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Silk Logistics Holdings (SLH) investor relations material
Silk Logistics Holdings Scheme Meeting Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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.
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