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30 November 2017
ИНТЕРФАКС 29.11.2017 14:52:48 MSK

Инвесторы подали более 30 заявок в рамках SPO Etalon Group, преобладали фонды из Великобритании - ВТБ Капитал

Инвесторы подали более 30 заявок в рамках SPO Etalon Group, большинство из них пришлось на международных инвесторов, среди которых преобладали фонды из Великобритании, сообщил "Интерфаксу" Дмитрий Болясников, исполнительный директор управления рынков акционерного капитала "ВТБ Капитала", который выступал одним из организаторов сделки.

"Это было успешное ускоренное размещение в момент, когда инвесторы традиционно сфокусированы на закрытии года и соответствующей ребалансировке своих портфелей. Сделка вызвала широкий интерес, было более 30 заявок, большинство из которых пришло от международных инвесторов, среди которых преобладали фонды из Великобритании", - рассказал Д.Болясников.

Большая часть заявок пришлась на фонды долгосрочных инвестиций (long-only), были также и заявки от крупных хедж-фондов, отметил банкир.

Семья основателя Etalon Group Вячеслава Заренкова и инвестиционный фонд Baring Vostok продали на рынке 28 млн GDR на акции Etalon по цене $3,4 за расписку, выручив $95,2 млн. Бумаги были проданы с дисконтом в 10% к цене закрытия торгов расписками компании на Лондонской бирже во вторник. Проданный пакет соответствует примерно 9,5% капитала компании.

До продажи у семьи Заренкова и Baring Vostok совокупно было 46% акций компании, по итогам сделки останется 36,4% (30,7% у семьи основателя компании и 5,7% - у инвестфонда). Free float вырастет примерно до 61,4%.

Структуры Заренковых и Baring взяли на себя обязательство в течение трех месяцев после сделки не продавать бумаги Etalon на рынке.

Акционеры вышли на рынок ровно через полгода после предыдущего SPO компании, в ходе которого они же продали на паритетных началах 12,5% Etalon. Тогда цена размещения составила $3,58 за GDR, акционеры выручили $132 млн, продав 37 млн GDR. После сделки действовал полугодовой lock-up, который истекал как раз в конце ноября. Дисконт к рынку в майской сделке составил около 8,5%.

Российская девелоперская и строительная группа компаний "Эталон" (Etalon Group) основана в 1987 году В.Заренковым. IPO Etalon Group прошло в апреле 2011 года, на Лондонской бирже было размещено 28% акций по цене $7 за одну глобальную депозитарную расписку. Объем размещения составил около $575 млн, большую часть из которых ($500 млн) получила сама компания, остальное пришлось на продающих акционеров, среди которых были Baring Vostok, "Газпромбанк Управление активами", семья Заренкова и ряд менеджеров компании.
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