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BlackRock Says It’s Added to Turkey Positions in Recent Days 2013-12-23 15:07:43.388 GMT
By Isobel Finkel Dec. 23 (Bloomberg) -- “We have been adding to positions in Turkey, especially in the financial sector, over the last few days, as valuations are now compelling (and for the first time in many months are now overweight relative to our benchmark),” Sam Vecht, head of the emerging markets specialist team at Blackrock in London, said in emailed comments today. * “While we watch the political situation in Turkey, and in all emerging markets very closely, we do think, that in Turkey, lots of bad news is already in the price” * “Historically, in emerging markets it has paid off to be brave when others are fearful” * NOTE: BlackRock is the world’s biggest money manager * NOTE: BlackRock to Third Point Blindsided as Turkey Shares Plummet, NSN MY0FI36TTDSQ <GO>
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BN 12/23 14:28 *FRENCH CONSEIL D'ETAT CANCELS DIRECT 8 AUTHORIZATION
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French Conseil D’Etat Cancels Direct 8 Purchase Authorization 2013-12-23 14:33:44.961 GMT
By David Whitehouse Dec. 23 (Bloomberg) -- France’s Conseil d’Etat cancels the authorization for the purchase of Direct 8 and Direct Star granted to Canal+ by competition authorities, France’s highest court says on its web site. * Competition regulator must reexamine the matter by July 1, 2014, the Conseil D’Etat says in its ruling.
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- Engility (EGL) and Dynamics Research announced that they have entered into a definitive agreement under which Engility will acquire DRC.
- Under the terms of the agreement, Engility will commence a tender offer for all outstanding shares of DRC common stock at a price of $11.50 in cash for each outstanding share.
- The transaction, which was unanimously approved by the boards of directors of both companies, is expected to be accretive to Engility's 2014 earnings and significantly accretive to 2015 earnings and beyond. The acquisition is anticipated to close during the first quarter of 2014, subject to customary closing conditions and regulatory approval.
Analyst comments: MU -2.21% (downgraded to Underperform from Neutral at BofA/Merrill)
- At this time, the Board has not changed its recommendation with respect to the pending transaction with Manitoulin Transport. Under the terms of the Manitoulin Agreement, Manitoulin has a period of five business days, expiring at 11:59 pm EST on December 31, 2013, during which it can offer to amend the terms of the Manitoulin Agreement.
- If, within the Response Period, Manitoulin offers to amend the Manitoulin Agreement such that the Board determines that the TransForce Offer would cease to be a Superior Proposal, Vitran will be required to enter into an amendment to the Manitoulin Agreement and implement the amended agreement. If, within the Response Period, Manitoulin does not offer to amend the Manitoulin Agreement, or if the proposed TransForce Offer continues to be a Superior Proposal following a proposed amendment to the Manitoulin Agreement, Vitran intends to accept the TransForce Offer, terminate the Manitoulin Agreement and pay to Manitoulin Transport the agreed termination fee of US$4 million, all in accordance with the terms of the Manitoulin Agreement.
- Xyratex has developed a leading hard disk drive (HDD) capital test equipment business. The acquisition of this business will further strengthen Seagates vertically integrated supply and manufacturing chain for disk drives and ensure uninterrupted access to important capital equipment. The acquisition also expands Seagates storage solutions portfolio by adding Xyratexs industry-leading enterprise data storage systems and high-performance computing business. Seagate will operate this business as a standalone entity and will focus on opportunities to improve and expand the business.
- The transaction has been approved by Xyratexs Board of Directors and is subject to customary closing conditions, including review by regulatory bodies and approval by Xyratex shareholders. Baker Street Capital, Xyratexs largest shareholder, has agreed to vote its shares in favor of the transaction. The transaction is currently expected to close in mid-calendar year 2014. Seagate expects to finance the transaction from existing cash balances and the transaction is not subject to any financing conditions.
- Seagate currently expects the transaction to be neutral to Seagates earnings per share in its fiscal year 2015. Seagate expects positive cash flow immediately following the transaction and expects revenue contribution to be between $500-$600 million in its fiscal year 2015.