August, hoping a deal would help them better cope with cooling Chinese and weak European demand.

But the deal was challenged in January when Terex received a non-binding cash bid from China's Zoomlion Heavy Industries Science & Technology Co ( 000157.SZ), which later sweetened its offer to $3.4 billion.

"The agreement provides Terex with the ability to continue to pursue discussions with Zoomlion ," Terex said in a statement on Monday.

Under the new Konecranes deal, Terex will become a 25 percent shareholder in the Finnish company and Konecranes will aim for annual synergies of about 140 million euros within three years of buying Terex's Material Handling & Port Solutions (MHPS) business.

At 0935 GMT, Konecranes' shares were up 19 percent at 24.55 euros. It said the MHPS business was what had attracted it to Terex and the expected synergies were largely in line with those anticipated from a full merger.

"The Chinese intervention of course changed the picture, but if this deal goes through, I don't think it is any worse than the initial one," chief executive Panu Routila told reporters.

He said the deal would improve Konecranes' growth prospects, especially in its services business as it could help it to win larger outsourcing deals from customers.

The MHPS unit had sales of about 1.39 billion euros last year, compared with Konecranes' revenue of 2.13 billion euros.

"Both companies got what they wanted," said Inderes Equity Research analyst Juha Kinnunen, who has a "reduce" rating on Konecranes stock.

"Compared with the estimated value for the whole company, the price seems high for just one business. But it's the business Konecranes wanted, so it probably makes sense to pay a bit more."

Terex has the right to terminate the deal before the end of the month for a fee of $37 million, if the U.S. company and Zoomlion agree on a sale of Terex as a whole.

Zoomlion declined to comment on the deal or its talks with Terex.

Zoomlion's bid for Terex has sparked some national security concerns in the United States, with a Congress member noting the Chinese company's long-time association with China People's Liberation Army.

(Additional reporting by Tuomas Forsell in Helsinki and Fang Yan in Beijing; Editing by Adrian Croft and Mark Potter)

reuters.com


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From: Rarebird5/17/2016 11:39:12 AM
   of 7078
 
Fairpoint Communications (Ticker: FRP):

Until recently, the stock has drifted steadily lower over the past six weeks as it seems that a large holder or two may have had enough of the stock and are selling it. I expect FairPoint (FRP) to be acquired at a considerably higher price than what it is currently trading for today. Earnings were quite strong in the last reporting period as well as revenue.

Disclosure: I am long FRP in my personal account.

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To: Rarebird who wrote (4186)5/17/2016 1:42:27 PM
From: richardred
   of 7078
 
Headed out. I'll take a look tonight when I get home from work.

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