In short: Merger-arb — the potato-chip maker soared ~90% after agreeing to be taken private by Intersnack at $14.25/share (closed ~$7.25 Monday, traded as high as $14.04 Tuesday); deal set to close in Q4. "I think anything below 13 here is kind of buyable. There's not a lot of antitrust risk here."
Classic merger arbitrage. The snack-food maker Utz agreed to be bought by the German group Intersnack for $14.25 a share in cash, and the stock nearly doubled overnight from about $7.25. The deal is expected to close in the fourth quarter.
Singh's rule here is simply a price: "anything below $13 is buyable." Buying at $13 to receive $14.25 in a few months is roughly a 10% return for taking deal risk — and he judges that risk low because two snack companies combining raises almost no antitrust concern.
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