Saturday, January 3, 2015

The Chinese market Fosun wins battle over the Club … – Les Echos

The Chinese market Fosun wins battle over the Club … – Les Echos

Global Resorts, the group of investors led by the Italian businessman Andrea Bonomi, waives outbid the last offer of Gaillon Invest II, the consortium led by Fosun, the Chinese partner of Club Med. The success of Gaillon Invest II OPA is now accepted

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2015 key year in the history of Club Méditerranée … So it will celebrate its 65th anniversary – the original association was created in April 1950 -, the operator of holiday villages is about to go under the Chinese flag.

Global Resorts, the group of investors led by the Italian businessman Andrea Bonomi, has announced Friday night renounce outbid the last offer of Gaillon Invest II, the consortium controlled by the Chinese conglomerate and partner of Club Méditerranée, Fosun. Clearly, Fosun, which has the support of the management of Club Med, wins the takeover battle initiated on 30 June with the announcement of the bid of Global Resorts.

“Global Resorts decides not to continue its investment in Club Méditerranée SA” , he said in a statement released in the evening. “After carefully analyzing the situation of the public offer (…) and, in particular, valuation levels achieved” , its board “decided not to bid, and therefore intends to withdraw its offer” , is it also explained in this release. In addition, it is added, the shares held by Global Resorts and Strategic Holdings, a group of investment vehicle Andrea Bonomi acting in concert with Global Resorts, “will be tendered Gaillon Invest II, or sold on the market “. The two entities together hold 18.9% stake in Club Med -representing 17.0% of the voting rights – Strategic Holdings, which had built its stake in spring 2014, with a share of 10%

<. itemprop p = "ArticleBody"> For the record, Gaillon Invest II had brought on 19 December, the unit price to 24.60 euros per share and 25.98 euros in the case of convertible bonds OCEANE type, valuing the Club Méditerranée to € 939 million for 100% of the shares, the Club worth 915 million with the previous outbid Global Resorts (based on a share price of 24 euros). The Financial Markets Authority (AMF) was given until Wednesday, January 7 at 18:00 to the investor consortium led by Andrea Bonomi for against attack.



internationalization Amplification

Global Resorts, had joined KKR in November, US giant of the capital investment, then withdraws that Club Med has regained the levels of courses up to September 2008 … Almost unchanged (-0.04%), the value was also still firmly seated Friday at the close of Euronext Paris on the threshold of 25 euros to 25.09 euros. Last year, she won 44.25%, due to the stock market battle even if the price increase was initiated in the spring 2014 due to speculation and rising Andrea Bonomi Group Club of capital . However, the soaring stock market took a different turn with the launch of the tender offer (OPA) Global Resorts. The latter immediately “torpedoed” initial and friendly takeover together – equally – Fosun and the French investment company Ardian which was launched in July 2013 at a price of 17.50 euros per share. Andrea Bonomi did also not private to emphasize the role played by his group in this sharp rise in the Club Med i n 2014: “Global Resorts welcomes minority shareholders ( Club Méditerranée, Ed) have a better valuation “, he said so in the press release issued Friday by Global Resorts, before wishing ” the best at Club Med to all employees. ”

The withdrawal of Global Resorts will allow the CEO of Club Méditerranée, Henri Giscard d’Estaing, to continue its amplification of internationalization strategy with Club Med China, for the first target market, but also Brazil. The Brazilian businessman Nelson Tanure, partner of the Club for a project village near Buzios, must also join his round, once achieved OPA Gaillon Invest II (it can rise up to 20 .% in the acquisition holding)

For its part, Global Resorts defended an alternative industrial strategy which, he was – again – said Friday ” would have been a better scenario carrying value for all stakeholders. “ The Bonomi camp was focusing the development of Club Med much on Europe, without drawing a line in emerging markets but also redynamisait its offer 3 Trident or the entrance to a narrow range of Club Méditerranée largely repositioned, since 2004, on the high end with an essentially falling Park 4 and 5 Trident. To build its industrial project, Andrea Bonomi was based particularly on Serge Trigano, the son of the charismatic leader of Club André Trigano and even her boss of the company in the 90s (before being landed by the shareholders because of deficit). In case of victory of Global Resorts, Serge Trigano had become chairman of the board with a non-executive role.

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