Icahn will need to move fast on his plans for HLF.......
It is my belief that Ackman's high profile attack will in time (within two quarters) begin to take its toll regarding Herbalife's abilities to recruit new distributors (even if they are primarily uneducated Latinos...). Without their purchases, Herbalife's future numbers will begin to slowly deteriorate. Icahn knows this and will try and do whatever he plans on doing quickly to ensure that he 1) sticks it to Ackman and 2) makes some money in the process (in that order).
Are Icahn's plans to help HLF fund a 'take private' deal? If so, how does this cause the 'maximum' amount of pain to Ackman on this position and make Icahn happy and a little wealthier (and ultimately benefit us longs)????
Dividend is the best way... Raise the dividend to 10 and Ackman will get sqeezed out on exdividend date. This is the best way to do it quick and painfull. If he holds he has to pay the dividend if he gets sqeezed then thats bad for him too.
Shorts have to pay the dividend!
Look at what Icann has done with dell and RIG.. RIG he made them pay a 2.25 dividend! and Dell is at 13 per share and he is asking for a 9 dollar dividend...
MOASS will happen around april29 win earnings are anouced followed by the anouncement of some ridiculas dividend
Mark it on your calendar