Thursday, September 27, 2007
Spectrum Brands Inc. (NYSE:SPC) is set to receive its first round of bids for its pet supply business which is expected to fetch in excess of $1 billion. The segment is said to have had $543 million in net sales in 2006 with an EBITDA around $100 million, according to sources close to the situation.

The diversified retailer said it would divest the business after several shareholders complained that the company had overleveraged itself to make a series of acquisitions. The divesture also follows the company's move to sell its lawn, garden and insect control businesses last year when it hired Goldman Sachs to explore alternatives.

Currently, Spectrum has yet to sell any of its business segments but shareholders are hoping that this first deal - which accounts for 21% of the company's overall sales - will help spark interest in others and improve the company's suffering financial condition.

In the end, this is great news for shareholders as it means more cash on the balance sheet, less debt, and much greater flexibility. Spectrum's plan to divest all of its mis-guided acquisitions is a move that could finally help shareholders unlock value that has been hidden in this company for years. Combined, these factors make SPC a stock worth watching!

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