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   Strategies & Market TrendsSpeculating in Takeover Targets


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To: richardred who wrote (4560)2/26/2018 11:03:10 AM
From: richardred
   of 6155
 
RE-JVA speculation-
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?


Welbilt Enters the Coffee Market with Crem Acquisition

Published: February 26, 2018 Written by The Editors
Florida-based manufacturer buys European maker of coffee equipment.

In a deal valued at $224 million, Welbilt will acquire Avaj International Holding AB from private equity firms Priveq Investment Fund IV L.P. and SEB Venture Capital. Avaj goes to market as Crem International and manufactures coffee machines.

Crem is headquartered in Solna, Sweden, and has manufacturing sites in Amotfors, Sweden, Gandia, Spain, and Shanghai, China. The company also has three research and development centers and six sales offices. Crem develops, manufactures and markets coffee machines under three brand names: Coffee Queen, Expobar and Spengler for use in offices, restaurants, cafes and coffee shops, catering and convenience stores.

“The acquisition of Crem International is the first step in realizing our ambition to complement our organic growth strategy with select bolt-on acquisitions,” said Hubertus Muehlhaeuser, Welbilt’s president and CEO. “Crem expands our full line of commercial foodservice equipment coverage by adding the fast-growing hot coffee category to our portfolio. … Crem is very strong in Europe and Asia, supporting our strategic objective of expanding our presence in these two important regions. We foresee significant cross-selling opportunities between Crem’s and Welbilt’s respective customer bases in those regions and see further opportunity to bring Crem’s to Welbilt’s customer base in the U.S. and include it as a core offering in our fitkitchen system solutions.”

In 2017, Crem generated sales of $90 million, per a release announcing the deal. Subject to certain closing conditions, Welbilt expects the transaction to close during its second fiscal quarter of 2018.

fesmag.com

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To: richardred who wrote (3486)2/26/2018 1:11:44 PM
From: richardred
   of 6155
 
After a long ago exit. I bought back into FEIM today. I liked the new defense order. Should be a nice backlog for a company of this size.

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To: richardred who wrote (4795)2/28/2018 10:57:40 AM
From: richardred
   of 6155
 
Added LWAY in quantity today trading near it's 52 week low.

Milk Prices



P.S. A big part of this company is all about milk prices.

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To: robert b furman who wrote (4746)2/28/2018 11:24:49 AM
From: richardred
   of 6155
 
RE-Military Chips /Defense business

Bob whether you knew it or not. IMO your on the right track here. BTW FWIW MSCC bought two of my former holdings Datum by Symmetricom, and then Symmetricom itself. FEIM wanted Datum , but lost out to SYMM. I recently bought back into FEIM after a long break. They received a nice military contract of late.

freqelec.com

P.S. What ever happened to that lost secret billion dollar satellite ?


Microsemi in Play: Report By Chris Casacchia

Tuesday, February 27, 2018

Aliso Viejo-based Microsemi Corp. is in “advanced talks” on a potential sale to Microchip Technology Inc., according to a Wall Street Journal report.

The report comes less than a week after RBC Capital analyst Amit Daryanani listed Microsemi as a potential takeover target for Broadcom Ltd. if its ‘reduced’ $117 billion bid for Qualcomm Inc. fails. Less than a month ago the local chipmaker hired investment bank Qatalyst Partners to explore options, according to reports by Reuters and Dealreporter.

Microsemi has a longstanding policy of not commenting on speculation.

The company under Chief Executive Jim Peterson has undergone a diversification effort in the communication, Internet of Things and data center segments to augment its legacy positions in the military, industrial and aerospace sectors.

Its chips are built into satellites, drones, digital televisions, defibrillators, pacemakers and other devices made by the likes of Boeing, Hewlett-Packard, Dell Inc. and Samsung Electronics.

Microsemi shares are up less than 1% in early afternoon trading to $64.51, just shy of its all-time high and a $7.5 billion market value. Shares of Chandler, Ariz.-based Microchip Technology are up 2.4% to $88.50 and a market cap of about $21 billion. Like Microsemi it designs a number of semiconductor products for customers in the consumer, health care and defense and aerospace markets.

The rumored price is in the mid-$60 range, which RBC analyst Mitch Steves panned as too low in an investor note.

ocbj.com

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To: richardred who wrote (4737)2/28/2018 11:30:42 AM
From: richardred
   of 6155
 
A small add to BGS foods today as it hovers near a new 52 week low.

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To: richardred who wrote (4800)2/28/2018 11:32:12 AM
From: robert b furman
   of 6155
 
Hi Rick,

I was recalling Triquint semi.

Bob

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From: richardred3/1/2018 11:10:22 AM
   of 6155
 
New buy today AWRE - AWARE ( Biometrics software ) fits nicely into security category space with my current MITK holding.

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To: richardred who wrote (4778)3/1/2018 1:35:29 PM
From: richardred
   of 6155
 
RE-CECE speculation I'm assuming this 4 Million $ division was sold at a premium. This given it's focus on drinking water food & beverage market. It will be interesting to see what or if any one time gains are booked moving forward.


CECO Environmental Announces The Sale Of Keystone Filter Moving Forward with CECO's Portfolio Management Strategy


DALLAS, March 1, 2018 /PRNewswire/ -- CECO Environmental Corp. (Nasdaq: CECE) a global leader in air quality and fluid handling, today announced the sale of its Keystone Filter brand and products to Porvair plc. Terms were not disclosed.

The Keystone brand recorded revenue of approximately $4.0M in its last full year and is focused on the drinking water and the food and beverage markets in the USA.


The sale of Keystone is a step in progressing CECO's portfolio management strategy to ensure the business is aligned to increase its focus on better serving the industrial air quality improvement and fluid handling markets.

ABOUT CECO ENVIRONMENTAL
CECO Environmental is a global leader in air quality and fluid handling serving the energy, industrial and other niche markets. Providing innovative technology and application expertise, CECO helps companies grow their business with safe, clean and more efficient solutions that help protect our shared environment. In regions around the world, CECO works to improve air quality, optimize the energy value chain and provide custom engineered solutions for applications including oil and gas, power generation, water and wastewater, battery production, poly silicon fabrication, chemical and petrochemical processing along with a range of others. CECO is listed on Nasdaq under the ticker symbol "CECE". For more information, please visit www.cecoenviro.com.

prnewswire.com




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From: richardred3/1/2018 1:46:06 PM
   of 6155
 
RE-RELY At .22 cents I left this one for dead. Possible AL Tarriff maybe a breath of life?

RELY-Real Ind. filed chapter 11. I knew going in this company was very risky. I was figuring early on, the price of scrap aluminum would turned this company around. Never happened soon enough, plus the hurricane in Houston hurt some of their operations.

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To: richardred who wrote (4800)3/2/2018 10:43:57 AM
From: richardred
   of 6155
 
RE-VSH speculation IMO the MSCC deal up the speculative appeal of VSH

MSCC to be bought by MCHP for $68.78 cash per share


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