Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

Bullboard - Stock Discussion Forum Husky Energy Inc. cumulative redeemable preferred T.HSE.PR.B

TSX:HSE.PR.B - Post Discussion

Husky Energy Inc. cumulative redeemable preferred > Preferred Shares - Clarification
View:
Post by Number13 on Nov 17, 2020 8:34pm

Preferred Shares - Clarification

If the preferred shares vote no, the merger cannot happen. Husky must be maintained as a separate company. That's what happened with Lowe's and Rona. There is an alternative- the merged company would have to guarentee the prefs the same way they would a bond. Thus, the prefs would essentially become debt. Look at the quote in the article regarding the Rona/Lowe's situation:

"But Lavalle, who bought the RONA prefs in the market at a healthy discount to their face value, was patient, knowing that an outstanding issue of pref shares would also require Lowe’s to file financial statements in Canada. Lavalle figured that was an unlikely prospect because such information would be helpful to competitors of Lowe’s. <NOTE IT IS UNLIKELY CENOVUS WILL WANT HUSKY AS A TOTALLY SEPARTE ENTITY AS WELL>

And that obligation would disappear, he argued, if the obligations for the preferreds were assumed by the parent of Lowe’s Canada. In mid-July the U.S. arm of Lowe’s announced that it would “guarantee” RONA’s preferred share obligations as well as its outstanding debentures (that were set to mature in October 2016.)...

And Lavalle told Lowe’s that $25 was his number though it was possible – if interest rates kept falling, with a guarantee from Lowe’s, which can finance itself in the low 2 per cent range – the prefs could trade above $25. “The pref was like a bond,” he said."

Comment by RagingBull3 on Nov 17, 2020 8:48pm
Effectively the merger will occur as I understand the Husky Commons will be CANCELED and replaced with Cenovus Shares.   This "Separate" company is just a bunch of BS.   Only the Preferreds will be in it as I understand.    Preferreds don't vote on company matters.... this separate company is just a shell for the preferreds, it doesn't have any ...more  
Comment by Number13 on Nov 17, 2020 9:01pm
Yes, it isnt great, but it appears they can do it. However, they'd still have to pay the dividend, and they couldn't outright drain the shell company, as that would result in a lawsuit for unjust enrichment, fraudulent conveyance, etc. Its a stand off. The pref holders can stop the merger, and Cenovus can create a shell, but to do so would create REAL headaches for them. Would Cenovus be ...more  
Comment by mrbb on Nov 17, 2020 9:33pm
my guess is CVS won't come to the table and negotiate unless they see a NO vote.  
The Market Update
{{currentVideo.title}} {{currentVideo.relativeTime}}
< Previous bulletin
Next bulletin >

At the Bell logo
A daily snapshot of everything
from market open to close.

{{currentVideo.companyName}}
{{currentVideo.intervieweeName}}{{currentVideo.intervieweeTitle}}
< Previous
Next >
Dealroom for high-potential pre-IPO opportunities