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Эн+ Груп / En+ Group (ENPG, ENPL)

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сельпо
04.10.2017 17:17
 
https://www.vedomosti.ru/newsline/top/business/...

ТАСС: Дерипаска разместит 15% акций En+ в Лондоне и Москве

Холдинг En+ Олега Дерипаски намерен провести первичное размещение (IPO) 15% акций в Лондоне и Москве. Об этом сообщили ТАСС два источника на финансовом рынке.
«На данный момент есть решение разместить 15%. Листинг акций будет в Лондоне. В Москве планируется размещение российских депозитарных расписок», - сказал собеседник агентства. Другой источник ТАСС подтвердил эти данные.
сельпо
05.10.2017 07:46
 
https://www.vedomosti.ru/business/articles/2017...

Основной акционер En+ Олег Дерипаска разместит 15% акций компании на Лондонской и Московской биржах
Эксперты оценивают пакет в $1,5 млрд
05 октября 00:53Полина Трифонова, Иван Песчинский / Ведомости

Основной акционер En+ Олег Дерипаска разместит 15% акций компании на Лондонской и Московской биржах, сообщил ТАСС со ссылкой на два источника на финансовом рынке. Уже есть решение о проведении первичного размещения 15% акций холдинга. Листинг акций будет в Лондоне, а в Москве планируется размещение российских депозитарных расписок, приводит ТАСС пояснения своих собеседников. Источник «Ведомостей», знакомый с условиями размещения, подтвердил, что Дерипаска планирует размещение 15% акций. Представитель En+ не ответил на запрос «Ведомостей».
4,35% акций En+ принадлежит группе ВТБ, остальное контролирует Дерипаска, часть из них – через «Базовый элемент». En+ готовилась к IPO с начала года. Reuters со ссылкой на источники писало о намерениях китайского энерготрейдера CEFC China Energy принять участие в IPO. CEFC готова купить 5% акций компании, рассказывали в начале сентября источники «Ведомостей». Тогда два источника «Ведомостей» оценивали En+ для размещения в $6–8 млрд, а 5%-ный пакет акций – в $300–400 млн.
Компания ориентирована именно на привлечение якорных инвесторов, считает гендиректор УК «Спутник – управление капиталом» Александр Лосев. Таким инвестором может стать Glencore, или же весь пакет выкупит китайский энерготрейдер CEFC China Energy. Источник «Ведомостей», близкий к Glencore, опроверг намерения компании участвовать в размещении En+. Получить комментарии трейдера не удалось.
О возможности выкупа китайской компанией всего пакета говорит аналитик АКРА Максим Худалов. Для китайской компании привлекателен доступ к энергоактивам En+, полагает эксперт. Но и для алюминиевого бизнеса (UC Rusal – одна из самых эффективных по рентабельности алюминиевых компаний в мире, в среду на Гонконгской бирже компания стоила $11,97 млрд) время сейчас хорошее – с августа цены на металл достигли трехлетних максимумов ($2000 за 1 т). Растущие цены на алюминий и уголь («Евросибэнерго» входит в En+, владеет также угольными активами) помогут размещению. Бумаги будут привлекательны как для российских, так и для зарубежных инвесторов, отмечает Худалов.
«Китайское правительство сейчас планирует масштабные зарубежные инвестиции и разрабатывает стратегию обеспечения себя сырьевыми ресурсами», – добавляет Лосев. Связаться с представителями CEFC China Energy не удалось. Источник, близкий к одному из организаторов размещения, рассказал «Ведомостям», что в покупке акций En+ также заинтересован РФПИ. Сколько фонд намерен купить, не известно. Представитель РФПИ от комментариев отказался.
Худалов оценивает En+ для размещения в $11,5 млрд. «С учетом хороших прогнозов по углю и алюминию 15% акций могут стоить $1,5–1,7 млрд», – говорит аналитик. Ранее Дерипаска рассчитывал продать примерно 20% акций компании за $1,5 млрд. Худалов полагает, что компания уменьшила размер пакета для размещения, потому что при текущих рыночных условиях можно получить такую же сумму при потере контроля над меньшим пакетом. С ним не согласен директор по металлургии и горной добыче Prosperity Capital Management Николай Сосновский. По его мнению, En+ будет трудно разместить большой пакет. Даже при оценке компании в $6–8 млрд 20%-ный пакет стоил бы $1,2–1,6 млрд. «Любая сделка стоимостью более $1 млрд для России довольно крупное размещение», – полагает Сосновский. Эксперт уверен, что En+, возможно, привлечет более широкий круг инвесторов, включая крупных якорных. «В России в такой роли выступают обычно государственные структуры или пенсионные фонды», – добавляет он. Именно с этой целью – чтобы среди инвесторов могли быть государственные компании и банки – компания будет размещать на Московской бирже не акции, а российские депозитарные расписки, полагает Худалов.

Что входит в En+
En+ объединяет активы в металлургии, энергетике и горнодобывающей промышленности. Среди них – 48,13% UC Rusal, энергохолдинг «Евросибэнерго» (владеет 95,7% Красноярской ГЭС, 90,5% «Иркутскэнерго» и др.), Красноярский металлургический завод и производитель ферромолибдена «Союзметаллресурс».
сельпо
05.10.2017 09:53
 
https://investegate.co.uk/en--group-plc/rns/en-...

Thursday 05 October, 2017
EN+ Group PLC
EN+ GROUP PLC ANNOUNCES INTENTION TO FLOAT
RNS Number : 7812S

EN+ GROUP PLC ANNOUNCES INTENTION TO FLOAT
ON THE LONDON STOCK EXCHANGE AND MOSCOW EXCHANGE

5 October 2017 - En+ Group plc (the "Company", the "Group" or "En+"), a leading international vertically integrated power and aluminium producer with core assets located in Russia, today announces its intention to proceed with an initial public offering (the "Offering") of global depositary receipts (the "GDRs"), with each GDR representing one ordinary share of the Company, to be admitted to trading on the main market for listed securities of London Stock Exchange plc (the "LSE") and on Moscow Exchange ("MOEX"). The proceeds of the Offering are expected to amount to approximately USD 1.5 billion, of which USD 1 billion is expected to be primary proceeds.

Today, the Company announces that, ahead of the Offering, it has entered into a cornerstone investment agreement in connection with the Offering with AnAn Group (Singapore) Pte. Ltd. ("AnAn Group"), a company registered under the laws of Singapore. AnAn Group is principally engaged in equity investment and the provision of infrastructure services, with a special interest in common market economies. In addition, AnAn Group holds 63.8% of AnAn International Limited ("AnAn International") (formerly known as "CEFC International Limited"), a company listed on the Main Board of the Singapore Exchange. AnAn International is primarily engaged in the trading of petroleum and petrochemical products and also invests in the energy downstream areas. The cornerstone investor has committed USD 500 million for the purchase of the GDRs at the Offer Price, subject to certain conditions. AnAn Group is an important strategic partner of CEFC China Energy Company Limited ("CEFC China").

Maxim Sokov, CEO, commented: "Since our formation in 2002, En+ has grown into a highly successful integrated power and metals group, symbiotically producing clean energy and low-carbon aluminium. We are both the largest private hydro power company globally and the leading aluminium producer outside of China. Demand for both commodities is inexorably rising and, on our platform, intertwined. RUSAL's position as the world's lowest cost aluminium producer clearly demonstrates the benefits of our vertical integration and our ongoing focus on operating efficiency, which, together, underpin our attractive dividend proposition.

"We are pioneering the renewable energy and clean metals model, and a successful IPO would deleverage the Group and provide an opportunity to enhance our platform.

"As a management team, we have a strong track record in improving the operational and financial performance of the Company, boosting Group cash flow. En+ has reported mid-single digit growth in electricity production and aluminium sales over the last 18 months.

"AnAn Group's participation in the Offering as a cornerstone investor is a clear testament to the strength of our investment case, the Group's excellent prospects and the potential for greater cooperation between our two companies going forwards.

"We are very pleased to be listing in London, a universally respected financial centre and a global hub for the energy and metals sectors. We believe that listing on the LSE and MOEX will further increase our profile among the international financial community, support our deleveraging plans and give new investors a chance to participate in an exciting yield and growth story. Looking ahead, we are confident that we can create real value for all shareholders, deliver strong growth and pay an impressive dividend."

Details of the Offering

· The Company will apply to the Financial Conduct Authority (the "FCA") for the admission of the GDRs to the Official List of the FCA and to the LSE to trade on its market for listed securities through the international order book (the "London Admission"). The admission is expected to take place in November 2017.



· The Company will also apply to MOEX for the admission of the GDRs to trade on the exchange immediately after the London Admission. The admission to MOEX may take place only after the admission to the LSE.



· The Offering is expected to comprise primary and secondary components. The GDRs will be offered by the Company, as well as Basic Element Limited and/or B-Finance Limited (the "Selling Shareholder(s)"), companies beneficially controlled by Mr. Oleg Deripaska.



· The GDRs will be offered in the United States to qualified institutional buyers as defined in and in reliance on Rule 144A under the U.S. Securities Act of 1933 (the "Securities Act") and outside the United States to institutional investors in "offshore transactions" under Regulation S under the Securities Act.



· The Company intends to use the primary proceeds from the Offering to repay a portion of its debt.



· The Selling Shareholder(s) will grant the Managers (as defined below) an over-allotment option to purchase a maximum of 10% of the total number of GDRs being sold in the Offering.



· There will be a lock-up period of 180 days from the date of the London admission for the Company and the Selling Shareholder(s), in each case subject to certain exceptions.



· Citigroup Global Markets Limited, Credit Suisse Securities (Europe) Limited, J.P. Morgan Securities plc, Merrill Lynch International, SIB (Cyprus) Limited and VTB Capital plc are acting as Joint Global Coordinators and Joint Bookrunners, with BMO Capital Markets Limited, JSC Gazprombank, Société Générale and UBS Limited acting as Joint Bookrunners, and Atonline Limited acting as MOEX Bookrunner of the Offering (together the "Managers").



· The Offering is subject to receipt of all necessary regulatory approvals, including the relevant registrations and approvals by the FCA.



Investment highlights:

· Global leader in hydro power generation and aluminium production

· Vertically integrated green business model

· Unique asset base and operational excellence contributing to cost leadership

· Strong cash flow generation

· Upside potential from multiple catalysts

· Experienced management team

En+ is a leading vertically integrated power and aluminium producer. The Group operates through two major business segments: En+ Power and RUSAL.

The Company operationally manages En+ Power's assets, which are primarily focused on power and heat generation. The Company operates generating assets with 19.7 GW of installed electricity capacity. As of 31 December 2016, hydro power plants accounted for 76.6% (15.1 GW) of the Group's installed electricity capacity, which makes the Company the largest privately-held hydro power generation company globally. As at 31 December 2016, the Group held an 8% share of the total installed electricity capacity in Russia.

The Group's power assets are predominantly located in Siberia, where it has a 37.6% share of total installed electricity capacity in the region. The hydro power operations benefit from the abundant water resources of the Angara and Yenisei river cascades. These plants provide sustainable, low-carbon and low-cost power for Russian industrial facilities, including RUSAL's core aluminium smelters. The Group believes that it benefits from lower operating costs compared to other hydro power generation companies in part due to the geographic location, scale and efficient management of En+ Power's assets.

RUSAL, in which En+ holds a 48.1% stake, thereby providing the Group with strategic control, is a vertically-integrated aluminium producer. RUSAL is a clear low-cost leader in the production of aluminium, and accounted for approximately 6.2% of global aluminium output based on 2016 results. RUSAL operates 10 aluminium smelters and 7 alumina refineries, with its core smelting operations located in Siberia. In addition, RUSAL holds a strategic investment in Norilsk Nickel and a 50% interest in the BEMO Project (a joint venture between RUSAL and RusHydro comprising Boguchansk HPP and Boguchansk aluminium smelter).

The Group's key competitive advantage in terms of creating value through vertical integration lies in the close match of the electricity needs of RUSAL and the electricity production of En+ Power. The long-term power supply contracts between RUSAL and En+ Power's companies secure a stable source of low-cost electricity supply for RUSAL's aluminium smelters, while providing a benefit for En+ Power through securing a base load demand for electricity. The Group believes that it is capable of increasing its power output without any material capital expenditures and hence, is well positioned to capitalise on probable future increases in industrial power demand in Siberia. In the long run, the Group has the ability to plan long-term capital expenditures for its power and aluminium businesses.

The Group's management team has a proven track record in extracting operational and financial efficiencies across the Group.

Maxim Sokov, Chief Executive Officer, Executive Director

Maxim Sokov has served as a member of the Board since 2013. Mr. Sokov joined the Company as First Deputy Chief Executive Officer in July 2013 and has been the Chief Executive Officer of the Company since April 2014. Mr. Sokov has served as a member of the board of directors of RUSAL since September 2013. Mr. Sokov is also a member of the board of directors of Norilsk Nickel and Eurosibenergo plc (a Cypriot intermediate holding subsidiary of the Company).

Prior to joining the Group, Mr. Sokov had worked at RUSAL since 2007 as Head of the M&A Department, Head of the Department for Strategic Projects, Director of Investment Management to Norilsk Nickel, Director of Corporate Strategy and Director of Strategic Investment Management. From 2002 to 2004, Maxim Sokov worked as a lawyer for the Moscow Representative Office of Herbert Smith CIS Legal Services.

In 2000, Mr. Sokov graduated with honours from the Russian State Tax Academy under the Russian Ministry of Taxes, majoring in law. Mr. Sokov also graduated from the New York University School of Law in 2002, with a master's degree.

Andrey Yashchenko, Chief Financial Officer

Mr. Yashchenko has served as Chief Financial Officer of the Company since July 2013. Between 2006 and 2010, Mr. Yashchenko acted as Deputy Chief Financial Officer and as Corporate Finance Director at Basic Element. Between 2000 and 2006, Mr. Yashchenko served as Head of Capital Markets at RUSAL.

Prior to joining the Group in 2013, Mr. Yashchenko was Chief Financial Officer of the Russian Platinum Group. Before 2000, he held various positions with TNK and served as a research analyst at both MC Securities and Montes Auri investment companies. At the beginning of his career, Mr. Yashchenko acted as an auditor with Deloitte.

Mr. Yashchenko graduated with honours from the Lomonosov Moscow State University, Department of Economics. He is a CFA charterholder and a member of the CFA Institute.



Clear Vision and Strategic Focus

The Group's current strategy consists of six main pillars:

· Deleverage and support solid dividend payments through strong free cash flow generation

· Optimise the electricity supply-demand balance through the integration of RUSAL and En+ Power

· Focus on cost control below inflation

· Ensure continuous improvement of the Group's environmental performance

· Reinforce the Group's leadership in the global aluminium industry by raising production efficiency

· Actively explore power industry development opportunities

Financial highlights

USD mln

1H 2017

1H 2016

FY 2016



FY 2015

FY 2014

Group revenues



5,841

4,748

9,776

10,529

11,917

RUSAL*



4, 764

3,896

7,983

8,680

9,357

En+ Power*

1,599

1,152

2,482

2,459

3,426

Adjusted EBITDA**

1,513

1,051

2,311

2,732

2,168

RUSAL*



985

656

1,489

2,015

1,514

En+ Power*

572

395

822

717

652

* - before inter-segment elimination.

** - Adjusted EBITDA for any period represents the results from operating activities adjusted for amortisation and depreciation, impairment of non-current assets and gain/loss on disposal of property, plant and equipment for the relevant period, in each case attributable to the Group, En+ Power or RUSAL, as the case may be.



The Group's revenues in the first half of 2017 amounted to USD 5,841 million, up 23.0% from USD 4,748 million in the corresponding period in 2016. This increase was largely driven by higher revenues at RUSAL, following a 21.8% growth in the average LME aluminium price to USD 1,880 per tonne in the first half of 2017. Meanwhile, En+ Power's revenues grew by 38.8% to USD 1,599 million in the first half of 2017 from USD 1,152 million in the first half of 2016.

The Group's Adjusted EBITDA in the first half of 2017 rose to USD 1,513 million, up 44.0% from USD 1,051 million for the first half of 2016. Both of the Group's two main segments saw substantial growth in Adjusted EBITDA, with En+ Power registering a 44.8% year-on-year increase to USD 572 million and RUSAL achieving a 50.2% rise to USD 985 million. Despite the RUB appreciation and inflationary pressures predominantly in aluminium costs base, En+ Group EBITDA margin expanded 26% in 1H 2017.

The Group's cash flow from operating activities increased 9.3% year-on-year to USD 1.0 billion in the first half of 2017 from USD 916 million during the same period of 2016. The Group has established a track record of strong free cash flow generation that has enabled it to pay increased dividends to its shareholders in recent years. The Group's free cash flow is supported by RUSAL's continued focus on higher-margin value-added products, as well as dividend payouts from Norilsk Nickel.

Also, En+ Group continues optimising its debt structure by enhancing maturity profile and lowering the effective cost of debt, which provides more operational flexibility.



Operational Highlights



Measurement unit

1H 2017

1H 2016

FY 2016

FY 2015

FY 2014

Total electricity generation

GWh

33,917

32,172

69,498

65,507

75,369

HPPs

GWh

27,347

25,175

56,714

52,421

62,891

CHPs

GWh

6,570

6,997

12,784

13,086

12,478

Total heat production

Gcal, 000

14,612

14,953

27,363

26,409

27,710

Aluminium production

tonnes, 000

1,831

1,835

3,685

3,645

3,601

Primary aluminium and alloy sales

tonnes, 000

1,987

1,915

3,818

3,638

3,525



Electricity generation in En+ Power rose to 33.9 TWh in the first half of 2017, up 5.4% from 32.2 TWh a year earlier. This growth was in line with rising consumption and demand. Hydro power sources generated 80.6% of total electricity production of the Group during this period. The Group's HPPs increased their production by 8.6% year-on-year from 25.2 TWh in the first half of 2016 to 27.3 TWh in the first half of 2017. En+'s CHPs decreased their production by 6.1% year-on-year from 7.0 TWh in the first half of 2016 to 6.6 TWh in the first half of 2017. Heat generation dropped by 2.3% from 15.0 million Gcal in the first half of 2016 to 14.6 million Gcal during the same period of 2017.

The aluminium production at RUSAL remained largely stable year-on-year at 1.8 million tonnes in the first half of 2017. Sales of primary aluminium and alloys rose to 2.0 million tonnes, up 3.8% year-on-year from 1.9 million tonnes in the first half of 2016.



Robust Dividend Policy

The Company has adopted a dividend policy to pay on at least a semi-annual basis the dividends which will be equal to the sum of: (i) 100% of dividends received from RUSAL; and (ii) 75% of Free Cash Flow of En+ Power, subject to a minimum of USD 250 million per year. Any future decision to declare and pay dividends will be subject to applicable law and commercial considerations.

Corporate Information

En+ Group plc is a company organised and existing under the laws of Jersey with its registered office at 44 Esplanade, St. Helier, Jersey, JE4 9WG Channel Islands.

***

For further information, please visit http://eng.enplus.ru/ or contact:

Andrey Petrushinin

Ignatiy Pavlov

En+ Group

Tel: +7 495 642 79 37

Email: press-center@enplus.ru

Alastair Hetherington

Anastasia Gorokhova

Finsbury

Tel: +44 (0)20 7251 3801

Email: enplus@finsbury.com
Добрый MAN
03.11.2017 11:34
 
В Лондоне прошло крупнейшее IPO российской компании за пять лет
Инвесторы оценили EN+ Олега Дерипаски в $8 млрд

Инвесторы оценили энерго-металлургическую компанию En+ Олега Дерипаски в $8 млрд, сообщила компания. Торги ее бумагами на Лондонской и Московской биржах начнутся 8 ноября.
В пятницу была объявлена цена размещения En+. Компания оценена по нижней границе ценового диапазона - в $14 за GDR. Таким образом, вся компания до поступления средств от IPO оценена в $7 млрд. Новые бумаги на $1 млрд купят инвесторы. Структуры Дерипаски продадут акции ещё на $500 млн структуре китайского нефтетрейдра CEFC Energy - AnAn Group.
Это крупнейшее размещение российской компании на Лондонской бирже с 2012 г., приводятся в сообщении компании слова гендиректора Максима Сокова. Он подчеркивает, что высокий интерес инвесторов - подтверждение успешной стратегии компании и выбранного вектора развития.
Китайскую CEFC в En+ могли привлечь именно энергоактивы
Будущий акционер «Роснефти» станет партнером Олега Дерипаски Китайский трейдер CEFC может купить в ходе IPO En+ 5% акций компании
Крупные пакеты на IPO приобрели Qatar Investments Authority, Capital Group. Их заявки достигали $100 млн. Купили бумаги также РФПИ с партнерами.
En+ объединяет активы миллиардера Олега Дерипаски в металлургии, энергетике и горнодобывающей промышленности. Среди этих активов - 48,13% алюминиевой компании UC Rusal, энергохолдинг «Евросибэнерго» (владеет 95,7% Красноярской ГЭС, 90,5% «Иркутскэнерго» и др.), Красноярский металлургический завод и производитель ферромолибдена «Союзметаллресурс». Энергобизнес En+ – один из самых эффективных в России: в 2016 г. его рентабельность по EBITDA составляла 33%. У лидера рынка, «Юнипро», – 37%. Рентабельность всего бизнеса En+ – 24,7%.

https://www.vedomosti.ru/business/articles/2017...
Каракурт
03.11.2017 20:12
 
Хотел ветку создать. А она вот она, есть Всем привет.
Kitco
06.11.2017 21:07
 
Лишь бы лить не стали,прям с открытия торгов.Как в Лондоне
Борисч
08.11.2017 08:58
 
Сообщение удалено автором 08.11.2017 в 08:59.
Каракурт
08.11.2017 09:36
 
О начале торгов ценными бумагами 8 ноября 2017 года
http://www.moex.com/n17618
"Карантикулы"
08.11.2017 12:08
 
а где торги???
Мираж
08.11.2017 13:12
 
а где торги???
В 13-06 первая сделка по 840 прошла
Червонец_Сеятель
08.11.2017 13:18
2
Компании мошенника Дерипаски нужно сразу в черный список включать!
Kitco
08.11.2017 13:24
 
А в Лондоне тикер какой у бумаги? Искал ,не нашёл .Только информация была,что с открытия лить начали
"Карантикулы"
08.11.2017 13:37
 
интересно, объем растет, сделки исполняются по ценам которых в стакане ваще нет. Чудеса
C-T-R
08.11.2017 13:45
1
ENPL

http://www.londonstockexchange.com/exchange/pri...


там стоимость около 13,3 бакса, это 788 руб примерно
А в Лондоне тикер какой у бумаги? Искал ,не нашёл .Только информация была,что с открытия лить начали
Kitco
08.11.2017 14:24
 
Наши инвесторы самые бесстрашные
Kitco
08.11.2017 16:16
 
Открытие 840 .цена последней сделки 780 . Почему не показывает изменение цены в % ? ? ?
goldvik
08.11.2017 16:32
 
Открытие 840 .цена последней сделки 780 . Почему не показывает изменение цены в % ? ? ?
Сегодня первый день торгов ,поэтому изменения в процентах будет только с завтрашнего дня
Бумпастик
08.11.2017 19:45
 
купил на пробу 781,5
kot163
08.11.2017 20:49
 
Добрый день форумчане ! Подскажите пожалуйста а данная компания будет ли выплачивать дивиденды ? и дают ли право данные расписки право на получение дивидендов. ?
nnh
08.11.2017 20:52
 
А чего это у меня Сбербанк не дает тикер. У всех доступно?
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