Speculating in Takeover Targets Message Board

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Strategies & Market Trends : Speculating in Takeover Targets

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Nov 5 3:59 PM EST

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To: richardred who wrote (4305)	8/8/2017 11:30:54 AM
From: richardred	Read Replies (4) of 7242

RE-MNTX & ASTE speculations IMO- Acquisition minded Infrastructure hunters. TEX -Successfully fought off a Zoomlion acquisition bid and a merger with Konecranes. Has enough leverage and cash from the port sale crane business. Already owns a piece of MNTX. Terex Management proved itself. It has led to a higher Terex stock price now than a past bid by Zoomlion. Zoomlion- They missed on Terex with a bid that was mostly deemed questionable from the get go. I see them searching for a US based company for greater North American exposure. Message 30584031 Oshkosh- Nice earnings report last Qtr. with building backlogs. SPAR - ALG or a FSS fit the bill IMO. Caterpillar-Has stayed shy because of a deep slum. Questionable past acquisitions don't help either. However Improving world outlook and Deere's recent 5.2 billion infrastructure entry, might make them re-think. RE- Wirtgen Group, the global leader in road construction equipment. I think ASTE might make a good hypothetical fit. The slumping stock price IMO leaves it vulnerable. However they might not like to spend big and look for a niche. RE- IMO a reunited (Wholly owned) ASV fits the Posi track, and make sense.

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