Robert's Feed
Jun 29, 2015
via Breakingviews

SpaceX flameout hardly heralds failure

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Space flight is like the venture capital industry in reverse: Most launches succeed, but a prominent few explode spectacularly, just as SpaceX’s latest attempt did on Sunday. Such mishaps, though, are par for the course in the space business, and Elon Musk’s company remains on the right trajectory.

Jun 25, 2015
via Breakingviews

Palantir’s mystery inflates its $20 bln valuation

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The author is a Reuters Breakingivews columnist. The opinions expressed are his own. 

Palantir’s mystery inflates its valuation. The private data analytics firm backed and beloved by government intelligence is raising $500 million in fresh cash, giving itself a unicorn-busting valuation of some $20 billion. Going public may not be an option for Palantir given its clients and culture. The result is a deepening enigma that may actually feed its potential value.

Jun 25, 2015
via Breakingviews

Palantir’s mystery inflates its $20 bln valuation

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The author is a Reuters Breakingivews columnist. The opinions expressed are his own. 

Palantir’s mystery inflates its valuation. The private data analytics firm backed and beloved by government intelligence is raising $500 million in fresh cash, giving itself a unicorn-busting valuation of some $20 billion. Going public may not be an option for Palantir given its clients and culture. The result is a deepening enigma that may actually feed its potential value.

Jun 2, 2015
via Breakingviews

Corporate divorce expenses matter beyond activism

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By Robert Cyran and Richard Beales

The authors are Reuters Breakingviews columnists. The opinions expressed are their own.

Dis-synergies aren’t just a defense against activist shareholders. Acquisitive corporate chieftains love to talk about synergies from the deals they’re planning while playing down the costs. Meanwhile, managers under pressure to split companies may overstate the negative effects. But they’re still real.

May 21, 2015
via Breakingviews

CVS-Omnicare portends lower doses of pharmacy M&A

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

CVS Health’s $10 billion deal for Omnicare portends lower doses of pharmacy M&A. The drugstore’s purchase gives it entrance to nursing homes and expands specialty medicine distribution. But the increasingly concentrated industry is bumping up against antitrust concerns and may have to live with fewer transactions.

May 21, 2015
via Breakingviews

CVS-Omnicare portends lower doses of pharmacy M&A

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

CVS Health’s $10 billion deal for Omnicare portends lower doses of pharmacy M&A. The drugstore’s purchase gives it entrance to nursing homes and expands specialty medicine distribution. But the increasingly concentrated industry is bumping up against antitrust concerns and may have to live with fewer transactions.

May 18, 2015
via Breakingviews

TPG’s $8 bln drug sale far from generic

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

The latest off-patent drug deal is far from generic. With the $8 billion sale of Par Pharmaceutical, buyout firm TPG will generate an outsized return on its investment in three years. Though it’s a rare development, the eagerness of buyers like Endo International means more sellers are bound to benefit.

May 18, 2015
via Breakingviews

TPG’s $8 bln drug sale far from generic

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

The latest off-patent drug deal is far from generic. With the $8 billion sale of Par Pharmaceutical, buyout firm TPG will generate an outsized return on its investment in three years. Though it’s a rare development, the eagerness of buyers like Endo International means more sellers are bound to benefit.

May 12, 2015
via Breakingviews

Verizon’s dumb pipes no smarter with $4.4 bln AOL

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Verizon’s dumb pipes become no smarter by running $4.4 billion AOL through them. Seeking refuge from a vicious wireless war, the U.S. telecom carrier is buying the custodian of the Huffington Post and old internet dial-up customers. AOL’s video ad tech business may be the ostensible prize, but it faces many threats. This is just another silly deal involving a company best known for its involvement in a catastrophic one.

May 12, 2015
via Breakingviews

Verizon’s dumb pipes no smarter with $4.4 bln AOL

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Verizon’s dumb pipes become no smarter by running $4.4 billion AOL through them. Seeking refuge from a vicious wireless war, the U.S. telecom carrier is buying the custodian of the Huffington Post and old internet dial-up customers. AOL’s video ad tech business may be the ostensible prize, but it faces many threats. This is just another silly deal involving a company best known for its involvement in a catastrophic one.

    • About Robert

      "Robert Cyran, U.S. tech columnist, joined Breakingviews in London in 2003 and moved four years later to New York, where he continues to cover global technology, pharmaceuticals and special situations. Robert began his career at Forbes magazine, where he assisted in the start-up of the international version of the magazine. Before working at Breakingviews he worked as a market researcher and reporter covering the pharmaceutical industry. Robert has a Masters degree in economics from Birmingham University and an undergraduate degree from George Washington University."
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