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Re: DewDiligence post# 127234

Friday, 09/23/2011 3:58:35 PM

Friday, September 23, 2011 3:58:35 PM

Post# of 257262
I am leaning toward the MNTA gets munched as there is more clarity on their various segments. Maybe rkrw CVR approach makes valuing M356 easier. The legislation could give a better identication of what degree of value to place on the FOB.

I'll throw out a couple of names who I think could be in play (in a takeover more so then FoB deal).
BAX and SHPGY both of which seem to like the growth by acquisition philosophy.

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