Thursday, February 23, 2012

African Iron Limited takeover by Exxaro .. revisited

The takeover offer by Exxaro for African Iron Limited (AKI AU Equity) has gone unconditional since 14th February 2012. The current level of acceptance is roughly 65%.

The offer price is $0.51. If the deal gets to an acceptance level of 75%, the offer price will be increased to $0.57. The current share price is $0.56. As the deal is unconditional, payment will be made within 14-days.

A few of my friends has pointed this deal out to me, where one can earn roughly 1.7% returns in 14-days. That translates to a 17% annualised return. However bear in mind that the offer closes on 4pm Perth Time 28th-February-2012. This is only just 3 trading days away. I would be hesitant to invest at current levels.

The downside is $0.05 (if they fail to get to 75% acceptance ) versus an upside of $0.01 with just 3 trading days to go. I am pretty sure they will get to the 75% acceptance but sometimes bizarre things do happen.

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