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Britain's Rightmove rejects $7.3 billion takeover offer from Murdoch's REA Group

Published 09/10/2024, 07:55 PM
Updated 09/11/2024, 02:35 AM
© Reuters. FILE PHOTO: Rightmove logo is seen displayed in this illustration taken April 10 2023. REUTERS/Dado Ruvic/Illustration/File Photo/File Photo
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By Scott Murdoch and Aaditya GovindRao

SYDNEY (Reuters) -Britain's largest real estate portal Rightmove (OTC:RTMVY) rejected the 5.6 billion pound ($7.32 billion) cash-and-stock takeover proposal from Australia's REA Group, it said on Wednesday, citing that the bid undervalued its prospects.

"The board carefully considered the proposal... and concluded that it was wholly opportunistic and fundamentally undervalued Rightmove and its future prospects," the FTSE 100-listed Rightmove said in a statement.

Rightmove said the board unanimously rejected the proposal.

Shares in REA, which is 62% owned by Rupert Murdoch's News Corp (NASDAQ:NWSA), fell 2.5%.

Britain's housing market is considered triple the size of Australia's, according to Jefferies analysts, and a deal would have allowed REA to expedite growth in lucrative international markets.

The Australian company had offered to pay a total of 705 pence per Rightmove share, representing a premium of 27% to the British company's closing price of 556 pence on Aug. 30, after which REA confirmed discussions.

The offer consisted of 305 pence in cash and 0.0381 new REA shares and was non-binding and subject to due diligence.

REA said had a deal been completed, Rightmove shareholders would have owned about 18.6% of the combined group.

The cash component of the deal was due to be funded by debt and existing cash, REA said.

Analysts estimated REA would need to issue about 30 million new shares for the stock portion of the deal, which could lower News Corp's holding down to about 50% of REA.

"If it wants to continue to pursue the deal, REA’s options now are to present the offer directly to Rightmove shareholders without board endorsement," said E&P analyst Entcho Raykovski.

REA could sweeten the deal by increasing the cash component, though that could require a capital raising, he said.

"We see merit in the deal but wouldn't want to see REA increase the price to a level where the financial metrics are no longer attractive," Raykovski added.

© Reuters. FILE PHOTO: Rightmove logo is seen displayed in this illustration taken April 10 2023. REUTERS/Dado Ruvic/Illustration/File Photo/File Photo

REA said it would look to apply for a secondary listing in London regardless of whether the deal proceeded to give it access to a wider pool of investors.

($1 = 0.7645 pounds)

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