Category Archives: Relational Investors

Proxy Battle for The Timken Company In Full Effect. Timken Sends Letter to Shareholders Criticizing Proposal from Relational Investors and CalSTRS

Timken warns shareholders not to be fooled by misleading dissident campaign. We have been following the Timken/Relational-CalSTRS saga for a while now. It is now in full proxy fight mode.  The latest is Timken’s launch against the dissidents with a … Continue reading

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Update On Hess Corp. As Another Underdisclosed Favorite Relational Investors Urges Hess to Listen to Suggestions of Fellow Activist Investor, Elliott Associates

Underdisclosed favorite Relational Investors has told Hess Corporation (HES) that it supports the changes urged by Elliott Associates.  We reported on Elliott‘s suggestions here. Relational claims to be a top 10 holder of HES and reported holding about 6.8 million … Continue reading

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Update on The Timken Company and the Activist Investors Who Love It In Our PRO Reports

New PRO Report on The Timken Company and Underdisclosed’s super-awesome results, thanks to a couple of activist investors. Join now to get our PRO Reports!

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Timken Makes Like Will Smith and the DJ Jazzy Jeff with Voting Standards, Getting Jiggy With Them

Timken Proposes to Lower Certain Director Voting Thresholds By Reverting to State Law Default, But Raises Others While Activists Push For Break Up The Timken Company (TKR) filed a Form 8-K with a notice that it would propose to amend its … Continue reading

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Down Doobie-Do Down Down, Breaking Up Is Hard to Do. Activist Fund Urges Break Up of Ball Bearings and Steel Company, Timken

Activist Investor Relational Investors, LLC and California Teachers Pension Fund CalSTRS Push For Spin-Off of The Timken Company’s Steel Business Relational Investors and CalSTRS filed a 13D for The Timken Company (TKR). They think Timken is undervalued because of the … Continue reading

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