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Wednesday, 20 August 2014

从(Goldis) 金诗文告中的联想 

从Bursa的网站看到《金诗的文告》:

We refer to the announcement dated 18 July 2014 in relation to the Proposed Offer (“Announcement”). Unless otherwise defined herein, all defined terms shall have the same meanings as set out in the Announcement.

On behalf of Goldis, CIMB Investment Bank Berhad wishes to announce that Goldis has today received an irrevocable undertaking from Multistock Sdn Bhd, a wholly-owned subsidiary of Goldis and a PAC with Goldis in relation to the Proposed Offer, to accept the Proposed Offer in respect of all its direct shareholdings in IGB Corp. 

Pursuant to the Code, a voluntary offer is subject to the offeror having received acceptances which would result in the offeror holding in aggregate more than 50% of the shares of the offeree. 

As at 18 August 2014, being the last market day before this announcement, the aggregate shareholding of the PACs who have given their irrevocable undertakings to accept the Proposed Offer in respect of all their respective direct shareholdings in IGB Corp is approximately 229.31 million IGB Corp Shares, representing approximately 17.18% of the issued and paid-up share capital of IGB Corp (excluding treasury shares).                                           
      
Taking into account the direct shareholdings of Goldis of approximately 31.11% as at 18 August 2014 and the undertakings of the PACs to accept the Proposed Offer in respect of all their respective direct shareholdings in IGB Corp as mentioned above, the collective shareholdings of Goldis and the PACs who have provided the aforementioned undertakings are approximately 48.29%. 

This announcement is dated 19 August 2014.


从上文可以看到,金诗已经持票高达48.29%!

在cari看到一篇文章:http://cforum2.cari.com.my/forum.php?mod=viewthread&tid=1390967

在進行強制性收購獻議時,獻議者以及一致行動者持有公司超過50%的有投票權股票,那麼獻議將屬於無條件的,而且不管接受率是多少,這項獻議都是有效的。同樣的,在收購文件當中,也必須清楚說明將這項獻議是無條件的。

而之前在《Goldis打算以RM2.88收购IGB!》里有提到,Goldis以及一致行动者已经持有公司超过51.15%的股权,现在已经持票48.29%,50%不是问题,所以收购多数会成立!

Goldis打算保留IGB上市的地位,换句话说,它并不打算私有化,无疑献购剩余的股权……

这印证了之前报章的猜测(见2014.08.03 - 售怡保花园欲套取现金 私有化金诗投资前奏?),看来陈氏家族的打算是如此:

把IGB的股权卖给Goldis套现,再用现金来私有化Goldis! 陈氏家族已经持有金诗61%的股权,只需收购剩余的39%就能私有化了!

而通过把IGB股权卖给Goldis,陈氏家族将能套现5亿8605万令吉现金,可以用来收购Goldis剩余的股票!

陈氏家族的成员也开始通过出售其他股权(2014.08.07 - 星洲网 - IJM(怡保工程) - 陈文成售怡保工程50万股)来套现!

现在是不是买进Goldis的时机呢?然后等陈氏家族把它私有化呢?
 

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