Comment / M&A radar: FedEx takeover/break-up appeal swells

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Succulent FDX feedback – spanning: “FedEx + DSV” (again); “FedEx + UPS” (new entry); “FedEx buyout” (uhmm); “FedEx break-up” (yawn!) – has poured into my inbox in the past week since the M&A barnstorming began on Tuesday 4 October.

I duly gave it time to rest in the back of my mind, wanting more, before highlighting the thinking of one source from the institutional investor community that, in all fairness, perfectly sums up the mood in our growing Premium circles.

Mr Gold* has ...