A Sens announcement from Clover* merely stating that the company is in “negotiations” didn’t do anything for the share price but it did get speculations going. The company could be making an acquisition and, as a shareholder, that is my hope. Clover has strong cash f low and distribution, and now needs to start buying brands to plug into its distribution network. However, other theories include the company being bought by either Pioneer Foods or RCL Foods (the old Rainbow which now has Remgro as a 69.5% shareholder). I have written before that RCL needs some top brands and the fit would be great for RCL. That said, I never like it when companies that I own and admire are taken out. Sure, I get a quick spurt of upside, but then I lose the holding and longer-term upside as it gets delisted.