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   Strategies & Market TrendsSpeculating in Takeover Targets


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To: richardred who wrote (4313)12/1/2016 11:37:45 AM
From: richardred
   of 6453
 
Sold out balance of position of OLIN call leaps today for nice % gain.

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From: richardred12/2/2016 12:41:54 PM
   of 6453
 
Two new highly speculative buys today. ENZ & HBIO

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To: Rarebird who wrote (4189)12/5/2016 10:33:12 AM
From: richardred
   of 6453
 
Congrats!

Consolidated Communications to buy FairPoint in $1.5 billion deal



ReutersDecember 5, 2016

(Reuters) - Consolidated Communications Holdings Inc said on Monday it would buy broadband service provider FairPoint Communications Inc in an all-stock deal valued at $1.5 billion, including debt.

Consolidated's acquisition of FairPoint marks the fifth such deal in the last two months as growing demand for data and video services drives companies to expand their fiber optic networks in newer regions.

The deal will help Consolidated expand into northern New England, adding about 17,000 fiber route miles in the region.

Shareholders of FairPoint will receive 0.73 shares of Consolidated for each share held.

finance.yahoo.com

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From: richardred12/7/2016 2:52:25 PM
   of 6453
 
Sold DIOD at a moderate profit today. Sold weighted position FSS at a big profit today.

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To: richardred who wrote (4316)12/8/2016 9:59:43 AM
From: richardred
   of 6453
 
Deal in the cloud space. Speculative fever in TDC gets upped IMO.

Synchronoss Tech To Acquire Intralinks In $821 Million Deal
By Ciara Linnane Published December 06, 2016 Markets MarketWatch Pulse





Synchronoss Technologies Inc. said Tuesday it has agreed to acquire cloud company Intralinks Holdings Inc. in a deal with an equity value of about $821 million. Synchronoss will pay $13 per Intralinks share in a deal expected to close late in the first quarter of 2017. Ron Hovsepian, chief executive of Intralinks, will become CEO of the combined company, with Synchronoss founder and current CEO Stephen Waldis taking the role of executive chairman of the board. "Together with Synchronoss, we believe we can deploy enhanced enterprise and mobile solutions to our customers while opening up new enterprise distribution channels across the world," Hovsepian said in a statement. Synchronoss is expecting the deal to have no impact on its fourth-quarter financials. It offered initial 2017 guidance of revenue of between $810 million and $820 million and pro forma EPS of $2.45 to $2.60. The company is targeting $40 million of combined synergies within the first year of closing. Intralinks shares were indicating higher premarket, while Synchronoss shares were halted. S&P 500 futures were up 0.3%.

foxbusiness.com

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To: richardred who wrote (4226)12/8/2016 10:35:01 AM
From: richardred
   of 6453
 
Sold SHLM weighted position today common & Leap calls. The 60% + gain on the common outweighs my guesstimate premium I was expected on any possible takeout bid.

Milestone for myself. The gain on the leap calls was the biggest I've ever made on an option trade.

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From: richardred12/9/2016 10:06:28 AM
   of 6453
 
New BUY today SYKE-Sykes Enterprises


I like the cash flow in relation to the market cap. IMO it gives it good speculative appeal.

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From: Cautious_Optimist12/15/2016 12:26:45 PM
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One has to think that the Trump DOJ will not prioritize ant-trust and so we will see a wave of consolidation after January 20.

I am sure this has not escaped the stealthy strategic M&A speculators.

Big will swallow medium and small. Market share and reduced competition....

Probably the usual suspects... telecom and related.

Pharma.

Chemicals and petroleum.

Defense.

Content.

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To: Cautious_Optimist who wrote (4328)12/19/2016 11:46:58 AM
From: richardred
   of 6453
 
I will be watching with great interest. If GDP growth accelerates in the US, as anticipated. I can see the US market being attractive. Especially to acquisition minded foreign & low US exposure market share, participating companies. This for synergistic acquisitions or new plant investments. Currently, I can't see a Trump administration being friendly to Chinese companies wanting to buy US based companies of scale. This such as the previously approved Smithfield foods deal.

I just bought some risky & depressed MNTX today. Ironically TEREX which was on Chinese based Zoomlion acquisition list is trading higher now than the original cash offer. I also hypothetically think this smaller type size could get through. I sold my TEX, but I still believe infrastructure spending will be a bright spot. IMO TEX could also be interested in buying back MNTX.

P.S.

goupstate.com




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To: richardred who wrote (4329)12/19/2016 12:08:55 PM
From: richardred
   of 6453
 
Japan's SMBC buying US freight car lessor Purchase of American Railcar Leasing coincides with Trump infrastructure promises

TOKYO -- Japan's Sumitomo Mitsui Banking Corp. plans to acquire a U.S. company that leases freight cars in a move calculated to gain from demand spurred by infrastructure spending once President-elect Donald Trump takes office.

SMBC will purchase all shares of American Railcar Leasing owned by a fund controlled by U.S. billionaire investor Carl Icahn. The deal, thought to be worth in the neighborhood of $3 billion, is set to close during the first half of next year.

ARL is the sixth-largest freight car leasing company in the U.S. based on the number of cars owned. Customers leasing ARL cars include those moving cereals and grains, petrochemicals and natural resources. The company earned roughly 12 billion yen ($102 million) in operating profit on approximately 35 billion yen in sales for the year ended December 2015.

SMBC purchased another U.S. rail car leasing company in December 2013, which was rebranded as SMBC Rail Services. The Japanese banking corporation aims to expand its American market share with the latest deal. SMBC will consider merging the two units at a later date.

Freight car leasing has long been considered a stable growth business since it relies on domestic demand, but there is a chance that an economic stimulus package coming from the Trump administration will give the segment an added lift. If Trump's domestic policies lead to increased infrastructure spending, it will boost demand for shipping.

SMBC began negotiations about the purchase before the November election, but apparently the Japanese group decided that leasing opportunities will increase if Trump delivers on his pledge to build a strong American economy.

Overseas strategies at Japanese banking groups have centered on Asia for the past few years, but that approach now faces headwinds in the face of economic slowdowns. Some observers say those lenders are shifting the focus of their international expansion to the U.S. for the time being. The three Japanese megabanks lent $176.5 billion to North America during the year ended March 2016, according to the Bank of Japan. That marks another double-digit increase over the previous year, putting North America ahead of Asia as the largest lending market for the megabanks.

Inside Japan, the BOJ's negative rate policy continues to put the squeeze on deposit and lending margins. The problem is compounded by the woeful demand for corporate financing, pushing banks to develop sources of earnings outside of loans.

asia.nikkei.com

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