Wednesday, February 29, 2012

Alibaba.com HK privatisation

The parent company has made an offer of HKD$13.50 to take the company private. The current share price is $13.22.

This indicates a gross premium of 2.1% to be earned.

The parent company already owns 73% of the company and is looking to buy back 27%. As this will be done through a scheme of implementation, I would expect it to take at last 3 months. Another point to note is that , 75% of the independent investors need to vote for the deal and not more than 10% rejects the scheme. this means that only a mere 2.7% investor can block the deal.

A plain vanilla deal from the looks of it. I would definitely own some. No due dilligence risk, no financing risk. no regulatory risk.

I would check on the list of shareholders to see if there would be any dissenters and if the offered price is reasonable. Will update this post when I have the chance.

Update:
Shareholder registry looks sensible and most are institutional investors whom I believe has no reason to not accept this exit opportunity.

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