Cadbury Schweppes Share Discussion Threads

[kumala] 15/10/2009 14:40

monty:
I agree with the numbers but dont you think there is a stronger chance of the upside in the short term as apose to the downside taking all into consideration.
K

[careful] 15/10/2009 12:44

when is the deadline?

[montyhedge] 15/10/2009 11:22

Upside 50p downside 225p, not worth the gasmble.

[montyhedge] 15/10/2009 11:22

Why they dragging their heels over this deal, the reason waiting to see if another bidder comes in, no one else, so Kraft can nick this company cheap at 750p or walk away then the price falls 200p.

[failedqs] 15/10/2009 08:16

badtime.... Go on, please filter me !! I'm worried that if you read my posts you may learn how to spell, and write English properly !!!! ...

[skinny] 14/10/2009 16:23

Some of the institutions appear to be reasonably long.

Barclays 5.26%
Franklin 7.9%
Morgan S 2.02%
Lloyds 1.59%
L&G 5.26%

[kumala] 14/10/2009 16:15

mmmmmm Been out all day, when i left the price was drifting, pleased to see blue on the screen i realy thought about 10 points down on the day was gona be a reality, I'm of the same mind as talon13, I would be very surprised that Kraft would walk away or offer the same amout as the origonal offer, all the time and effort spent on the deal so far to throw in the towel at this stage does not compute, Im still in long and strong looking for anything between 8.25 and 8.50 If the share price rises to anything over 8.50 I will be very very happy.
Good luck guysngals.
K ;)

[talon13] 14/10/2009 13:53

Funny that, L2 buyers now seem to be outnumbering sellers and share price is up 1.5 at this time of writing!

There's little doubt that marketmakers are shaking the CBRY tree hard every day just to see what falls out! They have a sense of what's coming. After all which will give you the bigger profit:

A. Buy at 800 and sell at 850, or

B. Buy at 770 and sell at 850?

Duh!!!!

[boix] 14/10/2009 12:30

montyhedge - given your views I suggest you go short?
Good luck as I think you will need some.
Regards

[montyhedge] 14/10/2009 10:51

Dragging their heels, no white knight, Kraft to stick to original price or offer 750p.

[boix] 14/10/2009 10:40

Why all the doom and gloom?
These are normal negotiation tactics - look at other recent examples Corus etc
Nothing to be alarmed about - they WANT CBRY

[montyhedge] 14/10/2009 09:51

L2 sellers outnumbering buyers 8 to 1, this is going lower.

[montyhedge] 14/10/2009 09:49

Downside is 225p, upside 50p odds not in favour of going long.

[kumala] 14/10/2009 09:48

MMMMMMMMMMMMMM, share price not looking to good

[montyhedge] 14/10/2009 09:36

No white knights, no higher bid or bid accepted, downnnnnnnnnnnn it goes.

[montyhedge] 14/10/2009 09:33

To me its looks like Kraft are going to walk away, Cad will fall over 200p per share.

[kumala] 12/10/2009 18:47

Its a waiting game for sure....................................zz zz
K

[talon13] 12/10/2009 17:23

I'd be very happy with 845p, but I'm just beginning to wonder if there's a 'white knight' bidder just sitting silently in the background waiting for Kraft to put it's formal offer down before showing it's hand. It won't be any of the usual suspects as they seem to have ruled themselves out. Maybe a company in Asia? Real economic growth is going to come from this region in the next few years as the West remains mired in bad debt and recession.

Intriguing?

[talon13] 12/10/2009 17:16

another snippet of info....it's all grist to the mill lol......

INSIDE LEG: Buffett to Kraft's rescue?
9 October, 2009

How does Kraft raise its Cadbury bid, increase the cash element and simultaneously avoid a credit rating agency downgrade?
With a degree of skill and cunning and the help of Warren Buffett's Berkshire Hathaway.
A particularly well informed item on the Wall Street Journal's Deal Journal blog raises the intriguing prospect of a private placement of convertible preferred stock, which would be taken up by Buffett and others.
This would neatly assuage the wrath of the rating agencies and allow the Kraft to boost its bid to as much as 845p a share with half in cash.

[kumala] 12/10/2009 16:38

mmmmmmmmmmmmm interesting, hope that doesnt put a spoke in the wheel of things.
nice one.
:)
K