Fuel Systems Solutions Co-Founder Summarizes Significant Concerns Regarding Flawed Westport Transaction
May 27 2016 - 8:30AM
Business Wire
Beneficial Owner of Approximately 8.7% of
Outstanding Fuel Systems Shares Will Vote AGAINST the Amended
Merger Agreement
Pier Antonio Costamagna, a co-founder of Fuel Systems Solutions,
Inc. (“FSS”) (NASDAQ:FSYS) today commented on his continued
significant concerns regarding the clear lack of value in a
combination of FSS and Westport Innovations, Inc. (“Westport”)
(TSX:WPT / NASDAQ:WPRT). Mr. Costamagna has sole voting power over
1,576,043 shares of FSS common stock, representing approximately
8.7% of outstanding shares and he intends to vote AGAINST the
merger at the FSS stockholder meeting scheduled for Tuesday, May
31, 2016. He noted a summary of critical points informing his
decision.
NO PREMIUM, UNCERTAIN FUTURE WITH WPRT,
HIGH RISK OF INSOLVENCY
- No merger-related premium – the offer represents a 21%
discount to FSS’ unaffected share price. WPRT’s share price has
declined 39% since merger announcement
- WPRT has significant debt load maturing and recently raised
funds from Cartesian at an effective interest rate of 23%
- Cartesian will have significant influence and control over
combined company
- WPRT subject to ongoing revenue decline and questionable
outlook
- FSS receiving inadequate stake for its revenue and EBITDA
contribution to the combined company
- Combined company expected to generate negative adjusted EBITDA
in FY16 and FY17 and require $150mm of additional financing
- Real risk of insolvency for the combined company. CEO did
not vote for the merger and one director resigned in
protest
LIMITED DOWNSIDE TO REJECTION
- Standalone value substantially higher than current implied
offer price
- Mean average Discounted Cash Flow (DCF) - $14.85
- Mean average equity research Estimates - $8
- Almost no debt and $49.5 million in cash and short term
investments as of March 31, 2016
- DCF analysis shows a mean average discount of 65% based on the
current offer
- Expected to generate positive adjusted EBITDA in both FY16 and
FY17
- Third Party’s offer of $4.5 per share in cash, provides
effective floor to the share price if the merger is rejected
- Proxy reflects pressure applied to directors to approve amended
merger agreement
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version on businesswire.com: http://www.businesswire.com/news/home/20160527005332/en/
Abernathy MacGregorPat Tucker, 212-371-5999pct@abmac.comorCia
Williams, 212-371-5999cew@abmac.com
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