Tuesday, August 2, 2016

Misty government’s plans in PGE – Puls Biznesu

The shares of PGE, which is the largest energy company in the country, got cheaper the stock market yesterday as much as 5 percent. In this way, investors showed what they think of custom idea of ​​the treasury, who wants to abnormally raise capital energy company.

For the record: Treasure demands to raise capital and it is to take the form of raising the nominal value of the shares of PGE, with 10 to 13 zł. This will be covered in the amount of 5.6 billion zł, taken from capital. Investors strongest emotions aroused yesterday expected amount of tax from the operation. – It is difficult to assess by how much, because the value of the tax could amount to a hypothetical both more than 1 billion zł, and 0 zł – says Paweł Puchalski, head of research of Dom Maklerski BZ WBK.

The hypothetical range from 0 to 1 billion zł It illustrates the uncertainty that digests investors. When asked podatkowców and lawyers about the financial effects of such capital increase, we heard: “This pristine operation,” “do not know”, “stock market seen anything like it.”

– In my opinion, the only effect of this operation It is depletion of the book value of PGE, an estimated several hundred million dollars. There is nothing in benefits for the company and for minority investors may be unfavorable operation – says Paweł Puchalski.

For the minority shareholders disadvantage is also the fact that they lose a hypothetical dividend from PGE.

But it seems that financial institutions will not be overly protest. From one of the managers heard that it comes just going for the general application and opposition. Action plans and the Association of Individual Investors.



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