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SPRS - Surge Components


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  • 5 months later...

Activists Bradley Rexroad and Michael Tofias have reached an agreement with the company: http://www.businesswire.com/news/home/20161222005378/en/Surge-Components-Reaches-Agreement-Investors-Bradley-Rexroad

 

SPRS will repurchase at least 5.0 million shares at $1.43 per share. Activists will participate with their entire stake and management will not participate. One new independent director will be added to the board. Company will be reincorporated from Nevada to Delaware and the board will be declassified.

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Activists Bradley Rexroad and Michael Tofias have reached an agreement with the company: http://www.businesswire.com/news/home/20161222005378/en/Surge-Components-Reaches-Agreement-Investors-Bradley-Rexroad

 

SPRS will repurchase at least 5.0 million shares at $1.43 per share. Activists will participate with their entire stake and management will not participate. One new independent director will be added to the board. Company will be reincorporated from Nevada to Delaware and the board will be declassified.

 

Wow, quite the news!  Great work for Brad and Mike.

 

Management knew they were toast and kept pushing the election back.  Looks like they finally caved.

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Their hardwork certainly paid off.

 

I have a lot of respect for guys like Brad and Mike.  Not easy fighting management, lots of personal expense as well.  But in the end they got a great deal for shareholders and was a homerun investment for both of them.

 

Question, can management reverse all the positive corp governance steps in the future?  They will own >50% and only have one independent director, so not sure what stops them.

 

I wonder where this trades after tender.  You still have a company earning 1mil a year with overpaid management and only 5mil shares.  If trades at 8 pe would $1.60.  There will be a management haircut to the shares post tender, but is that a pe of 6, 8 or 10?  I think some of that depends on who is the director.

 

 

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