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Maxcom Telecomunicaciones SAB d Message Board

turok4hire 4 posts  |  Last Activity: Feb 3, 2016 7:36 AM Member since: Aug 26, 2002
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  • Reply to

    Can someone help explain this

    by dannorcott Feb 2, 2016 12:50 PM
    turok4hire turok4hire Feb 3, 2016 7:36 AM Flag

    My apologies. Looks like you were correct and then some. This entire SYT buyout process has been one of the weirdest ones I have seen. This should be trading north of $91 and not sitting here anchored at $81.50. Anyone? What else are we missing?

  • 73.88 * 24% = closing price on Feb 1 * percent increase above value on Feb 1 = at least $91.61. Range should fall between that amount and $95/share

    Why are you even trying to convince people that debt will come off of this per share offer. That logic is false.

    Maybe Monsanto comes in with a counter once they see that ChemChina deal has been formally made and accepted.

    Please do not be short

  • turok4hire by turok4hire Jan 12, 2016 8:47 AM Flag

    So ChemChina has offered $44Billion for 70% ownership. Unless I have bad data, if you apply $44bilion to the entire enterprise, add in cash, and back out debt, this establishes $88/share for the entire enterprise. However the offer was for $44 billion for does this imply that ChemChina will pony up an additional $18 billion later for the remainder or does it imply that once they have control, they can offer $1 for the remainder. If its the 1st scenario, this boosts the implied value of the offer over $105/share. What in the world is the board waiting on? What was the value of Monsanto's last offer, and do they think they will get one over $105/share or maybe this really is about let's screw the shareholder out of the best deal and see is Monsanto will let the board keep their jobs

    Sentiment: Buy

  • Reply to

    Shire lures US rival with £8bn cash

    by balmore16 Dec 19, 2015 8:35 PM
    turok4hire turok4hire Dec 20, 2015 5:56 PM Flag

    Not sure how you are deriving $55 offer. BXLT as a standalone company will be worth far more. Current offer (if valid at $30Billion including $8Billion in cash) comes out to $47/share. Arb trades will move BXLT to $42-$43/share range depending on when this deal closes (probably 2H of 2016). If this does not end in a sale, BXLT may trade down to $34 range which is fine because I think it moves back to $40 and then on to $50 on its own in 2016.