Saturday, July 16, 2016

RCS Media, Cairo winning 48.8% – Il Sole 24 Ore

net win Urbano Cairo in RCS: its joint bid – bonds and cash – be adhered to 48,82% of the capital, compared to 37.7% the tender offer that Bonomi He started well in the lead with 22.6% of the capital in the hands of members of the consortium Diego Della Valle, Mediobanca, UnipolSai and Pirelli. To the result, it was learned from a statement released in the evening, it helped the contribution of 22,119,000 shares, bought yesterday to blocks, at a price of 1 euro, UT Communications (Urbano Cairo) and simultaneously tendered.

Bonomi & amp; C. have perhaps underestimated the determination publisher Alexandrian who could count on an equally determined team with advisors Banca IMI (Intesa the investment bank led by Gaetano Micciche), Equita and the law firm EredeBonelli. So much so that, apparently, in recent days the consortium has rejected the offer of a group of funds that wanted to sell a package of 8% to less than 1 euro. It would have exceeded the 30% threshold, turning the Opa from voluntary to mandatory, and would be taken immediately to the change of control clause that required the okay of the creditor banks.

Now the only question is whether it will still be withdrawn takeover bid for the shares delivered Bonomi that investors did not want to turn to the public mixed Cairo. On Thursday, the Bonomi consortium had sent two fairness opinions to Consob to invite you to consider the interests of investors who had adhered to its takeover bid in the event that the latter was unsuccessful. The two fairness opinions were in support of the argument that those who had accepted the offer for cash wanted to monetize, and then go out, not instead swap securities – as in the proposed PAHO Cairo, last revival became Opas (0.18 actions Communication Cairo over 0.25 euro in cash) – and remaining in the game with another exhibition. The Cairo lawyers have argued instead that the unsuccessful offer is to be considered lapsed and therefore the securities are endorsed or return to investors. Consob, submerged exposed, biased opinions and requests for clarification by both sides in recent weeks, has decided not to speak, not to interfere, until the end of the tenders, thus leaving some doubt about the rules of the game, since the two fronts the differences were almost total.

With this detachment, it still leaves the nightmare of litigation that could have the effect of paralyzing the company and lead to the dismemberment of the group. The historical partners will remain with 24.25% who owned (22.6% more than the initial securities purchased on mercto this week) and probably will accept the provisions contained in the rest of the shares. The shares delivered takeover bid Bonomi can still be turned to the public mixed Cairo within five days prior to July 28 (July 28 included).

RCS will be managed by the new majority shareholder (almost complete), Urban Cairo, who has already indicated that, first change the board of directors. The authorization to the Board to increase share capital up to 200 million, to be spent by June of next year, probably will be dropped, as the Piedmontese publisher wants to export the treatment efficiency has already been tried in your own home and with La7, and before will want to check their effects.

on the outcome of the tenders did not affect the package, equal to 3,486% of the RCS capital, headed by the entrepreneur health Paul Rotelli because the share has been divided and given in equal shares to the public mixed Urbano Cairo and takeover bid launched by Bonomi and associates. There was no obligation to disclose, but the family did know when it was still being hunted last action. A smart way not to take sides, because acceptances of the offer will be unsuccessful turn the winning bid. The founder Giuseppe Rotelli, who cultivated a passion for publishing, had come to own more than 16% of RCS, first single shareholder, but never entered in the shareholders’ agreement that for years has had absolute control of the capital. Rotelli was close to Giovanni Bazoli, major sponsor of the industrial solution centered on Urbano Cairo.

Public Offer, in addition to Antares funds Nextam and Ersel with 11% of the total, they have also joined the Schoders funds and Vanguard, accredited compressively to have a share of about 8%. The two funds were close to John Elkann, and had entered the capital of RCS – or at least they had increased the share – when to hold the reins there was Pietro Scott Jovane. But fca in May was disengaged, splitting participation among its shareholders.

The title RCS fell yesterday to a minimum of 0.89 cents before closing little changed at 0.94 euro (- 0.27%). Finite deals that had the effect of doubling the quotes in the space of little more than three months, now held in the prices will be put to the test. To see if and how it will reconstitute the floating that, except for the shares delivered, is now reduced to 13.5 percent.

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