Posts tagged: Anheuser-Busch Inbev

Exane BNP Paribas's "rumour du jour": Megabrew - part 2

Friday, 30 September 2016, 9:46 am

It's only been a couple of days since shareholders voted to approve Anheuser-Busch Inbev's $100 billion takeover of FTSE 100-listed SAB Miller but already the market has moved onto pastures new, speculating about the next massive beer deal.

Yesterday, French stockbroker Exane BNP Paribas published a massive note about the latest "rumour du jour" - talk of Heineken, now the world's second largest brewer, having a crack at purchasing US-listed Molson Coors...

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Is there a row brewing over the SAB Miller vote? - part 2

Tuesday, 20 September 2016, 11:07 pm

This piece (click on the link below) from the Wall Street Journal on the upcoming vote on the £75 billion SAB Miller deal is eerily similar to a piece I wrote on little old Betaville a few weeks ago.

Here is the link to the Wall Street Journal article:

http://www.wsj.com/articles/hedge-funds-complicate-sabmiller-vote-1474390913..

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Is there a row brewing over the SAB Miller vote?

Tuesday, 6 September 2016, 8:33 am

Clearly, all eyes this week will be on how Elliott, the edgy US hedge fund, plans to vote its 25pc stake in discount retailer Poundland after switching its shares into physical stock. Is it a bluff, a double bluff or even a triple bluff? The market will find out soon enough.

Ironically, though, it's one of Elliott's rather large positions held in another company - SAB Miller - via contracts for differences that is causing a frisson of anxiety among investors...

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SAB Miller cancels piss up at world's second largest brewery amid fears the £70 billion ABI takeover is on brink of collapse - part 3

Friday, 29 July 2016, 6:00 pm

Will the SAB Miller 'goodbye' drinks party be reorganised now that the FTSE 100 company's board has recommended the new £79 billion Anheuser-Busch Inbev takeover deal?

You would have thought the world's second largest brewer would be generous enough to reschedule the piss up after cancelling Wednesday's 'goodbye' drinks for London-based analysts and investors.

If you get an invite do get in touch via the usual channels with the details.....

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SAB Miller cancels piss up at world's second largest brewery amid fears the £70 billion ABI takeover is on brink of collapse - part 2

Tuesday, 26 July 2016, 8:58 am

Ah - now I understand why SAB Miller yesterday cancelled the "goodbye" leaving drinks for London-based investors, analysts and brokers.

The negotiations with Anheuser-Busch Inbev have now begun in earnest, with ABI this morning raising its offer to £45 a share.

Here is a link to ABI's new offer:..

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