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Headwaters Capital Q4 2023 Investor Letter

Headwaters Capital Q4 2023 Investor Letter
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She Blinded Me with Science – ISS Makes Schoolboy Error on Abcam Deal

By John Jannarone Perhaps Glass Lewis knows multiplication better than more prominent proxy advisor Institutional Shareholder Services. Medical supplies behemoth Danaher Corp. is making a move to acquire Abcam plc (ABCM) for $24 a share in cold hard cash. Trouble is, the company continues to say it may be worth quite a bit more. In […] The post She Blinded Me with Science – ISS Makes Schoolboy Error on Abcam Deal appeared first on CorpGov.

Headwaters Capital Calls Out Fishy Bid for Abcam from Danaher in Letter to Stakeholders – Exclusive

Medical specialist company Abcam plc (Nasdaq: ABCM) agreed to $24 a share deal with Danaher on activist pressure Headwaters Capital Management, LLC points out that Danaher issued lower forecasts than Abcam in deal announcement Headwaters Capital believes that the fair value of ABCM’s shares is between $35-$39 per share Shareholders likely won’t know 2023 results […] The post Headwaters Capital Calls Out Fishy Bid for Abcam from Danaher in Letter to Stakeholders – Exclusive appeared first on Corp

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