arbtrader

3 Comments

    • ON: Thu Oct 9th 16:27 PM
      Commented on:
      Gilat Take Two: Anteing Up Again
      Menachem, I did a quick google search under 'Mitvtach Shamir' and did not get any relevent hits. Are the articles all in Hebrew? That was a problem when the deal went sideways- very little info in English.

      IR also refused comment on a lawsuit or even if there was one filed, and indicated no news forthcoming till the next conference call. Perhaps your resources are better than mine, I just prefer a more open management....even a comment like 'we continue to negotiate' is fine. Regards.
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    • ON: Mon Oct 6th 13:01 PM
      Commented on:
      Gilat Take Two: Anteing Up Again
      From memory, Lehman was only the investment banker and an Israeli bank was providing financing. A crucial difference. There are also no SEC filings about any court actions that I can find, and IR is not responsive despite multiple inquiries.

      This is a good price to buy in. They have assets of around 4-5$ a share so you are getting the business side for very little.
      View article »
    • ON: Wed Dec 5th 16:36 PM
      Commented on:
      UAP Deal Has Analysts Bullish on Agrium
      This article has a serious error:"UAP shares closing at US$38.26 on Monday, just two cents shy of Agrium’s offer"
      THE OFFER IS 39 $US!! Pls check your facts prior to posting! Given currency considerations and tiny % of arb deal returns, this is quite important to those of us who actually read arb-related posts.
      View article »
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