Getting ready to do my own (much more brief) write up on INGR. Found your article. I haven't read the whole thing yet, but anyone using a Electric Six lyric as a subheader gets an immediate 👍!
I've been monitoring Ingredion for a while. I want a boring, shareholder-friendly consumer staples name in my portfolio, and it fits. But I'm passing, at least until the market offers a near-absurd discount. I know too little about the business landscape to make a sound judgement on the acquisition of Tate & Lyle. On the other side of the trade is likely someone with the industry experience who knows it better than I do.
I made a very simple model of the Tate and Lyle acquisition, and I guess I'm not very bullish. Gave you an HT.
https://thisisthemodernworld.substack.com/p/lost-in-the-supermarket
I can see both sides to the story. I appreciate you sharing.
Getting ready to do my own (much more brief) write up on INGR. Found your article. I haven't read the whole thing yet, but anyone using a Electric Six lyric as a subheader gets an immediate 👍!
I've been monitoring Ingredion for a while. I want a boring, shareholder-friendly consumer staples name in my portfolio, and it fits. But I'm passing, at least until the market offers a near-absurd discount. I know too little about the business landscape to make a sound judgement on the acquisition of Tate & Lyle. On the other side of the trade is likely someone with the industry experience who knows it better than I do.