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   Strategies & Market TrendsSpeculating in Takeover Targets


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To: E_K_S who wrote (5557)9/27/2019 12:56:54 PM
From: richardred
   of 7120
 
RE-Delisting Chinese companies-- Is this non verified news being reported even possible? I thought the NYSE has it's own BOD. Who would make those decisions? Laissez-faire?

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To: richardred who wrote (5558)9/27/2019 1:50:58 PM
From: E_K_S
1 Recommendation   of 7120
 
Just internet chatter and maybe something WH was discussing. Not sure if this could even be done perhaps by an EO.

Who Knows I guess POTUS looking for ways to turn up the heat on China. What ever it takes is ok by me as they have been cheating for a long time. At least this is one option I never heard of or even expected.

Ha, maybe an unexpected consequence would be China companies then Buy US companies, then issue more shares of that company to raise capital.

EKS

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To: richardred who wrote (5558)9/27/2019 4:13:17 PM
From: robert b furman
   of 7120
 
More like fighting fire with fire, I suspect.

Bob

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To: E_K_S who wrote (5559)9/29/2019 10:49:57 AM
From: richardred
   of 7120
 
I'm still wondering how this one went through(CRAY) the justice dept. HPE does a a lot of business with China. This on Matters of national security (Supercomputers).

Hewlett Packard Enterprise (HPE) Completes Acquisition of Cray (CRAY) September 25, 2019 8:02 AM EDT Hewlett Packard Enterprise (NYSE: HPE) today announced it has completed the acquisition of supercomputing leader Cray Inc..

streetinsider.com

To: richardred who wrote (5222)5/17/2019 11:05:19 AM
From: richardred of 5560
RE-CRAY It will be interesting to watch the regulatory approval process since HPE does business with China. This in light of matters of national security(Huawei) that have come under scrutiny. IMO a perfect example of a TO where IP and where their going forward might be the main reason? Hopefully ENZ fits that bill to only in labs business.

hpe.com

P.S.
To: richardred who wrote (3254)4/3/2013 6:17:20 AM
From: richardred Read Replies (1) of 5222

RE:XRTX CEO Barber just resigned. Stock might not be to receptive at first.
Case in point OMPI which I owned before the merger announcement. It struggled at first, but the major shareholder eventually force the sale of the company. The controlling shareholder is not going to see their investment be beaten up for long. I believe that's why Barber left. He was not for the sale of the company. Cray makes more sense now than ever. The just appointed a new director. IMO hypothetically a more likely stock deal than cash deal. I'm sure Cray doesn't want the whole company, but that's what investment bankers are for.
Cray stock has held up well in what might be considered a disappointing last quarter. IMO Cray As with XRTX. It's not where they are now. It's where their going to be, going forward. Just a guess!


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To: richardred who wrote (3148)12/23/2013 9:34:48 AM
From: richardred of 5223

Bullseye today in XRTX-Christmas Gift If completed. This makes 5 successful takeout picks this year. IMO a good chance for a higher bid.

Seagate to buy Xyratex for $374 mln

Dec 23 (Reuters) - Hard-disk drive maker Seagate Technology Plc said it would buy network and storage equipment maker Xyratex Ltd for about $374 million in cash.

Seagate's offer of $13.25 per share is at a premium of 27 percent to Xyratex's closing price on Friday.

finance.yahoo.com

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To: richardred who wrote (5561)9/29/2019 12:14:22 PM
From: E_K_S
1 Recommendation   of 7120
 
This came out last week and to me Google's reach (especially in China) is a bigger threat.

Google’s Quantum Computing Breakthrough Brings Blockchain Resistance Into the Spotlight Again

This week, news has emerged that Google has made a recent quantum computing breakthrough, achieving quantum supremacy. It is being reported that Google, using a quantum computer, managed to perform a calculation in just over three minutes that would take the world's most powerful supercomputer 10,000 years.

According to Gizmodo, it has been long known that Google has been testing a 72-qubit device called Bristlecone with which it hoped to achieve quantum supremacy and the initial report from the Financial Times says that the supremacy experiment was instead performed with a 53-qubit processor codenamed Sycamore.
---------------------------------------------------------

The speculation/rumor is that China is working on (maybe as a partner w/ Google) such a quantum computer w/ the intension to surpass 50% ownership of all cyrpto currency (ie Bitcoin). The talk is it would be first in mining, then in the distributed processing of blockchains. This may/could lead to control/monopoly on the Crypto currency market.

An interesting theory but still decades out. Such a computer could make many/all of the privacy passwords/codes obsolete.

EKS


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To: richardred who wrote (5110)9/30/2019 8:55:31 AM
From: richardred
   of 7120
 
Japan eyes tax breaks to steer idle cash into M&A deals

P.S. Maybe time for a re-think on MNTX?. ASV banked.
To: richardred who wrote (5445)8/18/2019 4:41:09 PM
From: richardred of 5563
Did a little searching and Tadano. They just made an acquisition so IMO it makes it less likely for a hypothetical acquisition. This in light they already control 15% of MNTX.

Tadano Acquisition of Demag Mobile Cranes Ushers in New Era.
tadanoamerica.com

P.S. I operated a smaller Demag overhead roof crane at work.

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From: E_K_S9/30/2019 9:16:12 AM
   of 7120
 
AZZ acquired all the assets of Preferred Industries
Sep. 30, 2019 9:11 AM ET|

AZZ (NYSE: AZZ) has acquired all the assets of Preferred Industries Ltd., a privately held powder coating company in the Dallas-Fort Worth area. Terms of the transaction were not disclosed.

AZZ expects the acquisition will be accretive to earnings within the first year of operation.

-------------------------------------

Some of these auto supplier/parts services are selling at value prices. I believe there was a hub/wheel company that I was looking at (forget the name) but it was trading at/near multi year lows.

EKS

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To: E_K_S who wrote (5564)9/30/2019 9:52:18 AM
From: richardred
   of 7120
 
>Some of these auto supplier/parts services are selling at value prices. I believe there was a hub/wheel company that I was looking at (forget the name) but it was trading at/near multi year lows.

SUP ? - Big family interest that I remember. They moved big operations to Mexico. Telsa was a big customer that I remember.

To: richardred who wrote (3581)3/7/2016 10:25:02 AM
From: richardred of 5564
Sold out of SUP today. A core holding. It was a nice yield for holding, but now I'll capture the stock price appreciation.

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To: richardred who wrote (5565)9/30/2019 9:58:45 AM
From: E_K_S
   of 7120
 
That may have been it. Recent acquisitions of companies in this sector may indicate that lows are in especially on those that have supply chains in US and/or Mexico. Still need Congress approval os USMCA agreement.

EKS

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To: E_K_S who wrote (5566)9/30/2019 10:12:14 AM
From: richardred
   of 7120
 
I've taken notice today. The RV sector has been strong today. RE:THO-Thor- % Gainer-Better than expected earnings and the group seems to be tagging along. PATK-PATRICK INDUSTRIES INC-WGO-WINNEBAGO INDUSTRIES INC-CWH CAMPING WORLD HOLDINGS INC.

Besides WGO-Thor recently bought into the marine group with an acctetive acquisition. From a speculative aspect. IMO this is encouraging for my recent HZO purchase.

Patrick Industries, Inc. Completes Acquisition of G.G. Schmitt & Sons, Inc.
BY PR Newswire
— 8:02 AM ET 09/30/2019
ELKHART, Ind., Sept. 30, 2019 /PRNewswire/ -- Patrick Industries, Inc. ( PATK) ("Patrick" or the "Company") announced today that it has completed the acquisition of G.G. Schmitt & Sons, Inc. ("G.G. Schmitt"), a designer and manufacturer of customized hardware and structural components, including marine towers, seats, ladders, handrails, port lights, and other metal hardware and related products, primarily for major OEMs in the marine industry. G.G. Schmitt is headquartered in Lancaster, Pennsylvania with two additional locations in Sarasota, Florida and Summerville, South Carolina. G.G. Schmitt's trailing 12-months revenue through August 2019 was approximately $20 million and the Company expects the acquisition to be immediately accretive to net income per share.

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