Isn't KKR the obvious bidder?, page-24

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hottuna

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29/03/17

15:42

Post #: 23712285
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Originally posted by XI11 ↑

That's fair enough. I'm just trying to put myself in the thick of the situation - by doing so, I can imagine a very convincing argument backed by third-parties that evidence indicates improvements in technology will increase yields and survivability rates even better than the numbers in the model. The improvement in these numbers yoy could be construed as evidence the expected high yeilds will come from later plantings. This is exactly what the crux of FWs response was to Glaucus. If there is any truth or half-truth to what he's saying I suspect it would be used to entice any serious bidder who really wants the trees.

In short, I've yet to fully rule out a buyout as a potential scenario. I think people still have time to see what unfolds before the company experiences a credit event.

The report from Reuters about the KKR buyout before market open has yet to be disputed. I can't help but wonder why that is.

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What's to dispute? KKR might be interested, they might not - but the timing of the piece so soon after Frank resigned and the company appointed UBS as defence adviser suggests to me that the most likely source for the story was someone close to the company rather than close to any putative bidder.

QIN Price at posting: $1.13 Sentiment: Sell Disclosure: Held
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Isn't KKR the obvious bidder?, page-24

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