| To: richardred who wrote (4515) | 9/23/2017 9:55:01 AM | | From: richardred | | | | JVA speculation- Nestles picked up Blue Bottle. The pickings are getting slim on the coffee front. JVA just a drop and still working on branding and Comfort acquisition. Still wondering if it will be good till the last drop. However I've like the Coffee Holding's Sonofresco acquisition from the get go. The board has approved a share repurchase program of up to $2M on this low outstanding stock. IMO a value sign on a hypothetical family private bid. JAB went on a endless coffee and related coffee acquisition spree. I expect Nestles to do the same. JAB/Green Mountain’s Keurig has the lions share of the self brewing market. Nespresso has very little in the US. I can see them going after this market. Green Mountain was JVA's largest customer. They've almost weened them off. IMO Nestles can just buy JVA as a R&D experiment and expand Sonofresco and have JVA fill their high end Nespresso cups? FARM on my watch list. It's speculative fever has gone up considerably IMO. Nestles has a stake in L'Oreal who's founder just passed away. Just maybe they cash out to fund a US acquisition spree in complimenting growth and market share moves.
P.S. COTT just sold it beverage business for over a billion. PR snip>The company also will pursue small acquisitions in water, coffee, tea and filtration, as well as “larger-scale acquisitions if and when the right value-enhancing opportunities present themselves,” CEO Jerry Fowden said.
With Blue Bottle, Nestlé eyes high-end challenge to Starbucks
Established in 2002, Blue Bottle has built its reputation on hand-drip coffee, which costs more than US$10 a cup. It’s a favorite of Silicon Valley techies, who have dubbed it “the iPhone of the coffee industry”.
With less than 40 outlets, the boutique coffee chain has reportedly sold a controlling stake to Swiss food and beverage giant Nestlé for around US$500 million.
ejinsight.com |
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| To: richardred who wrote (4544) | 9/23/2017 4:07:46 PM | | From: richardred | | | | SHLM-Speculation
Arkema group
Bolt-on acquisitions
Arkema has been pursuing a particularly ambitious bolt-on acquisitions program since 2007. These acquisitions have enabled the Group to reposition itself firmly in high performance materials, rebalance its global presence, and rank among world leaders in its main product lines.
https://www.arkema.com/en/arkema-group/strategy/bolt-on-acquisitions/
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| To: richardred who wrote (4560) | 9/23/2017 4:13:28 PM | | From: richardred | | | | RE-L'Oreal/Nestles
| L’Oreal could be takeover target | | Posted on Friday, 22 September 2017 14:20 | French cosmetics giant is the subject of takeover speculation following the death of founding family matriarch Liliane Bettencourt.
Multiple sources have picked up on speculation by analysts who believe the heiress’ passing could be a catalyst for a change in the Paris-listed group’s shareholder base.
Based on L’Oreal’s closing share price of EUR 176.60 on 21st September, the last trading day prior to the deal being reported, the company can be valued at EUR 98.88 billion.
Jefferies analyst Martin Deboo told Bloomberg Bettencourt’s passing at the age of 94 on 21st September means speculation is likely to be rife, particularly concerning the 23.0 per cent stake owned by Swiss food and drink giant Nestle.
However, he added that the matriarch’s children will also have a say in the matter and a lot hangs on their intentions.
In addition, under the terms of a previous agreement with L’Oreal, Nestle is unable to buy any more stock in the business until six months after Bettencourt’s death.
Tyler Tebbs of Olivetree Securities, speaking to the Financial Times, noted that the Swiss company has strict acquisition criteria, not all of which are met by the cosmetics company.
L’Oreal is renowned for its range of cosmetics products, some of which are distributed under brand names like Garnier, Maybelline and Lancôme.
The company’s stock dropped following Bettencourt’s death yesterday, having finished the day at EUR 178.30 on 20th September.
Shares were trading at EUR 182.90 at 15:58 on 22nd September.
L’Oreal posted consolidated sales of EUR 25.84 billion in 2016, up from EUR 25.26 billion over the preceding 12 months.
According to Zephyr, the M&A database published by Bureau van Dijk, there have been 164 deals targeting toilet preparation manufacturers announced worldwide since the beginning of 2017.
The most valuable of these was worth USD 1.19 billion and involved Natura acquiring UK-based the Body Shop from L’Oreal earlier this month.
© Zephus Ltd
zephyr.bvdinfo.com
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| To: richardred who wrote (4548) | 9/25/2017 9:22:44 AM | | From: richardred | | | | ROSE & MCF speculations IMO For small oil companies these, recent oil finds enhance speculative appeal. Wells are very expensive to drill these days for small companies like these. IMO there are some notable oil companies around their wells and acreage. IMO they would be interested in adding to their positive acreage because of their production cost advantage. I'm willing to hold in these very little market Cap. risky companies. A money loosing bet for me so far, but that's why I'm diversified. I think of the new land based oil drilling that's going on now. Much new drilling will be in the area these companies hold acreage. FWIW-It seems to me they need to partner (Working interests}with others to get their land drilled or sell out to enhance shareholder value near term.
ROSE.In late July, Rosehill began flowback on its first well targeting the 2nd Bone Spring sand, the Kyle 26 ST-1, with a peak rate of 2,130 BOE per day (84% oil);
Increased proved reserves to 24.8 million barrels of oil equivalent (“MMBOE”) with a PV-10 of $183 million at June 30, 2017 (audited and determined under SEC guidelines), up 88% and 126%, respectively, from December 31, 2016;
>MCF
Gunner
The Gunner #2H well (50%WI, 37.5%NRI) was drilled to a TMD of 20,430 feet, including a 10,600 foot lateral into the Lower Wolfcamp A. The well was completed with 50 stages of fracture stimulation in June, with initial flowback commencing in early August. The well reached a gross maximum 3-stream 24-hour IP rate of 1,348 Boed (77% oil), and the last 30 days have averaged 1,152 Boed (76% oil), which represents our best performance to date.
We have now tested multiple landing points within the Wolfcamp A bench and believe we have proven at least two benches for development within the Wolfcamp A across our acreage position. The Rude Ram and Gunner landing points are spaced with approximately 130' of vertical separation from an Upper Wolfcamp A and a lower Wolfcamp A landing, respectively. Each well we have drilled has shown progressively better production performance than the previous due to enhancements to completion and flowback techniques. Our last two wells, the Rude Ram, which has produced 100 Mboe in 4 months and the Gunner, have been our best wells to date. We will continue to evaluate and enhance our leasehold with future drilling into the Bone Springs and the Wolfcamp B zone. We remain very optimistic about these future benches in light of recent activity around our position.
rosehillresources.com
ir.contango.com |
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| From: richardred | 9/26/2017 11:13:05 AM | | | | | | Taking profits today in recent profitable oil holdings on the oil rebound. Redeploying into two off the watch list. TAST- CARROLS RESTAURANT GROUP -- ATRO-ASTRONICS CORP
IMO- ATRO fits a little niche for Boeing or Harris. It's been on my watch list awhile. Almost jumped in earlier, but the dreaded accounting issues pop it's ugly head. Hoping that issue has been solved, and passed on now. A 700 billion defense budget bill passed. IMO good speculative appeal now because of Boeing actively looking. IMO HRS is fully valued at current price. However IMO a big Takeout bid for HRS by Boeing itself, can't be ruled out. Some of the more recent big Defense acquisitions have yielded small premiums. HRS took on a big acquisition in Exelis Inc. It sold off a couple of business to help pay down some of the big debt it took on. Maybe it's ready for something smaller? This in-light of my theory. This by being a fully valued Market cap company. In HRS's business plans. It's better off to enhance LT shareholders value by buying a complimentary company now. This because of a current Defense lag with improving prospects moving forward. Plus the completed integration improving on it's synergistic savings and combined forward earnings power.
Message 31276862
Carrols - Gets a downgrade today and I'm in. I remember this company growing up around me before there's were McDonalds around here.
Message 29687118 |
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| To: richardred who wrote (4551) | 9/29/2017 11:39:00 AM | | From: richardred | | | | | Took profits in a broad range of the portfolio today, raising cash level. The sales, a re-balancing in some higher weighted positions. However added some more MITK today. |
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| To: richardred who wrote (4563) | 9/30/2017 9:57:33 AM | | From: richardred | | | | What next for L’Oréal? Speculation builds over Nestle ownership following Bettencourt’s death September 25, 2017 Written by Georgina Caldwell
 L'Oreal
Speculation is growing over the ownership of L’Oréal following the death of heiress Liliane Bettencourt, according to a report published by Reuters.
Bettencourt’s family owns 33 percent of the French cosmetics behemoth, while Nestle holds a 23 percent stake. An agreement between the two, which prevents either from increasing their stake and has been in place for 43 years, is due to expire within six months.
Several analysts are speculating that L’Oréal will buy in Nestle’s stake, with activist investor Third Point urging the company to dispose of its investment in L’Oréal. Others are predicting that Nestle may see an opportunity to up its shareholding. Both companies declined to comment, while Bettencourt’s daughter, Francoise Bettencourt-Meyers, has commented that the family remains committed to L’Oréal and its management.
globalcosmeticsnews.com
Nestlé spares L’Oréal in $10 billion profit-boosting revamp September 27, 2017 Written by Louise Prance Miles
Nestlé has announced a $10 billion company revamp in a bid to boost profitability with the company said to be ‘actively managing’ its product line-up. However, its L’Oréal investment is said to be secure, for now.
Nestlé activist investor Dan Loeb from Third Point is said to have set out a strategy for the company to engage in a profit strategy over the scale of the business, with Nestlé Chief Executive Officer Mark Schneider thought to have agreed to plans.
However, Schneider stopped short of divesting the company’s 23 percent stake in L’Oréal, which he said was a ‘fabulous’ investment stating its approach to company is 'currently' not changing. The announcement follows speculation over the company’s share in the company following the death of Liliane Bettencourt last week.
The move heralds a shift from its known sales-focused strategy, with the company aiming for underlying trading operating profit margins between 17.5 and 18.5 percent by 2020, up 16 percent from 2016, according to the Financial Times. It will be the first time the company has a set a fixed profitability target.
Speaking at the Corinthia Hotel, London, Schneider stated that the company will focus on coffee, bottled water and pet care, with a move away from chocolate and sugary snacks, with selective investments and divestments said to affect around 10 percent of the business.
Speaking of the plan, Schneider stated, “We’ll need to trade out of some product areas and into others. We’ll act decisively, and the U.S. confectionery is a good example of that.”
The company’s skin-health business was another area the company was keen to develop, with the area being labelled a ‘strategic fit’, while the company will also cost-save in staffing with plans to reduce its seven sites in Paris down to just one, while also consolidating its Veyey operations.
It’s thought the adoption of a profit target by the US company is the start of a strong shift for large food companies as consumers continue to seek a greener angle to their mass-market buys. Meanwhile a strong push by investors to cut spends and develop into more lucrative areas is said to be on the up.
globalcosmeticsnews.com |
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