"Apple is part consumer, part a manufacturer of fine products, part healthcare in the future, part utility. Music, media and the way we consume could turn those more into utilities (like electricity and water). Amazon and Alibaba, are they tech stocks or simply new age retailers?" To market to market to buy a fat … Continue reading What the Heck is Tech?
"Whether or not you understand what the drugs treat, or whether or not you simply try and understand the specific therapies, that does take a big amount of new reading. Mostly into fields where there could have very little expertise" To market to market to buy a fat pig On Friday there were more … Continue reading Amazing Amgen
"All people looking to do mega deals in almost any territory would be well advised of steering clear from rules that are too onerous in territories. If the competitions authorities were serious about employment and the cost to the consumer, they would ironically encourage all deal making activities. By encouraging competition, there are more jobs … Continue reading Competitive Streak
"There was a huge announcement from Ascendis Health, I had to rub my eyes at the size of the two separate deals, so big that it was (and is) bigger than their current market capitalisation. One in Cyprus and another in Poland, two operate businesses in deals worth over 500 million Euros" To market to … Continue reading Ascending Market Cap
"Currently the revenue split is 34.55 percent South Africa, 52.7 percent Switzerland and the balance, 12.76 percent the United Arab Emirates. Of course with the 30 odd percent of Spire and the pending purchase of Al Noor, that could all swing quite sharply, being a heavier weighting towards the UAE, more importantly getting a foothold … Continue reading Mediclinic looking healthy
"There is an option to take shares, they would however be subject to a five year lockup and they would not be listed on any stock exchange. At the end of the five year period, they would be convertible on a one for one basis to an AB InBev share. If you elect for the … Continue reading SABMiller, 44 quid init mate?
"Phew, I don't know, the board might be putting on a brave face here, the main shareholder, Altria, have told the board they support the take over. Perhaps this is just grandstanding, trying to eke out a little more. It could end badly however." To market to market to buy a fat pig. Another day … Continue reading All foam and no beer
"October itself holds a special place in the hearts of traders, perhaps for the wrong reasons. In the down section, the worst 20 sessions for the Dow Jones, 9 are in October and 3 in September. In the best of the moves, 6 are in October, only 2 in September. No wonder the market pundits … Continue reading October is good/bad
"Quite simply it means that a listing in London gives the combined larger group access to cheaper funding for any future deals, it gives them a main board presence, which in turn means shareholders with deeper pockets. Although you can argue that Remgro are "just fine" thank you very much as Remgro own nearly 42 … Continue reading Emirati tie up drives Mediclinic
"The Sunday Times in the UK was reporting yesterday, suggesting as much as 106 billion Dollars. That is a huge number and represents a significant premium on an already inflated price, as much as 15 percent. That would see the takeout multiple of around 30 times! Yowsers, that is expensive, and as the Reuters article … Continue reading Frothier body for SABMiller