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To: Mayer Tchelebon who wrote (1083)6/12/2001 8:42:05 PM
From: Lorne Larson  Read Replies (4) | Respond to of 11633
 
Mayer: Good point. I had never really connected the dots on the acquisition/subsequent new issue formula. Right now we have Viking in the process of a take-over of BXL, and NCF in the process of a take-over of MGY. If the formula holds we are likely to see new issues by VKR and NCF about a month after closing - which would mean near the end of July. How about taking this thinking one step further and shorting them both (after they go x-dividend for the July payment).