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Bullboard - Stock Discussion Forum 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... see more

TSX:LFE - Post Discussion

Canadian Life Companies Split Corp > LFE retraction of shares..
View:
Post by mouserman on Nov 09, 2024 8:03am

LFE retraction of shares..

Could be some delay figuring the retraction of class A shares.

The Toronto Stock Exchange reports that Canadian Life Companies Split Corp.'s board of directors has approved an extension of the maturity date of the Class A shares and 2012 preferred shares of the fund for an additional six-year term to Dec. 1, 2030. According to the TSX, holders of Class A shares and 2012 preferred shares of the fund can elect to have their shares retracted for a cash amount equal to:

 

  • Class A shares: the greater of (i) the net asset value per unit (means a notional unit consisting of one Class A share and one 2012 preferred share) on the date of retraction minus the sum of $10, plus any accrued and unpaid distributions on the 2012 preferred shares, and (ii) nil;
  • 2012 preferred shares: the lesser of (i) $10, plus any accrued and unpaid distributions thereon, and (ii) the net asset value of the fund on that date divided by the total number of 2012 preferred shares then outstanding.

 

The election deadline is 5 p.m. Toronto time on Nov. 1, 2024. Trades from 9:30 a.m. Toronto time to 12 p.m. Toronto time on Nov. 1, 2024, will settle for cash on the same day. 

As the Class A shares and 2012 preferred shares of the fund were issued in book-entry-only form, CDS Clearing and Depository Services Inc. is the only registered holder of Class A shares and 2012 preferred shares. Holders should contact their broker, dealer, bank trust company or other nominee as soon as possible to confirm their deadline and for instructions on how to exercise the special retraction right, if they desire to do so. Holders who do not elect to exercise their special retraction right prior to the deadline set by their broker, dealer, bank, trust company or other nominee will retain their investment in the fund. 

The TSX notes that in order to maintain the same number of Class A shares and 2012 preferred shares outstanding, the fund may redeem the Class A shares or 2012 preferred shares on a pro rata basis to the extent that more 2012 preferred shares than Class A shares or more Class A shares than 2012 preferred shares, as the case may be, are retracted under the special retraction right. The TSX will issue a further bulletin if the fund will redeem Class A shares or 2012 preferred shares, as the case may be.

Comment by Donwaan on Nov 09, 2024 1:41pm
With the Nov.1st election deadline past, how will all this affect LFE shareholders now and going forward?
Comment by mouserman on Nov 09, 2024 4:46pm
I can only think that at  or before OCt 31 not many would have gambled on LFE unit nav being higher.. at the end of NOV.  The  real jump in the lifecos did not take place until after NOV 1 ...
Comment by navgod on Nov 11, 2024 8:00am
I respectfully disagree -- if in the month or two prior to Oct.31 you bought to play the retraction arb you would have followed through with the retraction. My best guess is that 20-25% of FFN and LFE were retracted. As I have stated before the gamble was not to retract.  GLTA
Comment by NoShoesNoShirt on Nov 11, 2024 8:42am
Hi navgod my question is about the FFN discount and how it will be affected by the retraction? Less shares floating means higher price? 
Comment by mouserman on Nov 11, 2024 9:45am
You are probably right... i wasnt not sure about the markets after the election, and the discount was small when I was looking at retracting around the 30th.. I have been very bullish on the lifecos for a while now... so still  have a position in LFE, i did sell off LCS, at a nice profit.  Put that into FFN and LFE..and get a much better distribution return...
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