The Deal Got New Life Today

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So, second quarter 13Fs were filed. Paulson increased his allergan stake to nearly 1billion.

T Rowe increased theit stake to almost 3 billion, BA still owns his 9.7% and various other activists are piling in with large positions. Per second quarter releases which are due within 45 days (ie today)

Deal is going to get harder to avoid with that much money on the other side. You can bet with a stock price in the 150s these last 2 weeks even more money is coming in pro deal as well
 








Anonymous said:
So, second quarter 13Fs were filed. Paulson increased his allergan stake to nearly 1billion.

T Rowe increased theit stake to almost 3 billion, BA still owns his 9.7% and various other activists are piling in with large positions. Per second quarter releases which are due within 45 days (ie today)

Deal is going to get harder to avoid with that much money on the other side. You can bet with a stock price in the 150s these last 2 weeks even more money is coming in pro deal as well
Click to expand...

It's so stressful going to work everyday and not knowing the future. Deal or no deal this place sucks!
 








Anonymous said:
So, second quarter 13Fs were filed. Paulson increased his allergan stake to nearly 1billion.

T Rowe increased theit stake to almost 3 billion, BA still owns his 9.7% and various other activists are piling in with large positions. Per second quarter releases which are due within 45 days (ie today)

Deal is going to get harder to avoid with that much money on the other side. You can bet with a stock price in the 150s these last 2 weeks even more money is coming in pro deal as well
Click to expand...


Do you think this is getting to a vote of short term investors making a quick buck at the expense of a 60 year old highly successful company? The prices last two weeks were because short termers left.

We are I'm the middle of phase 1- which is putting them through the meat grinder. Phase 2 is driving our stand alone value, cost and market cap. This will never ever get to the circus debacle.
 








Anonymous said:
These investors also got in during Allergans earnings report. Don't you think some of them are also long on Allergan? Paulson even sold 500,000 of Valeant.
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Pretty clear Paulson sold his Valeant because holding both positions makes no sense. why would you sit in Valeant shares when AGN is the one whose value skyrockets in the offer, and where you actually have voting rights. can't vote pro deal with VRX shares, can with AGN shares. More power in the deal to own AGN. That's why all the hedgies and activists are there.
 




Anonymous said:
Pretty clear Paulson sold his Valeant because holding both positions makes no sense. why would you sit in Valeant shares when AGN is the one whose value skyrockets in the offer, and where you actually have voting rights. can't vote pro deal with VRX shares, can with AGN shares. More power in the deal to own AGN. That's why all the hedgies and activists are there.
Click to expand...

That's my take as well.
 




Anonymous said:
Pretty clear Paulson sold his Valeant because holding both positions makes no sense. why would you sit in Valeant shares when AGN is the one whose value skyrockets in the offer, and where you actually have voting rights. can't vote pro deal with VRX shares, can with AGN shares. More power in the deal to own AGN. That's why all the hedgies and activists are there.
Click to expand...

That's an intern-like story

Allergan is a win/win for them -- they know there's a good chance deals off...if that happen valeant seizes and allergan paths onward and upward
 








If it's "onward and upward" Then explain why Capital Research sold all of its 19MM share position? You think they got tired of making gains?

Unless you are a complete head in the sand imbecile, it's obvious the funds and shareholders that were long term investors are selling off and being replaced by short term pro deal shareholders.
 




Anonymous said:
If it's "onward and upward" Then explain why Capital Research sold all of its 19MM share position? You think they got tired of making gains?

Unless you are a complete head in the sand imbecile, it's obvious the funds and shareholders that were long term investors are selling off and being replaced by short term pro deal shareholders.
Click to expand...

Well, let's see:
- they go in and out - sideline play is not unusual and does not mean you walk from a company
- they got out at $165+ - so they were right
- they saw the price likely going down - which it has already - why would it go down if they thought it would happen?
- if the deal does not happen they will likely have an opportunity to get back in at a good price before it goes up and allows you to stay long while making money on the drop as well

All of this fake news about hedgies is as of end of June, well prior to earnings announcements and restructuring and the VRX drop. It's almost irrelevant...so many shares have changed hands since then and a huge sell off on both, especially VRX

You can be long on a company and still go in and out based on events. Good investors do just that and they know our company, presumably.
 












He did say that and Wall Street already has it assumed.

Ackman said mid august and 40% - seems like it will be behind schedule and percentage, as well as TBD if ackman's shares are legit.

Too bad, so sad.
 








Tendor offer just extended to end of year. They have a whopping 4.1% shares tendered to date. Maybe ackman just has trouble with decimals? 4% vs 40% not that different, is it?
 
















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