Babcock & Brown Home

 

Value of Offer

 

Cash

$8.95

BBI exchangeable preference shares (1.599 shares per Alinta share)

BBI securities (0.752 securities per Alinta share)*

BBP securities (0.669 securities per Alinta share)*

BBW securities (0.26 securities per Alinta share)*

APA securities (0.301 securities per Alinta share)

Franking credits distributed via a special dividend or buyback

Babcock & Brown / Singapore Power

Recommended Proposal

On 30 March 2007 Babcock & Brown, in a consortium with Singapore Power and three of Babcock & Brown's managed infrastructure funds, Babcock & Brown Infrastructure ("BBI"), Babcock & Brown Power ("BBP") and Babcock & Brown Wind Partners ("BBW"), announced that the Board of Alinta Limited (Alinta) had agreed to recommend to shareholders a Scheme of Arrangement to acquire 100% of energy transmission company Alinta.

Composition of Consideration Election Alternatives

The final composition of each of the 5 consideration alternatives under the Scheme Proposal is as follows (subject to adjustments under the share scheme for certain foreign shareholders as described in the Scheme Booklet dated 2 July 2007):

 

Consideration Alternative

Consideration per Alinta share

Default Consideration

$8.948 Cash

0.752 BBI Stapled Securities

0.669 BBP Stapled Securities

0.260 BBW Stapled Securities

1.599 BBI Exchangeable Preference Shares
Distribution of 0.301 APA Securities

Maximum Preference Shares

Nil Cash

Nil BBI Stapled Securities

Nil BBP Stapled Securities

Nil BBW Stapled Securities

13.95 BBI Exchangeable Preference Shares

Distribution of 0.301 APA Securities

Maximum Cash

$13.88 Cash

Nil BBI Stapled Securities

Nil BBP Stapled Securities

Nil BBW Stapled Securities

0.076 BBI Exchangeable Preference Shares

Distribution of 0.301 APA Securities

Maximum Securities

Nil Cash

2.427 BBI Stapled Securities

2.159 BBP Stapled Securities

0.839 BBW Stapled Securities

2.962 BBI Exchangeable Preference Shares

Distribution of 0.301 APA Securities

Cash Out

Securities were sold by the Nominee on behalf of Small Shareholders through a bookbuild process. The cash consideration received is $14.167 per Alinta share based on the bookbuild price.

The Australian Tax Office has confirmed capital gains tax rollover relief for participants of BBI Exchangeable Preference Shares, please click here for more information.

A personalised tax statement will be sent to you in time for you to complete your June 2008 tax return.

Securityholders can call the share registry, Link Market Services on 1800 774 356 within Australia or +61 2 8280 7716 outside Australia (Monday to Friday, 8.30am to 5.30pm AEST) to be advised of their allocations. Securityholders may also access their allocations through the “Access My Holdings” facility at www.linkmarketservices.com.au. They will be required to select Alinta Limited and to enter the following personal details in order to log in: their existing Alinta SRN or HIN, surname or company name and postcode.

Securities attributable to shareholders who were an Ineligible Overseas Shareholder or chose the “Cash Out” or “Sell Unmarketable Parcels” elections, were sold within 5 Business Days of the Implementation Date (31 August 2007) as described in the Scheme Booklet dated 2 July 2007. These securities will represent a small portion of the total securities on issue for each of the listed entities. Cheques for the proceeds of sale representing the balance of the cash consideration not already paid to these shareholders will be sent to them by 26 September 2007.

Disposal value of Alinta shares (for tax purposes)

The value for tax purposes is not directly tied to the prices used for establishing the values of consideration alternatives.  The prices used for establishing the values of the consideration alternatives were the prices in the period 16-22 August.   The relevant values for tax purposes are the market value of the securities received at the time they were received. These market values are used for calculating the capital gain on disposal of the Alinta shares and the cost base of the securities received. The securities were issued on 31 August 2007, so the opening values of the tradeable securities (APA, BBI, BBP and BBW) on that date are relevant. The market value of the BBI EPS is considered at the instant that it was issued ie $1.00.

Each Alinta shareholder received a distribution which was paid by way of 0.301 APA securities per Alinta share:                       

                                                       Ratio             price         $ per share                                                                      
APA                                               0.301             3.7654         1.133                                                                          

That distribution was made up of:                                      $ per share 
   franked dividend                                                                       0.930    
   with franking credits of                                          0.399
   capital reduction                                                                        0.203
                                                                                                     1.133

Shareholders should deduct the amount of the capital reduction from the cost base of their Alinta shares before calculating their capital gain.  Their capital gain will be the amount left when the cost base of their Alinta shares is deducted from the value received when they disposed of their shares.  The value received by Alinta shareholders for disposing of their Alinta shares depends on which election they made:

Default 
                                                           ratio             price         $ per share   
cash                                                    8.948                             8.948 
BBI                                                      0.752            1.695         1.275   
BBIEPS                                               1.599            1.000         1.599 
BBP                                                     0.669            2.870         1.920  
BBW                                                    0.260            1.635         0.425   
                                                                                                   14.167 

Maximum preference shares   
                                                           ratio             price         $ per share    
cash                                                                                           – 
BBI                                                                          1.695           –         
BBIEPS                                               13.952           1.000         13.952     
BBP                                                                         2.870          –       
BBW                                                                        1.635          –         
                                                                                                   13.952    

Maximum cash
                                                           ratio             price         $ per share
 
cash                                                   13.876                            13.876       
BBI                                                                          1.695            –              
BBIEPS                                                0.076           1.000           0.076        
BBP                                                                         2.870            –             
BBW                                                                        1.635            –        
                                                                                                    13.952     

Maximum securities  
                                                           ratio             price         $ per share             
cash                                                                                             –
BBI                                                      2.427            1.695           4.114   
BBIEPS                                               2.962            1.000            2.962         
BBP                                                     2.159            2.870           6.197  
BBW                                                    0.839            1.635           1.372          
                                                                                                     14.646  

Cash out   (received default,  followed with bookbuild sale)  
                                                           ratio             price         $ per share             
cash                                                    8.948                              8.948            
BBI                                                      0.752            1.695          1.275        
BBIEPS                                               1.599            1.000           1.599      
BBP                                                     0.669            2.870          1.920        
BBW                                                    0.260            1.635          0.425           
                                                                                                    14.167
  

These calculations have been done on a per share basis.  The ratios shown above have been rounded to 3 decimal places but the actual allocations were calculated to 15 decimal places. In the allocation process some shareholders had their entitlement rounded up or down. Your exact holding may differ slightly from the ratios shown above due to rounding .                           

A personalised tax statement will be sent to you in time for you to complete your June 2008 tax return.                                         


Sale of securities in the "Cash Out" and "Sell Unmarketable Parcels" facilities

Alinta shareholders who elected "Cash Out" or "Sell Unmarketable Parcels" facilities have realised profits and/or losses as a result of those elections because the prices at which their securities were sold for them were different to the prices which they acquired those securities. In the cases of B&B Power and B&B Wind the sale prices were higher than the acquisition prices so they realised profits on the sale.  In the cases of B&B Infrastructure, BBI preference shares and APA the sale prices were lower than the acquisition prices so they realised losses on the sale.

Cash out shareholders received

                           Ratio           Acquisition                     $ per 
                                               price                                Alinta share 
BBI                      0.752           1.695                               1.275      
BBIEPS               1.599           1.000                               1.599   
BBP                    0.669           2.870                               1.920    
BBW                   0.260           1.635                               0.425   
APA                    0.301           3.7654                             1.133        

… and sold those securities in the bookbuild sales

                    Sale price            $ per                            Gain (loss)
                                                 Alinta share                per Alinta share
BBI               1.650                   1.241                            (0.034)
BBI EPS       0.904                   1.445                            (0.154)
BBP             2.920                   1.953                             0.033
BBW            1.650                   0.429                             0.004
APA             3.750                   1.129                            (0.005)


Shareholders who chose Maximum Cash and "sell unmarketable parcels" received

                          Ratio              Price                            $ per
                                                                                       Alinta share  
BBIEPS               0.076           1.000                               0.076    
APA                    0.301           3.7654                            1.133  

… and sold those securities in the bookbuild sales

                           Sale price   $ per                               Gain (loss)
                                                Alinta share                  per Alinta share
BBIEPS               0.904           0.069                               (0.007)
APA                    3.750           1.129                               (0.005)   

These calculations have been done on a per share basis.  The ratios shown above have been rounded to 3 decimal places but the actual allocations were calculated to 15 decimal places.  In the allocation process some shareholders had their entitlement rounded up or down.  Your exact holding may differ slightly from the ratios shown above due to rounding.                      

A personalised tax statement will be sent to you in time for you to complete your June 2008 tax return.    

The information on this website is not financial product advice.  If you are unsure as to what to do you should seek advice from your tax advisor or accountant.