Bayer N Ord Share Price (0P6S)

another fancy dinner with bill's no.3 yesterday. breakup is inevitable. i know the stock price is in the toilet, but that's interest rates, baby. it was already discounted to 50 on the crop sales downgrade earlier in the year, and then morgan stanley lost its **** and gave a price target of 45. that's just sand-bagging and potential market manipulation. major cuts will come from audit, hr, all throughout germany - lots of headcount won't be needed when the group shrinks. this is unlike anything that's been seen before. there'll be changes in investor relations, so jump in now at 40 before the equity story changes! as one head of hr put it: "almost all of our work for the next 14 months will be separations.". a 3-way split will happen. spin off crop, sell consumer, carry on pharma. keeping the group together in its current shape is 'not an option'. bill knows that this is the last chance for the business. he can't get this wrong. werner totally screwed the pooch with monsanto, and the last 5 years have been nothing but a patch-up job, going badly. works councils at the top are on-board. but lower down, the concerns will be for on-the-ground workers and disconnected from the major corporate actions of the day. the cfo of crop science was fired for incompetence. more will follow. bill disintegrated the strategy team on impact, and will keep going. financially, even though he talks it all down in terms of 'tax leakage', this sale will fix the cash flow issue overnight, pay off all the debt, and streamline operations around a very small number of mission critical areas. no previous ceo or head of hr wanted to do this, was capable of doing it, although they all had to do it. bill knows he doesn't have to worry about big 'culture changes' because the evisceration of top ranks will basically do that for him overnight. the tinyjimble target at this point is 63.45, offering a 45% gain between now and capital markets day in may 2024 so if you can keep your money here until then, that'll pay for summer with the kids and something shiny for your driveway. keep plugged into tinyjimble. straight from the horse's mouth, over riesling. best to all of you. out.

Every day, more evidence. I was contacted yesterday by an institutional investor, asking all manner of questions about Bill, his leadership style, and how the Works Councils operate at Bayer. They hold a minority stake, but they too are looking into the huge value that would be released when the Conglomerate splits, and wanted to know which obstacles there are. Today's announcement of breaking ground on R&D in Monheim (HQ of Crop Science) is a nod to the works councils, who want to see Germany and work for Germans remain high quality and internationally competitive. All good, and the investments will be bargaining chips for the stewards who represent the workers. IT's not an election year with the works councils until 2025, so plenty of time to get this party started - but not too much, so expect movement soon. The stock price is starting to tick up as people catch wind of the potential here. The fact that Bill hasn't come out in defence of the Conglomerate and put the possibility to rest suggests he is still keeping that door wide open still. There is the chance to double your money on a yield stock here - these opportunities don't come along very often. At the limit, you'll end up holding a very large chunk of a pharmaceutical company, and receive a nice payout along the way. And the BlueRock Therapeutics portfolio is good good good - very encouraging signs from this tiny little LEAPS team that could do great things for Parkinson's, and for the balance sheet along the way. I'm sitting on a small loss (average 53 Eur), but am in to the tune around 2500 units and building each month. Don't get left behind!

Artisan, 16th largest stockholder just weighted in on Bill, pushing for a breakup: https://www.reuters.com/business/healthcare-pharmaceuticals/bayer-investor-artisan-calls-break-up-2023-08-25/

GUARANTEED! Leverkusen is SWARMING with investment bankers and advisors at the moment. GUARANTEED! The next 4 months will be entirely given over to breaking up the Conglomerate, selling Consumer Health and spinning out Crop Science, and dismantling the insanely expensive Corporate overhead! Guaranteed this will dissolve the debt burden and return billions to patient stockholders like us! Get in now, as those leaks and jungle drums will get louder from here to November!!!! Trust me: I know!

Hi, it's only me here, but I'm worth a listen! More clues from Bayer, this time from... HR! Yes I know. But here's the deal: Serena Lin, former McKinsey partner and veteran of Elanco Animal Health was removed from post with 7 months remaining on her contract. Replaced by Heike Prinz (who I once met in Tokyo). Heike is a pureplay Pharma veteran of 37 years, now on her last job in the Company and finally on the Board (great appointment). Sarena staked her life on the notion of 'one Bayer', bringing the firm together under one happy roof and squeezing synergies. She saw billions of cost savings. But Bayer is two things: 1 = a superior immune system that resists such pressure especially from a newbie (they only like lifers), and 2 = a fantastic portfolio manager. The whole company is set up for successful M&A/carve outs/split offs/spin offs. So now the Board is 3/6 Pharma. Bill is from Roche. Stephan Oehlrich is Pharma president, and Heike HR is a Pharma lifer. The other two are Presidents of Consumer Health and Crop Science. So to my point: What about this doesn't scream 'Break Up' potential? Behind the scenes, Rodrigo president of Crop is building his internal team and bankers are all over the place in Leverkusen helping to structure a spin off of the Crop business and a sale of the Consumer Health business. CH selloff to PE will bring in 22bn, halving the debt pile. Since CS isn't performing by itself but has a super product innovation lineup to move beyond glyphosate, the investment thesis is strong, or in other words, the Company would survive by itself as a slimmer version. This just leaves PH, headquartered in Berlin, and a lot of historic real estate in Leverkusen. I know the works councils will never wear it, but Norbert and the Supervisory Committee brought Bill in, and approved Heike, for a reason. And this is it. Buy in today, and walk off with 80% profit in 18 months time. It won't be this low for long, and once it takes off, you'll never see 50c again. This is especially true since Bill killed frothy expectations of profits with his pre-earnings announcement. So now the emotion has gone and the temperature is lower, you're dealing with a diamond. Jump on board!

Morning morning rise and shine Bayer beauties! It's day 1 of Bill's new job as CEO, and guess what: I know a guy who knows a guy - seriously, in this case, his head of HR, Frank. Breakup is certainly on the cards. To the unions, he'll say "Hey, no, we value you and all..." but to BlueBell and others - the people who put him there - he is DEFINITELY saying "You own the company, and I'm management. Also, we're screwed and we need cash. This company is worth 3-4x split up, and a hell of a lot easier to grow like that, because the synergies are an illusion!". I'll give it 3 years, and BAYN will be a pureplay Pharma, having spun off the Crop, sold Consumer Health for 22bn, and stripped out unnecessary headcount (very expensive headcount) in LEV. Aw, the poor 'Group' managers who were so important but didn't do anything helpful. But that's ok, because this stock will go from 54-ish today to 110-ish in a few years time. So if you're looking for a dividend stock that could double in 3 years, with a very low risk profile, pile in. Wake up!