urbanSTL

DeBaliviere wrote:

matguy70 wrote:Web site aims to block Anheuser-Busch takeover

I hope the person who set up this web site didn't put too much time into it - it's a pointless venture.

Yep. A complete waste of time. Of course, I've already received it twice in emails. People are so stupid.

While SAB & InBev were participating in industry consolidation, III was sitting on the sidelines, and even worse, using cash to buy back shares.

The article in the Beacon was pretty interesting. I didn't know AB had gained that much market share in China. No wonder InBev wants them. AB may be behind in terms of its expansion into Europe and South America, but AB seems to be ahead in terms of China.

ThreeOneFour wrote:

DeBaliviere wrote:

matguy70 wrote:Web site aims to block Anheuser-Busch takeover

I hope the person who set up this web site didn't put too much time into it - it's a pointless venture.

Exactly. I'm reminded of the folks in Chicago that are still trying to "save Marshall Field's". How's that going?



Symbolic gestures don't mean much, but for now I'm simply staying away from Stella Artois (one of my favorite beers) and drinking the local macrobrew more often. I don't need a beer snob to tell me I'm sacrificing taste, but Budweiser tastes just fine with barbecue in the summer, a hot dog at the ballpark, or with whatever's being served at parish picnics.

For me, Stella and pizza is a tradition at Vito's after the SLU football.

Some solid articles on BUD from SeekingAlpha.com:



The reason for BUD’s increased valuations? Maybe not InBev, but Bud Light Lime.

seekingalpha.com/article/78730-bud-light-lime-not-potential-inbev-takeover-boosting-anheuser-busch



Fitch Ratings is skeptical on the deal going through.

seekingalpha.com/article/78814-fitch-skeptical-of-inbev-anheuser-merger-prospect



BUD is the third best-performing individual security since the S&P500 peaked on 5.19.2008, following Jabil Circuit and Compuware. BUD posted an increase in valuation during this time of 13.31%. As an aside, MON was 7th.

Gone Corporate wrote:Some solid articles on BUD from SeekingAlpha.com:



The reason for BUD’s increased valuations? Maybe not InBev, but Bud Light Lime.

seekingalpha.com/article/78730-bud-light-lime-not-potential-inbev-takeover-boosting-anheuser-busch

Highly unlikely, IMO. While it is selling well, it's to soon to know where the sales are coming from - cannibalized from Bud Lite or taken from competitors, mostly Miller Chill.

Gone Corporate wrote:BUD is the third best-performing individual security since the S&P500 peaked on 5.19.2008, following Jabil Circuit and Compuware. BUD posted an increase in valuation during this time of 13.31%. As an aside, MON was 7th.

Performance figures for this short of a period of time are meaningless. Unless you are posting it as a trivial tidbit.

^ I thought people were supportive of keeping May locally owned?

matguy70 wrote:The third an article about maybe Anheuser taking over/bidding on Canadian Molson. Another strgedy?



READ ENTIRE ARTICLE:http://www.guardian.co.uk/business/feedarticle/7576735

The article doesn't match your description of it.



As to whether AB would buy MolsonCoors? I doubt it.

The Central Scrutinizer wrote:

Gone Corporate wrote:Some solid articles on BUD from SeekingAlpha.com:



The reason for BUD’s increased valuations? Maybe not InBev, but Bud Light Lime.

seekingalpha.com/article/78730-bud-light-lime-not-potential-inbev-takeover-boosting-anheuser-busch

Highly unlikely, IMO. While it is selling well, it's to soon to know where the sales are coming from - cannibalized from Bud Lite or taken from competitors, mostly Miller Chill.

Gone Corporate wrote:BUD is the third best-performing individual security since the S&P500 peaked on 5.19.2008, following Jabil Circuit and Compuware. BUD posted an increase in valuation during this time of 13.31%. As an aside, MON was 7th.

Performance figures for this short of a period of time are meaningless. Unless you are posting it as a trivial tidbit.

Agreed that brand cannibalization is taking place, limitedly, but also could lead to increased market exposure from people who usually pass on beer for Hard Lemonade or Smirnoff Ice. Time will tell if the opportunity cost of potential brand cannibalization could lead to increased net consumers. As an aside, I never drink BL but did try the Lime and am going back for more this summer.



Agreed that short-term performance is incidental to sustained multi-year earnings growth. If you knew our firm's metric by means of performance tracking, you'd understand how seriously I consider posting this for clarification.



Focus: I still believe the East Asia strategy is the most potent element of BUD right now, tangible or intangible as the asset may be.



My biggest curiosities, however, are focused on how InBev expects to get all that cash necessary to make the aggressive buyout take place. Are they expecting to leverage the hilt out of it? Are they trying to get BUD to acquire ancillary businesses to decrease its own cash now for a turnaround acquisition later? In this economy, a pile of cash sitting around waiting for leveraged buyouts to occur don't take place with companies these sizes. Since no apparent PE companies have been named as co-partner, you'd have to assume that InBev is going mostly solo.