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Mondelez International, Inc. Message Board

  • haroldinaustin haroldinaustin May 11, 2013 7:21 PM Flag

    Will Coke surprise Pepsi and make a bid for MDLZ?

    Any thoughts?

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    • No one has actually made a bid for MDLZ. Peltz is saying that if PEP would buy MDLZ it would be for around $35-$38 per share. Now that the dollar amount is out there yes someone (KO) could throw out a valid bid for MDLZ and would have to be for more that the $35.........
      I say the reason MDLZ has not taken a boost is because the MM'S were caught off guard and they are scrambling for shares to make a run. If I am right we will see a run by the close of today..........

      :):):)

      • 1 Reply to cat_tracker_2000
      • Cat

        Who are "the MM's" ?

        I submit KO is not interested because they currently have nothing to add to a MDLZ
        business to improve the MDLZ metrics......no real synergies.....no real bid.

        Reason MDLZ did not jump to a $ 36 handle......is due to the market not thinking
        that the PEP board will actually decide to make a viable bid for MDLZ.

        Peltz needs to get additional "whale" investors on board who own large positions
        in PEP, and then explain to the PEP board, not MDLZ, that its wants MDLZ in play.

        This deal has everything to do with the PEP board......MDLZ and Rosenfeld
        are just hanging in the wind, in a position of weakness, due to its own operating
        mishaps. MDLZ fate now is being negotiated by Petlz & the Pepsi Board of Directors.

        If and when Peltz announces he has additional large Pepsi investors supporting
        his plan, that's when MDLZ will move directly to $ 36....not until.

    • Actually - yes. This week. A $35 bid (or not.,,I have to say that)

    • hmmmm......not sure about Coke. Pepsi makes more sense to me, plus the big money usually has the inside knowledge.

 
MDLZ
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