Blue & White Investment Club
Special situations, deep value, long/short equity, value

The Equivocal Hostile Takeover Of Central European Distribution Company

I. Summary

On July 31st 2012, the Blue & White Investment Group released an analysis on Central European Distribution Company (NASDAQ:CEDC) equity. We suggest reading it, as it will provide a better context to this analysis. The thesis of the past analysis was that CEDC was a profitable long opportunity. The facts have changed in the past six months.

A primary reason for having a long stance on the company's equity was due to a strategic alliance that was in place with Russian Standard and affiliate Rouste Trading Ltd. (RTL). The upside to this strategic alliance would come from potential synergies in operations, Roustam Tariko's (Owner of Russian Standard) knowledge and connections with the Russian alcohol...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details