- Several German investors in K+S (OTCQX:KPLUY) reportedly are increasingly losing patience with management's rejection of a takeover approach from Potash Corp. (POT), as the drop in commodity prices makes a deal more appealing.
- Shareholder frustration could put pressure on K+S to reconsider talks with POT, which have not occurred on a management level, but executive boards of German firms consider aspects such as job security more than shareholder value relative to U.S. companies.
- While many analysts initially saw a fair value for K+S above €45/share in a takeover scenario vs. the actual €41 offer price, some investors now question whether such a price is feasible given the slump in commodity prices.