“The discussions with Alex and Carlos (Quieroz) as to where the team needs strengthening took place before the takeover,”
“Junk bonds are the Holy Grail for hostile takeovers.”
Roger Miller (Salomon Brothers Inc)
“I think Stratum is over-rated, God's Own might need the run and I'm not convinced about Takeover Target.”
“With the takeover offer open, the results are less relevant now, but it's clear that from an operating point of view things are going well, especially with regard to the top line.”
“After that happens, we are then able to widely distribute the takeover offer which includes full details of the proposal.”
“Any upside is a bonus. Fairfax probably looks like a good takeover.”
“Of all the takeover candidates Kingfisher is not amongst the walking dead, as it has attractive businesses, which are dominant in their respective markets.”
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