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The Coca-Cola Company Message Board

idbtc 67 posts  |  Last Activity: 57 minutes ago Member since: Dec 5, 2007
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  • Reply to

    CELG purchase price ...

    by gmrowe 3 hours ago

    the headline of article is misleading. The article simply summarizes the info on the public filings - that is all. If you read the filings on the events of celegene pursuing receptos, then the article is fairly useless. They pretty much say that Celgene could've offered a lot less to buy receptos a year ago when receptos was much cheaper. So celgene hesitation costed them to pay this high price. Personally, I think this whole piece is misleading in the sense it is trying to bolster the contention receptos shareholders got a good deal by saying celgene paid a lot more.

  • Reply to

    Time for a buyout

    by fredrmr 8 hours ago

    huh? Fairways is losing money left and right. FWM and WFM are pretty much the same, super high product prices for so called fresh foods.. Why would WFM buy a smaller version of themselves and even worst version.

  • wonder which one of the big boys dumped recently

  • that wouldn't surprise me at all if that is the case as well, with Twitter being known for splashing around shares for compensation, and in this land of IPO galore, these early investors and mgmt holding tons of shares probably got in a $5 bucks and could care less at these levels. Look at Dorsey, he's got Square to IPO and create another billion or two in wealth, so what if Twitter flattens out. But that argument can go for many social media IPOs, and I think Yelp is classic example - CEO holding less than 100,000 shares in that company, he cashed out already and now Yelp is tanking, like he cares?

  • Whole Food and Fairways, two overly expensive place to shop when there are so many cheaper, quality alternatives.

  • it is not unusual for the new comer CEO to throw out as much bad news as possible knowing he probably will have some breathing room as someone who just stepped in, so to wipe the slate clean and set the bar low then make it easier to exceed expectations. Or maybe he is also sinking the stock so it looks more attractive to potential suitors so he can just get out of there.

  • I know initials NK probably stands for Natural Killer. Why not just NK BIO?, simple.

  • what could it be? Dorsey doesn't know it yet.

  • Reply to

    what happened to Wall street respect for Dorsey

    by idbtc Jul 29, 2015 3:34 PM
    idbtc idbtc Jul 29, 2015 3:57 PM Flag

    Good stuff. I guess then the articles hyping Dorsey's performance was just that because some articles say that Dorsey's style of "refreshing"..but from what I gathered on your post, others say he is in a dream world. As for the company just getting back to being a viable one then that suggest 20 billion mkt cap is still way too big then. You don't test out business models at this level in the public markets and get a 100x PE or what PE it is trading at. That is for private valuations when one is still fine tuning business models. I admit, I have a small position here so taking a bath on this one, looks like a writeoff against profitable trades.

  • thought he had some glowing reviews for being so direct in the CC. So doesn't anyone buying into his vision going forward? betting on the man to make the changes necessary? guess not?

  • lol... that is nothing. He has no stake in this company, no incentive at all. And is he buying shares now? probably not, because even he knows the next stop in single digits likely.

  • idbtc idbtc Jul 29, 2015 1:23 PM Flag

    wouldn't Celgene then need to pay like $400 million termination fee? I mean, I guess that is still cheaper than paying $7.2 billion and walking away.

  • Reply to

    Filing just hit

    by allidoiswin4343 Jul 28, 2015 4:27 PM
    idbtc idbtc Jul 29, 2015 1:02 AM Flag

    Party B was an odd suitor. They offered $225 back in March - like a 100% premium? subject to conditions and other stuff. They withdrew a few weeks later. Came back in June when the RCPT stock price probably doubled, but instead of a new higher offer, Party B, offered a lower price of $200 per share? huh? are they serious? this makes Party B looks like they either just signing NDA to look at receptos more closely and not really trying to buy them, or they are just wasting time.

  • calculates RCPT enterprise value is between $74 to $144? so $232 is great. Another measure is research reports, where target prices are up to $225, ignoring Webush's target price because it is too speculative on acquisition pricing? how convenient is to ignore Webush research target price of $350? so $232 is again wonderful. Then they come up with another wonderful term called "premium unaffected closing price", the day when rumors starting swirling is when the price should be benchmarked against? so again the $232 looks fantastic compared to a month or two ago. And then they calculate the premium to the execution of merger agreement, but not to the last day of trading before the deal was publicly announced, so the premium is 17% (as compared to 12% last trading day), which I think is a stretch to come up with. Clearly, Centerview is paid to get this deal done at this price, just find it funny how much they are playing with the numbers to make sure things look right.

  • Reply to

    Filing just hit

    by allidoiswin4343 Jul 28, 2015 4:27 PM
    idbtc idbtc Jul 28, 2015 5:36 PM Flag

    interesting read actually. Looks like Celgene and Rcpt had been talking about the acquisition since 2013 and it looks like this document is justifying the $232 price as sufficient premium based on ongoing talks that were private, they are not even not mentioning 12% premium to closing (at least not what I can see) and benchmarking the premium to prices established during early periods of the discussions. Sort of suggesting leaks in the discussions in running up the pricing which won't be surprising. Not that I'm a lawyer or familiar with tender offer documents in general, but usually there is some sort of benchmarks of the deal premium priced vs last day of closing. Clearly, they don't believe in that.

  • idbtc idbtc Jul 28, 2015 4:12 PM Flag

    well, better getting out than never, Angie's list is nothing but a glorified web page of business names. Unbelievable how it ever became public. Yelp is another goner.

  • Reply to

    Schedule 14d-9 not pretty reading

    by robtri2 Jul 28, 2015 3:56 PM
    idbtc idbtc Jul 28, 2015 4:08 PM Flag

    don't see the filings on SEC.

  • Reply to

    There was liquidation noted in 240 calls

    by robtri2 Jul 27, 2015 4:05 PM
    idbtc idbtc Jul 28, 2015 2:21 PM Flag

    what happened? the volumes are back up again. Maybe faulty data on yahoo a day ago or was there really such big changes day to day?

  • Reply to

    Marketcap loss

    by pere_joseph Jul 28, 2015 12:53 PM
    idbtc idbtc Jul 28, 2015 1:26 PM Flag

    You have to understand that investors believe that Amazon can make a profit whenever they want to do so (by stop spending) but it will come at the cost of growth. And you really can't compare Amazon to Bidu, for one they are not even in same businesses. Amazon has a few huge business lines contributing to their growth whereas Bidu is all marketing revenues. Amazon is about creating new technologies to support sales growth and their commercial cloud business is among the best. Bidu is search, nothing but search. You really shouldn't compare the two. Netflix is profitable and their subscriber growth is incredible. Lastly, it is all about expectations game, Bidu just isn't as good at it than US companies and with Chinese companies growing out of flavor, Bidu is a good proxy to sell to hedge any losses investors have holding Chinese ETFs.

  • Reply to

    NIce move on Allergan

    by idbtc Jul 27, 2015 12:35 PM
    idbtc idbtc Jul 27, 2015 3:49 PM Flag

    according to WSJ the deal is about $36 billion and $4 billion in Teva stock. Will AGN provide special dividend to shareholders? I don't know but I doubt it and I'm fine with that because I trust my investment with Brent Saunders. These type of CEO are basically fund managers in their own sector, buy low and sell high. Let Brent Saunders and guys like Michael Pearson (VRX) do their trading for me. They know the capital markets game and so far, they have Wall Street approval of their wheeling and dealing. After the Teva deal, Agn will have room to grow again and more catalyst (in terms of deal making) to make the stock move again.

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