#merger

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Sept 29 Rumors Summary

Looking to summarize the rumors over multiple threads surrounding potential Sept 30 announcements. Note that some rumors are of course contradictory.

  • sale/closure of Fife
  • sale/closure of Fawley
  • sale/closure of Chem plants on European Continent
  • upstream layoffs in Germany
  • sale of Imperial Oil
  • XOM buyout of remaining IOL shares with removal of redundancies
  • sale of Kearl
  • merger of Upstream Operations with EMPS
  • sale of Quarry Park with employees moved downtown Calgary
  • sale of Quarry Park with employees moved to Edmonton
  • sale of Quarry Park with Employees moved to Edmonton/Sarnia (US/DS)

Elliott was correct

Not so long ago activists investor openly communicated to the BOD and shareholders that splitting the company was the best path forward. Fast forward to today and it seems clear they were correct. Both sides stock is on fire YTD. No doubt AI tailwinds are the driving force here but the numbers don’t lie. At the same time don’t be so sure this will lead to job creation.


Paramount Bros Skydance - Physical Assets

Alright ladies and gentlemen. Let's talk about assets of the combined companies of Paramount, WBD, and Skydance. I am interested in physical assets and not everyone talking about how we would have everything but James Bond.

For example;

NY - CBS Broadcast Center - Paramount
NY - CBS Ed Sullivan Theater - Paramount


It’s such a shame

Ansys was a strong company on its own. We didn’t need this to happen. It was our work that made Ansys successful, yet now we’re now treated as expendable. Do they even care what happens to performance once so many of us are gone?


Layoffs

Major layoffs coming in the car and mechanical departments. Most car jobs will be eliminated, and TCI jobs will be put in their place. Major yards like north Platte and Kansas will still facilitate car repair with union workers, but smaller outlying yards will have contractors do the work, and this is including locomotive service and inspection.

These cuts will bolster stock prices for the Norfolk southern merger


Prediction, HP and Dell Merge in 2026

A merger between HP and Dell could create a global technology powerhouse with unmatched scale, operational efficiency, and market reach. By combining their strengths in personal computing, enterprise solutions, and supply chain management, the merged company could drive innovation, reduce costs through economies of scale, and better compete with major players like Apple and Lenovo. Additionally, aligning their R&D efforts and customer service infrastructures could enhance product offerings and improve customer experience across both consumer and enterprise markets. The current administration may allow such a merger if it demonstrates clear benefits to U.S. competitiveness in the global tech industry, promotes domestic job growth, and does not significantly reduce competition in key market segments. Given the strategic importance of maintaining leadership in technology, regulators could view the merger as a way to strengthen the nation’s position in a rapidly evolving global economy.


Halliburton Will Be Sold Soon

Don’t let them fool you, Halliburton will be sold soon. Leadership will get wiped clean. It’s the only way. Worse leadership imaginable. Completely out of touch with hard working people that actually run the industry. Tell your white collar leadership to work on the well head, and earn their stripes like the rest of us.


Macy’s Fair Oaks complex

Due to the Federated-May Company merger, most malls that had separate company boxes either shut down one and moved into the other OR they kept all the boxes and separated the departments and made individual stores i.e (Mens/Kids/Home), Women/Kids) (Home/Kids), etc.

I noticed at Fair Oaks Mall in Fairfax, Virginia, that Macy’s operates two full line locations. There’s an original Macy’s store on three levels with all the departments and then there’s a second Macy’s store that was formerly Hecht’s on two levels that’s huge that has all your departments plus a Backstage and Furniture Gallery.

If anyone is in the know, is there a reason why the company kept both stores as is and didn’t separate the departments like they did in other malls and markets.

It’s very redundant having Mens/Kids/Women/Home in both locations carrying the same exact brands and assortments.


Xerox Credit Rating Cut to ‘B’ Due to Lexmark Integration and Low Cash Flow.

Xerox Credit Rating Cut to ‘B’ Due to Lexmark Integration and Low Cash Flow.
https://tonernews.com/forums/topic/xerox-credit-rating-cut-to-b-due-to-lexmark-integration-and-low-cash-flow/
#print #printer #toner #tonercartridges #tonercartridge #InkCartridges #Printing #Ink #printercartridges #copiertoner


This deal is making me even more worried

I’ve been anxious about the future of this company ever since it clearly started its downward spiral. On the surface, this deal may look like a resolution, but to me it feels more like a continuation of the agony. More uncertainty, more stress, more pressure - and with the new owner, motives and practices are very much in question. I can only hope the transition works out for at least some of us, but honestly, I’m doubtful.


It's almost funny

When the acquisition of Albertsons fell through, I celebrated, because I thought we were saved from layoffs. We all knew it would be bad if the merger went through, but since it didn't, we were good. It's not so good to wake up one day and realize how stupid you've been.


When IBM will be acquired

IBM will likely be sold off in pieces and what’s left, acquired, much like Digital Equipment Corporation and Sun Microsystems. Two once great companies with some brilliant people that had strategic plans that failed to pivot in time for the way the marketplace was going. I loved working for DEC, until we started losing money.