SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

   Strategies & Market TrendsSpeculating in Takeover Targets


Previous 10 Next 10 
To: richardred who wrote (4549)11/6/2017 12:11:33 PM
From: richardred
   of 6103
 
Re-entered DLTH today. For some strange reason thinking of the Zappos acquisition by Amazon. At this point in time. In due time I see Amazon going more brick in mortar. Whole Foods just might be the start of a trend. This time only more smaller niche acquisitions they can continue to grow as not to stir the pot. As JCP & Sears and most clothing retailers are struggling. This company seems to getting it right.

CO. SNIP> Duluth Trading is a rapidly growing lifestyle brand for the Modern, Self-Reliant American.

Based in Belleville, Wisconsin, we offer high quality, solution-based casual wear, workwear and accessories for men and women who lead a hands-on lifestyle and who value a job well-done. We provide our customers an engaging and entertaining experience. Our marketing incorporates humor and storytelling that conveys the uniqueness of our products in a distinctive, fun way, and our products are sold exclusively through our content-rich website, catalogs, and “store like no other” retail locations. We are committed to outstanding customer service backed by our “No Bull Guarantee."

P.S. Carhart is another a company who's product I use and reminds me of Duluth. Woolrich is another.

>Carhart sells via many kinds of retailers but refuses to allow discount stores such as K-Mart to carry its products in order to protect its brand.

>Woolrich Awhile back the company announced they had plans to move more of their workforce to the United States.

Can textiles come back to the USA again? Many of these retailers had to cut their US workforce to MFG. overseas to be competitive. Just maybe customer experience. Along with excellent marketing, and US factories manned by efficient equipment can change that.?

Share RecommendKeepReplyMark as Last ReadRead Replies (3)


From: richardred11/6/2017 6:23:35 PM
   of 6103
 
MNTX -8K The dreaded accounting issues. I didn't see this one coming!

Share RecommendKeepReplyMark as Last ReadRead Replies (2)


To: richardred who wrote (4633)11/7/2017 9:02:40 AM
From: The Ox
   of 6103
 
Yes, a black eye but doesn't look devastating for MNTX. It also sets up a relatively perfect double top. A lot of support in the $7.50 range and below $6 could be a long term gift at this point?






Share RecommendKeepReplyMark as Last Read


From: richardred11/9/2017 10:08:53 AM
   of 6103
 
RE-SNAK Taking my lumps. Sold out of my take under for redeployment elsewhere.

Share RecommendKeepReplyMark as Last Read


From: richardred11/12/2017 9:29:36 PM
   of 6103
 
New HSBC chairman Mark Tucker eyes American takeovers

Aimee Donnellan
November 12 2017, 12:01am, The Sunday TimesHSBC has a troubled past in US acquisitions, but its chairman maintains an ‘optimistic view’ of future expansion

HSBC’s new chairman Mark Tucker has told investors that he is on the prowl for acquisitions, with American credit card businesses among his targets.

thetimes.co.uk

Share RecommendKeepReplyMark as Last Read


To: richardred who wrote (2863)11/20/2017 10:29:48 AM
From: richardred
   of 6103
 
MRVL buying CAVM for $40 cash plus 2.1757 share. Mr McWilliams was spot on. SNIP> In his special report, McWilliams discussed eight of the companies he thinks are most likely to show an interest in Cavium. These include Marvell Technology (NASDAQ: MRVL


Share RecommendKeepReplyMark as Last Read


To: richardred who wrote (4429)11/20/2017 10:45:05 AM
From: richardred
   of 6103
 
RE- RELY filed chapter 11 last Fri. I will be taking two lumps with my JVA. Most chapter 11's these days have nothing left for shareholders after re-organization? I'm just guessing this one might stand a chance. Holding to zero or whatever upside might be in the future.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: richardred who wrote (4632)11/24/2017 5:47:51 PM
From: richardred
   of 6103
 
Alibaba continues to increase its “bricks & mortar” presence

21 November 2017


In June this year when Amazon announced its $13.7bn offer for Whole Foods, there was a lot of media comment about the deal finally representing a move towards “physical” locations, as well as being an e-retailer, and many commentators seemed transfixed by this.

However, what seemed to go relatively unnoticed was the fact there is already a precedent of a global e-retailer looking to physical locations in order to help it fulfil the next stage of its strategic plan. Alibaba, the Chinese e-commerce conglomerate, had already started to invest in “bricks and mortar” retailers as far back as 2014, and yesterday saw it continue with this strategy with the announcement of its acquisition of a 26% stake in Sun Art Retail Group, the Hong Kong-based hypermarket operator.

For Alibaba, this deal represents its fourth acquisition of a “physical” retailer, after acquiring the remaining 53% of Intime Retail earlier this year, as well as minority positions in household appliance retailer Suning Commerce and Lianhua Supermarkets in May 2016 and May 2017, respectively.

The underlying driver for both Amazon and Alibaba in making these acquisitions is to access data held by the target companies, and also to bring together the two worlds of online and offline commerce for all parties involved.

Alibaba’s CEO, Daniel Zhang, is quoted as saying that “physical stores serve an indispensable role during the consumer journey, and should be enhanced through data-driven technology and personalized services in the digital economy”. He also said: “By fully integrating online and physical channels together with our partners, we look forward to delivering an original and delightful shopping experience to Chinese consumers.”

mandaportal.com

Share RecommendKeepReplyMark as Last Read


To: richardred who wrote (4614)11/24/2017 5:54:23 PM
From: richardred
   of 6103
 
Shanghai Pharmaceuticals to purchase Cardinal Health’s unit Shanghai Pharmaceuticals Holding is acquiring Malaysia-incorporated Cardinal Health L (Cardinal Malaysia) for USD 1,200 billion, subject to further adjustments based on the target’s working capital, existing cash and assumed debt. The buyer has obtained financing from third party financial institutions and is making the purchase via its Shanghai Pharma Century Global arm. Pending approval from China’s Ministry of Commerce, the deal is expected to complete by the end of Cardinal Health’s fiscal year.

The target is a holding unit which controls all of the China-based business of Cardinal Health, a New York Stock Exchange-listed pharmaceutical supplier. Billed as a global and integrated healthcare services provider, the Dublin and Ohio-headquartered group operates through five segments: pharmaceutical distribution, medical devices distribution, hospital direct sales, speciality pharmaceuticals and speciality pharmacies and commercial technology.

Cardinal Health currently serves almost 11,000 medical institutions and other downstream customers through 30 direct-to-patient pharmacies, 14 direct sales companies and 17 distribution centres in China. It provides drugs, medical devices, surgical supplies, speciality pharmaceuticals, vaccines and diagnostic systems and equipment in major cities ranging from Beijing and Tianjin to Dalian and Wuxi. In all, the business owns a storage area of about 146,000 square metres and 7,000 square metres of cold storage capacity.

Cardinal Malaysia posted operating revenue of CNY 25,518 million (USD 3,848 million) and earnings before interest, tax, depreciation and amortisation of CNY 553 million in H1 2017. It also had total and net assets of CNY 12,890 million and CNY 1,909 million, respectively, as of 30th June 2017.

The announcement comes as China is planning a reform to tighten oversight of its fragmented healthcare industry, a move that could significantly slow Cardinal Health’s business growth. An unnamed person familiar with the matter previously told Reuters: “The new policy is likely to squeeze margins for most distributors in China. They will be under pressure for future profitability. It does make Cardinal and others worried.”

From Shanghai Pharmaceuticals’ perspective, the deal serves to widen its distribution network, particularly in Shanghai, Beijing, Zhejiang, Tianjin and Chongqing, among other locations. Commenting on the transaction, the buyer’s chairman Zhou Jun said: “Amid the national healthcare reform, the acquisition of the Cardinal Health China business will further strengthen our leadership in the distribution and retail pharmacy network, and expedite our transformation to become a modern global healthcare provider.”

Last July, Cardinal Health successfully carried out its largest deal on record to buy the medical supplies businesses of Medtronic for USD 6,100 million. In a much smaller transaction early this year, Cardinal Health purchased 6 per cent of Navidea Biopharmaceuticals, an Ohio-based diagnostics and radiopharmaceutical medical products maker, for around USD 7 million.

© Zephyr

mandaportal.com

Share RecommendKeepReplyMark as Last Read


To: richardred who wrote (4633)11/24/2017 5:58:45 PM
From: richardred
   of 6103
 
MNTX-speculation

M-L Holdings Company Crane Group Acquires Chellino Crane

Post date:

11/08/2017 - 10:31am

M-L Holdings Company Crane Group announced that is has acquired Chellino Crane, a premier crane services company in the Chicagoland area. Founded in 1947 by Sam Chellino, the company has grown to become one of the largest crane companies in the Midwest.

We are excited to add such a great company to our existing network of crane branches.” said Scott Wilson, president of M-L Holdings Company Crane Group. “The acquisition of Chellino Crane extends our reach across the Midwest, allowing our combined customer base to access additional resources quickly and efficiently. The Chellino family and M-L Holdings Company Crane Group will continue to provide the same great service and support customers have grown to value over the years.”

With the addition of Chellino Crane, M-L Holdings Company Crane Group has increased their crane service fleet to a total of 14 full-service branch locations supplying 427 employees, 265 cranes with sizes ranging from 600 tons to 8.5 tons, 475 trailers, 310 road tractors and 75 forklifts.

At M-L Holdings Company Crane Group, we continue to exceed the needs of our current and future customers, providing Nationwide Reach and Local Support.

liftandaccess.com

Share RecommendKeepReplyMark as Last ReadRead Replies (1)
Previous 10 Next 10