Aussie/Kiwi M&A/Events

Aussie/Kiwi M&A/Events

Boral (BLD AU): Seven Slams “Fundamentally Misleading” IE Report

Quiddity Research's avatar
Quiddity Research
Mar 26, 2024
∙ Paid
Share
  • In its 19th March Target Statement, Boral (BLD AU) rejected Seven Group Holdings (SVW AU) cash/scrip Offer after the independent expert (IE) concluded the Offer was neither fair nor reasonable.

  • In its updated Bidder's Statement, Seven slammed the IE report and its conclusions, calling the Target Statement "unbalanced, selective and risks fundamentally misleading Boral minority shareholders".

  • Of interest: the IE's maximum value for Seven's Offer is just 1.7% below its fair valuation range. Including a control premium. Yet Seven obtained control of Boral in July 2021.

Keep reading with a 7-day free trial

Subscribe to Aussie/Kiwi M&A/Events to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Quiddity Investment Advisors
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture