RBD - Restaurant Brands

[boysy]

with no signs of management sorting things out why would a t/o occur now when they can simply sit to the side and watch RBD's sp fall further. i realy do feel for shareholders of RBD but if a takeover does occur its the faithful that will benifit and i might have to take my words back

[BRICKS]

quote:Originally posted by boysy

with no signs of management sorting things out why would a t/o occur now when they can simply sit to the side and watch RBD's sp fall further. i realy do feel for shareholders of RBD but if a takeover does occur its the faithful that will benefit and i might have to take my words back

THATS the whole idea BUY when you think the bums has fallen off no good after the BOUNCE.. [8D]

[Bling_Bling]

quote:Originally posted by boysy

with no signs of management sorting things out why would a t/o occur now when they can simply sit to the side and watch RBD's sp fall further. i realy do feel for shareholders of RBD but if a takeover does occur its the faithful that will benifit and i might have to take my words back

LOL... Once management have got things sorted the share price would rally and the predators will have to pay a higher price. This is the idea time for a hostile T/O if any.

quote:Originally posted by OneUp

quote:Originally posted by Scuffer
its just a matter of time people will always eat KFC

Yeah...until it kills them.

Ignore the trend to healthier menus at your peril.

Anything will kill you if you eat too much of it. The answer is moderation and a balance diet. I do eat KFC occasionally, esp when they have the Hot & Tasty out.

All these positive talk is pushing up the SP.. Bling wants the price DOWN not up!

[boysy]

I was once an investor in RBD thankfully i sold but why would preditors act now when it looks as though the shareprice will continue its 2 year downward trend ?. i agree with you whole heartedly that RBD can do well but it needs new management and what sort of t/o share price are you expecting. I assume that many downtrodden RBD investers would jump at the oportunity to get out whatever the offer. Im just sceptical of how good an offer will be if there is one of course.

[Rumplestiltskin]

$1.40 would probably see some willing sellers at this point in time but it may need to be a bit more in 9-12 months time if things pan out.(excuse the pun). Wasn't there some speculation or rumour that there was interest at 1.30 and the CEO was pushing to sell before she got the boot? If so, it would be hoped the Board know what they are doing.

[Bling_Bling]

Between $120-$160 is the price. I would like shareholders to vote and kick few on the old board members out the door and replace them with a new and exciting board of directors.

[boysy]

you honestly think that a preditors bid would need to be that high at current market prices ?. i mean thats a 50ish% premium and this premium looks set to increase as the only news keeping sp up is t/o speculation and new mgmt.

[Viking]

I sold all mine RBD couple of years ago losing quite a bit. I still keep an eye with the news with regard to RBD from time to time~ I like them just because I drink coffee during office hour and eat pizza on Sat when there is a AB game, and kids get their KFC treat on Sunday~ still I find it difficult to see how these would worth someone paying $1.20 or more for this company.

[Rumplestiltskin]

quote:Originally posted by boysy

you honestly think that a preditors bid would need to be that high at current market prices ?. i mean thats a 50ish% premium and this premium looks set to increase as the only news keeping sp up is t/o speculation and new mgmt.

I don't think there is much take over speculation built in at 83 cents. That evaporated back in March. A waiting game now for the next 1/4 ly update on sales.

[boysy]

exactly i mean its currently $0.85 im thinking a 30% premium would be lucky for RBD investors especially with the downtrend a 30% premium would be $1.10 at the moment