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   Strategies & Market TrendsSpeculating in Takeover Targets


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From: richardred12/9/2020 11:56:47 AM
1 Recommendation   of 6100
 
An old favorite (MTSC) in my early years. I don't forget companies that were very good to me. MTSC get a buyout bid.

Amphenol Corp. to Acquire MTS Systems for $1.7 Billion
BY MT Newswires
— 9:52 AM ET 12/09/2020

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To: richardred who wrote (5842)12/11/2020 9:34:29 AM
From: richardred
   of 6100
 
IMO a very stingy takeout price. It will be interesting to see if there's a shop around clause? IMO Perfect fit for privately held Otter Box.

Zagg Agrees to be Acquired by Evercel-Led Group For Up to $4.45 a Share
BY MT Newswires

— 9:28 AM ET 12/11/2020

P.S.
To: Touching who wrote (56691)1/19/2016 12:18:41 PM
From: richardred of 65671
Thanks for the opinion. I believe Privately held Otter Box is a good gauge as a top competitor. Both this company and Otter Box have grown through acquisitions. I believe the cell phone protective case and glass market will be a good growth market going forward. (New & replacement market)
If the PE remains 11 or below. While margins and cash flow hold, or expand moving forward. IMO it should also increase the M&A speculative appeal of this company.


Message 30414646

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To: richardred who wrote (5595)12/14/2020 9:51:18 AM
From: richardred
1 Recommendation   of 6100
 
The fisherman becomes the fish!

AstraZeneca's $39 Billion Acquisition of Alexion Represents 'Full, Fair Price,' Wedbush Says

MT Newswires – 9:20 AM ET 12/14/2020

From: richardred10/17/2019 7:20:12 AM

of 6027
Alexion Agrees to Acquire Biopharma Firm Achillion in $930 Million Cash Deal
BY MT Newswires
— 1:28 PM ET 10/16/2019


To: richardred who wrote (3894)5/6/2015 9:31:20 AM
From: richardred of 6027
What a premium for a company with no products on the market.

Alexion Pharma to pay $8.4 billion for Synageva BioPharma

Alexion Pharmaceuticals will pay a huge premium to buy fellow rare disease treatment maker Synageva BioPharma in an $8.4-billion deal for a company with no products on the market.

Shares of Synageva more than doubled in value before markets opened Wednesday and after Alexion said it will pay $115 in cash and a portion of its stock for each Synageva share. That puts the total per-share price at about $226, based on the Tuesday closing price of Alexion shares.

That's a premium of about 136 percent to the $95.87 closing price Tuesday of Synageva BioPharma Corp. shares.

finance.yahoo.com

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From: richardred1/27/2021 1:11:12 PM
1 Recommendation   of 6100
 
For the first time in 44 years. Been out of the market completely on Jan 18.

GME- Time for a stock offering. :+ ) Today was kinda unique that social media could target heavily shorted stock without any justifiable fundamentals. What could go wrong! I guess we will find out. To bee sure. There will be money made and money lost.

P.S. Had plenty of good ice cream this past year, and even the whip cream to go with it. I'm not going to wait around for the cherry on TOP. Good luck to those who are still long. As I've said before. IMO the boy scout saying still applies. " Always Be Prepared." Meanwhile, make money and prosper!

Rick

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To: richardred who wrote (6029)1/28/2021 12:36:40 PM
From: richardred
   of 6100
 
Well that didn't take long. After the enormous task of moving my desk into the desk in the basement for my future trading room. Along with hooking up the desktop and a bundle of wires. Plus my lack of enthusiasm to buy something new in current market conditions. I've been checking over the many watch list I have. Taking a stab again at GNE-GENIE ENERGY .

I've owned it before,two successful prior trades on this one but from my prior ownership. It's much better off financially and has a nice dividend yield to go along with it. Being in the utilities sector. IMO- It fits my Retired investor trader selection quite well I think.Because of my many small cap investments. FWIW- I found it quite a task to liquidate my portfolio completely to mitigate my risk in retired life. Sure I didn't maximize my potential gains, in many stocks but No regrets-

P.S.
Message 28866276
Message 31050692

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To: richardred who wrote (6030)2/11/2021 1:09:43 PM
From: richardred
   of 6100
 
Added to GNE today. Bought mainly for the dividend and improving earnings moving forward.

P.S. Small kicker -GNE's small solar interest. I found it interesting that Prism has a plant in N.Y. .

Oldie- GENIE ENERGY LTD.
Prism Solar Expands Solar Panel Deployments for JPMorgan Chase
November 5, 2019

electricenergyonline.com

2019 AR


Prism Solar Technologies
The Company acquired a 60.0% controlling interest in Prism in October 2018. On April 12, 2019, Prism restructured its ownership. The Company now holds 60.0% interest in Plus EnerG which owns 100% of Prism. Prism is a solar solutions company engaged in solar panel manufacturing, solar installation design and project management. In the U.S., Prism’s solar panels are used in residential, office and commercial buildings. Residential applications include solar sun rooms (solariums), skylights, canopies and sun decks. Prism’s solar panels are used in the construction of parking canopies, electric vehicle car ports, parking structures, vertically mounted on buildings and many other custom applications.Certain of Prism’s solar panels are designed with high efficiency N-type silicon solar cell technology designed into bifacial solar modules. This technology results in a reduction in the average cost per kilowatt hour. Elements of the technology that Prism uses are protected under patent application. The glass-on-glass design of the solar panels increases the durability and lifetime value of the solar panels. Unlike traditional solar modules, where photo-voltaic (“PV”) cells can only use the sunlight that strikes the front of the module, Prism’s bifacial modules generate energy on both sides, capturing a substantial amount of light scattered from clouds and surrounding surfaces. In traditional modules this additional light is not converted into electricity. Prism’s solutions are especially valuable when Prism’s modules are mounted over highly reflective backgrounds, such as white roof, snow, sand, or other light-colored surfaces.Solar Industry OverviewProducts and services in this industry consist of silicon modules and cells, thin-film modules and cells and other modules cells. The demand for solar panel manufacturing is impacted by government programs, commodity prices and international trade.13Solar energy is one of the fastest growing forms of renewable energy with numerous economic and environmental benefits that make it an attractive complement to and/or substitute for traditional forms of energy generation. In recent years, the price of PV solar power systems, and accordingly the cost of producing electricity from such systems, has dropped to levels that are competitive with or even below the wholesale price of electricity in many markets. The rapid price decline that PV solar energy has experienced in recent years has opened new possibilities to develop systems in some locations with limited or no financial incentives. The fact that a PV solar power system requires no fuel provides a unique and valuable hedging benefit to owners of such systems relative to traditional energy generation assets. Once installed, PV solar power systems can function for 25 or more years with relatively less maintenance or oversight compared to traditional forms of energy generation. In addition to these economic benefits, solar energy has substantial environmental benefits. For example, PV solar power systems generate no greenhouse gas and other emissions and use no or minimal amounts of water compared to traditional forms of electricity generation. Worldwide solar markets continue to develop, aided by the above factors as well as demand elasticity resulting from declining industry average selling prices, both at the module and system level, which make solar power more affordable.The solar industry continues to be characterized by intense pricing competition, both at the module and system levels. In particular, module average selling prices in the United States and several other key markets have experienced an accelerated decline in recent years, and module average selling prices are expected to continue to decline globally to some degree in the future. In the aggregate, we believe manufacturers of solar cells and modules have significant installed production capacity, relative to global demand, and the ability for additional capacity expansion. We believe the solar industry may from time to time experience periods of structural imbalance between supply and demand (i.e., where production capacity exceeds global demand), and that such periods will put pressure on pricing. Additionally, intense competition at the system level may result in an environment in which pricing falls rapidly, thereby further increasing demand for solar energy solutions but constraining the ability for project developers, EPC companies, and vertically-integrated solar companies such as Prism to sustain meaningful and consistent profitability. In light of such market realities, we are focusing on our strategies and points of differentiation, which include our advanced module and system technologies, our manufacturing process, our vertically-integrated business model, our financial viability, and the sustainability of our modules and systems.Multiple markets within the United States, exemplify favorable characteristics for a solar market, including (i) sizeable electricity demand, particularly around growing population centers and industrial areas; (ii) strong demand for renewable energy generation; and (iii) abundant solar resources. In those areas and applications in which these factors are more pronounced, our PV solar energy solutions compete favorably on an economic basis with traditional forms of energy generation. The market penetration of PV solar is also impacted by certain state and federal support programs, including the current 30% federal investment tax credit, as described under “Support Programs.” We have significant experience and a market leadership position in developing, engineering, constructing, and maintaining utility-scale power plants in the United States, particularly in California and other southwestern states, and increasingly in southeastern states. Currently, our solar projects in the United States account for a majority of the advanced stage pipeline of projects that we are either currently constructing or expect to construct.Customers; MarketingThe services of GES — Diversegy and Prism — are made available to customers via multiple channels and under several offerings. The majority of our customer base consists of medium to large commercial customers who are looking to be more efficient with their energy consumption. Our sales channels and marketing activities include a direct sales force, commission-only referral agents, telemarketing, digital marketing and radio advertising.Sources of Material and Manufacturing We have designed our manufacturing processes to produce high quality products that meet our customers’ requirements at competitive costs. The Company employs a mix of outsourced manufacturing through high quality contract manufacturers and direct manufacturing capabilities in its Highland, New York facility.We source our raw materials through a portfolio of component manufacturers and invest resources in continued cost-reduction effort. In all cases we seek a second and third source so as to limit dependence on any single suppliers.

Competition The market for solar electric power technologies is competitive and continually evolving. In the last year, we faced increased competition, resulting in price reductions in the market and reduced margins, which may continue and could lead to loss of market share. Our solar power products and systems compete with many competitors in the solar power market, including, but not limited to Canadian Solar Inc., Hanwha QCELLS Corporation, JA Solar Holdings Co., Kyocera Corporation, LG Corporation, Jinko Solar, NRG Energy, Inc., Panasonic Corporation, Sharp Corporation, SunRun, Inc., Tesla, Inc., Trina Solar Ltd., Vivint, Inc., LONGi Solar, REC Group, Hyundai Heavy Industries Co. Ltd., and Yingli Green Energy Holding Co. Ltd. and First Solar, Inc.We also face competition from resellers that have developed related offerings that compete with our product and service offerings, or have entered into strategic relationships with other existing solar power system providers. We compete for limited government funding for research and development contracts, customer tax rebates and other programs that promote the use of solar, and other renewable forms of energy with other renewable energy providers and customers.In addition, universities, research institutions, and other companies have brought to market alternative technologies, such as thin-film solar technology, which compete with our PV technology in certain applications. Furthermore, the solar power market in general competes with other energy providers such as electricity produced from conventional fossil fuels supplied by utilities and other sources of renewable energy such as wind, hydro, biomass, solar thermal, and emerging distributed generation technologies such as micro-turbines, sterling engines and fuel cells.

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From: richardred2/22/2021 1:39:31 PM
   of 6100
 
I'm wondering if approval is going to go smoothly with the Federal Trade commission?

Cooper Tire & Rubber to Be Acquired by Goodyear for Enterprise Value of $2.5 Billion; Posts Lower Fourth-Quarter Results
BY MT Newswires
— 12:41 PM ET 02/22/2021

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From: richardred3/9/2021 9:22:12 AM
2 Recommendations   of 6100
 
Who remembers about one year ago what happened in the market? I do.

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To: richardred who wrote (6033)3/10/2021 10:13:56 AM
From: robert b furman
   of 6100
 
Hi Rick,

Still Trying to remove the scar tissue. LOL

Bobs

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To: robert b furman who wrote (6034)3/10/2021 12:23:47 PM
From: richardred
   of 6100
 
Hello Bob, good to here from you. One damaging day and forthcoming days to remember for sure. One when many of us market buffs & historians will be telling our grandchildren. The dark days our economy was mainly shut down. I also lost a good friend and once business partner to covid 19.

However one heck of a market rebound since then. Especially in my stocks before I sold out, and I'm sure the stocks you've held on to.
Just holding one stock for now GNE. Ironically it's most likely this Qtr. will be negatively affected by your states cold spell you recently had. GNE is mainly a reseller of power. It took a hit when the price of electric power ran to unprecedented levels. Given the negative PR. I'm just expecting the event as a one time negative event on earnings tomorrow.

P.S. Given where the price is today and that the economy has still not rebounded to levels before the pandemic. Just a reminder oil is still needed. If I remember right the price came down to 0? This due to storage issues? BTW enjoying early retirement!


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