From: richardred | 11/21/2016 9:08:51 AM | | | | The start of a infrastructure acquisition trend ? Exactly why China's Zoomlion wanted TEX. Still holding MNTX on this thought.
Australia's Boral Picks up U.S. Building Products Supplier Headwaters

Tom Terrarosa
TheStreet.comNovember 21, 2016
Building products provider Headwaters (HW) said Sunday that it has agreed to be acquired by Australian construction materials supplier Boral for $24.25 per share, or $2.6 billion, in cash. Per the terms of the agreement, Headwaters' shareholders will receive $24.25 per share in cash, representing a roughly 21% premium to the target's closing $20.09 per share stock price on Nov. 18, and a 34% premium over its 30-day volume-weighted average closing stock price through Nov. 18. The deal comes after a recent acquisition spree for South Jordan, Utah-based Headwaters, which scooped up Dallas-based vinyl and aluminum windows and patio doors manufacturer Krestmark Industries in August for $240 million.
finance.yahoo.com |
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To: richardred who wrote (4264) | 11/21/2016 9:52:12 AM | From: richardred | | | Bulleye TODAY- AMCC- Applied Micro Circuits- Small premium, but hey, I won't put down a gift horse in the mouth. Qualcom do you have any money left? :+ ) I don't like the 30 mill. termination fee rider on the deal. Unless there's a shop around period.
MACOM Technology Acquires Applied Micro Circuits for $8.36 per Share in $770 Mln Deal; Shares Halted.
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From: richardred | 11/21/2016 10:37:23 AM | | | | Thinking frozen foods today. Plowed the driveway with about a foot and a half of snow. Then sold the balance of SENEA position today. |
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From: richardred | 11/21/2016 11:36:13 AM | | | | Added to DSCI today. IMO the company kinda mortgaged itself with the BioD acquisition terms. However IMO compelling High risk / High reward. IMO the latest acquisition along with the latest divestiture, gives scale & compelling margins. This on a on a small cap, formally unprofitable company. I see their burn products being medical necessities . I could get burned, but the healing process has started.
P.S. The scale of wound care market by way of the BioD acquisition, although still small. IMO make it a compelling niche for a bigger player's medical portfolio. 3M - Allergen - J&J come to mind. |
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