top of page
Writer's pictureBritannic Holdings Corporation

Diamond in the rough

We follow with interest the recent developments relating to LVMH’s currently abandoned $135 per share takeover of NYSE listed Tiffany & Co.


It appears the two companies are destined for a bloody court battle with Tiffany suing to force LVMH to complete on the terms of the merger agreement and LVMH submitting a counter suit alleging financial mismanagement by Tiffany during the Coronavirus pandemic and as a result, that it is now a different company than the one LVMH agreed to buy.


Will the wily wolf in the Cashmere Coat, Bernard Arnault succeed in convincing the courts or is this just a bluff to force a revised settlement and secure a better deal for LVMH?


One thing is for sure, Tiffany’s share price has diverged significantly from LVMH’s agreed offer price in recent weeks, providing opportunity for the brave arbitrageur.


Diamond or a ringer... as ever, time will tell.



Disclaimer:

The statements provided in this and other posts are not financial advice, nor are they recommendations or solicitations to buy, sell or trade any security, nor are they solicitations of any proxy or vote. The information provided is for general information purposes only and should not be considered financial or investment advice. Trading and investing in securities involves substantial risks and you should consult with a qualified financial professional before making any investment decision.

17 views0 comments

Recent Posts

See All

Comments


bottom of page