UPDATE: EDF Announces Preliminary Agreement To Buy Italy's Edison
28 December 2011 - 2:20AM
Dow Jones News
Partners in Italian power utility Edison SpA (EDN.MI) Tuesday
unveiled an agreement under which French state-controlled utility
group Electricite de France SA (EDF.FR) would gain a controlling
stake in Edison in exchange for granting Italian utility company
A2A SpA (A2A.MI) control of the Edipower unit.
Under the preliminary deal, EDF would increase its stake in
Edison to 80.7% from 50%, for EUR700 million, according to
statements by EDF and A2A. The A2A-controlled Delmi would garner a
70% stake in Edipower, a which owns nine power plants in Italy for
EUR800 million, the companies said.
Tuesday's announcement marks an important step towards EDF's
long-standing goal of controlling Edison, but final closure of the
long-discussed transaction still requires regulatory and other
approvals.
EDF, a global player in the nuclear business, has for months
eyed control of Edison as an important component of its efforts to
strengthen its natural gas holdings and build its international
presence in light of diminished operations in Germany and the U.S.
But EDF has faced a tough negotiation with Italian interests, some
of whom have seen Edison as a strategic asset for the country.
But in a positive sign for EDF, Italy's Industry Minister
Corrado Passera praised the agreement. Passera met with EDF Chief
Executive Henri Proglio last week.
"Edison and Edipower have very interesting growth prospects and
I am certain that they will participate in the development of our
country's energy sector with success," Passera said in a statement.
"I share with Chairman Proglio a common vision of the market and I
have received from him confirmation of the EDF group's long-term
commitment to Italy."
Officials from Italian securities regulator Consob could not be
reached Tuesday. One question about an earlier proposed EDF-A2A
deal concerned whether Consob might require EDF to purchase
remaining outstanding shares in Edison not covered by Tuesday's
deal. EDF has vowed not to raise its offer on price, which in the
current deal stands at EUR0.84 per share.
EDF Chief Financial Officer Thomas Piquemal described the
proposal as "simplified" compared with an earlier version and said
he was hopeful the latest deal would be finalized. Piquemal said
the deal would improve Edison's prospects following recent
criticism from credit ratings agencies.
On Dec. 23, Fitch Ratings downgraded Edison's credit rating,
citing the negative impact of the prolonged negotiation process
between Edison's shareholders and the company's "weak" liquidity
position. Fitch noted that EUR1.1 billion debt in Edipower debt
that would mature on December 31 of this year.
Earlier this month, Moody's placed Edison on ratings watch for a
possible downgrade, noting that the failure of EDF and A2A to reach
an accord on Edison's strategic and governance model. The Moody's
note also alluded to an anemic outlook for profits, citing
"continuing weak outlook for the power and gas industry in Italy in
the context of a strained macroeconomic environment and an
oversupply of gas in Italy," according to the Dec. 7 note.
EDF said in a statement that the deal was subject to approval by
the corporate bodies of the companies concerned before Jan. 31,
2012, with final contracts to be signed "no later than" Feb. 15,
2012. The agreement also must be sanctioned by workers councils and
various regulatory bodies.
EDF shares were down .35% to EUR 18.36 Tuesday. A2A was up 1
cent to .75 EUR, while Edison was down 1 cent to .82 EUR.
-By Nadya Masidlover, Dow Jones Newswires; +33 1 4017 1740;
nadya.masidlover@dowjones.com
(Jennifer Clark and Gilles Castonguay in Milan contributed to
this report.)
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