Andrew Peller Ltd T.ADW.A

Mergers & Acquisitions

[Jonathan9]

Any creative solutions to unlock the value in this company?  Thinking outside of the box (pardon the pun).. Any synergies or scale between juice and wine that would be mutually beneficial?  There is a large Canadian juice maker that already has a small equity investment in a wine maker.

Maybe family would be open to a sale or merger with CEO stepping away? Consolidation, diversification, scale, and synergies...

[TheCount11]

"Any creative solutions to unlock the value in this company?"  That is a great question for the Board! My solution is pretty simple, easy and effective: give A shares a vote. 

[Jonathan9]

How about a merger or acquisition by Lassonde? (LAS-A.TO)? Both companies are dual share class.  Enough synergies? Lassonde - already has a small investment with Diamond Estates in Niagara. Looking to grow in the wine, alcoholic beverage segment. Would immediately become large player. Avenue for growth and diversification. Acquire top brands. Opportunity for entry. New product offerings

[TheCount11]

DWS recently sold Queenston Mile Vineyard.  Why? Is $4 million net a reasonable amount of money for a 50 acre winery in Niagara? Seems crazy cheap for a premium winery.  Using that as a basis what would Peller shares be worth?  $1???

[johnathamilton]

"what would Peller shares be worth? $1?".... ouch!!!

[TheCount11]

I did not mean that the shares are worth $1 to everybody.  Lassonde is a controlling shareholder of DWS which likely sold the winery at a loss.  DWS consistenly loses money like clockwork.  Lassonde keeps it on life support as it slowly bleeds existing shareholders through dilution.   Reminds me of when the guys running Leucadia National retired.  The company bought