Příspěvky nebo odpovědi uživatele kbrookman

BKo asi bude mit par kousku. V zapise z MVH zada o velky nominal 1.000.000 na hromadne listine. Takze to asi troskar nebude.

A hlavne podle zapisu v tom s nami jede PF a RM. Jsme v dobré společnosti.

To si mel napsat o B-K a mozna by se ti to splnilo ....

Tentokrat asi za 12 nasobek cisteho zisku. Vse na Edgaru.

On February 1, 2007, certain subsidiaries of the Company acquired the adhesives and resins (“A&R”) business of Orica Limited (the “Orica A&R Acquisition”) for a net purchase price of AUD 77, or $60, subject to certain adjustments. The Company incurred direct costs associated with the acquisition of $3, which were included as part of the purchase price. The A&R business manufactures formaldehyde and formaldehyde-based binding resins used primarily in the forest products industry and has three manufacturing facilities in Australia and New Zealand. This acquisition strengthens the Company’s presence in the Asia-Pacific region and will enable the Company to expand its service of the forest products marketplace. This acquisition is included in the Formaldehyde and Forest Products Resins segment.

http://www.akhala.cz/about.html?lang=cs

Kdo zkusi podat podnět na ČAK, že Hala vykonává advokacii jinak, než prostřednictvím advokátů a koncipientů? Jeden člověk z jeho stránky, není zapsán na ČAKu ani jako koncipient, ani jako advokát. Guess who ....

Škoda, že tam nepřipsali, že za ty "bohaté zkušenosti s řídícími funkcemi z několika bankovních ústavů" dostal podmínku ...

Vim, uz je to dele, ale justici nekontroluju kazdy den. ..  Uz se chystam na cestu do Usti pro listinky ...

Opět nová formulace pro spojení se Setuzou: ...."Spolchemie je propojena s další ústeckou společností SETUZA osobou generálního ředitele Martina Procházky, který stojí v čele obou firem. Firmy spojuje společný strategický vlastník."

Kdo se na VH zeptá, kdo je tedy ten "společný strategický vlastník", má u mě pivo a panáka.

A další transakce pro výpočet "přiměřeného protiplnění", finanční detaily budou určitě ve výroční zprávě v Edgaru.Dow Epoxy Announces Three Strategic Acquisitions to Grow Systems BusinessUPPC AG, POLY-CARB and GNS Technologies to Join New Dow Epoxy Systems UnitHONG KONG – September 13, 2007 – Dow Epoxy, a global business unit of The Dow Chemical Company (“Dow”), announced today the signing of definitive agreements to acquire UPPC AG in Germany, and POLY-CARB Inc. and GNS Technologies in the United States. Each of these businesses is a leading epoxy systems formulator in its region. Dow expects to complete each acquisition within 30 to 45 days. Financial terms of the transactions were not disclosed.These acquisitions are consistent with Dow’s strategy to invest in its downstream performance businesses. For Dow Epoxy, the acquisitions will accelerate the growth and geographic expansion of its new Dow Epoxy Systems business unit, which launched earlier this year. Dow Epoxy Systems offers solution-based epoxy systems to the industry.“Dow Epoxy is a worldwide leading supplier of epoxies with considerable know-how, manufacturing and R&D capabilities, scale and global reach,” said Patrick Ho, business group president, Dow Epoxy & Specialty Chemicals. “Dow Epoxy Systems leverages our broad chemistry and applications know-how to provide innovative, solution-based systems to our customers. This supports Dow’s strategy to drive profitable growth by being a more customer- and market-driven company.”- more -Dow Epoxy Announces Three Strategic Acquisitions to Grow Systems BusinessPage 2 of 4Dow Epoxy Systems will focus on applications in civil engineering, specialty protective coatings, composites, wind energy, and other industries where Dow’s unique technology and systems solutions can offer performance enhancement and differentiation to customers.“We are very excited about what the Epoxy Systems business of Dow Epoxy represents, which is a new engine of innovation and growth,” said Pepe Carnevale, global business director, Dow Epoxy Systems. “With this set of acquisitions, we considerably boost that engine with talented people, proven products, promising R&D pipelines, applications know-how and market channels. Combined with Dow Epoxy’s organic growth capabilities and epoxy expertise, we have a solid foundation upon which to build Dow Epoxy Systems.”According to Carnevale, each of the three formulators will add unique capabilities to Dow’s epoxy systems business. POLY-CARB has a long history as a market leader in systems that combat infrastructure erosion and enhance the safety of bridges, highways and other structures. GNS Technologies is a flexible, service-oriented supplier of customized thermoset systems for civil engineering, industrial maintenance and steel structure coatings applications. UPPC is a major European manufacturer of hardeners for epoxy systems and has led innovation in fields such as composites used in wind energy blades and waterborne systems.“Joining Dow Epoxy Systems represents a strategic fit of vision, geography, solutions, people and value creation,” explained UPPC CEO Ulf Prümmer. “We have worked with Dow through the years and believe that we share a common culture of innovation and excellence. We’re excited about tapping into Dow’s advanced materials science capabilities to fuel innovation and create new market and revenue opportunities for our customers.”- more -Dow Epoxy Announces Three Strategic Acquisitions to Grow Systems BusinessPage 3 of 4“Working as part of Dow Epoxy Systems, we believe, will significantly enhance our capability to grow our sales of solutions that offer superior protection for new and existing infrastructure projects and improved safety for roads and highways,” said Ratanjit Sondhe, general manager of POLY-CARB.“What we like about joining Dow Epoxy Systems is that we will be able to deliver enhanced innovation and added value to customers without compromising the speed, flexibility and efficiency of service that they have come to expect from us,” explained Dr. Anil Goel, general manager, GNS Technologies. “Existing customers of the businesses joining Dow Epoxy Systems will benefit greatly from the strengths that come from having the backing of one of the world’s largest chemical companies.”About the Companies Joining Dow Epoxy SystemsGNS Technologies: Specializes in providing high performance products and customized systems to thermoset polymer markets with a focus on cross-linking polymers such as epoxies, polyurethanes, polyureas, etc. used for civil engineering, industrial maintenance and steel structure coating applications. More information about GNS Technologies is available at www.gnstechnologies.com.POLY-CARB Inc.: Provides epoxy products and systems in the following industries: highway bridge restoration and waterproofing, parking structures restoration and waterproofing, pavement striping and delineation, industrial floor surfacing and maintenance, corr ...

A mame tady srovnatelnou transakci pro výpočet "přiměřeného protiplnění".  Doporučuji k pročtení sbírku listin Bochemie s.r.o. Zvláště pak jak amatersky je na některych smlouvach o převodu obchodnich podilu začerněna cena. Takhle jsem se už dlouho nepobavil ...Cokoliv miň než 15 krat zisk na akcii za Spolek neberu.Benson Oak buys chem firmBy: CBW, 03. 09. 2007, More by this author

Czech investment group Benson Oak Capital bought chemical group Bochemie for an undisclosed amount, although it was reported the deal was valued at Kč 1.5 billion.

    Bochemie has sales of around Kč 1.8 billion and is active in the Czech Republic and Poland, where its Permedia unit is listed on the stock exchange. Benson Oak, led by lead investor Gabriel Eichler, has been actively investing in the Czech Republic since 1991, and during that time has completed transactions totaling more than € 6 billion. Earlier this year it acquired appliance maker ETA.

Třeba to, že mají nejnižší náklady na výrobu pryskyřice v Evropě ...

A co čekas? Pokud je zisk na akcii 100 Kč, tak cena pod 300 Kč byla opravdu dobra. Kazdy mame nějak naakumulovano a čekame co bude. Myslim, ze čas hraje teď trochu proti ViaChemu, protože pokud bude Epispol II performovat stejne jako jednička, tak za 2008 tam může být roční zisk někde na 450 mil, Kč, tj asi 150Kč za akcii. Je to prostě tiskárna na peníze. Poslouchal si, co říkali před 14 dny na otevření? Řekli vice, než by bylo záhodno aby jejich odběratelé (a malí akcionáři)slyšeli.

Podivej se i na to, kolik je vlastní kapitál na akcii (podotykam podle IFRS - tj přecěněný na reálnou hodnotu po impermentu). Možna přijdeš na to, že za 300 Kč je to docela zalevno.

Jedine podstatne riziko je v tom, jak moc s nami bude chtit vyběhnout akcionář. Ale to je riziko i proti němu. Pokud 7-10% skoupi někdo silnější, nebo par malych velkých akcionářů si postaví hlavu, tak nemůže vědět, kolik se nakonec vysoudí.

Navic na Spolek budou tlačit banky, aby plnil finanční kovenanty, takže to úplně vytunelovat nemůže.

Ještě k těm listinkám a chození na valnou hromadu. Stale razim heslo: Chci vše v kusovkach!. Ať se Procházka klidně upodepisuje k smrti. A na valnou hromadu nema smysl chodit s více než 3 akciemi. Stejně si všechno prohlasuje ViaChem a spol a 3 akcie bohatě stačí na to, aby jsi mohl na valné hromadě žádat o vysvětlení, navrhovat členy orgánů, protestovat, a jinak prudit.

Tipuju, že Key Investments/Key Oak a Unicredito Slovakia jsou jen nastrčené osoby pro Sisaka, možná i Kmece. Asi to nema smysl řešit, kromě toho, že pokud neplni povinnosti, ktere jim uklada zakon, je třeba na to upozornit ČNB a trvat na prošetření.

Ano, věřím tehle akcii, přijde mi zajimava, proto toho mam tolik, kolik toho mam a pod 1000 Kč to rozhodně nebudu pouštět.