MDLZ can succeed on its own. No need for PEP, KO, or anyone else to get involved. In the short term a buyout would make quick money, but MDLZ is a long term play that has the opportunity to make lots and lots of money for shareholders. I would rather like to see a boost in the dividend.
Sentiment: Strong Buy
Agree on the long term concept. Solid company. Not sure if the U.S. would allow Pepsi to buy MDLZ. Monopoly reasons. And then there's the EU. Doubt they would allow KO to buy them either.
A private equity purchase like Heinz is totally different. The EU can be tough.
If MDLZ beats by even a penny we run............... Looking for .35 August 7th after the bell.. If they beat you will see a very green after hrs. If they meet nothing happens. If they miss. DOWN we go........
Well, if offer is made, we shareholders will have to condider it. I say at $60/share it is still severely undervalued, but of course takeover folks want to buy as cheap as possible. We shareholders demand and will get fair value.
Heinz went for $72.50, we all know!
Reminds me of Heinz. I wanted to keep my shares, and at the time of the Heinz to be sold announcement the stock was on a tear. Buffett & partners got a great deal, shareholders not so much for I feel the company was worth lot more than price paid.