Silke Stegemann
Silke Stegemann
business earnings efficiency efforts improve paid past segments shows strongly
All of the company's business segments have contributed strongly to the earnings improvement, which shows that the past years' efforts to improve efficiency have paid off.
expected results
All in all, the results are better than expected and convincing.
amendment good
This is a good amendment of Bayer's cardiology and hematology portfolio.
adding excellent far move record track value
This move comes as a surprise, but BASF so far has an excellent track record in acquisitions that were always adding value to investors.
chemicals cycle growth high humming results seeing
The results were in line. The chemicals cycle is humming right now. The high dividend is not surprising, seeing the growth in profit.
paying salt thanks time winter
The company's salt acquisitions are paying off big time thanks to the winter weather.
friendly opening
I think Engelhard is opening up to a friendly transaction.
manifest move positive stick time
Bayer has now manifest its will to move forward. This is positive because now we know they can stick to their time frame.
capital justify markets pain point price seeing threshold
The pain threshold is around $40. They can't go a lot over $40 without the capital markets seeing that negatively. There is a point where a price would not justify the transaction.