14 ordspråk av Silke Stegemann

Silke Stegemann

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en Bayer has now manifest its will to move forward. This is positive because now we know they can stick to their time frame.
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en This is a good building block for Bayer.
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en All in all, the results are better than expected and convincing.
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en All of the company's business segments have contributed strongly to the earnings improvement, which shows that the past years' efforts to improve efficiency have paid off.
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en The pain threshold is around $40. They can't go a lot over $40 without the capital markets seeing that negatively. There is a point where a price would not justify the transaction.
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en This is a real setback.
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en It's clearly BASF's strategic thinking not to give in and raise the price unless they get some information that justifies it.
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en This move comes as a surprise, but BASF so far has an excellent track record in acquisitions that were always adding value to investors.
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en This is a good amendment of Bayer's cardiology and hematology portfolio.
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en I think Engelhard is opening up to a friendly transaction.
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en The results were in line. The chemicals cycle is humming right now. The high dividend is not surprising, seeing the growth in profit.
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en Strengthening their product range further down the value chain makes a lot of sense.
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en The company's salt acquisitions are paying off big time thanks to the winter weather.
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en If the final price comes in over $40 per share, we would consider this negative.
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