Walgreens Boots Alliance Inc (WBA)

[Robbay]

I agree on a Settlement, I think Miquelon is looking for more than 10M, he also wants some executives skin out of this.

As for Buying Walgreens, Coke just said they see problems with currency headwinds.
As Walgreens will be rolling in and over Alliance Boots debt in addition to funding the buyout it could be disruptive.
I looked at the Boots/Alliance buyout in 2008 just before the market crashed..
Most of those notes were stuck on the 5 banks balance sheets who financed it, and possibly some still is.
I'm thinking they would like to unlock this cash and would fund any financial projection so they could sell into funds.
Waiting for Wag to find a buoyancy level with all these projections is a prudent play.


I bought into Htz at 20.00 after Firossa left.. Icahn is looking to unlock value their so I'm in for the ride.

Anything new by you?

GLTA!