SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

   Strategies & Market TrendsSpeculating in Takeover Targets


Previous 10 Next 10 
To: richardred who wrote (6070)8/12/2021 3:20:10 PM
From: richardred
   of 6102
 
Sold POSH on the 7% dead cat bounce,

Share RecommendKeepReplyMark as Last Read


To: Cautious_Optimist who wrote (3935)8/13/2021 11:07:20 AM
From: richardred
   of 6102
 
Brazil's JBS Proposes to Buy Rest of Pilgrim's Pride -- Update
BY Dow Jones & Company, Inc.

— 10:53 AM ET 08/13/2021

P.S. One big chicken buyout leads to another.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: richardred who wrote (6073)8/13/2021 11:22:22 AM
From: richardred
   of 6102
 
Added to HLX & MNTX below 7

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: richardred who wrote (6075)8/13/2021 11:31:26 AM
From: Cautious_Optimist
   of 6102
 
Both examples of...

"If only I had held."

Same same for when I persisted on value for several years down; and sold months before they recovered.

The universe does what the universe does, its so tough to time the possible events.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Cautious_Optimist who wrote (6077)8/13/2021 12:28:36 PM
From: richardred
   of 6102
 
>Both examples of...

"If only I had held."

Yes, I've had a couple myself this year. Two former SITT picks SYKE & IEC yesterday.

I just say to myself. Don't cry over spilled milk. You did it before, you can do it again. IMO that's why it's important for myself to keep track of timely events. Not necessarily just the valued aspects of takeover picks themselves, but also the technological advantages companies may have.

P.S. perfect example

Message 32946414


Share RecommendKeepReplyMark as Last Read


To: richardred who wrote (6049)8/20/2021 3:43:46 PM
From: richardred
   of 6102
 
RE:ENZ speculation New 13G filing today and IMO an interesting development in that the purchaser is on the board of HemaCare a Charles River Company.

hemacare.com

Share RecommendKeepReplyMark as Last Read


From: richardred8/23/2021 8:26:23 AM
1 Recommendation   of 6102
 
Trillium Therapeutics TRIL | Up 191.13%

Shares of Trillium Therapeutics ( TRIL) more than tripled early Monday after Pfizer said it would buy the cancer therapy specialist in a deal worth $2.26 billion.

Trillium's drug portfolio includes biologics treatments that "enhance the ability of patients’ innate immune system to detect and destroy cancer cells," Pfizer said.

Pfizer had first invested $25 million in Trillium in September 2020.

Share RecommendKeepReplyMark as Last Read


From: richardred9/2/2021 10:10:42 AM
   of 6102
 
Hill-Rom Shares Rise as Baxter Seals Takeover Deal >HRC BAX
BY Dow Jones & Company, Inc.
— 8:56 AM ET 09/02/2021
Shares of Hill-Rom Holdings Inc. ( HRC) rose 4% in premarket trading on Thursday after the medical-equipment maker agreed to be acquired by Baxter International Inc. ( BAX) for $10.5 billion.

Share RecommendKeepReplyMark as Last Read


To: richardred who wrote (6058)9/8/2021 10:36:16 AM
From: richardred
   of 6102
 
Bought back into JVA yesterday sub 6 again.

Share RecommendKeepReplyMark as Last Read


To: richardred who wrote (4610)9/8/2021 12:32:55 PM
From: richardred
   of 6102
 
Perrigo to Acquire Leading Consumer Self-Care Company, HRA Pharma

- Transaction would complete Perrigo's three-year transformation plan to become a global leader in consumer self-care; positions Perrigo to deliver top-tier net sales growth and double-digit EPS growth, with significant margin expansion.
- Would add HRA's focused portfolio of market leading, high growth OTC self-care brands in blister care, women's health and scar care to Perrigo's expert direct go-to-market platform.
- Acquisition of HRA for €1.8 billion, or approximately $2.1 billion(1), in cash would represent an enterprise value to expected 2022 adjusted EBITDA multiple of 18x. Adding anticipated synergies expected by 2023 on a pro forma basis, purchase price would represent an adjusted EBITDA multiple of less than 14x.
- Would significantly strengthen Perrigo's global footprint by adding scale in key European markets.
- Overlap with existing geographies expected to provide significant and actionable operational synergies.
- Transaction is anticipated to accelerate results for both Consumer Self-Care segments and be immediately accretive to Perrigo, adding approximately €400 million in net sales and approximately $1.00 in adjusted EPS in FY 2023.
- HRA's seasoned leadership team will remain in place to minimize any business disruption from integration.
- Conference call and webcast scheduled for today, September 8, 2021, at 8:30 A.M. EDT to discuss transaction.
(1) Assumes euro/dollar exchange rate of €1.00/$1.19 as of September 7, 2021.

investor.perrigo.com

Share RecommendKeepReplyMark as Last Read
Previous 10 Next 10