UPDATE: EDF Makes Offers To Gain Total Control Of Edison
October 24 2011 - 8:51AM
Dow Jones News
French state-controlled power giant Electricite de France SA
(EDF.FR) Monday offered to buy its Italian partners out of Italian
power company Edison SpA (EDN.MI), in a move aimed at gaining full
control of the utility after nearly two years of haggling over its
strategy and management.
EDF, which is 85%-owned by the French state, said it offered to
buy out investment vehicle Delmi from Edison, although it came
short of elaborating on an exact price per share.
Last week, a person familiar with the matter told Dow Jones
Newswires that EDF turned down a request from Delmi to be bought
out of Edison for EUR1.55 a share. Sunday, Italian business daily
Il Sole 24 Ore reported that EDF was ready to offer EUR1.15 and
EUR1.30 a share.
Edison is 61.3% held by Transalpina di Energia, itself 50% held
by EDF and 50% by Delmi, which in turn regroups Italian
shareholders led by A2A SpA (A2A.MI) and including Iren SpA
(IRE.MI). EDF owns 19% in Delmi.
No-one at Delmi, A2A nor Iren was immediately available to
comment.
EDF proposed to buy Delmi's Edison shares in three years time,
at a price based on the earnings before interest, tax, depreciation
and amortization, or Ebitda, multiple of a sample of comparable
listed companies.
"In this manner, the Italian partners which may wish to be able
to sell their shares could benefit from Edison's profitability
restructuring efforts," the group said.
Also Monday, EDF offered A2A and Iren SpA (IRE.MI) to exchange
their respective 20% and 10% stakes in Edipower for 100% of the
share capital of Edens, a fully-owned subsidiary of Edison and the
fourth-largest Italian producer of electricity from renewable
sources. A2A and Iren would also be granted a call option to
acquire a hydro-generation facility at Mese at fair market value in
three years, EDF said.
"On the basis of this framework, EDF would ask [Italian
regulatory body] CONSOB for an exemption from any obligation to
launch a mandatory tender offer for Edison's remaining share
capital," the group also said.
EDF and Edison's Italian shareholders have been entangled in
long talks over the utility's fate, trying to reach a deal that
would give clear control of the Italian utility. The most recent
deadline for an agreement is Oct. 31.
Earlier this year EDF reached a preliminary agreement with A2A
that would have allowed the French utility to take control of
Edison and let A2A acquire some hydroelectric assets. However, the
agreement was botched by the Italian government, forcing them to
renew talks to find another solution.
At 1150 GMT, shares in EDF were trading up 0.6% at EUR22.67,
while the CAC-40 benchmark index was down 0.1%. Shares in Edison,
after having been briefly suspended during the session, resumed
trading and were down 5.4% to EUR0.89.
-By Geraldine Amiel, Dow Jones Newswires; +33 1 40171767;
geraldine.amiel@dowjones.com
(Oscar Bodini from MF-DJ in Milan contributed to this story)
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