Tuesday, April 4, 2017

RCII poison pill, how to take advantage?

I'm long on RCII and they recently adopted a "shareholder rights plan" poison pill. Engaged Capital is pushing for acquisition and I think already own 16% (enough to trigger the plan). Details on the plan here.

I don't understand it enough to know what to do. I suspect the company will be acquired anyway (actually jumped today on a rumor), so should I take advantage of the purchase rights? How many will I be entitled to? Maybe I read it wrong but looks like 1/1000th of a share @ $25 for each share I have. Is that 25k minimum purchase for the new stock?

Do I have to exercise the right before the deal is done, or on the table? What if I do and the deal falls apart? I have no idea of the timing or rules related to this and all my searches just tell about the different types of poison pills and legality or disdain, not any actual examples of how they play out.



Submitted April 04, 2017 at 10:21PM by DJBFL http://ift.tt/2nHNkPb

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