Oct. 22 at 3:16 AM
$OTLY And connecting the dots , with my previous post about Goudet.
JDE Peets (
$JDEPY) merging with Keurig (
$KDP) and beverages will be spinned off.
From JAB website : “JAB works with three globally recognized Senior Advisors who provide advice on investments and various governance and strategy matters: Bertrand Badré, Olivier Goudet, and Antonio Weiss.“
Oatly investment (10% of the company) of Goudet through Platin SARL must be personal but JAB-aligned signal of strategic interest in especially within the coffee ecosystem that JAB is now re-consolidating via the Keurig / JDE Peet’s combination…
So it will not be Nestle(
$NSRGY ) that I was always thinking about… It will be one of the JAB future companies to take it over in 2027/2028 after merger&spin off finalizes.
And first stone laid… Don’t get surprised if he increases his position gradually…
Wow, now all makes much better sense … Prepare for the ride guys…🤩