07-16-2014, 05:10 PM
I'm still not clear on the logic of the deal other than a larger RAI to compete with MO/PM.
As I said elsewhere, the blu line will be sold to Imperial whilst RAI's new, untested in the market e-cig will be retained. The only big asset I see is RAI becoming a major force in the menthol market. With zealots looking to control everything you do in your life, that isn't the most promising thing looking forward.
For me, I'm going to wait and see if the price will come back a little closer to the buyout price and then sell. Where will I put the money? I'm still not settled on that yet. I'm finding no big benefit for the investor/owner in the situation.
As I said elsewhere, the blu line will be sold to Imperial whilst RAI's new, untested in the market e-cig will be retained. The only big asset I see is RAI becoming a major force in the menthol market. With zealots looking to control everything you do in your life, that isn't the most promising thing looking forward.
For me, I'm going to wait and see if the price will come back a little closer to the buyout price and then sell. Where will I put the money? I'm still not settled on that yet. I'm finding no big benefit for the investor/owner in the situation.