Some WIN Thoughts To PonderAfter carefully following this stock for several years and keeping a watchful eye on MSD and a more up close look since the take out offer was made, several conclusions can be made.
First, I do not believe that MSD is worth anywhere close to what they think it is. They being MSD, its shareholders and pumpers and for that matter since the Core deal and the patent sell off, the WIN board. Win has already admitted as much in their news releases by leaving themselves an out should the Offer be accepted and MSd cash flows and assets not be as believed..
Second, the behavior of MSD board throughout has been nothing short of that of a petulant spoiled child who is in danger of having his allowance jerked out from under them .
They will soon find out what the market thinks of their stock when the WIN offer is withdrawn or expires..
Thirdly, neither MSD or WIN is appreciative of the market crisis that we are in . Headlines daily scream to the sane shareholder that the offer is generous to a fault and that if the MSD shareholders believe in how good their stock really is, they should be seriously considering selling out at this price and waiting for the right moment to buy WIN. Of the two companies, Win's cash flow alone should be enough to hold this stock. Soon, likely by year end, we will have $270 million in the bank and at this share price that is almost 50c in cash for each WIN share.
Hmmmmmmm