Please forgive me for not including mining giants Lukas Lundin, Robert Friedland, Ross Beaty, and others in this piece. The reason is simple, my money is on the four names below.
Tremendous respect has to be given to all 4 of these gentleman, and the amount of returns to shareholders on their dozens of takeovers:
Dr. Tony Holler: $2.4 Billion, Frank Giusta: $5 B (plus), Paul Matysek: $2.3 B, and Sir Terry Matthews: $15 B (plus)
For Holler, Giustra and Matysek, 5 to 10 years ago was the sweet spot in the commodities bull that saw the bulk of their acquisitions transpire.
Sir Terry Matthews returned close to $14 billion in 2000 to shareholders during the Tech boom.
Sir Terry has had only 7 failures out of over 100 companies, with over $15 Bil. returned to shareholders and 38 takeovers. He has 7 stocks publicly listed worth $2B, and 27 active private companies.
Dr. Holler''s CRH Medical traded at a low of .65 in 2014, and peaked at $5.50 in 2015, and closed the year up 531% on $667 Mil. in dollar volume.
Three of Giustra''s deals still have market caps of over $20 Bil.
Paul Matysek
Although Paul''s Lithium takeover was his smallest, he has a good shot at succeeding again by teaming up with Giustra in Nevada on a company called LiTHIUM X. They have a formidable team that should perform well in 2016.
Paul''s Track Record:
- President of Energy Metals until takeover ($1.8 Billion)
- President of Potash One until takeover ($434 Million)
- President of Lithium One until takeover ($112 Million)
Dr. Tony Holler
From his time as an emergency room doctor at UBC Hospital, to the sale of ID Biomedical to GlaxoSmithKline for $1.7 Bil., to his award winning Poplar Grove winery on the slopes of the Naramata Bench (Penticton), Tony is still the same friendly guy. Engaging, and always easy to talk to, success has done little to change his extremely positive attitude. Deal after deal, he knocks it straight out of the park.
Tony is unique in that he bounces back and forth between successful mining and medical deals:
- Chairman of Corriente until takeover ($679 Million)
- CEO of ID Biomedical, which was taken over by Glaxo for $1.7 Billion
- Chairman of Trevali from 2009 to 2014
- Present Chairman of CRH Medical (Market Cap Today: $250 Million)
Decanter Wine Awards Dinner, London (Poplar Grove Gold Medal: 2008 Syrah)
https://vitivallie.wordpress.com/tag/decanter-wine-awards/
Frank Giustra
Frank has been involved in some of the most successful companies of our lifetime (Endeavor Mining, Lionsgate Entertainment, Goldcorp, Silver Wheaton).
He always threw the best parties in November at the San Francisco Gold shows, a dozen years ago. Elton John, Burton Cummings, and the Gypsy Kings were just three of the performers that entertained investors and mining industry types lucky enough to receive an invitation.
"The one thing that always worked for me is generosity. Generosity can be very profitable."
--- Frank Giustra
"He always made his clients and the people around him money."
--- The late Paul Reynolds, CEO Canaccord
The "Renaissance Man" commanded the mining industry''s attention at the beginning of the commodities bull run 14 years ago:
2002: Giustra acquires controlling interest in Wheaton River (MC: $20 Mil.) and raised over $125 Mil. with partner Ian Telfer.
2004: Announced a merger with Goldcorp that eventually peaked with a market cap of $28 Bil.
2006: UrAsia was acquired by Uranium One for $3.5 Bil.
Giustra and Telfer spinoffs: Silver Wheaton, New Gold, Tahoe Resources, Primero Mining, Terrane Metals (Approx. $40 Bil.)
Frank''s Active Publicly Listed Market Caps:
- Endeavor (Market Cap: 422 Mil.)
- Silver Wheaton (MC: $6.441 Bil.)
- Goldcorp (MC: $13.559 Bil.)
Betting on the Jockeys: The Yorkton Lithium Express (October 19th)
http://ceo.ca/2015/10/19/betting-on-the-jockeys-the-yorkton-lithium-express/#
Sir Terry Matthews
From a $4000 loan to billions in returns, Hotels, a PGA Seniors’ Championship Golf Course, to transforming Ottawa into Silicon Valley North, Wales first billionaire is still a serial high-tech entrepreneur.
This Tech Titan has funded or founded over 100 companies, perhaps more than anyone in Canadian history:
Terry Matthews and his Wesley Clover Track Record (May 2014)
- 85 Companies in total (Only 7 have been unsuccessful)
- 37 Acquired
- 7 Active, Publicly Listed
- 27 Active, Private
Alphabetical List of the 85:
“If you take a look at where I live in Kanata, in Ottawa, there are now 22,000 tech workers. When I started Mitel with Mike Cowpland in 1972, if you’d said ‘this is a high-tech area,’ you’d have to be joking. It would be a joke. It’s no joke now.”
---Sir Terry
A few takeovers (of the 37) worth noting:
- February, 2000: Alcatel Completes Acquisition of NewBridge for CDN $10.32 Billion.
- December 2000: PixStream acquired by Cisco Systems in $550 million
- July 2006: Convedia acquired by RadiSys for $US 105 Million
- February 2007: Ubiquity Software acquired by Avaya for USD $150 Million
- June, 2009: IDT Completes Acquisition of Tundra Semiconductor for
- CDN $120.8 Million.
- May, 2010: BreconRidge sold to Sanmina-SCI for US$53 Million
- June, 2011: Amdocs Ltd. Acquired Bridgewater Systems for $211 Million
- September, 2011: Microsemi acquires Zarlink for USD $525 Million.
- Magor and Pairgain CEO Mike Pascoe''s Takeover:
- 2000: ADC Acquired PairGain Technologies for $3 Billion
“The competition is ferocious. Can Canadians win? Yes they can. We need more companies popping through a billion dollars."
--- Sir Terry
Sir Terry''s Active Publicly Listed Market Caps:
- Mitel: $1.146 Bil.
- Sandvine: $497 mil.
- ProntoForms: $32 mil.
- Counterpath: $17.5 mil.
- Magor: $12.9 mil.
- Dragonwave: $9.4 mil.
- Enfis: $4.8 mil. (UK)
“Opportunities are through the roof for those who get it right, and if you think that the opportunities have ended, you’d be very, very much mistaken. The opportunity is like going into a candy store. I mean, whatever you want. It’s just full of opportunities.”
--- Sir Terry on the future
Magor, Sir Terry Matthews, and his (37 companies acquired) Multi-Billion Dollar Takeover Factory (January 4th)
http://www.stockhouse.com/companies/bullboard/v.mcc/magor-corporation?postid=24431495
