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RBC, RUBICON LIMITED
plastic
post Posted: Sep 9 2021, 09:29 AM
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As the AGM season gets closer and closer so must be the EGM notice for the MBO.

Obviously something is going on because they have said so and it has Jarden smack bang in the middle of it. The same outfit involved with PEB who let slip they have a cap. raise lined up but can't give the details out on it so they just deny it it instead.



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What did Uncle Mel do to us?
 
plastic
post Posted: Aug 20 2021, 09:30 AM
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The real question is, what has Jarden got cooking which they think is better than the worlds leading GE forestry company?
I know SKT have turned up on their doorstep with a transaction in the offing. Stuff got bought for a dollar a little while ago. I would not mind betting there will be some mega digital media company going into ARB at some point. Perhaps incorporating a digital warehouse with enough computing power for the likes of ARB to go to for some genomic sequencing and experimentation.




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What did Uncle Mel do to us?
 
plastic
post Posted: Aug 20 2021, 08:37 AM
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Strategic review after receiving an offer of a buyout. IPO on the cards. For the worlds leading GE forestry company! And nobody bats an eye.
You would think there would be some speculation on NZ's premier, market leading and incisive chat board, Sharetrader but alas, absolutely nobody has an interest in what might be despite precedent from Hughie n Luke with Capstone Energy which went to a nice ten bill'.
It's pretty plain to me and probably everyone else that the strategic review will culminate in a sell ARB (MBO in other words) and back in this other business which we (Jarden) think is better.




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What did Uncle Mel do to us?
 
plastic
post Posted: Aug 13 2021, 09:13 AM
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Any strategic options that they would like to share with shareholders at the AGM?

A strategic review is code for everything we have told you so far was a load of crap.

Therefore look for the MBO at pennies to the dollar and some new entity to be backed in. Probably a Fletcher Forests reincarnation. Something that makes the parties of the limited liability partnership Hughie was involved with mega wealthy.

This is the Hughie n Luke Show after all.



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What did Uncle Mel do to us?
 
plastic
post Posted: Aug 6 2021, 08:36 AM
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Looking at the action since the price spike it appears to me that whatever the strike price is on the MBO, it must be around current levels.

Jarden gonna come up with a good idea it would appear.

Two weeks until the AGM. Who will even turn up?



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What did Uncle Mel do to us?
 
plastic
post Posted: Jul 20 2021, 12:07 PM
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Strategic review not to be done before AGM it appears. EGM in time for Thanksgiving eh, loops?

Junior gets to slog on with his hard sell in the meantime.




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What did Uncle Mel do to us?
 


plastic
post Posted: Jul 15 2021, 05:55 PM
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Sorry for the typos. It should read:

Except its disingenuous from the very beginning where they list the time line of their history. There was a fourth wheel in the mix. The actual IP founders. They got their asses sued off, went broke and got buried by Junior, Dad and the rest of the drinking gang.



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What did Uncle Mel do to us?
 
plastic
post Posted: Jul 15 2021, 03:00 PM
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Junior really going all out on the hard sell with todays presentation.

Except its disingenuous from the ber beginning where they list the time line of their history. There was a fourth wheel in the mix. The actual IP founders. They their asses used, went broke and got buried by Junior, Dad and the rest of the drinking gang.

Now they turn up trying to hock it all off.

I want to see the AGM notice.



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What did Uncle Mel do to us?
 
plastic
post Posted: Jul 9 2021, 01:49 PM
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In Reply To: plastic's post @ Jul 9 2021, 11:12 AM

QUOTE
That means the earliest, we can expect the MBO motion is early September due to the two week notice provision.


Should read latest. Earliest is middle of August if the two week rule applies.



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What did Uncle Mel do to us?
 
plastic
post Posted: Jul 9 2021, 11:12 AM
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On June 21, nominations for directors were closed off. Then they announce a takeover bid occurred but didn't divulge details. Instead Junior says they will conduct a strategic review. In the meantime, Dimon n Co. have been pulling their Harry Houdini tricks. Fair to surmise the takeover party is Dimon n Co.

AGM notice is not forthcoming. But as far as director nominations are concerned, the AGM cannot be held sooner than two months after the closing date for director nominations and no later than three months.

That means the earliest, we can expect the MBO motion is early September due to the two week notice provision.

So, settle in and watch the Olympics because not much is going to happen in the meantime.



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What did Uncle Mel do to us?
 
 


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