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Canadian Life Companies Split Corp T.LFE

Alternate Symbol(s):  CLSPF | T.LFE.PR.B

The Companys investment objectives are (i) to provide holders of Preferred Shares with fixed cumulative preferential monthly cash dividends in the amount of $0.04375 per Preferred Share to yield 5.25% per annum on the original issue price (ii) to provide holders of Class A Shares with regular monthly cash distributions targeted to be $0.10 per Class A Share to yield 8.0% per annum on the original issue price and (iii) to return the original issue price to holders of both Preferred Shares and Class A Shares at the time of the redemption of such shares on December 1, 2012. The Company will invest primarily in a portfolio of common shares of Proceeds: (the ``Portfolio) which will include the following publicly traded Canadian life insurance companies (the ``Portfolio Companies), each of whose shares will generally represent no less than 10% and no more than 30% of the net asset value (``Net Asset Value) of the Company: Great-West Lifeco Inc.


TSX:LFE - Post by User

Comment by mousermanon Aug 28, 2024 4:01pm
53 Views
Post# 36200016

RE:RE:RE:RE:RE:LFE unit nav in realtime @ $15.83

RE:RE:RE:RE:RE:LFE unit nav in realtime @ $15.83
chessplayer wrote:

Every 5 years, the holders of the prefs and capital shares have the right to force the issuer to retract their shares at no cost for the value of the NAV on December 1st. In the case of Lfe, this is in 2025 but for Dfn or Df, this is in 2024. Obviously, if the value of the capital shares is at a significant discount to the NAV, it could be of interest to excercise that right to arbitrage the market. The market knows that and as we get closer to the excercise date, the discount tends to evaporate as people bid up the shares to take advantage of this. 

Obviously this play is easier to take advantage of with the prefs as the value of the retraction price is fixed at 10, but it can also be a good play for the capital shares if you are willing to take the risk of the fluctuation in market value for the month that will  pass between the tendering of the shares and the day the NAV is determined. 


At this moment in time, DFN and DF would only be at a slight discount to NAV after distributions to preferreds and commons. I dont think there will be a big rush  to retract. It doesnt happen in one day, and with it being so close, you could end up poorer by retracting, as opposed to holding or trading the commons.
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