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Letter "S" » Silke Stegemann Quotes
«The pain threshold is around $40. They can't go a lot over $40 without the capital markets seeing that negatively. There is a point where a price would not justify the transaction.»
«This is a real setback.»
«It's clearly BASF's strategic thinking not to give in and raise the price unless they get some information that justifies it.»
«This move comes as a surprise, but BASF so far has an excellent track record in acquisitions that were always adding value to investors.»
«This is a good amendment of Bayer's cardiology and hematology portfolio.»
«I think Engelhard is opening up to a friendly transaction.»
«The results were in line. The chemicals cycle is humming right now. The high dividend is not surprising, seeing the growth in profit.»
«Strengthening their product range further down the value chain makes a lot of sense.»
«The company's salt acquisitions are paying off big time thanks to the winter weather.»
«If the final price comes in over $40 per share, we would consider this negative.»

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