| To: richardred who wrote (4450) | 5/10/2017 9:32:46 AM | | From: The Ox | | | | | 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 | | | | | 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) | 5/12/2017 1:24:17 PM | | From: richardred | | | | 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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| To: richardred who wrote (4449) | 5/16/2017 10:32:33 AM | | From: richardred | | | | | Sold SITT # 1 weighted position in INCR today. The company's coming merger 75 million break up fee clause. Scares possible hypothetical suitors of INCR. Plus the costs associated with the merger. IMO make it near term fully valued fundamentally . Another 5% gain on top of the merger announcement gain made it to tempting to hold. |
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| To: richardred who wrote (2932) | 5/17/2017 8:37:37 AM | | From: richardred | | | | CL at the right price!
Colgate-Palmolive’s chief executive recently signaled he would be open to selling the company — which has grappled with sluggish demand for its toothpaste, deodorants and food products — for $100 a share, a source told The Post.
nypost.com
P.S.
>Colgate-Palmolive Co (Very Big, but never say never)
Message 27708293 |
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