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UPDATE 2-Solvay starts buyback, still looking at acquisitions

Published 02/16/2010, 05:33 AM

* Shares will be held, not cancelled

* Solvay closes sale of drugs unit to Abbott

* To book 1.7 bln eur post-tax gain in Q1

* Will temporarily invest in buyback, treasury instruments

* No decision yet on potential acquisitions

* Shares up 1.3 percent

(Adds Solvay spokesman, analyst comments, shares)

By Aaron Gray-Block

AMSTERDAM, Feb 16 (Reuters) - Belgian chemicals firm Solvay surprised investors with a 356 million euro share buyback but said it still plans to use a 1.7 billion euro ($2.3 billion) gain from the sale of its drugs unit to finance acquisitions.

Abbott Laboratories agreed to buy Solvay's pharmaceuticals unit in September for 4.5 billion euros in a deal giving Abbott full control of its Belgian development partner's cholesterol treatments and exposure to emerging markets.

Solvay is to book an after tax gain of 1.7 billion euros from the sale in the first quarter. Part of the proceeds of the sale will be temporarily invested in the buyback, and the rest in short-term German, French, Dutch and Belgian and highest-rated treasury instruments to spread its risk.

The company reiterated it eventually plans to channel the sale proceeds, minus restructuring provisions, into high value-added activities and strategic projects in chemicals and plastics, geographical expansion into growth regions and activities and new products with low energy footprint.

"Studies about such reinvestments are ongoing," Solvay said.

Solvay said it intends to buy back a maximum of 5.1 million of the company's shares, starting on Tuesday.

Based on Monday's closing share price, the share buyback is valued at about 356 million euros, leaving about 1.34 billion euros for the government treasury investments. Solvay declined to say whether it would use all of the proceeds.

Spokesman Erik De Leye said the buyback should be seen as a temporary placement of its cash because the company does not intend to cancel the bought shares. Options include later selling the shares back to the market or entering into placements, he added.

Analysts said the move was supportive of the company's share price.

"We believe that the financial market was first anticipating news regarding an acquisition and maybe returning cash to shareholders later, so this should come as a positive surprise," RBS analyst Mutlu Gundogan said.

Solvay shares were up 1.3 percent at 70.75 euros at 0933 GMT, in line with a 1 percent rise in the compared with a DJ Stoxx European chemicals index.

TARGETING ACQUISITIONS

Solvay has repeatedly said it would not make any acquisitions until it had banked the cash from the drugs unit sale, but several companies have been speculated as possible acquisition targets.

These include Belgium's Umicore, Swiss speciality chemicals maker Clariant and German scents and aroma specialist Symrise, while Rabo Securities said it expects Solvay to acquire assets in emerging markets focused on clean tech, high performance polymers and biotechnology.

"We give no timeframe on acquisitions, we have some ideas ... but will not comment further. We do not dislcose our cards in this game," spoksman Erik De Leye said.

In a separate statement, Abbott said it expects the acquisition to add approximately $2.9 billion to Abbott's 2010 total reported sales. (Editing by Erica Billingham and Andrew Callus)

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