LK Hyman
12 Oct 2015
Looks to me as if ... ... Mr Market is saying that the deal is not going to go through at £43.50.I must say, the stratospherically high share price of SAB makes me absolutely delighted to be holding Diageo, which is far cheaper by any standard and is arguably MUCH better value than SAB, particularly given the hidden value concealed in its maturing stocks of hooch.One thing about hard liquor, which does not apply in the case of beer companies like SAB and ABInBev, is that the balance sheet value of the inventory understates the true value of the company.LKH on the flybridge no position in SAB
3Dimensional
07 Oct 2015
Re: Still needs to go higher I expect this to be trading @44 within the next 7 days.Good luck.3D
II Editor
07 Oct 2015
NEW ARTICLE: Muted reaction to SABMiller mega-bid "What's going on? The world's largest brewer BRU:ABI:Anheuser-Busch InBev has gone public with a proposed £68 billion mega-bid for its nearest rival LSE:SAB:SABMiller, but the shares have hardly twitched. They're up just 1% and trading at £5.50, ..."[link]
tejo
07 Oct 2015
Still needs to go higher The bid will not succeed on the basis of the latest complex bid but I think it is all part of the plan to come back with a higher, simpler knock out bid. £45 cash should do it with a share alternative with shares that are listed and tradable.
II Editor
07 Oct 2015
NEW ARTICLE: Should You Sell SABMiller plc After New £68bn Proposal From Anheuser Busch Inbev SA? "Shares in beer giant SABMiller (LSE:SAB) rose by around 3% this morning after the world's largest brewer, Budweiser owner Anheuser Busch InBev SA, announced a new £42.15 per share proposal for the firm.The proposed bid represents a 44% premium ..."[link]
picstloup
29 Sep 2015
Re: Needs to go higher Well, looks as if we may get £40. Can't see why, as I really doubt there's a rival bid, but I'm holding, and will happily take my In Bev shares and any cash that's going.One of my few bits of blue in this red red month.
tejo
17 Sep 2015
Needs to go highre I agree with Uncle Doug
Uncle Doug
16 Sep 2015
Needs to go higher Nothing to get too excited about yet - not even reached my target price so I'm sitting tight. Might start to take notice around £40, but I wouldn't be averse to holding ABInBev anyway.
II Editor
16 Sep 2015
NEW ARTICLE: SABMiller and AB InBev confirm mega-merger talks "LSE:SAB:SABMiller has rocketed close to all-time highs after the brewer and perennial bid favourite confirmed Belgian giant Anheuser-Busch BRU:ABI:InBev is finally contemplating an offer for the British firm. A tie-up between the world's two ..."[link]
picstloup
16 Sep 2015
Re: Wakey Wakey yum yum Looks like it's finally happening. No chance of a counter-bid, I fear, but musn't be greedy - 90% up in the four years I've been in is fine.
II Editor
16 Sep 2015
NEW ARTICLE: FTSE 100 receives SABMiller bid boost "A decent session on Wall Street overnight has put a spring in the step of London's blue chip index Wednesday. Yesterday's stronger-than-expected report on US retail sales has clearly improved sentiment and risk appetite just as Federal Reserve ..."[link]
gamesinvestor
01 Sep 2015
Wakey Wakey [link] this just another rumour, or do investors here think it's inevitable that In-Bev will eventually take over SAB?Games
tejo
08 Jun 2015
Re: Diageo Bid for SAB much more likely than for Diageo, imho.
II Editor
08 Jun 2015
NEW ARTICLE: Diageo vulnerable to bid from Brazil "Speculation that a Brazilian billionaire wants to buy drinks maker LSE
GEiageo injected some Dutch courage into the market on Monday. After a rather sober couple of years, investors chased the shares up as much as 9%. Both sides are keeping ..."[link]
II Editor
07 May 2015
NEW ARTICLE: Trends and Targets for 8/05/2015 "SABMiller (LSE:SAB) is our final Booze Sector share. We cannot help but wonder whether the industry is helped by General Elections as the quantity consumed tonight can doubtless be statistically measured. Coming so soon before the ultimate ..."[link]
