SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Oil Sands and Related Stocks -- Ignore unavailable to you. Want to Upgrade?

To: fmikehugo who wrote (15871)4/20/2007 9:53:21 AM
From: james flannigan  Read Replies (3) | Respond to of 25575
 
BNN tv yesterday said that PBG is likely to be taken over this year.I guess the weak stock price as of the past few day could flush a bidder sooner rather than later.To wait to bid later would be more costly.At any rate it would be nice to see no take over,so we could leverage the THAI process to other JVs. James



To: fmikehugo who wrote (15871)4/20/2007 11:03:07 AM
From: Goldberry  Respond to of 25575
 
How soon you forget. What about the 4 million shs they sold this month.



To: fmikehugo who wrote (15871)4/20/2007 4:49:47 PM
From: Cogito Ergo Sum  Respond to of 25575
 
mike,
valuation and the balance sheet is clear.
The PBG debt is convertible I believe. So if PBG lives up to our expectations... this is delayed dilution no ? I guess it depends on time frames... A bit like options/warrants attached to shares in a share offering ? Yes better than instant dilution from the shares, agreed.. Not so clear to me.. Been down this road before.

very overweight both...

Al

EDIT: or this another debt offering ?


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News