Sunday, July 10, 2016

Corser, the pretenders Bonomi and Cairo revived: decisive days for the future of RCS – The Daily

New twist in the battle for the conquest of the Corsera . The two suitors, Urbano Cairo and Andrea Bonomi, even raising the stakes ahead of what will be the decisive week for the future of RCS. Investors will in fact have until Friday, July 15 to join one of the two proposals, in fact there will be no more raises.

In the last offer tabled in Consob , for the first once the La7 publisher promises to pay a share in cash to shareholders: the entrepreneur Alexandrian, which aims to raise at least 35% of RCS, proposed actions indeed 0.18 (compared to 0.17 last upward) Cairo Communication for each title RCS plus 25 cents cash. The stock market price of Friday, July 8, his offering grants each title of the Milanese publishing house the value of 1,038 Euros. And in a rather remote, of full acceptance, it will force Cairo to shell out 130 million of which will be financed by a capital increase of 70 million. There is no reason at the time, the entrance on the scene of a white knight that Cairo aid, entrepreneur who has already from its Banca Intesa .

On the other hand Bonomi, ally Pirelli, UnipolSai, Della Valle and Mediobanca , said it would disburse up to one euro (+ 25% compared to the relaunch of June 24 last year) for each RCS action aiming to reach at least the 30 threshold for percent. The maximum payment for Bonomi and then members will rise to almost 404 million in cash. Both offers therefore exceed the lower part of the fork indicated by the independent expert, Roberto Tasca , which was attributed to the actions of the publisher a value between 0.80 and 1.13 euro per share. But the fact remains that the Cairo offer is tied hand in glove with the market prices.

The investors’ choice must therefore essentially be based on the business plan presented by the two claimants who have both received the green light dell ‘ Antitrust . The draft Bonomi, who already has in hand 22.6% of RCS and has already committed to adhere to a capital increase of 150 million, plans to support the restoration and revitalization strategies put in place by the current management RCS. The plan, submitted by the vehicle International Media Holding Bonomi, has however, also received the approval of the board of the publishing house in Milan. Cairo, on the other hand, aims in the medium term to merge with its RCS publishing group as part of a more ‘extensive expansion project of the two companies. His plan did not convince the RCS Board of Directors has requested more details on the financial projections. Objections which indirectly Cairo responds in television campaign in support of its bid. In the commercial, the Alexandrian businessman recalls the achievements of his publishing house that distributed 153 million dividend in eight years. On RCS, merely ironic comment: “Thanks!” Hinting that its value as a manager could make a difference for the future of the publisher Corsera.

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