Why the deal is going to pass FTC.

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Majority House speaker Boener joins Nacny Pellosi in hoping the deal goes through. Donald Trump remains silent on the issue but Snookie thinks it should definitely be approved. The Situation doesn't give a turd about it. Martha Stewart can't talk about since it might imply insider trading impulses however David Letterman thinks it could be the next "Top Ten" topic. Pee Wee Herman hopes the deal goes through becuase of his foundness for tapas.
 






Anonymous said:
So guy, you hope the deal falls through so you and all the other employees continue to be managed by a pathetic bunch of greed mongers? If this deals falls through, I pity you and the rest of the lot.
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Post 21 try to explain why if the deal goes on, the management would be the same…do not expect the same with the employee earnings.

“But do not worry. Probably nothing of this would happen now, because if the deal goes on (probability might be low), Talecris should be a money factory, so the Grifols Hard Core Board wouldn’ t do changes in four-five years. They have to return investment to The Banks. Poor Talecris employees.”
 






Steven F. Mayer from Cerberus California LLC and W. Brett Ingersoll from Cerberus Capital Management would join both Grifols as chairman without right to vote… if FTC rules. Cerberus would control 14% of the new baby, meanwhile the Grifols family would control 29% of TaleCrisis then.

Grifols raised $ 1.1 billion by selling bonds last week, providing the money it needs to complete the bargain acquisition. Way to go!

Only 8,25% annual interest rate for these $ 1.1 bn to pay within 7 years to handle that... they would pay almost double.

No money for the shareholders after acquisition until new baby´s debt goes under 3,75 X EBITDA

But above all, it is the first time that Grifols Barcelona Top Bananas are afraid of the FTC decission.



We don´t know what will happen, but we follow Master Yoda. He is smart... and a Master.
 
























If the Grifols deal is dead, then maybe we will have a job a little longer.

But someone please explain this to me:
Since we are owned by investors anyway and the government knows the initial plan even before the down turn in the economy was to build up the company then sell it for profit, I don't understand why they keep blocking the transactions. It takes so much effort to get to that point only to continue to face the government hurdles.

I read on another post a statement about Melville and IVIG. With the new Fract. facility and the benefits of Gamunex to patients as well as to our bottom line, how can Grifols possibly do without either?
 






The news appeared in Reuters saying Grifols could get green light for the Talecris deal, are based in experts that assist to the extraordinary meeting for shareholders that took place few days ago in Spain.

The numbers the Hard Core of Old Grifols Board of Directors showed there do not match by far with 2010 JP Morgan Plasma Protein Analysis and others. They said that Grifols + Talecris is 18,8% of plasma protein market with 36,4% Baxter and 19,5% CSL. That’ s all.

But what is the definition of “plasma protein market”?... Is this Fractionation, IVIG, Alpha 1-Antitrypsin, Albumin… What?

According to J.P.Morgan , and others, the leading three manufacturers have currently in the United States a 83% IVIG market share. 36% Baxter, 24% CSL, 23% Talecris. Grifols has 8%

J.P. Morgan’ s 2011 USA Forecast for IVIG Market Share, 2nd place for GrifolsCrisis with 31% between 36% Baxter and 24% CSL

For the whole Plasma Fractionation GrifolsCrisis becomes World 1st with a fractionation capacity of 8.5 million liters / year (mly) vs. 6.4 mly CSL or 6.2 mly Baxter.

2013 GrifolsCrisis Plasma capacity forecast 9.9 mly vs. 7.4 mly Baxter or 7.4 mly CSL

For the alpha-1 proteinase inhibitor or Alpha 1-Antitrypsin, the other main or key product with IVIG, the numbers are even worse for the acquisition. All J.P. Morgan analysis.

So… anything do not match. What happens here?

In that meeting for shareholders there was:

Not a single word about the fact that 50% of public hospitals cannot purchase enough IVIG to meet all patient needs.

Not a single word about the fact that CSL and Baxter blessed the Grifols Talecris acquisition. Fewer players to arrange IVIG and Alpha-1 price.

Not a single word about the fact that 27 percent of U.S. hospitals had instituted criteria for prioritizing IVIG use.

Not a single word about the fact that one year before CSL agreed to pay only a $75 million break-up fee, not $ 375 million.

Not a single word about the fact that the CSL deal price was $ 3.1 bn instead of Grifols one $ 4 bn… one year later… with an international debt crisis since 2008.

Not a single word about the fact that the Grifols’ Board of Directors did not anticipate in June 2010 any problem with the FTC

Not a single word about the FTC-White House-Cerberus-Dan Quayle & John W. Snow love affairs.

Not a single word about 13.9% (2010 Standard & Poor’s data) of operating cash flow from questionable sources -changes in taxes payable, tax benefits from stock options, asset sales- in Talecris

Not a single word about the Talecris 3.7% (2010 Standard & Poor’s data) revenue into free cash flow over the past 12 months vs. 33.7 % Amgen, 15.4 % Baxter or 12.9 % Pfizer.

Not a single word about the huge amount of money Grifols is loosing everyday since end of November -interests of $ 3.4 billion signature acquisition and even before with all Grifols investments on hold, delayed IVIG validations, delayed Fractionation projects... -without any FTC decision.


PD So... Green light? Yes, green as Master Yoda.

High probability FTC clears takeover with harsh conditions. To sell Melville would not arrange anything. Not too much manufacturing capacity. Very old facility.

If Hard Core of Old Grifols Board of Directors sell part of IVIG manufacturing or distribution, or Alpha-1 -the two main products where the money is- or decrease Fractionation capacity, or sell Plasma Centers... it is a “coup de grâce”

Seeing the FTC could partially or totally block the deal, the Hard Core of Old Grifols Board of Directors two weeks ago started to work again in investments “on hold” since June 2010. This are the new FleboDIF facility in L.A. and the new Plasma Manufacturing facility in Barcelona.
 






Anonymous said:
The news appeared in Reuters saying Grifols could get green light for the Talecris deal, are based in experts that assist to the extraordinary meeting for shareholders that took place few days ago in Spain.

The numbers the Hard Core of Old Grifols Board of Directors showed there do not match by far with 2010 JP Morgan Plasma Protein Analysis and others. They said that Grifols + Talecris is 18,8% of plasma protein market with 36,4% Baxter and 19,5% CSL. That’ s all.

But what is the definition of “plasma protein market”?... Is this Fractionation, IVIG, Alpha 1-Antitrypsin, Albumin… What?

According to J.P.Morgan , and others, the leading three manufacturers have currently in the United States a 83% IVIG market share. 36% Baxter, 24% CSL, 23% Talecris. Grifols has 8%

J.P. Morgan’ s 2011 USA Forecast for IVIG Market Share, 2nd place for GrifolsCrisis with 31% between 36% Baxter and 24% CSL

For the whole Plasma Fractionation GrifolsCrisis becomes World 1st with a fractionation capacity of 8.5 million liters / year (mly) vs. 6.4 mly CSL or 6.2 mly Baxter.

2013 GrifolsCrisis Plasma capacity forecast 9.9 mly vs. 7.4 mly Baxter or 7.4 mly CSL

For the alpha-1 proteinase inhibitor or Alpha 1-Antitrypsin, the other main or key product with IVIG, the numbers are even worse for the acquisition. All J.P. Morgan analysis.

So… anything do not match. What happens here?

In that meeting for shareholders there was:

Not a single word about the fact that 50% of public hospitals cannot purchase enough IVIG to meet all patient needs.

Not a single word about the fact that CSL and Baxter blessed the Grifols Talecris acquisition. Fewer players to arrange IVIG and Alpha-1 price.

Not a single word about the fact that 27 percent of U.S. hospitals had instituted criteria for prioritizing IVIG use.

Not a single word about the fact that one year before CSL agreed to pay only a $75 million break-up fee, not $ 375 million.

Not a single word about the fact that the CSL deal price was $ 3.1 bn instead of Grifols one $ 4 bn… one year later… with an international debt crisis since 2008.

Not a single word about the fact that the Grifols’ Board of Directors did not anticipate in June 2010 any problem with the FTC

Not a single word about the FTC-White House-Cerberus-Dan Quayle & John W. Snow love affairs.

Not a single word about 13.9% (2010 Standard & Poor’s data) of operating cash flow from questionable sources -changes in taxes payable, tax benefits from stock options, asset sales- in Talecris

Not a single word about the Talecris 3.7% (2010 Standard & Poor’s data) revenue into free cash flow over the past 12 months vs. 33.7 % Amgen, 15.4 % Baxter or 12.9 % Pfizer.

Not a single word about the huge amount of money Grifols is loosing everyday since end of November -interests of $ 3.4 billion signature acquisition and even before with all Grifols investments on hold, delayed IVIG validations, delayed Fractionation projects... -without any FTC decision.


PD So... Green light? Yes, green as Master Yoda.

High probability FTC clears takeover with harsh conditions. To sell Melville would not arrange anything. Not too much manufacturing capacity. Very old facility.

If Hard Core of Old Grifols Board of Directors sell part of IVIG manufacturing or distribution, or Alpha-1 -the two main products where the money is- or decrease Fractionation capacity, or sell Plasma Centers... it is a “coup de grâce”

Seeing the FTC could partially or totally block the deal, the Hard Core of Old Grifols Board of Directors two weeks ago started to work again in investments “on hold” since June 2010. This are the new FleboDIF facility in L.A. and the new Plasma Manufacturing facility in Barcelona.
Click to expand...


So what are you saying?
 












Anonymous said:
It is pretty clear what they are saying ... but this for you should be enough : Buy more Talecris stock, moron.
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Actually I agree with that post. I have no idea what that person if trying to explain. They cant type, and most is not readable. What is readable is what everyone already knows.

You sir are the moron....

His post has zero substance. That's why the bets are on it is yours.
 






Anonymous said:
Actually I agree with that post. I have no idea what that person if trying to explain. They cant type, and most is not readable. What is readable is what everyone already knows.

You sir are the moron....

His post has zero substance. That's why the bets are on it is yours.
Click to expand...

“Can’ t they type? Most is not readable? What is readable is what everyone already knows?... Then you agree with that post, but you don t understand what that person in trying to explain?” [...]

Yes, Sir. I’m the moron.
Yes, Sir. That post has zero substance.
Yes, Sir. You win the bet. That post is mine.
Yes, Sir. The deal goes on.
Yes, Sir. Green light, buy today more Talecris stock.
 












Talecris Stock Falls On Unusually High Volume
http://www.thestreet.com/story/11009620/1/talecris-stock-falls-on-unusually-high-volume-tlcr.html

Exclusive: FTC staff opposes Grifols buy of Talecris
http://www.reuters.com/article/2011/02/15/us-talecris-grifols-antitrust-idUSTRE71E5YX20110215

List of people who need to be terminated?!? LLOLLLOLLLOLLLOLOL! Even if the deal goes on, nobody will be terminated. Wicked game? Wicked!…LOLOLOLLOLOL !

Big news this Thursday!!!!! ?!? LOLLOLOLLLOOOLLLL! Yeah! Every day we have big news!!

March 6? OH Yeah! LOLOOLOLOLLOLOL!! And 15 Nov 2010 too, or 31 Dec 2010, or Jan 21 , or Feb 17, or March 21… counting up…. Wait a couple of weeks, please, then we will have Apr 1st…. and some more… forever and a day…. LOLOLOLOLOLOLOLOLOLOLOLOL!!!!!
 






Anonymous said:
Seeing the FTC could partially or totally block the deal, the Hard Core of Old Grifols Board of Directors two weeks ago started to work again in investments “on hold” since June 2010. This are the new FleboDIF facility in L.A. and the new Plasma Manufacturing facility in Barcelona.
Click to expand...


NEW GRIFOLS FRACTIONATION PLANT ANNOUNCED TODAY IN BARCELONA 18 Feb 2011

High automatization, 2 million liters updatable capacity, located in Barcelona. Cost $ 40 million.

With a Fractionation moster plant being builded theese days in Clayton North Carolina by Talecris, $ 300 million cost... increasing... very annoying for the Spaniards... far from finished... same fractionation capacity that the announced today... plus 1 million liters capacity in Melville...

With 90 % of analysts saying that the new merged Talecrisis baby should sell plasma centers, shrink fractionation and IVIG capacity,... Why The Grifols Old Harcore of Directors need a new fractionation plant today?

We do not know... but probably it means... no deal on the horizon?
Master Yoda skin shines greener today.

PS First anonymous and supporters... buy more Talecris stock.
 


















Mary Koonie, Steve Peddle-a-way, and Johnny Perkypants all take turns writing gibberish just to through you off a bit. They have become expert at writing paragraphs with just enough illiterate prose and misspelling as to cast some doubt as to the poster's level of intelligence. And most of you are being sucked into it. Hanson and Gaither have not invited to contribute since they are known to have the personalities of a stump and a rock!
 






Just as I suspected. Thank you poster #59. You have captured the humor and absurdity of these , often times, entertaining posts. I hope others reading these diatribes and awfully written pieces can distinguish between reality, fantasy and just plain bs.
 






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