The companies that have indicated interest in delisting from
the local bourse this year included energy company, Oando Plc, consumer goods
companies, Glaxo SmithKline Consumer Nigeria Plc and PZ Cussons Nigeria
Limited.
Others include Union Bank of Nigeria, Capital Hotel and
Coronation Insurance. Their exit will result in a N459.65bn reduction in the
market cap when completed.
Oando in April revealed plans to delist from the NGX after
the company’s core investor, Ocean and Oil Development Partners Limited,
proposed to acquire the shares of its minority shareholders at the rate of
N7.07 per unit.
Meanwhile, at its 44th Annual General Meeting held on
November 6, the issue of the delisting was not mentioned even as shareholders
approved the cancellation of the unissued ordinary shares of the group in
compliance with Section 124 of the Companies and Allied Matters Act 2020 and
Companies Regulation 2021. Oando’s market capitalisation stood at about N128bn
as of Monday.
The chairman emeritus of the Independent Shareholders
Association of Nigeria, Sunny Nwosu, at the time of the announcement, slammed
the company and said shareholders of Oando, who have not been paid in years,
now have to deal with the acquisition of their shares.
GSK with its plans to delist from the market and shut down
its operations in Nigeria will cost the NGX N19.19bn in market value.
The woes of the minority investors’ community were
compounded when another multinational, PZ Cussons, said it was exiting the
market and offered to pay N21 per unit for its shares. On Thursday, the offer
was increased to N23 per unit.
The NGX announced the full suspension of the trading of
Capital Hotels shares on November 1, in preparation for the delisting of the
securities of the company in line with obtained approval. As of October 31, the
last day its shares were traded, Capital Hotels had a market capitalisation of
N9.55bn with its shares priced at N3.02 per unit.
In May, Titan Trust Bank Limited, the core investor in Union
Bank of Nigeria, announced its plans to acquire the shares of minority
shareholders in the bank at the rate of N7.00 per share. When the delisting is
completed, the NGX will shed about 193bn from its market cap.
In July, Coronation Insurance Plc said that it received an
offer from Coronation Capital (Mauritius) Limited to acquire shares of the
company at 65kobo per share and subsequently delist from NGX. The market cap of
the insurance firm as of Monday was N17.27bn with its shares priced at N0.72
per unit.
Some shareholders, who spoke to The PUNCH, lamented the
effect of the exit of the multinationals and other companies on their
portfolios and the general economy.
Speaking with The PUNCH, the President, Noble Shareholders
Solidarity Association, Matthew Akinlade, said, “I think the regulatory
authorities just have to improve their performance because a lot of these vital
industries are getting off the NGX. These exits will have an impact on the fate
of the minority shareholders.
“It is not a good omen for the economy. I think the
regulators have to be careful. Even the regulators in terms of sanctions, I
think are being overbearing. Yes, they should be fined but not such a huge
amount that would erode their profitability.”
Speaking with The PUNCH, the Vice Chairman of the Board at
Highcap Securities Limited, David Adonri, said that the planned delisting is
not a welcomed development as it shrinks the size of the capital market and may
affect its ability to serve as the barometer for the economy.
On possible impact on investors’ confidence, Adonri said,
“It may not be affected if investors in the delisting companies are
appropriately paid off. However, what Oando is proposing as an exit payment to
investors will cause unimaginable losses to investors who bought the shares
several years ago. The exit payment that investors will receive can be
reinvested in other securities. It may not diminish the value of investor’s
portfolios.”
In his comments, the
Chief Executive Officer of Wyoming Capital and Partners, Tajudeen Olayinka,
said that the delisting plans would affect the size of the market relative to
the size of the Nigerian economy, and by extension, the depth of the market.