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US Firm Castlelake Tables £4.7bn EasyJet Bid Publicly After Board Rejection

US investment firm Castlelake has made its £4.7bn takeover proposal for easyJet public, after the budget airline's board rejected three previous offers. The move aims to allow easyJet shareholders to evaluate the all-cash bid ahead of a crucial Friday deadline.

  • Castlelake's latest offer values easyJet at 625p per share, totalling over £4.7bn.
  • This is the third proposal rejected by easyJet's board, who deem it 'opportunistic' and undervaluing the airline.
  • Castlelake has partnered with EU nationals to address regulatory requirements for airline ownership.
  • A takeover deadline under City rules is set for 5pm on Friday, 26th June.
  • EasyJet's share price has seen significant fluctuations amidst takeover speculation.

A £4.7 billion bid to acquire easyJet has reignited concerns about the UK's largest budget airline, with shareholders set to face a critical decision by the end of this week. US investment firm Castlelake, which manages approximately £27 billion in assets globally, has publicly disclosed its latest all-cash offer of 625p per share, valuing the company at just over £4.7 billion. This is the fourth bid from Castlelake, with earlier offers rejected at 560p and 600p per share by easyJet's directors.

Under City takeover regulations, Castlelake has until 5pm on Wednesday, June 26th to declare its firm intention to make an offer for easyJet. The firm is attempting to bypass the board's 'unwillingness to engage meaningfully' and give shareholders a say in the matter ahead of a looming deadline. Notably, this approach also addresses regulatory hurdles surrounding EU ownership requirements by partnering with two European investors.

Castlelake has formed a partnership with Peter Bellew, former chief operating officer at easyJet and Ryanair, and Mark Breen, CEO of Dublin-based Oneiros Aerospace. This strategic move is intended to establish an EU company controlled by EU nationals holding a controlling shareholding in the acquisition, thereby ensuring compliance with European regulatory requirements. However, this has been met with criticism from easyJet's board, who argue that Castlelake's offer fundamentally undervalues the airline and its future prospects.

EasyJet's directors have labelled Castlelake's bid as an 'opportunistic attempt to acquire easyJet on the cheap', citing a 'temporarily depressed share price' influenced by external factors such as Middle East conflicts. They also raised concerns about the proposed ownership structure, labelling it 'opaque'. The airline's shares have indeed experienced significant volatility, with a 36% surge over the last month amid takeover speculation.

It is not the first time easyJet has faced acquisition interest; previous bids from Swiss shipping company MSC and rival Wizz Air in 2021 were both rejected. This latest development adds to uncertainty surrounding the airline's future ownership, leaving shareholders with a crucial decision by week's end.

Why this matters: This story is significant for UK investors who hold easyJet shares, as well as for the broader aviation sector. A successful takeover could alter easyJet's operational strategy and market position, potentially impacting pricing and routes for millions of British holidaymakers.

What this means for you: What this means for you: As a UK traveller, while the direct impact on flight prices or routes isn't immediate, a change in easyJet ownership could eventually influence the airline's strategy, potentially affecting your travel options or the cost of your holidays in the future.

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