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   Strategies & Market TrendsSpeculating in Takeover Targets


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To: The Ox who wrote (4451)5/10/2017 9:52:55 AM
From: richardred
   of 6101
 
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 6101
 
Added to MNTX today.

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To: researchguy who wrote (4361)5/10/2017 10:54:20 AM
From: richardred
   of 6101
 
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 6101
 
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 6101
 
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)5/15/2017 8:13:51 AM
From: richardred
   of 6101
 
A quick competitive response by Thermo-Fisher.

Thermo Fisher to buy Patheon for about $5.2 billion.

reuters.com

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To: richardred who wrote (4449)5/16/2017 10:32:33 AM
From: richardred
   of 6101
 
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 (4456)5/16/2017 11:50:51 AM
From: richardred
   of 6101
 
Added some MNTX leap calls today. Changing SITT board tracking stock from INCR to MNTX today.

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To: richardred who wrote (2932)5/17/2017 8:37:37 AM
From: richardred
   of 6101
 
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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To: richardred who wrote (4458)5/18/2017 10:19:11 AM
From: richardred
   of 6101
 
NEW buy today, it's been on my watch list- HUBG-Investing some proceeds from INCR.

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