Thread regarding Resideo Technologies layoffs

the magic is in the 8-k

all this is public info, so hopefully it doesn't get removed/censored.

if anyone wants to know what's going on, just look through all the SEC 8-k filings. it's available on rezi's own investor site as well as from the sec.

what's interesting is this whole snap one deal. here are some facts:

the deal was worth around $1.4 billion
of the $1.4b, $500m was from CD&R, $600m from senior unsecured notes
snap one was NEVER profitable since going public
now CD&R has two people on the board
CFO swap happened couple of weeks ago

is anyone wondering why the company essentially borrowed $1.1b to buy a company that was never profitable? and why there was huge rush to close and now a huge rush to integrate them? first alert was a $600m+ buy, closed in about 6 months, took a year to integrate. but at least fa was profitable and is still profitable, actually accounts for a good percentage of the profit for p&s. it'd be curious to see q3 results and if snap one is helping or hurting profitability, and/or margins.

then look at CD&R. why is there a private equity firm involved? the $500m got them 2 board seats, rights to sell the preferred stocks at up to 24.5m shares. not sure exactly how many shares they got, but at time of announcement the $500m came out to be about almost 19m shares, pretty much on par or more than blackrock, one of the largest shareholders. then, recently rezi filed a sec form asking to shield whatever info is available about CD&R from freedom of information act. what's there to hide about CD&R's involvement?

what's next???

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| 931 views | | 5 replies (last September 18, 2024) | Reply
Post ID: @OP+1ur1wHwD

5 replies (most recent on top)

This chain is very insightful and helps understand what is likely to happen. :@6evj+1ur1wHwD I need another clue.

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Post ID: @8yzk+1ur1wHwD

They need to quickly integrate Snap before the next big acquisition comes through. CD&R will be funding that one.

Think about synonyms for intellectual, scholar, philosopher and you’ll figure out the company.

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Post ID: @6evj+1ur1wHwD

Enlightening. Question on the speed of integration, what's the big hurry? Other than figuring out duplicate roles, nothing gained by hasty decisions.
Unless something else is in play with the newest board members.

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Post ID: @6utp+1ur1wHwD

All excellent points

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Post ID: @xcy+1ur1wHwD

fascinating insight

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Post ID: @kfo+1ur1wHwD

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