Daniel Loeb
Simon Dawson | Bloomberg | Getty Dluab
Dan Loeb's Third Point tau tsim ib ceg txheem ntseeg loj hauv cov neeg siv khoom loj Colgate-Palmolive, raws li CNBC's David Faber.
Loeb pom tus nqi zais hauv Colgate lub chaw haujlwm Hill's Pet Nutrition, lub tuam txhab khoom noj tsiaj, yog tias nws tau tawm mus.
Cov neeg ua lag luam ntseeg tias yog kev lag luam ib leeg, Hill's tuaj yeem xa cov kev loj hlob sai dua thiab cov paj tau zoo dua, thiab tuaj yeem ua tiav qhov txiaj ntsig ze li $ 20 nphom ntawm nws tus lej 2023, Loeb yuav hais hauv tsab ntawv ua lag luam yav tom ntej, raws li cov peev txheej.
Colgate tau nqis peev tom qab nws txoj kev lag luam khoom noj tsiaj, nws qhov chaw loj hlob sai tshaj plaws. Hill's ib txwm pitched nws tus kheej raws li kev txhawb nqa los ntawm "kev tshawb fawb," uas los ntawm hom kev xav tau pom raws li kev sib txawv.
Tus neeg ua haujlwm thiab tus thawj saib xyuas nyiaj txiag tau hais ntxiv tias kev sib sau ua ke hauv cov neeg siv khoom noj qab haus huv tau taw qhia rau ntau lub sijhawm rau Colgate. Loeb tau hais tias Colgate tuaj yeem dhau los ua ib feem ntawm M & A "minuet" tam sim no hauv cov neeg siv khoom noj qab haus huv.
Shares ntawm Colgate dhia ze li 3% rau hnub Tuesday. Cov khoom lag luam tseem poob qis txog 15% xyoo no.
Tau qhov twg los: https://www.cnbc.com/2022/10/18/dan-loebs-third-point-builds-stake-in-colgate-sees-value-in-pet-food-business-in-potential- spinoff.html