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   Strategies & Market TrendsSpeculating in Takeover Targets


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To: richardred who wrote (4859)5/21/2018 9:45:32 AM
From: richardred
   of 6147
 
RE-CPB interim CEO say's Campbell's is not up for sale. Sure, I've heard that one before. Almost any company goes for the right price. IMO-It just means no one offered to by the whole company and you would need the Dorrance stamp of approval . After all, last week you just said everything is on the table. There's no scared cows.

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To: richardred who wrote (4860)5/24/2018 9:40:56 AM
From: richardred
   of 6147
 
It turns out MITK was ready for one also

Mitek Systems acquires French artificial intelligence firm for $50 million

sandiegouniontribune.com

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From: richardred5/25/2018 12:51:41 PM
   of 6147
 
Added to ASV today on the downgrade and trading near a new low.

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To: richardred who wrote (4839)5/29/2018 9:20:06 AM
From: richardred
   of 6147
 
IMO The two big coffee giants have emerged and seemingly are dug in to battle down the road. Coffee is still a priority for Cott.

JAB buys majority stake in Britain's Pret A Manger

  • Luxembourg-based JAB is buying Pret from private equity firm Bridgepoint and other minority investors for an undisclosed sum, Pret said on Tuesday.
  • A Pret spokeswoman declined to comment on the value of the deal, but the Financial Times reported earlier that the price was 1.5 billion pounds ($2 billion) including debt.
  • JAB Holdings, the private company of Germany's billionaire Reimann family, is expanding its coffee empire with a majority stake in British sandwich and coffee shop chain Pret A Manger.

    Luxembourg-based JAB is buying Pret from private equity firm Bridgepoint and other minority investors for an undisclosed sum, Pret said on Tuesday.

    A Pret spokeswoman declined to comment on the value of the deal, but the Financial Times reported earlier that the price was 1.5 billion pounds ($2 billion) including debt.

    The deal marks the latest in a string of coffee industry acquisitions by JAB, including Keurig Green Mountain and Peet's Coffee & Tea, as it looks to challenge Swiss food and beverage giant Nestle.


    Will Pret a Manger, Axa go public? 5:12 PM ET Wed, 10 May 2017 | 01:05


    Nestle, the world's biggest coffee company, struck a $7.15 billion licensing deal with Starbucks Corp this month.

    Pret opened its first shop in London in 1986 and now generates revenue of 879 million pounds ($1.17 billion) from 530 stores in countries including the United States and China.

    Bridgepoint bought a majority stake in the chain a decade ago for about 345 million pounds and had been examining a potential stock market listing before opting to sell to JAB.

    "Management's proven track record and commitment to customer service, investment in innovation and approach to freshly prepared food position Pret well as it capitalizes on evolving consumer taste and lifestyle preferences," said JAB Chief Executive Olivier Goudet.

    cnbc.com




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    To: richardred who wrote (4736)5/29/2018 1:35:04 PM
    From: richardred
       of 6147
     
    RE-REXX REX ENERGY ended up filing chapter 11. I took a loss and I sold out in the .80 cent range before chapter 11. The stock stalled then dropped after the first asset sale before chap. 11. I sold out after the first rebound.

    Rex Energy Initiates Sale Process for All Remaining Assets,
    Filing Voluntary Petitions Under Chapter 11 of the U.S. Bankruptcy Code.

    rexenergy.com

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    To: richardred who wrote (4813)5/31/2018 8:36:36 AM
    From: richardred
       of 6147
     
    Tadano acquires 14.9% of Manitex
    By Alex Dahm30 May 2018






    Japanese crane and access equipment manufacturer Tadano has purchased almost 3 million shares in US crane and access equipment manufacturer Manitex International.

    Tadano invested around US$32.7 million to buy 2,918,542 shares at $11.19 per share, giving it 14.9 per cent of the company. Tadano has exercised its right to appoint a member to the Manitex board by designating Ingo Schiller, Tadano America Corporation president and chief executive officer.

    Commenting on the deal, Koichi Tadano, Tadano president and chief executive officer, said, “We are pleased to announce our investment in Manitex. We are hopeful that our strategic alliance with Manitex will assist in our mutual, future growth and profitability. Manitex is a recognised market leader in boom truck cranes, with its exceptionally strong brand and North American distribution, as well as its world-wide presence in the knuckle boom market. It is our hope that our investment will help the company’s continued progress both in the North America and internationally.”

    David Langevin, Manitex CEO, commented, “We are pleased to have Tadano as an investor in our company. With over $1.7 billion in global annual sales, it is one of the premier crane companies in the world, with products and distribution channels that are complementary to ours. Tadano is a global leader in all terrain and rough terrain cranes and aerial work platforms. We see multiple opportunities to benefit from this strategic partnership and to take advantage of the currently favourable industrial environment.”

    khl.com

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    To: richardred who wrote (4843)6/5/2018 10:15:38 AM
    From: richardred
       of 6147
     
    Big volume today MCF. On a smaller scale I'm just thinking what Carl Icahn did to Sandridge Energy.

    Added to MCF today on the downgrade. I think with oil prices where they are now. It's a new lease on life for this company. Next Qtr. will be a downer, but they will be sinking some new holes in the Delaware Basin. IMO 37% interest in Exaro should be sold now if they can find a buyer. Market Cap. of MCF under 100 million . IMO Compelling for a Private equity Corporate Raider or should I better say Corporate activist. This board needs to be pushed with all the 0 options being exercised and partials being monetized.

    >As of December 31, 2017, the SEC PV-10 value of our proved reserves was approximately $257.3 million, compared to the SEC PV-10 value of $166.2 million as of December 31, 2016, an increase in our reserve value that was also attributable to our Southern Delaware Basin drilling program and the increase in commodity prices. The SEC-mandated prices used in determining our December 31, 2017 proved reserves and PV-10 value were $47.41 per barrel of oil and condensate, $2.92 per Mmbtu of natural gas and $18.59 per barrel of natural gas liquids, compared with SEC prices of $38.67/Bbl for oil and condensate, $2.43/Mmbtu for natural gas and $13.62/Bbl for natural gas liquids used in estimating proved reserves as of December 31, 2016.

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    To: richardred who wrote (4782)6/5/2018 10:38:18 AM
    From: richardred
       of 6147
     
    RE-ACET big loss on initial purchase- A disaster of negative surprises. I still think the company more than ever, has a big chance of splitting up. The company is still saying they might sell the all or part of the company. ENDO INTERNATIONAL PLC sure looks like a good fit for ACET generics. This if the chemical group is sold separately.

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    From: richardred6/6/2018 10:40:12 AM
    1 Recommendation   of 6147
     
    Halfway point into the year, despite some big mistakes this year. The portfolio still beating the S&P 500 with a vengeance. For myself, this is always my goal. Cash position 15% up from 5%


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    To: richardred who wrote (4870)6/6/2018 10:57:14 AM
    From: robert b furman
       of 6147
     
    Hi Rick,

    Congrats on excellent trading.

    None of us claim perfection in this endeavor!

    Nice work - I for one am amazed at how you follow so many and their peers - you are working hard buddy

    Bob

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