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Boiceres

Marrone Bio Innovations (MBII) – Merger Arbitrage – 16% Upside

May 24, 2023May 13, 2022

Current Price: $0.99

Offer Price: $1.15

Upside: 16%

Expiration Date: Q3 2022

7 Comments
SUBMIT QUICK IDEA

Recent Comments – Closed Ideas Only

  • Quick Pitch: MEI Pharma (MEIP)
    No Worries. Before October Anson/Cablecar will have control of the company. We know for sure, that they have around 20%…
    MH on Sep 24, 2023
  • Liquidation
    I do not think there is any hard rule for this - it is always an educated guess (in some…
    dt on Sep 22, 2023
  • SSI Weekly – Quick Pitches For TBRD.V, FNCH, TYR.AX
    I have not seen anything aside from the update on the strategic review. The shares of peers have also declined…
    DanX on Sep 22, 2023
  • SSI Weekly – Quick Pitches For SIOX, CTLT, OTIC
    To me the timeline doesn't look that extended at the moment especially if we compare it to other liquidations. Please…
    Lukas on Sep 22, 2023
  • SSI Weekly – Quick Pitches For SIOX, CTLT, OTIC
    SIOX - How much does the long delay change your thoughts on the excess reserve? Looks like CEO makes $500…
    Anonymous on Sep 21, 2023
  • SSI Weekly – Quick Pitches For TBRD.V, FNCH, TYR.AX
    Anything worthwhile about TBRD's nosedive since Mid-August? Earnings premarket Oct 5, call later.
    Jerry Kerviel on Sep 21, 2023
  • 111 (YI)
    I think this is a typo in transcripts and should have been 'Buyer Group' instead of 'Bayer Group'. The SEC…
    dt on Sep 21, 2023
  • Quick Pitch: MEI Pharma (MEIP)
    It seems so. Don't see any other news that could explain it. Does anyone know when the next shareholder meeting…
    Jimo on Sep 21, 2023
  • Liquidation
    Great article, thank you. How do you estimate liquidation/wind down costs? In liquidation involving firms with a market cap of…
    G98 on Sep 21, 2023
  • 111 (YI)
    reinitiating the trade that keeps giving.....i hope
    Jerry Kerviel on Sep 21, 2023
  • Quick Pitch: MEI Pharma (MEIP)
    MEIP up 17% today on 9X usual volume. maybe a delayed reaction to this? https://www.benzinga.com/pressreleases/23/09/b34685735/mei-pharma-confirms-receipt-of-director-nominations-from-anson-and-cable-car
    mescms on Sep 20, 2023
  • 111 (YI)
    On the Q2 2023 earnings call they mention that the privatization offer is expanded with Bayer's group, I cannot find…
    Hidde on Sep 20, 2023
  • SSI Weekly – Quick Pitches For AKUS, LMST, NTO.AX, SCHL
    From the DBTX proxy: "On July 19, 2023, Mr. Husseini informed Dr. Reid by telephone that Regeneron was concerned about…
    writser on Sep 18, 2023
  • Quick Pitch: Delek US (DK)
    AFAICT, it is simply a prospectus indicating the potential sale "from time to time, in one or more offerings" by…
    George on Sep 16, 2023
  • Quick Pitch: Delek US (DK)
    What exactly is this? A tender offer?
    MADcap on Sep 15, 2023
  • Quick Pitch: Delek US (DK)
    in case someone missed that: https://seekingalpha.com/filing/7851377?hasComeFromMpArticle=false
    Hubert on Sep 15, 2023
  • Quick Pitch: Delek US (DK)
    DK share price has surged almost 30% since mid-July, amid a broader upswing in the refining sector. The sector move…
    dt on Sep 15, 2023
  • SSI Weekly – Quick Pitches For AIMC, 0273.HK, IMO.TO
    It's a positive development; however, the main issue remains. True Dynasty Limited still holds the blocking stake, and they still…
    Giorgi on Sep 15, 2023
  • SSI Weekly – Quick Pitches For AIMC, 0273.HK, IMO.TO
    Ah forgot link: http://59.148.201.39/uploads/file/3c86d9c1f27b40cfb185774921c944c0/e_Red_-_Despatch_annt_0907_(clean)_for_upload.pdf
    Jerry Kerviel on Sep 15, 2023
  • SSI Weekly – Quick Pitches For AIMC, 0273.HK, IMO.TO
    Looks like HK 273 Mason released a scheme of arrangement with set dates. From stock reaction it doesn't seem to…
    Jerry Kerviel on Sep 15, 2023
  • Transcontinental Realty Investors (TCI)
    Very strange trading, especially the -16% share price drop yesterday. However, I don’t see any news from the company or…
    Jimo on Sep 14, 2023
  • Vertical Capital Income Fund (VCIF)
    I’m closing CCIF/VCIF idea with a total return of +1% in 7.5 months, including the tender and dividends ($1.41/share in…
    dt on Sep 14, 2023
  • Transcontinental Realty Investors (TCI)
    Is anyone still following this one? Would be curious for an update.
    kravcorp on Sep 13, 2023
  • Kenvue (KVUE)
    It is still a short term trade related to the split-off and KVUE trading significantly below peers. I am not…
    dt on Sep 13, 2023
  • Vertical Capital Income Fund (VCIF)
    CCIF up 1% today and 2% after hours on dividend news - Declaration of a monthly dividend for September, October,…
    mescms on Sep 13, 2023
  • Kenvue (KVUE)
    Think this sell off is because the phenylephrine Sudafed more easily available was ruled ineffective by FDA.
    Quinn on Sep 12, 2023
  • Kenvue (KVUE)
    Initially this was supposed to be a short-term trade to profit from possible inefficiencies around the split-off. That thesis didn't…
    writser on Sep 12, 2023
  • Quick Pitch: Delek US (DK)
    $30+ now, after staying in low $20's for 5 months. I'm holding thanks to Chris DeMuth and DT.
    Terence on Sep 11, 2023
  • Kenvue (KVUE)
    Partial rebound pre-market today on positive court filing in Friday and buy rating from Deutsche Bank. "While the Food and…
    Jimo on Sep 11, 2023
  • Kenvue (KVUE)
    There's no threat to tylenol sales - this is purely about whether there should be a label warning pregnant women…
    Tolulope on Sep 9, 2023

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