Fit Investment Ideas

From Ft.com 29.1.2014 January 28, 2015 5:03 pm Tricks of the mind turned oil into gold Mikhail Fridman In 2007 I made a bet with a fellow Russian businessman. The price of oil, he told me, would never drop below $80 again. This was the consensus among oilmen at the time. And that, I thought,Continue reading “The best oil price analysis I read to date”

I have written here about Getinge before. Today, as predicted, Getinge announced that FDA is concluding its investigation with only symbolic fine. As a result the share is 10% up before the call. I believe there is another 10% on the table. The company announced that they will host an investor day to inform investors on theContinue reading “Getinge up 10% today. Furhter upside on the way”

http://seekingalpha.com/article/2820246-ipo-lockup-expiration-catalent

See my latest article on Value Walk http://www.valuewalk.com/2014/09/paul-singer-increasing-stake-fondul-proprietatea/

January 16, 2015 03:07 pm Fondul Proprietatea posts record profit, on asset sales Romanian investment fund Fondul Proprietatea (FP) ended 2014 with a record net profit of EUR 228 million, up by 48% compared to 2013, when the company’s profit amounted to EUR 151.1 million. Most of this profit came from dividends paid by companiesContinue reading “Fondul Proprietatea posts record profit, on asset sales”

http://seekingalpha.com/article/2824076-getinge-share-decline-on-ceo-resignation-presents-a-buying-opportunity

On 12 January 2015, GETIB announced that the current CEO, Johann Malmquist, had informed the Board that he would like to resign from his current assignment. As a result the Board had decided to appoint Alex Myers as the new President and CEO of the Getinge Group, effective 25 March 2015. Mr Myers is currentlyContinue reading “Getinge – time to profit”

Romanian investment fund Fondul Proprietatea (FP) has proposed a reduction of its share capital by RON 610 million (EUR 137 million) and the distribution of this amount to its shareholders, according to an announcement posted on the Bucharest Stock Exchange (BVB). Each shareholder would receive RON 0.05 per share. The distribution of cash is aboutContinue reading “Fondul Proprietatea to distributte EUR 137 mln to investors”

I like this idea: http://seekingalpha.com/article/2657985-getinge-opportunity-to-profit-from-fda-panic

  Fondul Proprietatea, the largest closed end fund in the world, has been under pressure from its activist investors. The largest shareholder in the fund is Paul Singer´s Elliot Associates, who has 15.2% stake in the fund valued at USD 550 mil. It is Paul Singer´s third largest position. In September shareholders passed a resolutionContinue reading “Fondul Proprietatea – how to make money in tender offer”