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Strategies & Market Trends : Speculating in Takeover Targets -- Ignore unavailable to you. Want to Upgrade?

To: richardred who wrote (3119)	2/6/2014 12:06:48 PM
From: richardred	Read Replies (1) \| Respond to of 7242

Cokes 10% investment in GMCR stirring up interest in coffee stocks. RE: JVA & FARM. IMO JVA needs a better commodity trader in coffee. I almost pulled the trigger below 5, but held off. P.S. Does Warren Buffet like Coke or Coffee for breakfast? <g>

To: richardred who wrote (3119)	3/31/2014 11:00:22 AM
From: richardred	Read Replies (1) \| Respond to of 7242

Italian coffee producer Zanetti plans listing in November By Isla Binnie MILAN, March 31 Mon Mar 31, 2014 10:49am EDT (Reuters) - Italian coffee producer Massimo Zanetti Beverage Group (MZB) is planning to list shares in November to fund international acquisitions and growth, chairman Massimo Zanetti told Reuters. The holding company for brands including Segafredo Zanetti and Puccino's will sell a stake of up to 40 percent to help enlarge a network which spans more than 40 countries. "The stock market is a route to growth. We want to expand around the world through acquisitions," said Zanetti. Zanetti said MZB, which launched the Segafredo Zanetti brand in China in January, was looking at an acquisition opportunity in Asia and is currently building a plant in Vietnam - the world's fastest-growing market for coffee, according to market research firm Mintel - that should be up and running by the end of the year. "We are going to produce in Vietnam because otherwise we would pay 70 percent in taxes on coffee coming from Italy and Europe, limiting the volumes," Zanetti said. Mintel calculates the Vietnamese coffee market will grow at a compound annual rate of over 26 percent in local currency for the next five years. In total, the global coffee market will be worth over $86.8 billion this year and climb to a retail value of $111.3 billion in 2018, says Euromonitor International. MZB manufactures 120,000 tonnes of coffee a year and produces tea, cocoa, chocolate and spices, making total annual revenue of 1 billion euros ($1.4 billion). Zanetti said MZB was also looking at a possible acquisition in Costa Rica, but a potential deal in Ukraine had been put on hold due to political tensions there. The company has not yet decided where to list, but the options under consideration are Milan, Singapore and Luxembourg. The group Zanetti built from a green coffee merchant started by his grandfather in Treviso, near Venice, in the early 1900s, is one of Italy's thousands of firms under family ownership. The family will retain a stake of at least 60 percent, Zanetti said, but he wants to change the shareholding structure to avoid any future instability. "I have two children and I do not want any family problems in the future to have an impact. I prefer to take the company public so each of them can have their share, and ensure continuity in the company." Fellow Italian food and beverage firm Eataly said recently it plans to list, taking advantage of investor appetite for the country's consumer goods sector. All four listings on Milan's main market in the past three years have been by high-end consumer goods firms. reuters.com

To: richardred who wrote (3119)	9/16/2014 11:16:55 AM
From: richardred	Read Replies (1) \| Respond to of 7242

New Buy today JVA -Coffee Holding Company, Inc. FARM-Farmer Brothers worked out well for myself. JVA reported disappointing earning and the stock took a hit. IMO the reflected price at under 6 now represents some staying power till earnings improve. That reasoning based on the company's buy back program. I also like the China venture to open a coffee shop. If successful, it could maybe open the door for a poor mans Starbucks. I can only hope they hedge right going forward in coffee futures. PR snip>"Also, during the past quarter, we purchased 99,815 shares of our own common stock at an average price of $6.59 in the amount of $657,536 under our previously announced share repurchase program pursuant to which we may purchase up to $1 million of our outstanding common stock. While we did not yet fully maximize the total dollar amount authorized by our board of directors, we continue to remain alert for future opportunities based on our evaluation of market conditions and other factors that may give rise to further repurchases," added Mr. Gordon. P.S. Speculative appeal is also there IMO. I think Sysco or would be a good parent. Joh. A. Benckiser to Buy Caribou Coffee for $340 Million .. dealbook.nytimes.com J.M. Smucker Completes Acquisition of Rowland Coffee bloomberg.com Mondelez and Douwe Egberts maker in coffee mega-merger Mondelez will receive $5bn in cash and a 49pc stake in the combined business which will have $7bn of sales telegraph.co.uk

To: richardred who wrote (3119)	9/29/2014 12:51:40 PM
From: richardred	Read Replies (2) \| Respond to of 7242

Coffee & a Bagel Will GMCR be interested in controlling its supplier JVA? Bagel Maker Einstein Noah Sold to German Firm for $374 Million By William Alden September 29, 2014 10:13 amSeptember 29, 2014 10:13 am Photo Credit Einstein Brothers Bagels On today’s menu: bagels, with a Wall Street buyout. The Einstein Noah Restaurant Group, whose bagel shops include Einstein Brothers Bagels, Noah’s New York Bagels and Manhattan Bagel, said on Monday that it would sell itself to JAB Holding Company, a German conglomerate formerly called Joh. A. Benckiser, for about $374 million. The price of $20.25 a share in cash represents a 47 percent premium over Einstein Noah’s 30-day average trading price, the company said. Shares of Einstein Noah, listed under the ticker symbol BAGL, shot up 50 percent at the start of trading on Monday, to $20.11 a share. The deal, in theory, could yield some breakfast-oriented synergies. The buyer, an investment vehicle for the wealthy Reimann family of Germany, already controls a coffee empire: Through three deals in 2012 and 2013, it acquired Peet’s Coffee & Tea, Caribou Coffee and D.E Master Blenders. But JAB’s interests are not confined to the most important meal of the day. It also owns shoe brands like Jimmy Choo and Bally, and has a majority stake in the beauty company Coty. Einstein Noah will remain headquartered in Lakewood, Colo., should the deal close. And it said it would operate as a stand-alone business in the JAB portfolio. Michael Tattersfield, the chief executive of Caribou Coffee, would become Einstein Noah’s chairman. David Einhorn, whose hedge fund is Einstein Noah’s largest shareholder, with a stake above 35 percent, said he supported the sale to JAB. He called the deal a “win-win for all parties.” “For more than a decade, we have worked closely with the Einstein Noah Restaurant Group to execute a turnaround plan, reducing debt and expanding its store footprint,” Mr. Einhorn said in a statement. “J.A.B. is an experienced firm that will lead Einstein Noah Restaurant Group into its next phase of growth.” The deal has been approved by the bagel maker’s board but is subject to a majority of investors tendering their shares. Mr. Einhorn’s hedge fund, Greenlight Capital, plans to tender its shares in support of the deal. E. Nelson Heumann, the chairman of Einstein Noah, said in a statement that the deal would help the company “continue to revitalize our brand, enhance our nationwide footprint and solidify our position as the leader in the fresh-baked bagels industry.” BDT Capital Partners, a merchant bank in Chicago run by Byron D. Trott, is a minority investor in the deal alongside JAB. The bank, along with Citigroup, also provided advice to JAB, while Skadden, Arps, Slate, Meagher & Flom provided legal advice. Einstein Noah was advised by Stifel and the law firm Alston & Bird. dealbook.nytimes.com