Hoosier's note: At first glance, it seems that the Heinz-Kraft Deal has nothing to do with QAF.
I also can't pinpoint exactly what this deal has to do with QAF, but, my gut feel is telling me that Salim Group could possibly do a similar deal involving Indofood, Nippon Indosari, QAF and Goodman Fielder.
Let me just briefly jolt down what I have in mind.
First of all, Warren Buffett and 3G Capital privatized Heinz. Similarly, Anthoni Salim's First Pacific and Wilmar International also privatized Goodman Fielder.
In 1997, Indofood and QAF attempted to merge but failed in the height of the 1997 Asian Financial Crisis. And, since Mr Anthoni Salim became a Substantial Shareholder of QAF in June, 2014, he has proposed 7 new board members who were approved by the Board of QAF; this suggests to me that Mr Anthoni Salim is most probably thinking of doing some corporate deals involving Indofood, Nippon Indosari, QAF and Goodman Fielder.
I know it is probably crazy to compare the Heinz-Kraft Deal with a Indofood-Nippon Indosari-QAF-Goodman Fielder Deal, but my gut feel is telling me that there could be some similarities between these deals.
Warren Buffett has provided a road map!