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Steinhoff een mooie kans

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Zoals gecommuniceerd aan de markt, publiceert Steinhoff zijn halfjaarresultaten op vrijdag 29 juni 2018. De resultaten worden verwacht tegen het einde van de middag.
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UPDATE ON CREDITOR SUPPORT LETTER EXTENSIONS FOR STEINHOFF EUROPE AG AND STEINHOFF
FINANCE HOLDING GMBH, FINANCIAL RESTRUCTURING AND H1 RESULTS
Steinhoff International Holdings N.V. (the “Company” and with its subsidiaries, the “Group”)

Extension of Support Letters

The Company refers to its announcements on 6 June 2018 and 12 June 2018 concerning the
entry by Steinhoff Europe AG (“SEAG”) and Steinhoff Finance Holding GmbH (“Holding”) into
formal letters of support with certain of their creditors (the “Original Support Letters”) and its
announcement of 27 June 2018 seeking certain amendments to the Original Support Letters
(the “Amended Support Letters”), primarily to extend the support period from 30 June 2018 up
to and including 20 July 2018.

The Group is pleased to announce that it has now received the following levels of support from
its creditors to the Amended Support Letters:

(i) creditors representing 85% of the external debt of SEAG;

(ii) holders of 85% in aggregate nominal amount of the series of convertible bonds due
2021 issued by Holding;

(iii) holders of 94% in aggregate nominal amount of the series of convertible bonds due
2022 issued by Holding; and

(iv) holders of 79% in aggregate nominal amount of the series of convertible bonds due
2023 issued by Holding,

and that the support period has been duly extended up to and including 20 July 2018.

Restructuring Update

The Company has reached agreement on the key commercial terms for the restructuring plan
with members of the ad hoc committees of third party creditors of SEAG, Stripes US Holding
Incorporated and Holding and the coordinating committee in respect of the Group’s
European creditors (the “Committees”) which takes into account the features of the
restructuring framework outlined in the Company’s presentation to the Group’s creditors on 18
May 2018.

The restructuring plan is intended to: (i) ensure fair treatment across the various creditors groups
having regard to their existing rights and claims; and (ii) provide stability to the Group and its
stakeholders to enable:

• management to focus on supporting and delivering value at the Group’s operating
businesses;

• an extended period of time in which to achieve a deleveraging of the Group; and

• a detailed assessment of all contingent litigation claims.

The Group is finalising the terms of a lock-up agreement (the “Lock-up Agreement”) with
respect to the implementation of the restructuring plan, which will give effect to and have
appended to it the term sheet and an implementation steps plan. The Lock-up Agreement is
designed, among other matters, to impose a standstill obligation on relevant creditors as
regards taking steps to seek the enforcement of their debts against certain of the Group’s key
finance companies or the Company for an agreed lock-up period so as to enable the formal
documentation required to implement the restructuring plan to be developed.

When the form of the Lock-up Agreement has been finalised with the Committees, a further
update will be provided to the market on the detailed terms of the restructuring plan and the
manner in which creditors outside of the Committees may accede to the terms of the Lock-
up Agreement.

Discussions regarding a potential restructuring of the financial indebtedness of Hemisphere
International Properties B.V. are ongoing, and the Company will provide a further update to
the market in due course.

H1 Results

Further to the Company’s announcement on 18 May 2018, the Company will be releasing the
unaudited consolidated interim results of the Group for H1 2018 later today.

Shareholders and other investors in the Company are advised to exercise caution when
dealing in the securities of the Group.
irhosted.profiledata.co.za/steinhoff/...
KevDem
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Dit lijkt me toch wel goed nieuws te zijn. Uitstel en meer tijd om alles op punt te zetten
Merk toch een positieve ondertoon in het bericht
sandman70
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quote:

KevDem schreef op 29 juni 2018 11:57:

Dit lijkt me toch wel goed nieuws te zijn. Uitstel en meer tijd om alles op punt te zetten
Merk toch een positieve ondertoon in het bericht
Wederom gaat de koers niet omhoog.
Ik ben er met 15000 st uitgestapt heb er nog 10000 st die houd ik aan wat er ook gebeurd. En verkoop pas tussen de 0,50 en 1 euro.
Maar dit kan nog jaren duren.
En met een klein bedrag kijk je er ook niet telkens naar.
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STEINHOFF INVESTMENTS: DIVIDEND TO PREFERENCE SHAREHOLDERS

On 30 April 2018 Steinhoff Investments published a SENS announcement notifying holders of
the 15 000 000 cumulative, non-redeemable, non-participating, variable rate preference
shares issued by the Company (“the Preference Shares”) that a decision had been taken by
the board of directors of the Company not to declare a dividend on the Preference Shares in
respect of the period 1 July 2017 to 31 December 2017 (“the Preference Dividend”).

This decision has been reviewed by the board, which has determined that the Company is
now in a position to declare the Preference Dividend. Accordingly, on 29 June 2018 the board
declared a gross dividend of 427.41781 cents per Preference Share in respect of the
Preference Dividend, payable on Monday 23 July 2018 to those holders of Preference Shares
recorded in the books of the Company at the close of business on Friday 20 July 2018.

The Preference Dividend will be payable in the currency of South Africa and will be subject to
a local dividend tax rate of 20%. This will result in a net dividend of 341.93425 cents per
Preference Share, unless the Preference Shareholder is exempt from dividend tax or is
entitled to a reduced rate in terms of an applicable double-tax agreement.
Steinhoff Investments’ income tax reference number is 9375046712.

At the date of declaration there were 15 000 000 (Fifteen million) Preference Shares in issue.

In accordance with the terms and conditions attaching to the Preference Shares and in
recognition of the delayed declaration of the Preference Dividend, the preference dividend
per Preference Share for the next dividend period, namely 1 January 2018 to 30 June 2018,
shall be increased by an amount of 6.9379 cents, calculated in accordance with the following
formula:

a=b x c x d

in which formula:

a = the increase in the preference dividend (per Preference Share) for the next dividend
period;

b = the Preference Dividend (per Preference Share);

c = the publicly basic rate of interest quoted from time to time by Absa Bank Limited,
expressed as a percentage per annum, compounded monthly in arrear and calculated on
a 365 (three hundred and sixty five) day year basis; and

d = the number of days from the date 120 (one hundred and twenty) days after the last day
of the dividend period in respect of which Preference Dividend should have been
declared up to 29 June2018, divided by 365 (three hundred and sixty five).

Salient dates: 2018
Last date to trade cum dividend: Tuesday 17 July
Shares trade ex-dividend: Wednesday 18 July
Record date: Friday 20 July
Payment date: Monday 23 July

Share certificates may not be dematerialised or re-materialised between Wednesday 18 July
2018 and Friday 20 July 2018, both days inclusive.

On behalf of the board of directors

H Sonn: Non-executive director
LJ du Preez: Executive director
irhosted.profiledata.co.za/steinhoff/...

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DeZwarteRidder
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quote:

Arbitrageur schreef op 29 juni 2018 13:33:

Ze hebben genoeg cash om het preferente dividend gewoon door te laten gaan.
STEINHOFF INVESTMENTS is waarschijnlijk een dochter of een moeder-bedrijf en dus niet hetzelfde als Steinhoff International.
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Voor +/- 1002 euro (1006 incl. kosten) eerder aangeschaft op 0,0772 (zeg afgerond 0,078).
Totaal 12.970 stuks en reeds in de plus.
Had voor mijn administratie het bedrag reeds afgeschreven.
Wellicht te voorbarig ?
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JOHANNESBURG (Reuters) - De verontruste detailhandelaar Steinhoff zei op vrijdag dat het overeenstemming had bereikt over commerciële voorwaarden voor zijn herstructureringsplan met schuldeisers en kreeg ook de goedkeuring voor een verdere schuldstilstand.
DeZwarteRidder
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EBITDA as reported
45
163
(72)
Loan impairments
132
324
Unrealised foreign exchange loss/(gain)
137
(38)
Professional fees
39

(Gain)/loss on derivative
(13)
8
Deconsolidation of POCO

(52)
Sustainable EBITDA
340

405
(16)
DeZwarteRidder
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EBITDA na aftrek allerlei eenmalige posten = 45 miljoen

Ik zie in ieder geval dat ze nog talloze afdelingen kunnen verkopen, want ze zitten met vanalles (o.a. automotive) in zowat alle werelddelen.
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By Adam Clark
Steinhoff International Holdings NV (SNH.JO) said Friday that its loss in the first half of financial 2018 widened sharply, as revenue fell.
The South Africa-based retailer booked a net loss of 621 million euros ($724.2 million) for the six months to March 31, compared with a EUR380 million loss in the year-earlier half.
Steinhoff said its loss per share was 15 cents, increased from a 9.2 cents loss per share. Revenue fell 6% to EUR9.35 billion.
Steinhoff's statutory operating loss for the half before capital items was EUR152 million. Earnings before interest, tax, depreciation and amortization came to EUR45 million.
The company said its liquidity position remains challenged and it continues to face significant ongoing funding requirements for its European finance companies, and some of its international operating companies.
In December, Steinhoff hired accountancy firm PricewaterhouseCoopers to conduct an independent investigation into accounting irregularities. The company has since said that it needs to restate its 2015 and 2016 financial results, and has yet to release its 2017 results.
On Friday, Steinhoff said it aims to release its fiscal 2017 results by the end of this year, and then release its fiscal 2018 results by the end of January 2019. The company also said PwC is on-track to deliver its final report into Steinhoff's accounting by the end of this year.
Earlier on Friday, Steinhoff said that it has been granted an extension to its credit-support period to July 20, following discussions with creditors.
Write to Adam Clark at adam.clark@dowjones.com; @AdamDowJones
(END) Dow Jones Newswires
June 29, 2018 11:29 ET (15:29 GMT)
© 2018 Dow Jones & Company, Inc.

AAND STEINHOFF INTERNATIONAL HOLDING
NL0011375019
DeZwarteRidder
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Operational review for the six months ended
• Customer confidenc
31 March 2018
- The negative press surrounding the Group
influenced customer behaviour, and during this
Introduction
period enhanced communication was required.
This was specifically relevant to made-to-order
The Group delivered revenue of €9.3 billion (1H17:
furniture customers (for example kitchens,
€9.9 billion) for the six months under review.
upholstery and other large furniture items), as
Operational results were severely impacted by the
these products have a long lead time and require
Steinhoff events and a difficult general retail trading
customers to pay a deposit upon ordering.
environment (described in more detail below). The
These transactions were under pressure as a
Group reported positive EBITDA of €45 million, but
result of the uncertainty surrounding the stability
an operating loss before capital items of €152 million
of the Steinhoff Group.
for the six months under review. Excluding certain
• Margin and cost management
one-off items, the Group managed to achieve a
positive EBITDA of €340 million and operating profi
- Margin across the Group has also been
of €143 million for the six months under review.
negatively impacted by the lower trading levels
Steinhoff events
and additional one-off costs such as professional
fees.
Due to the events at their parent company,
operational management faced additional challenges
In the household goods business, store openings and
and incurred extraordinary costs. These challenges
capex projects were put on hold. Business plans of
include:
all the operations have been thoroughly interrogated
and management has been tasked to focus on
• Liquidity management
profitability, cash flow, inventory management and
overall cost reduction.
- Raising working capital facilities at operating
entity level to replace Group treasury funding,
Difficult general retail trading environment
supported by weekly cash flow projections and
In most of the territories where the Group operates,
reporting.
operational divisions have experienced difficul
- Change of operational processes resulting from
trading environments resulting in reduced store traffi
reduced supplier credit.
footfall and a decrease in store profitability during
the last number of quarters. The trading environment
- Active engagement with suppliers and credit
was influenced in the various geographies by low
insurers to substantiate and maintain the limited
economic growth rates, increased competition
available credit lines.
and overtrading, the impact of online retailers and
customer indebtedness.
hirshi
0
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