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Bullboard - Stock Discussion Forum Neighbourly Pharmacy Inc T.NBLY

Neighbourly Pharmacy Inc. is a Canada-based company that operates a network of community pharmacies. The Company is an owner and operator of retail pharmacies located throughout Canada under banners such as IDA/Guardian, Pharmachoice, Pharmasave and Remedy’s RX. The Company, through its subsidiaries, owns and operates a network of retail pharmacies known as Rubicon Pharmacies (Rubicon or... see more

TSX:NBLY - Post Discussion

Neighbourly Pharmacy Inc > Enhanced offer
View:
Post by Possibleidiot01 on Jan 15, 2024 7:01am

Enhanced offer

Pursuant to the Arrangement Agreement, the Purchaser would acquire all of the Common Shares in the capital of Neighbourly, other than those Common Shares already owned by PCP or its affiliates, for $18.50 per Common Share in cash (representing a consideration of approximately $415 million ), plus one CVR per Common Share, which will entitle the holder thereof to an additional cash payment equal to $0.61 per CVR if the Company's Pro-Forma Adjusted EBITDA for the fiscal year ending on March 28, 2026 (" Fiscal 2026 ") is at or above $128.0 million (the " EBITDA Target ") (representing an additional potential payment of approximately $13.7 million ). If the Company's Pro-Forma Adjusted EBITDA for Fiscal 2026 is below the EBITDA Target, then no additional consideration will be payable to the holders of CVRs.

POTENTIALLY. ENHANCED. or maybe not. Trying to make the reduced offer from $20.50 palatable with a bribe IMO.

Comment by Quinto5 on Jan 15, 2024 7:26am
Well...at least there will be vote on the deal.  
Comment by nedstar71 on Jan 15, 2024 8:57am
That CVR is pretty lame.  More of an annoying reminder of this investment for years to come than anything  They would have been better off increasing the offer by 25 cents imo.  Shareholders don't want to wait around for a 'maybe' until 2026.
Comment by nedstar71 on Jan 15, 2024 9:09am
Decent premarket bid/ask.  If it holds up I'll be gone at the open.  I have no interest in a 2+ year CVR.
Comment by nedstar71 on Jan 15, 2024 9:36am
Finally.  Good luck all.
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