Join our community of smart investors

A tender offer worth exploiting

Simon Thompson: Investment company will buy back 21 per cent of its shares at a 31 per cent premium
A tender offer worth exploitingPublished on January 6, 2025
  • Investment sold at 31 per cent premium to book value
  • £21mn tender offer pitched at premium to share price
  • Spot net asset value (NAV) around £113.4mn (21.6p)
  • 33 per cent discount to NAV

Logistics Development Group (LDG:14.5p), an investment company managed by asset management firm DBay, has sold an investment at a 31 per cent premium to book value and plans to return £21mn of cash to shareholders, subject to their approval. The distribution will be made through a tender offer at 19p a share, representing a 31 per cent premium to the current share price.

In February 2024, LDG acquired a £10mn (1.9p) high-interest payment in kind (PIK) fixed-rate unsecured loan note issued to The Power of Talent Midco, a special-purpose vehicle that owns the operating companies of unlisted company Nash Squared Group, a recruitment and consultancy business. Following the sale of Nash Squared's NashTech division a fortnight ago, the loan note was redeemed for £13.1mn to generate an internal rate (IRR) of 36 per cent during LDG’s 46-week holding period. LDG now holds £44mn (8.4p) of cash, of which half will be returned through the tender offer, details of which will be announced shortly.

This is subscriber only content
Start your trial to keep reading
PRINT AND DIGITAL

Get 12 weeks for £12
  • Essential access to the website and app
  • Magazine delivered every week
  • Investment ideas, tools and analysis
Already a subscriber? Sign in