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Participaciones del usuario Moneyneversleeps - Contenidos recomendados

21/07/20 09:51
Ha respondido al tema Cobas AM: Nueva Gestora de Francisco García Paramés
 Aryzta receives unsolicited approaches21 JUL 2020Aryzta [SWX:ARYN], a Switzerland-based baked goods group, revealed it has been approached by several unsolicited potential bidders. The company confirmed in May that Rothschild had been appointed to review strategic and financial options, as reported at the time.Aryzta has a market cap of just over EUR 438m.Company press releaseARYZTA AG has today published the invitation to the Extraordinary General Meeting of Shareholders 2020 (‘EGM’) to be held on 16 September 2020 in Dübendorf, Switzerland.This is in accordance with the request of Cobas Asset Management, SGIIC, S.A., acting in its capacity as Fund Manager for COBAS SELECCION, Fl and COBAS INTERNACIONAL, Fl, and VERAISON SICAV (the ‘Shareholder Group’) dated 20 May 2020.The proposed timing is primarily intended to provide an opportunity to allow the strategic review process in which certain third parties have expressed an unsolicited interest in acquiring the Company’s entire issued share capital to be sufficiently advanced to enable the Board of Directors to frame an appropriate recommendation with the advice of its financial advisors, as further described in the chairman’s letter to the shareholders, dated 20 July 2020, available on the Company’s website.The proposed timing also reflects a desire to avoid further instability consequent upon the economic impact of COVID-19. Depending on the outcome of the process as described in the Shareholder Letter (‘Shareholder Letter’), the Board of Directors reserves the right to amend the invitation to the EGM and its proposals accordingly by no later than 25 August 2020.Both Dan Flinter and Rolf Watter have declared their resignations from the Board effective as at the conclusion of the EGM. Accordingly, the proposals to remove each of these Directors are now obsolete. We sincerely thank Dan and Rolf for their service and contribution to ARYZTA.Gary McGann has indicated that he will step down as Chair and Board member effective as at the conclusion of EGM unless, prior to the date of the EGM, the Company has announced a transaction for shareholder consideration which the Board considers to be in the best interests of ARYZTA and all of its stakeholders (having been so advised by its financial advisors).Link to original source 
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09/07/20 11:37
Ha respondido al tema Cobas AM: Nueva Gestora de Francisco García Paramés
Bestinver https://www.youtube.com/watch?v=UVK_Yp7dygo&deliveryName=DM26049 https://www.bestinver.es/escuela-de-inversion/carta-a-nuestros-inversores/?utm_medium=emailing&utm_source=acs&utm_campaign=Newsletter&utm=20M7NL7&utm=carta&deliveryName=DM26049
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08/07/20 13:34
Ha respondido al tema Inminente explosión segunda burbuja 2021-2022 - vivienda
Si el problema no es que suban o no los salariosEn Madrid la demanda de vivienda para comprar o alquilar excede varias veces el stock disponible de vivienda, mientras esto sea así los precios subiran y subirán en horizontes de 5 y 10 años vistaEl precio de la vivienda en grandes urbes como Madrid y Barcelona sigue una línea ascendente con pequeños baches (ponle +-5%) por temas como el COVID
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07/07/20 16:14
Ha respondido al tema Cobas AM: Nueva Gestora de Francisco García Paramés
 Tanzania puts Petra Diamonds’ disposal of Williamson mine on hold07 JUL 2020Tanzania has put on hold Petra Diamonds [LON:PDL], a South-Africa focused diamond miner's intent to dispose of Williamson mine, according to The Citizen. The state, which has as 25% interest in Petra Diamonds, has postponed the sale, because it wasn't consulted before the process started, The Citizen reported. The state also declared the company's decision to send employees home because of the pandemic as invalid. On 26 July, 2020, the company announced its plans to put the Tanzanian mine on the block, according to The Citizen.Link to source. 
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02/07/20 17:53
Ha respondido al tema Cobas AM: Nueva Gestora de Francisco García Paramés
 Aryzta activists Veraison/Cobas will not demand any fire sale of Aryzta’s assets in the near term02 JUL 2020Aryzta’s [SWX:ARYN] activist investors, led by Veraison Capital, are not looking to push for a “fire sale” of any of the company’s assets, representatives of the group said during today’s press conference attended by this news service.The investors do not have a specific time frame set for any disposals but expects the whole process of value uplift, including an already announced strategic review led by Rothschild, to last between 12 and 24 months, they said.In May, Veraison disclosed a 17.3% shareholding in-concert with existing investor Cobas Asset Management and Heiner Kamps, and asked for changes to simplify the company and help boost its share price. This morning the group said it had surpassed a 20% shareholding in the Swiss baked goods company.The investor expects a new board, composed by the directors it proposed, to conduct an independent assessment in terms of profitability and growth profile of individual businesses within Aryzta group, they said. After that it will be easier to understand which parts of the business could be sold, and for which ones Aryzta can bring added value.For this reason, the investor has called for a general shareholder meeting as soon as possible, they said. The investor expects the proposals from Rothschild to be reviewed by the new board rather than the current one.Asset disposals of EUR 600m would allow Aryzta to reduce all, or a large part, of its net debt, they said. Veraison estimates Aryzta’s net debt to be 7 times its 2020 EBITDA while industry standard is up to 3 times, they added.Deleveraging will allow Aryzta to focus on long-term growth rather than servicing its debt, which has been the case in the last few years, they added.Asked about the prospect of takeover approaches by private equity firms, the investors specified that “making Aryzta great again” is their objective rather than selling the whole company. The valuation and the situation of the company should be taken over by a trusted board, they added.An Aryzta spokesperson reiterated previous statements to the market, noting that Aryzta has already delivered some 85% of its stated asset disposal target with those proceeds applied to continued net debt reduction.by Barbara Pianese in London 
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