Travel Channel Bids Clear $900 Million, Form Joint Venture - Sources
October 30 2009 - 10:31AM
Dow Jones News
The bids for Cox Communications' (COX) Travel Channel are now
valued at more than $900 million and include forming a joint
venture that will allow the cable network's owner to retain a
minority stake and avoid a hefty tax bill, according to sources
familiar with the negotiations.
News Corp. (NWS NWSA) and Scripps Networks Interactive Inc.
(SNI) are the lead bidders on a deal that is taking the form of a
joint venture - similar to one being discussed regarding NBC
Universal - in which the winner would contribute some mix of its
own cable network assets and cash to assume majority ownership of a
newly-created, private company, sources say.
For its part, Cox will contribute the Travel Channel and hold a
minority stake in the new entity. The new company then will take on
debt to pay Cox a cash dividend. This structure gives Cox, a unit
of Cox Enterprises Inc., a powerful incentive to pick the buyer
that not only offers the highest price but also will prove to be
the better operator of the Travel Channel.
Such a structure would allow Cox to dodge a steep tax bill left
over from the 2007 arrangement it made with media mogul John Malone
to swap its interest in Discovery Communications Inc. (DISCA DISCK)
for the Travel Channel and other assets. The deal's complexity
accounts for the duration of the bidding process, which has been
drawn out over months.
The deal's structure echoes the one being discussed by Comcast
Corp. (CMCSA) and General Electric Co. (GE) for NBC Universal. In
that case, both sides are constrained in their ability to deploy
cash in a transaction, due to the global financial crisis and
reluctant shareholders.
The rich valuation for the Travel Channel in the face of
economic unrest reflects the investment community's enduring
appetite for cable networks, with their dual revenue streams of
advertising and subscription, despite widespread uncertainty about
the future of media in the digital age.
News Corp., which owns this newswire and The Wall Street
Journal, will likely contribute the National Geographic Channel,
partly owned by the National Geographic Society, to the new venture
if it carries the day. News Corp. spokeswoman Teri Everett declined
to comment.
Scripps, meanwhile, owns a stable of cable networks, including
the Food Network, DIY Network and HGTV. Mark Kroeger, spokesman for
Scripps, declined to comment.
Todd Smith, spokesman for Cox, also declined to comment.
David Zaslav, chief executive of Discovery, which still manages
advertising and other operations for the Travel Channel, has
referred to cable networks as the "beachfront property" of the
media industry. His company, while not a bidder for the network,
has spoken to private equity firms Thomas H. Lee Partners LP,
Kohlberg Kravis Roberts & Co. and Providence Equity Partners
about continuing its role in running the channel should one of them
buy the network.
Spokesmen for THL and KKR declined to comment while a
representative for Providence Equity Partners couldn't be
reached.
-By Nat Worden, Dow Jones Newswires; 212-416-2472;
nat.worden@dowjones.com