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   Strategies & Market TrendsSpeculating in Takeover Targets


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From: richardred5/19/2017 9:58:47 AM
   of 6102
 
New buy yesterday AVT.

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To: richardred who wrote (4120)5/22/2017 8:02:07 AM
From: richardred
   of 6102
 
Huntsman and Clariant nearing $14 billion merger - WSJ

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To: richardred who wrote (4345)5/22/2017 10:26:54 AM
From: richardred
   of 6102
 
Darn- had this on high priority on my watch list, but never struck.
I guess I'll keep a better eye on NAII now. That wasn't as high on the list as NUTR was.


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From: richardred5/24/2017 8:55:07 AM
   of 6102
 
>I've been following the mergers in alcohol and wine because I follow Constellation Brands. A teacher back in high school who took us to Merill Lynch in Rochester for field trip 1978. He bought 100 shares (Canandaigua Wine back then) every year he took that field trip. It was not a good investment back then. I can only wonder if he held.

>I also think STZ would be a good Buffett fit.

Well there goes the Jack & Coke theory. <g>

siliconinvestor.com
Message 30274298
Message 29722418




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To: richardred who wrote (4384)5/25/2017 12:20:01 PM
From: richardred
   of 6102
 
RE-DAR IMO an aggressive insider buy by PATRICK LYNCH recently. May 23 Form 4


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From: richardred5/25/2017 12:27:51 PM
   of 6102
 
Added to MCF today. Now under 7

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To: richardred who wrote (4456)5/26/2017 12:14:58 PM
From: richardred
   of 6102
 
RE- MNTX Speculation- A speculative hypothetical acquisition due to the elimination of competitor pick. Annual Meeting coming up June 1. IMO bringing ASV public puts a realistic market valuation to the unit. Beforehand MNTX owing 51% and TEREX owning 49%. One has to remember the ASVI acquisition by TEX in 2008 for 488 million. In hindsight, a big overpay. IMO this sets up the unit for a possible acquisition in due time by a good established dealer network ASV competitor. IMO CAT's already a customer and make sense. RE- P.S. After all, they cashed in some 100 million+ the first time. This also being at a big discount from the TEX purchase price. If and when this hypothetical happens. MNTX gets the exit it now seeming wants to concentrate on it's mainstays. Proceeds most likely improving on a much improving balance sheet. IMO this now sets up a MNTX catalyst for the elimination of a competitor pick among competitors. It also gives TEX the chance to buy MNTX at a reasonable valuation to add to their crane lines. A little kicker TEX already owns 6.8% of MNTX. MWMMI- long the common & Call options presently. Ive been extending the boom, but I could still drop it.

P.S.
Snip>Caterpillar Inc. (NYSE:CAT) a large ASV customer and owner of 23.5% of ASV shares, has indicated its support for the merger.

phx.corporate-ir.net

Message 31104927
Message 31098770
Message 31088051
Message 30584031
Message 30470742
Message 29782693
Message 30108211

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To: richardred who wrote (3875)5/30/2017 11:32:03 AM
From: richardred
   of 6102
 
A takeout on the downswing. With new oil drilling currently depressed. Takeouts, consolidations, & mergers seem the best way to get through tough times. A leader in oil service. GE took the step awhile back. RE-
GE Creates $32 Billion Oil-Services Giant With Baker Hughes Deal

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To: richardred who wrote (3897)5/30/2017 11:51:22 AM
From: richardred
   of 6102
 
New buy today ANDE Andersons. IMO this recent Bunge/Glencore failed deal might once again stir up interest in a Glencore /Andersons deal.

siliconinvestor.com

Bunge Limited (BG) Says Not Engaged in Discussions to Combine with Glencore
streetinsider.com

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To: richardred who wrote (4461)5/30/2017 1:35:37 PM
From: richardred
   of 6102
 
RE-HUBG The hunted becomes the hunter. Wall street taking a liking to Hub's acquisition.


Hub Group, Inc. (HUBG) to Acquire Estenson Logistics for $306M

streetinsider.com

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