Tag Archives: Spinoff

Wall Street Journal: Activist Funds Gearing Up For A Big 2015

Activist investors to continue providing employment support to analysts. WSJ reports that activist investors have raised billions of dollars for campaigns that may take shape in 2015.  For those of us who review companies and deals for investors, we say … Continue reading

Posted in Activist Investor, Elliott Associates, M&A, Uncategorized, William Ackman | Tagged , , , | Leave a comment

SunGard to Spinoff “Availability Services” Business – Disruption From The Cloud

SunGard announced plans to spinoff its Availability Services division, much like the missing “u” in its name, as the Cloud disrupts its business. SunGard to Spinoff Availability Services Business   SunGard Data Systems Inc. is of the world’s leading software … Continue reading

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Relational Investors Gets Results v.2.0: Timken Announces Spinoff

Spinoffs and retirements to follow. We have been following the Timken saga since late last year. As you recall, Underdisclosed.com favorite Relational Investors, along with CalSTRS, has been harassing Timken Co. to separate its steel and ball bearing business.  They … Continue reading

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SunEdison Update – News of a “Spin-Off” Premature (Or Inaccurate), But SunEdison Is Selling A Piece Of Its Semiconductor Business Through An IPO

IPO filing shows that SunEdison will maintain significant ownership as it sells a portion of its semiconductor business. SunEdison is the business of manufacturing semiconductors and solar panels and developing solar power plants. On August 22, we discussed the journalistic … Continue reading

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SunEdison To IPO Part Of Its Semiconductor Business

SunEdison to separate into two independent companies to focus on solar business. SunEdison is a manufacturer of semiconductors and solar panels and develops solar power plants.  SunEdison announced it would sell a minority interest in the semiconductor business and use … Continue reading

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Relational Investors Gets Results: Timken Hires Goldman Sachs To Review Whether Timken Should Break Off Business Units

Breaking up is hard to do, but Timken will take a look anyway. We have followed the saga of Relational Investors’ and CalSTRS’ attempt to get Timken Co. to separate its steel and ball bearing businesses. There are now reports … Continue reading

Posted in Activist Investor, Business Strategy, Hedge Funds, Opps, Relational Investors, Shareholder Meeting, Shareholder Rights, Spinoff | Tagged , , , , , , , , , , , , , , , | Leave a comment

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 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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Update to Opps Tracker

Happy New Year. As our first order of business of 2013, we updated took advantage of the fiscal cliff market bounce to update our locked-in gains in the Opps Tracker. We have been tracking Monster Energy Corporation (MNST) since late … Continue reading

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