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Activist letter to CSX ‘unnecessarily aggressive,’ says Citi

Citi analyst Ariel Rosa believes Ancora’s letter to CSX‘s (CSX) board is “unnecessarily aggressive” and could hurt the company’s negotiating position by pushing it to be a forced seller. Citi calculates Ancora’s stake at less than 0.2% of CSX’s outstanding shares. The firm thinks CSX should take a patient approach regarding a potential takeover and keeps a Buy rating on the shares with a $40 price target

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