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(B)(N) AGU Agrium Incorporated


Drama. Who is Jana Partners LLC today? From their website, we know that Jana Partners is an SEC-registered investment manager and hedge fund founded in New York in 2001 with approximately $3.5 billion in investments and “commitments” (they say) at the present time. Well, who isn’t SEC-registered? But they also say that they have a successful history of investing in companies and working constructively with managements and boards to promote “value creating change” and that they are adept at making or taking their “case” publicly to the shareholders when necessary.

When necessary? By proxy and Powerpoint? Frankly, my dear, we don’t know what any of that means in the absence of enforceable guarantees but we do know what “promoting value creating change” means. Nada  – please see our recent Post, The Last Twinkie, November 2012, or Maximising Shareholder Value (LOL), August 2012, among many others dealing with companies, IPOs…

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