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Re: Santa post# 9261

Thursday, 07/20/2017 1:00:29 PM

Thursday, July 20, 2017 1:00:29 PM

Post# of 41781
I would take merger context out.

Zimmer must own 100% of Si3N4 to fully help to boost their revenue & profit.

Also, I will post a theory of that in details later if I have time....

Must be some big, details, attractive plans they presented to JANA to convince them to take SIGNIFICANT stakes in Zimmer.

It's illogical for greedy JANA to take big stakes based on this forecast:

"They also experienced slower than expected sales recapture from previously affected customers in the U.S."

https://www.streetinsider.com/13Ds/Rosensteins+JANA+Builds+Large+Stake+in+Zimmer+Biomet+%28ZBH%29%2C+Seeks+More+Influence/13095982.html

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