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   Strategies & Market TrendsSpeculating in Takeover Targets


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To: richardred who wrote (4440)5/8/2017 1:39:21 PM
From: richardred
   of 6086
 
Interesting development today. PRXL- Parexel exploring a sale. INCR competes with PRXL. INCR Earning are out soon and could disappoint once again. Watching for a possible opportunity.

BRIEF-Parexel International is working with investment bankers to explore sale- WSJ, citing sources

reuters.com

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To: richardred who wrote (4447)5/10/2017 8:26:16 AM
From: richardred
   of 6086
 
A BULLSEYE TODAY - #1 on this years SITT list goes down today!


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To: The Ox who wrote (4390)5/10/2017 8:46:45 AM
From: richardred
   of 6086
 
I will be holding to see if a possible bid by some else might emerge for INCR itself. This instead of a merger. IMO chances are good. Today's transaction should flush out any possible bidders.

Message 30973486

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To: richardred who wrote (4448)5/10/2017 8:59:31 AM
From: richardred
   of 6086
 
I guess I should have said. The dart board was hit, but no true bulls-eye. If LAB or someone else big really wants INCR. IMO Now would be that moment.

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To: richardred who wrote (4450)5/10/2017 9:32:46 AM
From: The Ox
   of 6086
 
Simply at a glance, INCR's gain in gross profit last year was almost completely eaten up by increased SG+A. Looking at the chart, they've seen a very nice appreciation since the IPO a few years back. I suppose that if the right company comes along, they'll be an attractive candidate but I would be somewhat concerned about how much over the current stock price someone might be willing to offer?

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To: The Ox who wrote (4451)5/10/2017 9:52:55 AM
From: richardred
   of 6086
 
I wouldn't expect a possible hypothetical offer to be at a high premium. Just guessing 15-20% from market 52 week high. That's not high. Speaking of SG & A. It looks to be a driving force in this merger. The cost synergies of this merger look very attractive. Especially a year out. It also gives the private equity firms a safe and cost effective way to bring their lab company public without an IPO.

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To: richardred who wrote (4446)5/10/2017 10:39:55 AM
From: richardred
   of 6086
 
Added to MNTX today.

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To: researchguy who wrote (4361)5/10/2017 10:54:20 AM
From: richardred
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I sold out of SYKE today, but I'll continue to be a watcher for another opportunity. I expect technical traders to be attracted since yesterdays gap up on positive earnings.

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To: richardred who wrote (4448)5/10/2017 12:27:05 PM
From: The Ox
   of 6086
 
Silly me, I glanced at the financials but hadn't seen the INCR news....

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To: richardred who wrote (4446)5/12/2017 1:24:17 PM
From: richardred
   of 6086
 
RE-ASVI/ MNTX Well that didn't take long from my last post. I absolutely love what the board decided to do with their ASVI stake.

IMO restores much value back to the company. This with my take of straight mask cranes, and my personal take, of not being a strict constructionist (pun intended) on value stock buys.

Upon successful IPO completion. Future catalyst- Debt levels should sink as well as quarterly interest payments. A reduced debt level is also a positive selling point among potential buyers of their products. IMO This makes the IPO a future target itself. This scenario with TEX approval. This puts CAT into play as a future niche possible hypothetical buyer for ASV. IMO this move also makes MNTX a more of a speculative target. Failed TEX bidder ZOOMLION once again comes to mind. I can still see ZL being interested in the US infrastructure market. This would make it smaller, but a more affordable way to participate. It also would mostly likely not be in the selling to China political limelight like the failed TEX deal was.





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