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Silk Logistics Holdings
Silk Logistics Holdings (SLH) investor relations material
Silk Logistics Holdings has been delisted
Silk Logistics Holdings Scheme Meeting Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Scheme Meeting Presentation summary31 Jul, 2025
Transaction overview
DP World Australia proposes to acquire all Silk shares at $2.14 per share via a Scheme of Arrangement, valuing Silk's equity at approximately $174.5 million and representing a 45.6% premium to the last closing price before announcement.
The Scheme offers a 60.6% premium to the one-month VWAP and a 58.4% premium to the three-month VWAP.
If approved, shareholders will receive $2.14 cash per share and Silk will be delisted from the ASX.
Transaction costs are estimated at $7.2 million if implemented, borne by DP World Australia; $2.3 million will be incurred regardless.
Independent expert and board recommendation
Kroll Australia, as Independent Expert, concluded the Scheme is in the best interests of shareholders in the absence of a Superior Proposal.
The Independent Expert reaffirmed its conclusion in a supplementary report in July 2025.
Silk Directors unanimously recommend voting in favour and are voting all their shares accordingly.
No Superior Proposal has emerged as of the meeting date.
Shareholder considerations
Reasons to vote for include attractive premium, certainty of value, removal of refinancing risk, and no brokerage charges.
Reasons to vote against include desire to retain exposure to Silk's future performance, potential for a Superior Proposal, or unfavourable tax consequences.
If the Scheme fails, shareholders retain their shares and exposure to Silk's risks and benefits, with share price subject to volatility.
Elaborate on debt refinancing risks avoided
Justify large director financial benefits
Who bears transaction costs if scheme fails?
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Silk Logistics Holdings
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Frequently asked questions
Silk Logistics Holdings Limited is an Australian logistics company that provides integrated "port-to-door" services. The company's operations are divided into two main segments: Port Logistics and Contract Logistics. The Port Logistics segment handles wharf cartage services, facilitating the movement of goods between ports and warehouses. The Contract Logistics segment offers a broader range of logistics solutions, including warehousing, distribution, and transportation services tailored to client needs across various industries. The company is headquartered in Port Melbourne, Victoria, and its shares are listed on the ASX.
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