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Provides refreshingly forthright, objective comment on small cap companies. Informed opinion, based on first-hand research, but pulls no punches in exposing management weaknesses.
CADBURY - where are the private equity boys?
Posted 09/09/09
In an interview with Dow Jones, Kraft’s VP for Food Strategy, Michael Osanloo, spoke clearly about how his company views the rejected Kraft bid for Cadbury.
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Cadbury - too much to digest?
Posted 08/09/09
All the noise is that any offers will have to be between 800p and 900p with a significant element in cash.
Will management be able hold off the predators?
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