Yukos

verfasst von Cosa, 17.09.2003, 16:34

-->Hi,

die eigentliche Meldung ist zwar schon von gestern, aber einige hier interessieren sich ja insbesondere für russische Ã-lfirmen:

YUKOS - Denies agreement, not talks, on 25% deal; BoD to meet next week on interim dividend

Yukos yesterday denied it had signed a deal to sell a stake to U.S. oil giants ChevronTexaco or ExxonMobil, as it sought to hose down speculation triggered by a Wall Street Journal report that the two global majors were looking to acquire a 25% stake in YukosSibneft. However the statement also said Yukos is constantly holding talks with the global majors on a variety of possible joint projects.

Yukos CEO Mikhail Khodorkovsky had raised expectations of a deal in July when he said he was in talks with Exxon, Chevron, Royal Dutch/Shell and France's Total on various issues. Yukos is due to acquire Sibneft by the end of this year, which will would the combined firm Russia's largest and the world's fourth-biggest oil producer.

The fact the Yukos statement only refers to"an agreement" suggests Yukos is trying to put a lid on speculation and is more than likely in high-level talks with the two firms, particularly as the Wall Street Journal does not as a rule report idle rumors.

Notably, Vedomosti yesterday quoted unnamed sources as saying YukosSibneft would seek at least $12.5bn for a 25% stake, which could be partly paid in the equity of a U.S. firm. This would imply a rather modest 6.5% premium to the combined capitalization of YukosSibneft. The paper also said the foreign investors would like to have an option to later increase their stake in YukosSibneft to 50%.

In other news, Yukos said its BoD would meet next week to consider plans to pay interim dividends on the company's 9M03 earnings. Investors holding Yukos shares as of Sept. 25 would be eligible for any dividend agreed; investors holding ADRs would have a separate cut-off date, the company said. Management did not disclose the size of the dividend

Quelle: aton.ru

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• Yukos - Cosa, 17.09.2003, 16:34