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CN must be scared

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  • Member since
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  • From: I've been everywhere, man
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Posted by SD70Dude on Wednesday, May 19, 2021 7:56 PM

beaulieu

What I find interesting is that CN shareholders will not have a vote on this acquisition/merger. Mr. Pace and Mr Ruest are spending $33 billion USD of the shareholder's equity and they won't have a say.

Did CP put their proposal to a shareholder vote before publicly announcing their merger agreement? 

It is also worth noting that TCI is CP's largest shareholder, at least as of last fall.

https://www.freightwaves.com/news/tci-fund-management-seeks-climate-action-from-cp-and-cn

Greetings from Alberta

-an Articulate Malcontent

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Posted by beaulieu on Wednesday, May 19, 2021 8:26 PM

I am going to make a prediction here, that the STB will deny the use of a Voting Trust to CN. My reasoning is as follows. Granting a Voting Trust will put both CN and the STB in a box, CN would be crippled if the STB were to deny the acquisition after granting the Voting Trust because I don't believe that CN would be able to sell KCS for anywhere near what they paid for it. I would expect CP to come back with an offer closer to $20 billion USD knowing that CN has to sell. The STB would be constrained not wanting to cripple CN with serious debt that they would have a difficult time servicing, perhaps to the point of deferring maintenance on their own properties. If the Voting Trust is denied CN has to sweeten its offer by $1 billion USD, but I don't think this would sway the STB either way, CN willing did that to itself.

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Posted by beaulieu on Wednesday, May 19, 2021 8:31 PM

SD70Dude

Did CP put their proposal to a shareholder vote before publicly announcing their merger agreement? 

 
Not that I can find. I will have to read the filing.
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Posted by jeffhergert on Wednesday, May 19, 2021 8:40 PM

The STB did deny the CN's application for a voting trust as incomplete.  The denial does allow CN to refile another application.

Jeff

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Posted by beaulieu on Wednesday, May 19, 2021 9:20 PM

jeffhergert

The STB did deny the CN's application for a voting trust as incomplete.  The denial does allow CN to refile another application.

Jeff

 

 

I am aware of that, I am talking about the refiled application which is complete.

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