HOW WILL CADBURY’S FINAL DEFENCE AGAINST KRAFT PAN OUT?
DAVID BUIK | BGC PARTNERS
“Cadbury will come out with a brought-forward trading statement which will look electric. Roger Carr will dismiss Irene Rosenfeld and chew her up like a bag of nails. If she can’t improve the bid, it’s goodnight Vienna.”
JEREMY BATSTONE-CARR | CHARLES STANLEY
“All we’re going to get is top-line numbers. In its last trading update, Cadbury increased its growth and margin forecasts and given what we’ve seen over Christmas for the wider retail sector I do not believe it will disappoint.”
KEITH BOWMAN | HARGEAVES LANSDOWN
“Roger Carr will just reiterate the fairly strong statement we saw a while ago. He has a reasonably good hand, and some of the recent comments from Warren?Buffet will have added pressure to the management at Kraft.”