sabmiller this morning up as much as 10% to 12%.on coors up sharply because of the idea that if there were ever to be a deal it would have to divest itself of the ownership in the joint venture of tap of moll son coors and sabmiller and coors would benefit taking over that jv. none is to say there won't be consolidation at some point but they're controlled companies at this point. sabmiller with ultri. the family at 14%. of course, for its own part, a b inbev is controlled. they're not going to sell. they're the biggest by far at 180 million in market value. you have a lot of difficulties getting deals done on an unfriendly basis and does not appear, does not appear that sab is interested in a deal happening given, of course, their overture and rejected by heineken. carl? >>> an exclusive interview with tom lee of jp morgan and out with his own firm and a new market call, a lot of people want to know if tom is as bullish as he was when he left jp morgan. we'll find out in a minute. when change is in the air you see things in a whole

sabmiller, the one to have in your portfolio.miller wants to take heineken, okay, right there, to ward off budweiser. that's what the play is about. >> heineken gave the heisman. >> they gave them the heisman and that potentially could be a problem when you look at the pure fund mentals of this country they have the reach in the emerging markets, the reach into latin america and i truly believe that anheuser-busch inbev wants to potentially go after sab which isn't a bad thing -- >> wanting and doing is a totally different thing. >> it's to me it's the crown jewel of the industry, an industry since twit have rev reinvented 250 new products in the beer space going after spirits and wine killing over the last 15 years and gaining praccion. pete, you're holding the bud. is ta your top play? >> it is not. it is coors moulson. last friday unusual buying in the morning of the october 72.5 and the october 75 calls. >> unusual activity. >> $2 for the 72.5, today five bucks. 75s were -- >> show me a chart. >> show us a chart of tap the wa

the reason behind this there were reports that sabmiller had been looking possibly to make a deal withn. heineken basically said no. we want to remain independent. then there was chatter from "the wall street journal" in particular that anheuser-busch inbev was talking to maybe get financing to take over sabmiller. so, all this talk has really given the group a real pop. if you put those two together, they are the number one and two largest. so there may be some antitrust regulatory hurdles to continue with if that were to actually happen but keep an eye on this group, liz and dave. certainly one that seems to be brewing. i don't mean to be funny. liz: thank you, nicole, very much. david: s&p futures are closing. let's head back to lincoln ellis in the pits of cme. i have to give you kudos. i read the piece you put together for green square capital. very good information. if you ever want to know what is going on in the world check out his strategy paper for green square capital. go ahead. >> well, as you said, a lot of stuff going on this week. we have apple -- fomc meeting. alibaba o

>> the story, it's all speculation that sabmiller went to heineken.oincidentally i had dinner with someone very high up at heineken. they made it clear, they are not for sale. >> are their antitrust implications here? >> huge for sure. complex, but not insur moundable. some speculate that it would be miller coors in the united states and a company in china. the company would have 65% of the market share in the united states alone. >> and everybody wants to know about the cost of beer? >> probably not, but access to a lot more brands. >> good to see you. >>> it's 7:19. ahead on >> announcer: this national weather report sponsored by cottonelle. feel a clean so fresh it can only be cottonelle. >>> science is succeeding where diplomacy failed in north korea. >> ahead how the threat of a volcano eruption is forcing the reclusive nation to invite westerners in. >> the news is back here in the morning on "cbs this morning." stay tuned for your local news. >> announcer: this portion of "cbs this morning" sponsored by hershey's miniatures. choose your own del

the story is whether that is sabmiller's move on heineken is defensive against a bigger takeover threatrom anheuser busch inbev. david faber reports they're not trying to raise funds for that takeover but the space, guys, is very active. back to you. >> thanks so much. when we come back, gm announcing the first payouts to families affected by faulty ignition switches this morning. the man running the gm compensation fund ken feinberg will join us with details on a first on cnbc interview in just a moment. opinions. there's no shortage in this world. who do you trust? whose analysis is accurate? how do you make sense of it all? a simple, unbiased stock score consolidated from the opinions of independent analysts... is that too much to ask? nope. equity summary score, powered by starmine, will help you execute your ideas with speed and conviction. and it's only on fidelity.com. open an account and find more of the expertise you need to be a better investor. where the reward was that what if tnew car smelledit card and the freedom of the open road? a card that gave you that "i'm 16 and jus