By Ian McVeigh: 12:36PM GMT 07 Nov 2015
Investors watching the takeover boom and wondering whether it is the start or the end of a period of high investment returns may want to have a look at Shell’s proposed takeover of BG.
Megadeals often tell us that the buyer is far more challenged than we know or he admits. Companies with good, reliable prospects almost never take such risks. Prospects for a dividend may play a large role in this deal.
When looking at the proposed purchase of BG, I note a striking similarity with RBS’s purchase of ABN Amro (ABN) in 2007.