uuuuu, scary
offerti revisimisest on minu arust juba varem räägitud
selle SLM deali ümber lüüakse ikka kõvasti vahtu (turul vähemalt)
SLM ostjad on kinnitanud, et FMD koostöö jätkub ning samas FMD pidevalt vähendab SLM ostjate osakaalu
muud vahet ei ole, lihtsalt SLM "kirves" pea kohal jõuame sihini natuke hiljem,
sihini aga jõuame, selles ma ei kahtle
SLM SLM Corp refuses to meet with Flowers Group on new bid - CNBC
tänased FMD liikumised
+6.5%
-8%
+6%
+6.5%
-8%
+6%
ma vist ei näe selgelt ... kas tõesti jaemüüjad (RTH), finantssektor (XLF) ja majaehitajad (XHB) performivad nii Dow, S&P500 kui Nasdaqi suhtes ja lisaks veel kõik 3 plusspoolel ka? :)
SLM puhul on turul väike segadus:
pakkumine 50$ - selline on väärtus ostja silmis
SLM ütleb pakkumise ära - müüja silmis on väärtus kõrgem
kummal on õigus ?
pakkumine 50$ - selline on väärtus ostja silmis
SLM ütleb pakkumise ära - müüja silmis on väärtus kõrgem
kummal on õigus ?
speedy, ma saan aru, et lõplik hind koos warrantitega võib ikka kõrgemaks kujuneda...teoreetiliselt isegi kuni $60ni. Umbes pool tundi tagasi kirjutas ka Briefing sellest:
SLM SLM Corp: Investor Group confirms revised proposal to Sallie Mae (50.95 +1.05) -Update-
J.C. Flowers & Co, on behalf of itself and its partners JPMorgan Chase (JPM), Bank of America (BAC) and Friedman Fleischer and Lowe, today sent a revised proposal to the Board of Directors of SLM Corporation (SLM), commonly known as Sallie Mae, to buy the co at a price that appropriately and fairly reflects the new economic and legislative environment that faces the co. In the revised proposal, the investor group offered: 1) Up to $60 per Sallie Mae share, composed of $50 in cash plus warrants with a payout of up to an additional $10 per share. 2) Based on the investor group's analysis, if Sallie Mae performs consistent with its own projections, the warrants could result in a payout of over $7 per share. If the co exceeds its projections, the payout could reach the full $10 per share. In the letter, J. Christopher Flowers said, "This revised proposal offers full and fair value to the Sallie Mae shareholders in light of the changes that have occurred since the signing of our agreement, and a significant premium to what the company's unaffected share price would likely be based on historical trading ranges and current market conditions."
SLM SLM Corp: Investor Group confirms revised proposal to Sallie Mae (50.95 +1.05) -Update-
J.C. Flowers & Co, on behalf of itself and its partners JPMorgan Chase (JPM), Bank of America (BAC) and Friedman Fleischer and Lowe, today sent a revised proposal to the Board of Directors of SLM Corporation (SLM), commonly known as Sallie Mae, to buy the co at a price that appropriately and fairly reflects the new economic and legislative environment that faces the co. In the revised proposal, the investor group offered: 1) Up to $60 per Sallie Mae share, composed of $50 in cash plus warrants with a payout of up to an additional $10 per share. 2) Based on the investor group's analysis, if Sallie Mae performs consistent with its own projections, the warrants could result in a payout of over $7 per share. If the co exceeds its projections, the payout could reach the full $10 per share. In the letter, J. Christopher Flowers said, "This revised proposal offers full and fair value to the Sallie Mae shareholders in light of the changes that have occurred since the signing of our agreement, and a significant premium to what the company's unaffected share price would likely be based on historical trading ranges and current market conditions."
Former Fed Chairman Greenspan, speaking in London, says inflation rates likely to be higher in five years.