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   Strategies & Market TrendsSpeculating in Takeover Targets


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From: richardred11/21/2016 9:08:51 AM
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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
   of 7055
 
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.

Message 30750144
Message 30730638

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From: richardred11/21/2016 10:37:23 AM
   of 7055
 
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: richardred11/21/2016 11:36:13 AM
   of 7055
 
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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From: richardred11/23/2016 10:23:55 AM
   of 7055
 
Sold weighted position in BRKS today. Nice % gain.

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To: richardred who wrote (4306)11/23/2016 10:30:17 AM
From: richardred
   of 7055
 
Sold AMCC position today. I'm not interested in getting stock for a big portion of the deal.

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To: richardred who wrote (4130)11/23/2016 10:48:42 AM
From: richardred
   of 7055
 
It's time to relax now. :+ ) Sold out of my portfolio's biggest position today > 26 - MLR.


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From: richardred11/23/2016 10:52:29 AM
   of 7055
 
Sold position in MEI today.

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To: richardred who wrote (4230)11/23/2016 1:16:50 PM
From: richardred
   of 7055
 
Sold 1/2 of OLN call leaps, which are now in the money for huge % gain.

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From: Paul Senior11/23/2016 3:46:58 PM
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Selling also some OLN (equity) today and some SENEA

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