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Tenaris ADR Rep 2 Ord Shs T.TS.B


Primary Symbol: TS

Tenaris S.A. is a holding company, which is a steel producer with production facilities in Mexico, Argentina, Colombia, United States and Guatemala. The Company supplies round steel bars and flat steel products for its pipes business. It operates through Tubes business segment. The Tubes segment includes the production and sale of both seamless and welded steel tubular products, and related services primarily for the oil and gas industry, principally oil country tubular goods (OCTG) used in drilling operations, and for other industrial applications with production processes that include in the transformation of steel into tubular products. It operates in geographical areas, such as North America, South America, Europe, Middle East and Africa, and Asia Pacific. Its products and services include OCTG, Premium Connections, Rig Direct, Offshore Line Pipe, Onshore Line Pipe, Hydrocarbon Processing, Power Generation, Sucker Rods, Coiled Tubing, Industrial and Mechanical, and Automotive.


NYSE:TS - Post by User

Post by Mediawatcheron Jul 14, 2020 10:22pm
225 Views
Post# 31268651

More obfuscation

More obfuscationHi All,

In today's Globe and Mail "family-friendly" deal story they end with citing the Schneider/Maple Leaf Foods case as a precedent for allowing a family to sell a public company to a buyer that didn't offer the best price.  For the lawyer wannabees in the crowd read the following:

https://nysba.org/NYSBA/Sections/International/Seasonal%20Meetings/Montreal%202018/Coursebook/Panel%2015/Maple%20Leaf%20Foods%20Inc.%20v.%20Schneider%20Corp.,%201998%20CanLII%205121.pdf

I repeat I am not a lawyer, but if this has any resemblance to our case I find it impossible to draw that conclusion.  An unsolicited offer is made to the Schneider family that had voting control and was initially not interested in selling.  A special committee was formed and 3 bidders emerged.  The family came to believe that in order to survive they needed to merge with a larger company.

The outcome is complicated by tax considerations and exchange rates and some of the other back and forth of an auction process.  In simple terms, it was a $29/share versus $25/share by Maple Leaf Foods.  This represents a discount of 14%.  The discount on the proposed Turdstar deal against the $1.30 offer is 43%.

It is a fantasy to say this has anything to do with this corrupt deal and represents lazy journalism.

The Voting Trust wants their money and they want it now.  Fairfax has dictated the only way they will get any of it is to sell to Paulie Walnuts and Fredo.  If that isn't an abuse of shareholder rights I don't know what is. 

Fairfax controls 36% of the total shares and can stop any transaction. So in November 2017, when they bought 9.4 million shares at $1.25/share was the plan to hold the Voting Trust hostage for precisely this type of scenario? 

They are screwing over the Voting Trust and all other shareholders because they can and that has to be exposed and stopped by the OSC.


The truth will come out.

MW




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