RE:RE:RE:RE:RE:RE:RE:RE:Diageo raisng $2.99 Billion dollarskingbear wrote: great post Atheena, I agree. APH TRST and maybe OGI are the only ones that have positioned themselves for an equity deal.
Atheena wrote: Kingbear and jayjay2020 hit it on the head.
There is no feasible path to a deal where a company has to justify to their shareholder that they bought into an overinflated pig. ACB can't justify their stock price. No way...JV will happen though and they'll be estatic that they got that. They will have a LOT of product that needs moving so it's best they find someone who needs product. It will be nice to be the cotton farmer for Versace...Cam has treated us to a buying spree like no other. Now he will reap the benefits of that irresponsible share expanding giveaway. When they make 1.2 billion in profit they will have $1 per share earnings....insane.
The companies that are getting real deals are TRST/APH...other names might get a bite like OGI...but most others are too expensive. These companies are inexpensive by market standards and will make good partners. The rest will get JV's IMO.
Atheena
I agree with you TRST and APH have positioned themselves the best for an equity deal. I however am still learning more towards APH more so than anyone else. The Globe and Mail article can not be totally false. The Diageo relationships APH has are too deep. I would be surprised if TRST was able to secure a deal with either of these. I do think there are other multi Nationals that will secure something with TRST.