222: Luke Cummings – Mergers & Acquisitions: The Ultimate Game of Poker

1

Introduction

00:00 • 3min

2

How to Evaluate a Takeover Bid?

03:13 • 3min

3

Non Binding Transactions - What's the Difference?

06:41 • 3min

4

Non Binding Transactions - Are You Going to Dismiss a Potential Trade Around This?

10:01 • 5min

5

How Do You Evaluate an Initial Takeover Bid?

14:41 • 3min

6

How Do You Know if You're on Board or Opposed to a Takeover?

18:04 • 3min

7

What's the Difference Between a Dollar 20 and Two Dollars 80?

21:11 • 3min

8

How Important Is It to Stand the Story Behind the Takeover Bid?

24:12 • 6min

9

How Do You Know if the Bid Price Is a Good Deal?

29:55 • 2min

10

What Is the Value of a Stock?

31:50 • 4min

11

The Fundamental Value of a Stock

35:38 • 3min

12

What Are the Best Terms of the Deal?

38:44 • 5min

13

What Is a Scheme of Arrangement?

43:56 • 2min

14

Private Equity

45:43 • 3min

15

How Do You Initiate a Position?

48:19 • 4min

16

Is There Something You Can Take Away From That?

52:38 • 4min

17

What Is the Price Drifting Up?

56:52 • 5min

18

What Are Some of the Key Dates to Be Aware of During the Takeover?

01:01:37 • 3min

19

How Important Is It to Have a Basic Understanding of Corporate Law?

01:04:58 • 4min

20

The Ghost Shop Clause, You Know?

01:08:50 • 2min

21

Are You Taking Some Off the Table?

01:10:32 • 3min

22

Do You Have a Second Bidter Joining the Party?

01:13:59 • 3min

23

The Show Notes for This Episode Are Here.

01:16:35 • 2min