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Re: None

Monday, 08/14/2017 5:51:49 PM

Monday, August 14, 2017 5:51:49 PM

Post# of 41600
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=133775048

As of June 30th, 2017
https://fintel.io/soh/us/zbh/jana-partners-llc

JANA shows 1.6% = 3.2 Mils share stake in ZBH:

3,195,300 shares @ $128.40 = $410,277,000 = 1.6% of ZBH OS

804,700 shares (option call) @ $128.40 = $103,323,000 = 4 % of ZBH OS (ZBH PPS has been tanking since then, I doubt they already turned that into shares yet...& we don't know when is the expiry of these call options)

Total of 4Mils shares if they already turned the options into shares = 2% of ZBH OS = $500 mils spent from $1 bil cashed out from Wholefood stake.
From July 1st til now...they might buy more shares on opened market or private placement from ZBH to spend the rest of $500 Mils (up to 2% ZBH OS = around 4Mils shares)....We won't be able to find out until 90 days from now...the real stake from them...finally 2% (stopped as of June 30th) or max 4% (more buying from July 1st).

Basically, my previous prediction still valid....If maximum of 2% of ZBH OS private placement JANA ever took from ZBH since July 1st or even 0% private placement if they continued to buy shares in opened market since July 1st.

So in 3Q if ZBH increased 10% of their OS which caused their EPS to shrink 10%...then these 8% to 10% = AMDA stakes in ZBH after horizonal merger!!!!

Once merged, spine, hip, knee, shoulders dental, disc, etc will be upgraded to Si3N4 tech in just matter of time! US, EU, Japan, China, ROW (Rest of World)...

Don't under estimate the real value of AMDA's Si3N4 tech! Ones can dream & the dream might come true!

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Friday, 8.18.2017 til Thursday, 9.7.2017 = 20 days (which is legit based on the Delaware Law):

(c) The agreement required by subsection (b) of this section shall be submitted to the stockholders of each constituent corporation at an annual or special meeting for the purpose of acting on the agreement. Due notice of the time, place and purpose of the meeting shall be mailed to each holder of stock, whether voting or nonvoting, of the corporation at the stockholder's address as it appears on the records of the corporation, at least 20 days prior to the date of the meeting. The notice shall contain a copy of the agreement or a brief summary thereof. At the meeting, the agreement shall be considered and a vote taken for its adoption or rejection. If a majority of the outstanding stock of the corporation entitled to vote thereon shall be voted for the adoption of the agreement, that fact shall be certified on the agreement by the secretary or assistant secretary of the corporation, provided that such certification on the agreement shall not be required if a certificate of merger or consolidation is filed in lieu of filing the agreement. If the agreement shall be so adopted and certified by each constituent corporation, it shall then be filed and shall become effective, in accordance with § 103 of this title. In lieu of filing the agreement of merger or consolidation required by this section, the surviving or resulting corporation may file a certificate of merger or consolidation, executed in accordance with § 103 of this title, which states:

http://delcode.delaware.gov/title8/c001/sc09/
========================================================
In connection with an M&A transaction, public
companies sometimes find it desirable to delay
a previously scheduled stockholders meeting.
Adjournment is the most traditional method, but
a recess or postponement may be appropriate. In
any event, a review of the company’s charter and
bylaws, applicable state or foreign law, the federal
securities laws and the agreements governing the
transaction must be analyzed
http://www.gibsondunn.com/publications/Documents/HerzecaGallardo-DelayingJudgmentDay.pdf

===========================================================================

If the adjournment is for more than 30 days, a notice of the adjourned meeting shall be given to each stockholder of record entitled to vote at the meeting. If after the adjournment a new record date for stockholders entitled to vote is fixed for the adjourned meeting, the board of directors shall fix a new record date for notice of such adjourned meeting in accordance with § 213(a) of this title, and shall give notice of the adjourned meeting to each stockholder of record entitled to vote at such adjourned meeting as of the record date fixed for notice of such adjourned meeting.

http://codes.findlaw.com/de/title-8-corporations/de-code-sect-8-222.html

==============================================================================
There are about 24 more days til September 07, 2017 (passed the minimum 20 days = least amount of days to postpone for next meeting & right under 30 days = required a notic of adjourned meeting)

Can you see how Sonny & Team plan their game...in very tight time frame.

Why not on Sep 1st? Less than 20 days from Aug 14th

Why not on Sep 15th? More than 30 days from Aug 14th.

Tomorrow is the day they will receive the letter from Nasdaq + 3 more days to notify shareholders = Friday or sooner!

So as long as they announce the merger by Friday or sooner, everything is LEGIT!

In the process of merging, they will ask Nasdaq some extra time to stay listed until the merger process is done...Then they will voluntarily filed Form 25-NSE to retire their securities.

Accelerated options vesting expire on July 25th, 2017 + 60 days = September 24th, 2017 per their DEF14A...

http://ih.advfn.com/p.php?pid=nmona&article=75337706 (page 16)

Falls under the end of 3Q...their original plan!

That is why CSC will be submitted in OCT based on their prelim 8K on Jun 9th, 2017 (using ZBH big name to persuade FDA)

Also, the head of spine @ ZBH is stepping down this coming Sep 1st, 2017 as well...

And this:

Dan Florin (Acting CEO Zimmer)

"The spine market, again, we believe we are going to be growing in that market in Q4" from:

Dan Florin

Craig, I would tell you that our strategic priorities and objectives are unchanged, accelerated top line growth with full product supply and with strong commercial execution, while at the same time making progress on our production and quality enhancement program and then moving ahead with the critical R&D programs that we have talked about. Management and the board frequently discuss and evaluate many strategic alternatives: divestiture, acquisitions, adjacencies, focusing on what would deliver long-term value to shareholders. So, that’s always the conversation. We believe in the spine and dental markets. The spine market, again, we believe we are going to be growing in that market in Q4. We are very excited to have the LDR portfolio as part of that business. The dental side, as we have described, dental did decline in the quarter. That actually was consistent with our internal expectations for Q2. That was really tied to disruption in our European commercial organization as we reposition that for long-term growth. Importantly, the U.S. had a positive growth quarter, the first one in quite some time. So that’s very encouraging. As we have described previously, Craig, we like the dental market. We estimate that market growing 3% to 5%. The business provides an attractive return on invested capital. We need to get it growing. We are making adjustments to the portfolio. We have just hired an excellent leader for the dental business. And as we sit here today, we believe in the market and our ability to restore momentum in the dental market.

above wordings from Zimmer 2Q CC transcript:
https://seekingalpha.com/article/4092394-zimmer-biomets-zbh-ceo-dan-florin-q2-2017-results-earnings-call-transcript

who is AMEDICA again? spine company backed by the unique super biomaterial Si3N4!

"At Amedica, we are the only manufacturer of medical grade silicon nitride.
Our innovative, patented biomaterial technology is ideal for use in spinal fusion and across a variety of medical applications."

http://www.amedica.com/

ah hah .... Too many coincidences, ins't it? Not really! ALL MERTICULOUSLY PLANNED! When to file & what to file = all planned out carefully! Kudos to Sonny Team & Zimmer Team as well!!!!

I am expecting some news this week. I can't find a legit reason for Sonny & Team to push this further....

It should be new item to vote on: approve the merger in the next DEF14A or DEF14A-amend

The SAGA is about to end nicely for REAL LONG INVESTORs!

==============================================================================

Bears are still trying hard to spin BS all day like it will be the end of the world for AMDA land.

Desperate to fool people to sell into their scare tactic.

look look to see who dumped all shares before June 30, 2017!!!!!!!!!

https://fintel.io/so/us/amda

look back at the chart, you will see the pps attack on last week of May....

then June 9th or June 10th, the hidden forces jumped in & bought many shares...pushed it up to .40ish

Then the bears all come out to sing the song "amda going to zero"

Looks like someone is really pissed...failed to attack the pps ...to bring it under 20 cents!!!!

Bears spin "going private" = R/S kill this BS spin

Bears spin "OTC" = R/S kill this BS spin too..

R/S is for share swapping purpose!

All real longs please vote YES to both!

Karmic Justice coming very soon!!!
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