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


To: richardred who wrote (6085)10/19/2021 5:06:28 PM
From: richardred  Respond to of 7242
 
RE- Today's filing -after I added to ENZ today. I don't think Mr. Radoff is going away. He increased his ENZ stake from 6.4% to7.2%.

Todays filing Form DFAN14A conferencecalltranscripts.com

>In light of the fact that the Board retained Cain Brothers in March, it is unacceptable that there was no meaningful update on the review during last week’s earnings presentation. Additionally, there was zero mention of the review process in yesterday's CEO succession plan announcement. This apparent lack of urgency and sparse communication leads me – and presumably many other shareholders – to fear that the Board is either unable or unwilling to legitimately pursue value-enhancing alternatives. Yesterday’s announcement has only compounded my fears.

P.S.

To: richardred who wrote (6039)6/11/2021 11:09:54 AM
From: richardred Read Replies (1) of 6085
Added to ENZ today after the recently announced good earnings were scoffed on. The retained investment bankers Cain brothers made a recent transaction with Quest.-DGX With over a billion in cash. I'm sure they have money left over from the Quest transaction should they be interested in ENZ?

Cain brothers recently completed this transaction. Mercy has sold its Outreach Laboratory Services business to Quest Diagnostics.

cainbrothers.com/transactio...



To: richardred who wrote (6085)10/28/2021 1:23:19 PM
From: richardred  Read Replies (1) | Respond to of 7242
 
ULBI- Big add on the earnings disappointment.