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TheCleos

10/02/16 11:33 PM

#4743 RE: Tamhas #4742

It would be a very interesting situation if GE were to own say 60% of Arcam, while Arcam remained a separately listed public company. Would Arcam's Board be required to make decisions in the best interest of all shareholders or would they be allowed to make decisions that were in the best interest of the majority (i.e., GE).

One aspect of this discussion that I have not heard much about is the degree to which the big players (in this case aerospace manufacturers) have a "gentlemen's" agreement to be willing to share access at some level to certain technologies. I recall reading something about this somewhere in the past.

I would have to believe that if it was understood by the other players that it was GE's intention to block them out from EBM technology, then there would be no way that the other manufacturers (not to mention the EU) would not already be screamin to block this acquisition...or to make a counter offer .



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pdb2

10/03/16 1:42 AM

#4744 RE: Tamhas #4742

Tam, absolutely right. As I said in my post, if GE does not get the 90%, I expect them to go though with the Tender, taking whatever shares might be offered. If over 50%, they run the company to their benefit and the detriment of competitors as I've posted multiple times. Might even be happy with less than 50% as I stated below.

I also agree that the pps will eventually rise for the bullish reasons I've posted multiple times, including GE big orders and the advantages of GE's clout and pocketbook. BUT, immediately after the tender, with no increased bid, the pps might well go down in the short term (I don't now and playing like you by holding my remaining shares) giving us a chance to take the premium now and then buy back after the hoopla ends

As I stated, after experiation, the pps will either go//stay up (HOLD) or go down (should have sold and then buy back) and I don't now for sure, unlike what some claim, which way the pps will go I can guarantee you however that in the short term it will not go up to 600. LOL

What has shocked me is the lack of media noise, from competitors, stockholders or the EU Heck, even Elliot, which is making a play, is silent. this has caused the pps to go down and raised question marks for me. If the pps goes down in the short term, or does not get back to 35, then I made a mistake in not selling all. We shall see but the pps action and lack of noise has shocked and disappointed me.