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Bullboard - Stock Discussion Forum Lanesborough Real Estate Investment Trust V.LRT.UN

Lanesborough Real Estate Investment Trust is a Canada-based real estate investment trust. The investment properties of the Company are separated into three operating segments: Fort McMurray Properties, Other Investment Properties, and Held for Sale and/or Sold Properties. Fort McMurray Properties includes eight properties. Other Investment Properties include two properties. Held for Sale and/or... see more

TSXV:LRT.UN - Post Discussion

Lanesborough Real Estate Investment Trust > Link between vote and survival of LREIT is scare tactic
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Post by merriam on Jan 11, 2022 3:40pm

Link between vote and survival of LREIT is scare tactic

A no vote is simply a vote against a proposal that weakens debentureholders.  It does not force Lanesborough into liquidation mode (although anything is possible, I guess).   Much more likely, I believe, is that we debentureholders would be offered a better deal, one we might even want to accept.

At least three times in the past, the Series G debentures have faced impending due dates and have never had to resort to conversion into shares.  Always in the past, agreeable terms were offered which inticed holders to approve a due date extension.

One time, in 2011, the debentureholders received significant sweeteners to vote for a due date extension, including raising the interest rate on the debentures from 7.5% to 9.5%.  More recently, in 2016, insiders made significant concessions in order to have the due date extended on favourable terms:  Insider-related company 2668921Manitoba Ltd.reduced the annual interest it was charging LREIT from 12.00% per annum to 5.00%.

That said, I'm more than okay with a strategic alternative process, if the end result is that we get something better than a mountain of wallpaper.

If you want to see the details of the past due date extensions, I've included links to the press releases:

https://www.lreit.com/pdf/pressreleases/Press%20Release%20-%20Sept%2022%2011.pdf

https://lreit.com/pdf/pressreleases/Press%20Release%20-%20June%2016%2014.pdf

https://lreit.com/pdf/pressreleases/Press%20Release%20-%20May%2012%2016.pdf
Comment by riverrrow on Jan 12, 2022 2:15am
Thank you for the links.  Apparently in the past management has hired orginizations such as Laurentian Bank Securities to act as its solicitation agent to solicit votes for the proposed ammendments.  Clearly the solicitation agent hired this time (Wellington-Altus Financial) has not contacted all of the debenture holders this time in order to solicit votes in favour of the proposed ...more  
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