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Weyerhaeuser Co. Message Board

turninwhls 11 posts  |  Last Activity: May 26, 2016 6:58 AM Member since: Dec 11, 1999
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  • Reply to

    Pain - bot SNY at 51.....anyone understand

    by sillycon3 May 25, 2016 11:01 PM
    turninwhls turninwhls May 26, 2016 6:58 AM Flag

    It seems like that's par for the course anymore on any stock now- any bad news and it plunges. Way overdone selloff . The other problem is the 'yearly dividend' - I think a quarterly one would keep the share value more stable. MDVN take over attempt also was viewed negative - since the street thinks SNY will eventually 'overpay'' for it - if they do indeed get it. The future looks bright, though - their pipeline is strong along with the Boeringer asset swap at end of year. They are getting stronger in emerging markets as well (expanding in China). Before you 'dump' you should do a little more research- since I think they will firm up again as year goes on.

    Sentiment: Buy

  • Reply to

    Putting to sleep..zzzzzz

    by salmonstockscrabs May 19, 2016 3:24 PM
    turninwhls turninwhls May 19, 2016 3:56 PM Flag

    That's the way I see it- using 'rising interest rates' (Probable 50-100 basis points- whew!) to hold the market down so they can cover their positions for option expiration tomorrow.

  • turninwhls turninwhls May 9, 2016 11:02 AM Flag

    SNY is probably getting ready to submit paperwork to enable the vote to oust the board now. Like I said - they can do all the leg work- but ultimately even at that- all those institutional owners will review 'what fair price' would be acceptable!

  • and come in at the last minute with their bids.

  • turninwhls by turninwhls May 5, 2016 9:59 AM Flag

    Board of Directors

    Medivation, Inc.

    525 Market Street, 36th floor

    San Francisco, CA 94105

    Paris, May 4th, 2016

    Dear Members of the Board of Directors,

    Since we publicly disclosed our proposal to acquire Medivation, we have had extensive conversations with your top shareholders. We believe there is overwhelming support by your shareholders for a transaction. Absent our proposal, we believe that the Medivation shares would be trading in the $30's. Medivation traded at $27 per share less than three months ago, and our proposal is almost a 100% premium to that price. It is over a 50% premium to average trading prices prior to there being takeover rumors.

    I want to reiterate our preference to engage with you to negotiate a transaction. We believe immediate engagement would be in the best interests of your shareholders as it would enable them promptly to realize substantial and certain value, while minimizing the disruption to your organization. We believe we have offered a fair price, and a very attractive premium. Nothing in your press release rejecting our proposal was new information to the market. Having said that, if you engage in good faith discussions with us and demonstrate additional value, we could be in a position to revise our offer.

    You should know that an acquisition of Medivation is a priority for Sanofi and we are committed to effecting it. If you are not prepared to engage with us, we have no choice but to go directly to your shareholders. As you know, your shareholders have the ability to act at any time by written consent to remove and replace the Board. If the Medivation Board of Directors continues to refuse to engage with us, then we intend to commence a process to remove and replace members of the Board.

    We remain enthusiastic about a potential combination with Medivation. We and our advisors stand ready to meet at any time so we can work to quickly consummate a mutually beneficial transaction.


    Olivier Brandicourt

    Chief Exec

    Sentiment: Buy

  • This will officially get things 'rolling'. Probably @ $60 - that will bring out any other bidders.

  • Reply to

    Can't wait for 'post-merger' synergies

    by turninwhls Apr 26, 2016 8:16 AM
    turninwhls turninwhls Apr 26, 2016 11:47 AM Flag

    Took profits on PUTS I wrote. I'm thinking retrace back under '$52' . Nothing much to chase after in this market except this. Hope for a nice 500 pt correction in near future!

    Sentiment: Strong Buy

  • Reply to

    Can't wait for 'post-merger' synergies

    by turninwhls Apr 26, 2016 8:16 AM
    turninwhls turninwhls Apr 26, 2016 9:29 AM Flag

    I see DD just stated that decision should come by 'end of June'. I will have to listen to the conference calls this week- but everything looks great so far- especially when DOW beats on Thursday!

    Sentiment: Strong Buy

  • to come into fruition- along with eventual weakening of the $!

    Sentiment: Strong Buy

  • Reply to

    Spin-offs always 'unlock value' for shareholders

    by turninwhls Apr 25, 2016 8:02 AM
    turninwhls turninwhls Apr 25, 2016 3:58 PM Flag

    'Smoke and mirrors' will keep things together till after the election - as always.

    Sentiment: Buy

  • Motley Fool has good take:
    "This is an extraordinary opportunity to deliver long-term, sustainable shareholder value through the combination of two highly complementary global leaders and the creation of three strong, focused, industry-leading businesses. Each of these businesses will be able to allocate capital more effectively, apply its powerful innovation more productively, and extend its value-added products and solutions to more customers worldwide. For DuPont, this is a definitive leap forward on our path to higher growth and higher value. This merger of equals will create significant near-term value through substantial cost synergies and additional upside from growth synergies. Longer term, the three-way split we intend to pursue is expected to unlock even greater value for shareholders and customers and more opportunity for employees as each business will be a leader in attractive segments where global challenges are driving demand for these businesses' distinctive offerings".

    On the other hand - if you are a member of the 'National Farmers Union' - you are voicing descent because of the potential '46%' of market share the seeds division will hold. (*Some 'paid bashers' probably posting on this board).

    Sentiment: Strong Buy

31.48+0.230(+0.74%)May 27 4:01 PMEDT