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   Strategies & Market TrendsSpeculating in Takeover Targets

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To: E_K_S who wrote (5719)12/12/2019 10:17:10 AM
From: richardred
1 Recommendation   of 6272
I always wondered if Nestles would go after the J.M. Smucker Company? This After the Starbucks purchase.

To: richardred who wrote (4560)5/5/2018 11:27:14 AM
From: richardred1 Recommendation Read Replies (3) of 5720
JVA- Speculation

Nestles making a move on Coffee. JVA makes a small niche acquisition for themselves. The Steep N Brew Coffee Company which they say is profitable. /Coffee+Holding+Co.+%28JVA%29+Announces+Acquisition+of+Steep+N+Brew+Coffee+Co./14090205.html

Nestle close to deal for Starbucks bagged coffee, drinks business: report

LONDON (Reuters) - Nestle ( NESN.S), the world’s largest coffee company, is close to a deal with Starbucks Corp ( SBUX.O) for the part of its business that sells bagged coffee and drinks in supermarkets, according to media reports on Friday.

Any deal between the coffee giants would not involve any of the Seattle-based chain’s more than 28,000 cafes, according to Bloomberg, which reported the news after Swiss financial blog Inside Paradeplatz.

The deal could net Starbucks $3.8 billion after tax, according to Cowen analysts, based on Starbucks’ operating earnings excluding its K-Cups and the multiple recently paid for Keurig Green Mountain. They predicted Starbucks would use that to buy back shares.

An agreement will probably be announced on Monday, Bloomberg said.
JVA speculation- Nestles picked up Blue Bottle. The pickings are getting slim on the coffee front. JVA just a drop and still working on branding and Comfort acquisition. Still wondering if it will be good till the last drop. However I've like the Coffee Holding's Sonofresco acquisition from the get go. The board has approved a share repurchase program of up to $2M on this low outstanding stock. IMO a value sign on a hypothetical family private bid. JAB went on a endless coffee and related coffee acquisition spree. I expect Nestles to do the same. 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? FARM on my watch list. It's speculative fever has gone up considerably IMO. Nestles has a stake in L'Oreal who's founder just passed away. Just maybe they cash out to fund a US acquisition spree in complimenting growth and market share moves.

P.S. COTT just sold it beverage business for over a billion. PR snip>The company also will pursue small acquisitions in water, coffee, tea and filtration, as well as “larger-scale acquisitions if and when the right value-enhancing opportunities present themselves,” CEO Jerry Fowden said.

With Blue Bottle, Nestlé eyes high-end challenge to Starbucks

Established in 2002, Blue Bottle has built its reputation on hand-drip coffee, which costs more than US$10 a cup. It’s a favorite of Silicon Valley techies, who have dubbed it “the iPhone of the coffee industry”.

With less than 40 outlets, the boutique coffee chain has reportedly sold a controlling stake to Swiss food and beverage giant Nestlé for around US$500 million.

To: richardred who wrote (4563)9/30/2017 9:57:33 AM
From: richardred Respond to of 5719
What next for L’Oréal? Speculation builds over Nestle ownership following Bettencourt’s death September 25, 2017 Written by Georgina Caldwell

Speculation is growing over the ownership of L’Oréal following the death of heiress Liliane Bettencourt, according to a report published by Reuters.

Bettencourt’s family owns 33 percent of the French cosmetics behemoth, while Nestle holds a 23 percent stake. An agreement between the two, which prevents either from increasing their stake and has been in place for 43 years, is due to expire within six months.

Several analysts are speculating that L’Oréal will buy in Nestle’s stake, with activist investor Third Point urging the company to dispose of its investment in L’Oréal. Others are predicting that Nestle may see an opportunity to up its shareholding. Both companies declined to comment, while Bettencourt’s daughter, Francoise Bettencourt-Meyers, has commented that the family remains committed to L’Oréal and its management.

Nestlé spares L’Oréal in $10 billion profit-boosting revamp September 27, 2017 Written by Louise Prance Miles

Nestlé has announced a $10 billion company revamp in a bid to boost profitability with the company said to be ‘actively managing’ its product line-up. However, its L’Oréal investment is said to be secure, for now.

Nestlé activist investor Dan Loeb from Third Point is said to have set out a strategy for the company to engage in a profit strategy over the scale of the business, with Nestlé Chief Executive Officer Mark Schneider thought to have agreed to plans.

However, Schneider stopped short of divesting the company’s 23 percent stake in L’Oréal, which he said was a ‘fabulous’ investment stating its approach to company is 'currently' not changing. The announcement follows speculation over the company’s share in the company following the death of Liliane Bettencourt last week.

The move heralds a shift from its known sales-focused strategy, with the company aiming for underlying trading operating profit margins between 17.5 and 18.5 percent by 2020, up 16 percent from 2016, according to the Financial Times. It will be the first time the company has a set a fixed profitability target.

Speaking at the Corinthia Hotel, London, Schneider stated that the company will focus on coffee, bottled water and pet care, with a move away from chocolate and sugary snacks, with selective investments and divestments said to affect around 10 percent of the business.

Speaking of the plan, Schneider stated, “We’ll need to trade out of some product areas and into others. We’ll act decisively, and the U.S. confectionery is a good example of that.”

The company’s skin-health business was another area the company was keen to develop, with the area being labelled a ‘strategic fit’, while the company will also cost-save in staffing with plans to reduce its seven sites in Paris down to just one, while also consolidating its Veyey operations.

It’s thought the adoption of a profit target by the US company is the start of a strong shift for large food companies as consumers continue to seek a greener angle to their mass-market buys. Meanwhile a strong push by investors to cut spends and develop into more lucrative areas is said to be on the up.

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To: richardred who wrote (4649)12/12/2019 11:54:31 AM
From: richardred
   of 6272
RE-ARTW speculation RE-Form 4 Ward McConnell picking up some small buys @ 1.75. Adding to his 2 million booty.


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To: E_K_S who wrote (5710)12/16/2019 7:45:44 AM
From: richardred
1 Recommendation   of 6272
IFF to Merge with DuPont’s Nutrition & Biosciences Business
Creates New Global Integrated Solutions Leader Serving Consumer-Oriented Food & Beverage, Home & Personal Care and Health & Wellness End Markets

The Deal Values the Combined Company at $45.4 billion on an Enterprise Value Basis, Reflecting a Value of $26.2 billion for the N&B business with Combined Pro Forma 2019 Revenue of more than $11 billion and $2.6 billion of EBITDA

Creates Significant Shareholder Value through Tax-Efficient Reverse Morris Trust Structure with Expected Cost Synergies of ~$300 million and Revenue Synergies of About $400 million by End of Year Three Post Close

#1 or #2 Market Positions in High-Value Ingredients Categories and Best-in-Class R&D Capabilities

Andreas Fibig to Serve as Chairman and CEO and Ed Breen Will Become Lead Independent Director; Combined Company Board to Consist of Directors from IFF and DuPont

IFF’s Largest Shareholder, at ~19% of Shares Outstanding, Has Agreed to Vote in Favor of the Transaction

Committed to Maintaining Investment Grade Balance Sheet and Expected to Delever Below 3.0x by Year Two Post Transaction Closing, While Maintaining IFF’s Existing Dividend Policy

December 15, 2019 03:52 PM Eastern Standard Time

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To: richardred who wrote (5723)12/16/2019 8:16:37 AM
From: richardred
   of 6272
I've had INGR-INGREDION INCORPORATED on the watch list for some time before IFF made it's big Frutarom acquisition. It might get a bounce on today's news. ADM might want to keep up with the Joneses?

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From: E_K_S12/16/2019 8:31:49 AM
   of 6272
FDA OKs CV benefit claim for Amarin's Vascepa
Dec. 13, 2019 4:33 PM ET|About: Amarin Corporation plc (AMRN)|By: Douglas W. House, SA News Editor

As expected, the FDA approves a cardiovascular (CV) benefit claim for Amarin's (NASDAQ: AMRN) Vascepa (icosapent ethyl) based on results from the large-scale REDUCE-IT study.

The approved use is as an adjunct therapy to reduce the risk of CV events in adults with elevated triglyceride levels of 150 milligrams per deciliter or higher. Patients must also have either established cardiovascular disease or diabetes and two or more additional risk factors for cardiovascular disease.

Trading has yet to resume.


Have big speculative position in ACST. They s/d have their Phase III results from FDA this week. ACST has similar drug as AMRN but use krill fish oil. Fingers crossed


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From: E_K_S12/16/2019 9:20:31 AM
1 Recommendation   of 6272
Intel acquires AI chipmaker for $2B

Intel (NASDAQ: INTC) announces acquiring Habana Labs for about $2B.The Israel-based company develops programmable deep learning accelerators for data centers.Intel says the purchase helps bolster its AI strategy. INTC expects to generate over $3.5B in AI-driven revenue in 2019, up 20% Y/Y.Habana will remain an independent unit under the current management team and will report to Intel's Data Platforms Group.Related: Earlier this month, Globes reported that Intel was in advanced talks to acquire Habana.

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From: E_K_S12/16/2019 9:48:58 AM
   of 6272
Honeywell acquires visual gas monitoring provider

Dec. 16, 2019 9:46 AM ET|About: Honeywell International Inc. (HON)|By: Yoel Minkoff, SA News Editor

Rebellion Photonics incorporates a sophisticated AI-driven software platform that automatically alerts plant operators if a gas leak, fire or security issue is detected and provides detailed analytics.

The acquisition will become part of Honeywell's ( HON -0.1%) Safety and Productivity Solutions business, which provides a wide range of gas detection technologies, safety gear, mobility solutions and software to help workers stay safe and productive.

Rebellion's technology will also be deployed through Honeywell's Performance Materials and Technologies business to help process manufacturing customers improve safety and compliance.


I guess this is a Private company. A good fit for HON

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To: richardred who wrote (5724)12/16/2019 11:35:03 AM
From: E_K_S
   of 6272
IFF-DuPont unit boosts R&D capacity

"This creates the global leader across all the ingredients spaces. It's the broadest portfolio by far, and we'll have double the R&D of any other company in the industry," DuPont ( DD +0.6%) Executive Chairman Ed Breen told CNBC's Squawk on the Street.

"Strategically, we could offer our customers full set solutions that no competitor can do," he added, saying besides the offer from International Flavors & Fragrances ( IFF -7.4%), there were two other companies that also bid for the DuPont division.

Wonder who those two companies are?


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To: richardred who wrote (5649)12/18/2019 12:09:08 PM
From: richardred
   of 6272
sold some MOD > 7.90.

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To: richardred who wrote (5602)12/18/2019 12:30:23 PM
From: richardred
   of 6272
Fiat Chrysler and Peugeot Agree on Terms to Forge New Auto Giant

The formal accord, after a preliminary deal in October, still requires months of work to integrate the automakers.

Dec. 18, 2019
Updated 12:17 p.m. ET

Fiat Chrysler and PSA of France said Wednesday that they had agreed to the terms of a merger that would create the world’s fourth largest automaker.

The companies said they had signed a binding agreement formalizing the merger, announced in October.

The accord brings Fiat Chrysler and PSA, the maker of Peugeot and Citroën cars, much closer to creating a carmaker bigger than General Motors. But there will remain the task of integrating the companies. The companies said Wednesday that it would take another year to 15 months to close the deal.

PSA has shown no sign of second thoughts about the merger even after Fiat Chrysler became the target last month of a racketeering lawsuit by G.M. The complaint asserts that Fiat Chrysler bribed United Auto Workers officials in contract negotiations to get an advantage over G.M. Fiat has called the suit “meritless.”

Carlos Tavares, the head of PSA, said Wednesday that he fully supported Fiat Chrysler in its denial of the accusations. “We have obviously done our due diligence,” he told reporters during a conference call.
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The accord confirmed that Mr. Tavares would be the chief executive of the new company, and that John Elkann, the chairman of Fiat Chrysler, would be the chairman. Mr. Elkann is a scion of Italy’s powerful Agnelli family, which has long controlled Fiat.

By combining, Fiat Chrysler and PSA will surpass Volkswagen as the market leader in Europe. Between them they will have more than 400,000 employees and sales worldwide of 8.7 million vehicles.

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In addition to Fiat, Peugeot and Citroën, their car brands will include Alfa Romeo, Dodge muscle cars, Ram trucks, Jeep sport utility vehicles, Opel and Vauxhall cars, and Maserati luxury cars. The combined company is particularly strong in S.U.V.s, the fastest growing segment in Europe. But it is weak in luxury cars, a market dominated by Audi, BMW and Mercedes.

For now, there are no plans to sell Peugeot and Citroën brand cars in the United States, the companies said.

Perhaps the most important rationale for merger is that it will allow the companies to share the cost of developing electric cars and autonomous-driving technology, which world automakers expect to be crucial in the coming decades. Electric cars are needed to meet stricter emissions regulations in Europe to avoid steep fines.
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“Our merger is a huge opportunity to take a stronger position in the auto industry as we seek to master the transition to a world of clean, safe and sustainable mobility,” Mr. Tavares said in a statement.

But analysts regard the two carmakers, which are still trying to come up with a name for the new entity, as an imperfect match. They share some weaknesses, including a dependence on the declining European market and the lack of a strong presence in China, the world’s largest car market by far. The new company will get almost 90 percent of its sales from Europe and the United States.

The merger has the blessing of the French government, which owns 12 percent of PSA. The agreement “is very good news for France, for Europe and for our automotive industry,” Bruno Le Maire, the French minister of the economy and finance, said in a statement Wednesday. “It represents an important step in the creation of a European champion.”

The government earlier this year derailed an attempt by Fiat Chrysler to merge with Renault. PSA and Fiat have said they will not close any factories, pleasing political leaders, but analysts are skeptical that they can keep that promise when sales are under pressure around the world.

Company officials reiterated on Wednesday that they would not close any factories and said they would not cut factory jobs either. They did not explicitly rule out job cuts in other areas.

The companies aim to save billions of euros a year by combining functions like purchasing, marketing and information technology. Those savings will be hard to achieve without reducing the number of office workers.

The largest shareholders of the two companies have agreed to back the merger, Fiat and PSA said, virtually assuring its approval. Those include the Peugeot family; Exor, the holding company for Agnelli family interests; and Dongfeng Motor, the Chinese automaker that owns 12 percent of PSA.

As part of the accord, Dongfeng, which has a joint venture to sell Peugeots and Citroëns in China, will reduce its share in PSA so that it ends up with 4.5 percent of the new entity. The French cars have not sold well in China, and Dongfeng appears to be scaling back its relationship with PSA.

One reason may be that Fiat and PSA do not want to antagonize United States officials wary of Chinese influence. Mr. Tavares said the new company would continue to work with Dongfeng and try to turn around the business in China.

In the short term, a small presence in China may be a blessing in disguise. Car sales have plummeted in the last year because of the trade war with the United States. In the longer run, though, China is seen as essential for any company with global ambitions. Rates of car ownership are still low compared with most developed countries, making China one of the few large markets where there is potential for significant growth.

The deal must clear numerous regulatory hurdles, including approval by antitrust authorities and bank supervisors. Both companies have large car-financing arms and, as is typical in the industry, are de facto banks as well as automakers. Mr. Tavares said he did not think that the merger would face any serious problems getting official approval.

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