🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

UK's FirstGroup clashes with top investor over divestment

Published 05/18/2021, 08:19 AM
Updated 05/18/2021, 09:06 AM
© Reuters.
FTMC
-
EQT
-

By Yadarisa Shabong

(Reuters) -Britain's FirstGroup recommended that shareholders back the $4.6 billion sale of its two North American bus businesses to Swedish private equity firm EQT (NYSE:EQT) Infrastructure, after the company's top investor urged against it.

Coast Capital, which holds nearly 14% of the transport operator, late on Monday urged fellow shareholders to vote against the proposed disposal of the "crown jewel assets", unless the terms of the proposal were "rapidly and substantively improved".

FirstGroup said the sale "followed a comprehensive and competitive process in order to seek the best possible price for First Student and First Transit, which was well publicised for more than a year".

Analysts at RBC Capital Markets believe the sale price is above its valuation of FirstGroup's North American assets.

Activist investor Coast Capital, however, criticised the portion of proceeds that shareholders stand to receive from the deal.

FirstGroup last month agreed the sale of the assets and said it planned to use the proceeds to pay down debt, contribute to its UK pension schemes and return money to shareholders.

It said on Tuesday it will consider making additional distributions to continuing shareholders on top of the 365 million pounds ($518 million) it earmarked last month.

Shares of the FTSE 250 company, which will hold a general meeting on May 27 to vote on the proposed divestment, were up 3.2% by 1236 GMT.

FirstGroup, which had net debt of nearly 3 billion pounds at the end of September, said it was committed to keeping the balance sheet position of the retained group under review.

FirstGroup will focus on its First Bus and four train contracts in Britain after the deal as well as on finding a buyer for its Greyhound intercity coach service.

Coast Capital in 2019 pushed for a review of the company's U.S. assets and sought a demerger of the group's North American businesses in 2020.

($1 = 0.7040 pounds)

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.