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World Kinect Corp V.INT


Primary Symbol: WKC

World Kinect Corporation is a global energy management company. The Company is engaged in offering fulfillment and related services across the aviation, marine, and land-based transportation sectors. It also supplies natural gas and power in the United States and Europe along with a suite of other sustainability-related products and services. Its segments include Aviation, Land and Marine. Its Aviation segment provides aviation-related service offerings, which include fuel management, price risk management, ground handling, 24/7 global dispatch services, and trip planning services, including flight planning and scheduling, weather reports and overflight permits. Its Land segment offers fuel, lubricants, heating oil, and related products and services to commercial, industrial, residential and government customers, as well as retail petroleum operators. Its Marine segment markets fuel, lubricants, and related products and services to a base of marine customers.


NYSE:WKC - Post by User

Bullboard Posts
Comment by mbbttfbon Nov 22, 2014 4:46pm
207 Views
Post# 23155403

RE:Please explain.

RE:Please explain.I may not fit the bill RS but Teflon or Tgar will correct any mistakes. The genesis of the issue is ex fact that most of all of their debt has conversion provisions that include shares and warrants. In most cases two series of warrants. Then there is the issue of float size. They are only authorized for 200MM but with the current outstanding and the possible conversions they would exceed this amount. So they needed to increase the float, and being an INT entity they might as well go all the way to 400MM since they like to issue new paper. 

To to address why the prospectus from what I understand due to the size of the potential conversions this is considered to be a public offering by the SEC. The offertors are not insiders since they do not hold positions and they do not hold sufficient shares to breach the 5% reporting requirement. 

The he fact they are doing this is what fascinates me. I haven't bothered to look at all the debt this is the result of but some must have longer maturities. It might be because they had to re-price. I'm not really sure. 

And as i already said if they do convert and start selling the price will get killed. Or they may just end up with worthless paper instead of not re-paid loans. In any event the number to consider is the 18MM shares. The warrants, well who knows how many could be converted in the money. 
Bullboard Posts