DEO will be bought and split up for maximum value by strategic buyers!
140 to 150!
bet you Carl Ichan loves AAVL too at this level!
This is totally his type of situation when he buys a big stake in it
DEO could do it but usually always takes an outsider activist or outright Private equity player to do it.
could see others interested in various liquor brands of DEO which could make for bidding war for undervalued assets here.
would be easy to sell of Guinness to AmBev and buffett and 3G keeping the hard liquor assets and start acquiring more into a private company. Buffett has been acquiring liquor distributors over the years and would make nice fit for a steady income company in his stable as well.
interesting that all the analyst are changing their ratings to buy on DEO, they must know their is a bid coming soon from AmBev / 3G partners / Buffett. Makes a lot of sense to split this up and sell for a big premium, there are so few alcohol companies left to buy premium brands at a discount.
likes Denny's and has said many times he likes FRGI
stock looks way undervalued here
charting is showing a move very soon to 17 to 18 area on fundamentals alone. Mid 20's on sale news
but after last quarter's beat by almost double, and pasadena's turnaround, id expect it to be higher than that.
wildcard is what investment bankers recommend to management from their evaluation and RTK's wanting to maximize value now on their investment in RNF (60%)...... from all indications the likely outcome will be a sale to CF industries who are in the market to buy nitrogen assets.
there is no transaction priced in at 15.00, doesn't even price in the turnaround in earnings and distributions of 1.70 this year!