BFW 10/23 19:26 *SOHN CANADA: DINAN SEES TAP UPSIDE 48%-58% WITH BUD/SABMILLER
SOHN DINAN: Dinan Sees Tap Upside 48%-58% With BUD/SABMiller
2014-10-23 19:39:32.890 GMT
By Joshua Fineman and Kelly Bit
Oct. 23 (Bloomberg) -- York Management’s Jamie Dinan sees
Molson Coors upside 48%-58% ($110/shr) if AB InBev purchases
SABMiller.
* Dinan expects that BUD will make a bid for SABMiller
* Sees minimal overlap in TWC/CMCSA deal; sees little downside
to TWC if deal fails; TWC standalone value $120; expects
Charter will be back if deal dies; expects deal to close in
March
* Dinana spoke at the Sohn Canada presented by Capitalize for
Kids in Toronto
For Related News and Information:
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First Word newswire: NH BFW<GO>
To contact the reporters on this story:
Joshua Fineman in New York at +1-212-617-8953 or
jfineman@bloomberg.net;
Kelly Bit in New York at +1-212-617-1097 or
kbit@bloomberg.net
To contact the editors responsible for this story:
Arie Shapira at +1-212-617-1488 or
ashapira3@bloomberg.net
Joshua Fineman
2014-10-23 19:39:32.890 GMT
By Joshua Fineman and Kelly Bit
Oct. 23 (Bloomberg) -- York Management’s Jamie Dinan sees
Molson Coors upside 48%-58% ($110/shr) if AB InBev purchases
SABMiller.
* Dinan expects that BUD will make a bid for SABMiller
* Sees minimal overlap in TWC/CMCSA deal; sees little downside
to TWC if deal fails; TWC standalone value $120; expects
Charter will be back if deal dies; expects deal to close in
March
* Dinana spoke at the Sohn Canada presented by Capitalize for
Kids in Toronto
For Related News and Information:
First Word scrolling panel: FIRST<GO>
First Word newswire: NH BFW<GO>
To contact the reporters on this story:
Joshua Fineman in New York at +1-212-617-8953 or
jfineman@bloomberg.net;
Kelly Bit in New York at +1-212-617-1097 or
kbit@bloomberg.net
To contact the editors responsible for this story:
Arie Shapira at +1-212-617-1488 or
ashapira3@bloomberg.net
Joshua Fineman