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Strategies & Market Trends : Speculating in Takeover Targets -- Ignore unavailable to you. Want to Upgrade?


To: richardred who wrote (3499)2/4/2014 9:38:04 AM
From: richardred  Read Replies (1) | Respond to of 6449
 
RE:BRKS speculation
Will today's acquisition of ATMI stir up a competitors interests in the field? IMO DHR and A will be shopping before long.

crunchbase.com
govconwire.com
Message 29133249



To: richardred who wrote (3499)5/12/2015 9:50:28 AM
From: richardred  Read Replies (1) | Respond to of 6449
 
Looks like Danaher is going after Pall today for 120.. a share. Danaher was my fits like a glove for my BRKS speculation. Beckmen and BRKS are competitors.
Message 29133249

Danaher $8 Billion Seen Fueling Bids for Pall, Spectris.
bloomberg.com

Snip as it relates to BRKS> Danaher also could pursue transactions in the life sciences and diagnostics industry, which last year accounted for 36 percent of its revenue, according to Brandon Couillard, a New York-based analyst at Jefferies Group LLC.

>The company’s market value has surged more than four-fold in the last decade as it completed about 68 takeovers. While Danaher has already announced five deals this year, it hasn’t spent more than $1 billion on a transaction since the purchase of Beckman Coulter Inc. for about $7 billion in 2011, data compiled by Bloomberg show. “This is a company that again and again has shown that via M&A it can create a ton of value,” Ross Muken, a New York-based analyst at International Strategy & Investment Group LLC, said in a phone interview. Danaher is “overdue” for a transaction.

Analysts estimate the company will boost sales 3.8 percent this year to $19 billion, the slowest growth since 2009.

Cash Advantage Danaher had a record $2.3 billion in cash as of June, according to data compiled by Bloomberg that goes back to 1987.

“The great advantage that Danaher has is that balance sheet, and so people would like them to put it to use,” Jonathan Groberg, a New York-based analyst at Macquarie, said in a phone interview. Without deals, “you’re left with a low-growth business.”

Danaher has the capability to do more than $8 billion in deals through 2014, Culp said on the company’s second-quarter earnings call in July.