Notable Calls
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Monday, September 22, 2008
Hansen Natural (NASDAQ:HANS): Expect a deal of some sort between HANS and KO to happen by tomorrow - UBS
UBS telling clients they expect a deal of some sort between HANS and KO to happen by tomorrow.....thinks most likely scenario is a distribution deal with an equity stake of 30-40% in which case stock trades to mid to high 30's....thinks outright acquisition is still a possibility (worth $50)
Notablecalls: Fyi. Could fly.
PS: I was pinged on HANS saying this call was actually a rehash of UBS' last week note. So the comment it ripped out of context. Disregard. Sorry.
last month Lone Pine Capital ($8 billion hedge fund ran by Stephen Mandel) filed a 13G disclosing a new 7.8% stake in HANS: http://www.marketfolly.com/2008/08/tease-from-blue-ridge-capital-and-lone.html
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