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   Strategies & Market TrendsSpeculating in Takeover Targets


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From: E_K_S10/21/2019 8:30:30 AM
   of 6103
 
Innophos acquired for $932M
Oct. 21, 2019 7:58 AM ET|About: Innophos Holdings, Inc. (IPHS)|By: Brandy Betz, SA News Editor

Innophos Holdings (NASDAQ: IPHS) enters into a definitive agreement to be acquired by an affiliate of One Rock Capital Partners.

One Rock will pay $32 per share in cash for a transaction value of about $932M, including the assumption of debt.

The agreement includes a 30-day go-shop period. If no other offers are accepted, the transaction is expected to close in Q1 2020

Innophos, Inc., is one of the leading North American manufacturers of specialty phosphates, serving a diverse range of customers across multiple applications, geographies and channels.

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Wonder if we will see consolidation in the fertilizer sector. I own UAN, a major share owner is Ichan

EKS

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To: richardred who wrote (5568)10/22/2019 7:58:43 PM
From: richardred
   of 6103
 
Sold out of my SUP stake today locking in gain.

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To: richardred who wrote (5226)10/23/2019 1:20:17 PM
From: richardred
   of 6103
 
Sold out of a top 5 position in VSH-today- locking up profit.

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To: richardred who wrote (4590)10/27/2019 11:40:20 PM
From: richardred
   of 6103
 
French luxury group LVMH offers to buy U.S. jeweler Tiffany

-sources By Greg Roumeliotis, Reuters - 5:06 PM ET 10/27/2019 Top News


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From: Goose9410/28/2019 7:04:31 AM
   of 6103
 
Trilogy Metals (TMQ-T) takeout target

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From: richardred10/28/2019 1:25:33 PM
   of 6103
 
Exclusive: Google owner Alphabet in bid to buy Fitbit

- sources Reuters - 11:51 AM ET 10/28/2019 Top News

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To: richardred who wrote (5238)10/30/2019 10:27:02 AM
From: richardred
   of 6103
 
Fiat Chrysler and Peugeot in talks over potential $50 billion tie-up

By Giulio Piovaccari and Sudip Kar-Gupta, Reuters - 8:12 AM ET 10/30/2019

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To: richardred who wrote (5602)10/30/2019 10:54:50 AM
From: robert b furman
   of 6103
 
HI Rick,

I wonder if Chrysler/ Ram Trucks would be spun off to create cash?

The combination would add scale to small cars - a dying sector, outside of EV's.

Bob

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To: robert b furman who wrote (5603)10/30/2019 12:06:24 PM
From: richardred
   of 6103
 
Hi Bob: Just my guess FWIW, but IMO I'd think they keep it? The American love affair with TRUCKS and you should know. :+ ) Given the price of the new ones. I'm guessing profit Margins in trucks must be among the best in the industry? I'm guessing RAM trucks are lagging Ford & GM? Having it as a stand alone with out the backing of a corporate parent IMO weakens the brand. On your side of a hypothetical spin- off. A improve the balance sheet & Scale of small cars as you've stated. To many layers of corporate management in the Ram brand likely leaves the brand less adaptive to quicker change. C/F would still have the Jeep line, a coveted brand and most likely more profitable than Ram. The Ferrari spin -off seems to have went well. This is more your expertise, so maybe I'm off the mark. I'm sure you remember like myself, when AMC owned Jeep. and that weird car the Pacer. Related Thought- It also seems most of the EV are smaller cars. Maybe an Advantage for the European market, and Future US market?

P.S.

I sure miss my Silverado truck. Yeah, I could afford a new one, but I'm kind of frugal when it comes to buying new vehicles these days.

Things didn't seem to work out to well when Daimler owed Chrysler.

Daimler CEO says there are no plans to pursue a merger or spin-off

reuters.com

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To: richardred who wrote (5604)10/30/2019 12:19:55 PM
From: robert b furman
   of 6103
 
Hi Rick,

The jeep fits the European model - smaller.

The big Ram is a North American niche truck. The newest version is gorgeous - especially the interior.

If tariffs ever hit, an all american car builder would win out domestically.

In Europe, North American trucks get clobbered with brutally unfair tariffs.

If equal tariffs, Ram would benefit first with largest dealer body.

It would eb good to see equal tariffs.

I think it would hurt Mercedes/ Land Rover and their SUV's. Trucks would gain market share from expensive sedans. Chrysler really does not have a top of the line SUV. Their trucks might find a home in Mercedes Benz and Land Rover dealerships.

Big change for sure.

I don't think Ram could be sold to Ford or GM due to antitrust reasons?

Consolidation on a global basis is a smart move for gaining scale.

Toyota,and Nissan would gain a work truck, Honda, Mitsubishi, Subaru a truck???

Big bucks , but money is cheap these days.

Bob

Bob

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