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   Strategies & Market TrendsSpeculating in Takeover Targets


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To: richardred who wrote (4047)1/24/2018 1:30:27 PM
From: richardred
   of 6147
 
TG-Tredegar Corporation Added shares back today after a long break.


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To: richardred who wrote (4212)1/26/2018 12:47:47 PM
From: richardred
   of 6147
 
I re-entered LWAY today sub 8. Although a small company. IMO it has grown enough in sales scale (over 100 mill.) to be hypothetically digestible appealing. Health consciousnesses is still in vogue among food companies. Danone ready to scale up Kefir after the big drink? Maybe a way for the Smolyansky family to exit quietly and see the brand grow faster exponentially in time? This while receiving a big cash out paycheck in return.
Sold LWAY today for a nice profit for re-deployment elsewhere. Danone made a big move. IMO a less likely target by them now.
Danone (BN) To Acquire WhiteWave Foods (WWAV) For Over $12 Billion.

ibtimes.com

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To: richardred who wrote (4700)1/29/2018 8:03:20 AM
From: richardred
1 Recommendation   of 6147
 
Back to Back Merger Mondays


Dr Pepper Snapple and Keurig Green Mountain to Merge, Creating a Challenger in the Beverage Industry with a World-Class Portfolio of Iconic Brands and an Unrivaled Nationwide Distribution Capability
Combined Brand Portfolio Will Have Strong Exposure to Faster Growing Beverage Categories and an Ability to Reach Consumers Across Virtually All Retail Channels and Points of Consumption

Keurig Dr Pepper Will Have Approximately $11 Billion in Combined Pro Forma Revenues

Dr Pepper Snapple Shareholders to Receive $103.75 Per Share in a Special Cash Dividend and Retain 13% of the Combined Company.


businesswire.com

Wake up and smell the coffee. GMCR goes down today. KO will have money to spend they own 40%. It may generate a little interest in my burnt roast JVA today.

Keurig to Be Acquired by JAB-Led Group for $13.9 Billionhttp://www.bloomberg.com/news/articles/2015-12-07/keurig-to-be-bought-by-jab-led-investor-group-for-13-9-billion
Message 30348977



Sanofi beats Novo to buy Ablynx for $4.8 billion in biotech M&A boom

reuters.com

Will Novo escalate or move on. Seems like a takeout blow by Sanofi.
RE-ANIK Speculation - Ties to a leader into diabetes care.

Hyaluronic acid has also been used in the synthesis of biological scaffolds for wound-healing applications. These scaffolds typically have proteins such as fibronectin attached to the hyaluronan to facilitate cell migration into the wound. This is particularly important for individuals with diabetes suffering from chronic wounds

Novo Nordisk's new CEO turns to deals to help revive growth
Message 31087980

WestRock Signs Definitive Agreement to Acquire KapStone for $35 per Share

globenewswire.com

My bread and butter field, packaging. Amazon needs many boxes to ship much of their product. Is there any besides me that has a bunch of empty Amazon boxes in their garage?

Message 27117258





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To: richardred who wrote (4692)1/29/2018 9:16:48 AM
From: richardred
   of 6147
 
Will Coke now make a move after JAB/Dr.PepperSnapple? Ironically Coke on the NYSE opening bell. Monster Beverage has been in the limelight for a possible KO acquisition. However the speculative appeal of CPB has gone up a notch now. Coke might be motivated as JAB owns consumer retail food restaurants. Pepsi spun off it's restaurant business (YUM Brands)as IMO it was a conflict of interest with it franchisees. Can anybody but me imagine what appeal impact a Campbell's soup kitchen restaurant concept might have? IMO lower consumer scale than Panera Bread. However plenty of healthier snacks to stock and offer. Soups and healthier beverages if this hypothetical could happen?

IMO Today's Coke- Earnings disappoint up the speculative appeal of LNCE. IMO Pepsi needs a strong competitor in salty snacks. They already have their hands on Monster & GMCR. Just maybe the need to swallow a pretzel? I can see Warren Buffett right now having a bowl of pretzels with his Coke at a bridge game.
Message 31393995

Message 31393995

Message 29925351

Message 29373764

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From: The Ox1/29/2018 10:22:07 AM
1 Recommendation   of 6147
 
(Reuters) - Keurig Green Mountain Inc will buy soda maker Dr Pepper Snapple Group Inc ( DPS.N) in a deal worth more than $21 billion, bringing the world’s biggest single-serve coffee brand, K-Cup, and beverages such as 7UP, Snapple and Sunkist under one roof.

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From: richardred1/29/2018 10:26:44 AM
   of 6147
 
New buy today ASYS- Amtech Systems. I like the solar part of the business. More solar MFG back to the US?

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To: richardred who wrote (4709)1/29/2018 10:36:11 AM
From: richardred
1 Recommendation   of 6147
 
Sold some ANIK today on a big run up from my purchase price.

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From: Glenn Petersen1/29/2018 4:05:38 PM
2 Recommendations   of 6147
 
Hmmm... If this deal actually goes through, do they name the merged company Dell or VMware?

Dell is considering a sale to VMware in what may be tech's biggest deal ever


  • VMware could buy Dell in massive reverse-merger, sources say. Dell currently owns 80 percent of VMware.
  • The deal would give Dell shareholders a way to profit from having taken Dell private in 2013 and help pay off some debt.
  • VMware was the crown jewel of Dell's 2015 acquisition of EMC, but the company's business model is under threat as enterprises move to the cloud.

Alex Sherman | @sherman4949
Published 4 Hours Ago Updated 2 Hours Ago CNBC.com

Dell Technologies could emerge as a public company through a reverse-merger with VMware, the $60 billion cloud computing company it already controls, according to people familiar with the matter.

The reverse merger, whereby VMware would actually buy the larger Dell, would then allow Dell to be traded publicly without going through a formal listing. It would also likely be the biggest deal in tech industry history, giving investors who backed Dell's move to go private in 2013 a way to monetize their deal, while helping Dell pay down some of its approximately $50 billion debt.

VMware's stock fell sharply on the news. At midday, it was down 8.5 percent.

While Dell may also pursue a more traditional initial public offering, said the people, a reverse merger would allow the company to avoid a new public offering. Dell hasn't decided on a strategic option and is also considering several other paths forward, including other acquisitions or buying the remaining stake of VMware it doesn't own, as has been previously reported. Dell is unlikely to sell the company outright or sell its stake in VMware, one of the people said.

VMware was seen as the crown jewel in 2015 when Dell acquired EMC for $67 billion. That gave Dell 80 percent of VMware, which was an early pioneer in a technology called virtualization. That process gave companies a way to run the large computers in their data centers more efficiently by packing multiple "virtual" computers on a single piece of hardware.

While the technique is still widely used, VMware's growth prospects have been tempered as companies have moved more of their infrastructure from their own data centers to large cloud providers like Amazon and Microsoft. In 2016, the company agreed to let customers run its software on arch-rival Amazon's cloud service, an admission that the cloud model is taking precedence.

The reverse-merger is one of the more audacious strategic initiatives being looked at by Dell and its advisers, said the people, who asked not to be named because the discussions are private. Dell's board of directors will meet next month to consider a slew of options, many of which are still in the early stages of examination, including the reverse merger.

If VMware were to buy Dell, VMware would issue shares to Michael Dell and Silver Lake, the private owners of Dell. The owners could then sell shares on the public market as a way of monetizing their investment in Dell, the people said.

The exact valuation of Dell isn't known because the company is private. Dell took itself private in a $24.4 billion deal in 2013. It then acquired EMC for $67 billion in 2015, a deal that still stands as the largest technology acquisition of all time.

Theoretically, a VMware acquisition for Dell would top that, making it the largest technology deal ever. Dell acquired more than 80 percent of VMware when it completed its deal for EMC in 2016. VMware's platform virtualization software was a key reason Dell pursued EMC two years ago.

While VMware's revenue has consistently grown each year, that has slowed. Annual sales rose 6.7 percent in 2016 from 2015 after six consecutive years of double-digit percentage growth. Still, net income of $1.2 billion was an all-time high for the company for 2016, and 2017 full-year estimates suggest the company will top that mark.

Spokespeople for Dell and VMware declined to comment.

cnbc.com

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To: richardred who wrote (4709)1/30/2018 11:34:16 AM
From: richardred
   of 6147
 
RE- JVA speculation. I found curious the size of shelf offering. Besides typical debt pay down. It leaves me wondering anyway. Is this for additional stock buybacks or a hypothetical Management led buyout? Insider purchases, although somewhat small to medium in size. All have all been on the buy side of late.

BRIEF-Coffee Holding Co Files For Mixed Shelf Of Up to $100 Mln

Jan 29 (Reuters) - Coffee Holding Co Inc:

* COFFEE HOLDING CO INC FILES FOR MIXED SHELF OF UP TO $100 MILLION - SEC FILING Source text - bit.ly/2BAs7fT Further company coverage:

reuters.com

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To: Glenn Petersen who wrote (4714)1/30/2018 11:56:29 AM
From: richardred
   of 6147
 
Hmmm... If this deal actually goes through, do they name the merged company Dell or VMware?
Without putting to much thought into it. Dellware or Dellserve sounds ok.

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