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TARO - Taro Pharmaceuticals


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As I understand it under Israeli law a  majority of the minority shareholders is required for Sun to succeed.  It will be a fight and it is not without risk but it seems too cheap at this point.

 

When arbitrageurs get control of a situation, those type of restrictions usually do not mean much.

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The merger is called off. Interesting....

http://finance.yahoo.com/news/sun-pharma-taro-announce-termination-123000727.html

HAWTHORNE, N.Y. & MUMBAI, India--(BUSINESS WIRE)--

 

Taro Pharmaceutical Industries Ltd. (TARO) (“Taro”) and Sun Pharmaceutical Industries Ltd. (Reuters: SUN.BO, Bloomberg: SUNP IN, NSE: SUNPHARMA, BSE: 524715) (together with its subsidiaries, “Sun Pharma”) announced today that they have mutually agreed to terminate their merger agreement, announced in August 2012, pursuant to which all shareholders of Taro (other than Sun Pharma and its affiliates) would have received a cash payment of $39.50 per share upon the closing of the merger.

 

Each of Sun Pharma and Taro (at the direction of the Special Committee) agreed that terminating the merger agreement was in the best interest of the respective companies and shareholders.

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CFO's interview with CNBC. Looks like this taking private will be off for a while.

http://www.moneycontrol.com/news/results-boardroom/sun-pharma-to-continue-holding-staketaro-says-vp-fin_822359.html

Q: What is the plan with Taro now going forward, you just keep it as a company in which you have a significant shareholding, that is it?

A: Currently, that is the plan.

Q: Any room at all for renegotiation on Taro or is that a closed chapter?

A: It is a closed chapter.

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  • 5 months later...

CW - you still in this and any updated thoughts? 

 

I just stumbled across the co. $2.67 bill mkt cap, $553 mm of cash, $28 mm of debt --> EV $2.145 and did FCF of $238 mm last year... i.e. a 11% yield.

 

I realize the major risk is getting screwed over by Sun, but so far it looks like the minority shareholders have been able to stave this off. I.e. Isreali shareholder right laws are stringent

 

I also saw the article saying Sun is backing off. If Sun is no longer active, but they do control the fate of the co. what do they do? Divy the cash back or put a buy back in place given the current valuation

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  • 2 years later...
  • 2 weeks later...
  • 4 months later...

Does anyone have any thoughts on valuation of TARO ? With more than a billion dollars in cash and no debt, is the majority owner Sun Pharma trying to squeeze the minority buy preventing TARO from acquiring new assets and/or expanding into new territories? Are the recent $250 million buyback intended to increase the ownership of Sun pharma in Taro ? What is preventing Sun from buying out TARO at a fair valuation instead of playing the proxy ownership game ? Any thoughts are appreciated.

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Capitalist,

 

What are your thoughts on the recent buyback announced? Do you think the goal is to consolidate majority ownership , now at 70% (around 80% voting rights) or do you think the mgmt seriously feels that the stock is undervalued? I personally do not feel that the mgmt has any desire to see improvement in stock price. They would not care if the stock trades at $1 or $200. Is squeezing minority and enriching themselves their only goal? Any thoughts will be appreciated.

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  • 8 months later...

I am back into Taro now after exiting at $152 in March 2015  here's an updated look at the Share ownership  and Sun's continued pursuit of Taro WITHOUT paying a respectable premium

 

March 31 2016  shares outstanding:              42,765,934    Shares owned by Sun 29,553,000 or 69%  Votes owned by Sun 79.3%

 

After March $250M Buyback@$138.80          40,964,835    Sun's ownership rises to 72.1%  Voting Control rises to 82.9%

 

Projected after Nov $250M buyback@$108    38,650,020      Sun's ownership rises to 76%  Voting Control rises to 88%

 

Sun can go up to 90% ownership of Taro without submitting a buyout offer to minority. Anything above 90% must be purchased through a buyout offer. Once Sun reached 95% ownership, the remaining hold-outs are forced to submit their Taro's shares to Sun for the buyout price.

However, according to the Israeli company laws, even an investor who already submitted to Sun has the right to ask the Israeli court to rule that the buyout price was low and unfair. and the court may rule that indeed this is the case and it will force Sun to pay the difference between what the court thinks is a fair price and the buyout price.

 

 

My guess is that Taro concludes the current buyout by the end of 2016 and in Feb-Mar 2017 launches a third $250M buyback until Sun's voting control nears 95% at which time they will be forced to launched a proper buyout for the remaining shares at an extremely attractive premium (but for a small amount of shares)

 

I estimate it will take $175 to get the balance.  We can discuss the ethics of the Sun power play and using Taro's own cash for Sun's corporate goas, suppressing Taro's expansion plans, lack of independent voices at Taro etc..  at the end of the day Sun is playing the long game and slowly and quietly strangling the minority shareholders into submission.

 

Let's not go down quietly.

 

 

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  • 4 weeks later...

I am not familar with Israeli takeover code. I would like to check if the Full Take Over condition of 90% applies to % of shares, or if voting rights matter.

 

It would require to bring Sun's 29.55m ownership to 90% to retire 5.8 m share from the current post buyback 38.65m estimate- thats about $627m budget; quite distant.

 

Or is the FTO dependent on the voting rights (much closer threshold)?

 

 

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