UPDATE: Barclays To Book GBP5.3 Billion Gain From GBP8.2 Billion BGI Sale
12 Juin 2009 - 10:30AM
Dow Jones News
Barclays PLC (BCS) said Friday that it expects to book a GBP5.3
billion gain from the sale of Barclays Global Investors to
BlackRock Inc. (BLK), substantially improving its capital position
and allaying previous concerns about the U.K. bank's solvency.
The bank said it has agreed to sell BGI to BlackRock for $13.5
billion, or GBP8.2 billion. Under the terms of the deal it will get
a 19.9% interest in BlackRock and GBP4 billion in cash.
It said the offer from BlackRock is superior to Barclays'
previously-agreed deal to sell BGI's iShares division to private
equity firm CVC Capital Partners for GBP3 billion. Barclays said
CVC has until next Thursday to match or better the BlackRock offer.
Nobody was immediately available to comment at CVC.
The BlackRock agreement follows almost a week of speculation
that various interests were vying for BGI and iShares, driving
Barclays shares up more than 7% by midweek.
Selling BGI is part of Barclays' ongoing strategy to repair its
balance sheet in the wake of the financial crisis and avoid turning
to the U.K. government for support.
Its local rivals Royal Bank of Scotland Group PLC (RBS) and
Lloyds Banking Group (LYG) were both forced to seek government help
and are now partly state-owned.
At 0734 GMT, Barclays shares were down 5 pence or 1.8% at 299
pence. They have almost doubled since the start of the year,
sharply outperforming the Stoxx Europe 600 bank index, which is up
by around 24%. The shares are down 6.3% over the last 12 months
compared with the Stoxx index's 40% decline.
A London trader said confirmation that BlackRock is offering
$13.5 billion for BGI was ahead of estimates and press speculation,
but that Barclays is "selling off the silverware," by ridding
itself of a key part of the business. On the positive side, the
trader said the deal puts the bank's solvency beyond any doubt.
If the BlackRock deal goes ahead, Barclays said it will add 150
basis points to its core Tier 1 ratio, lifting it to a pro forma 8%
at the end of 2008. Its equity Tier 1 ratio would increase by 163
basis points to 8.3%.
The move makes BlackRock one of the leading global providers of
investment management services with pro forma assets under
management of approximately $2.8 trillion at the end of 2008. The
expanded business will be renamed BlackRock Global Investors.
"Barclays would extend its ability to meet the sophisticated
investment needs of its existing and future clients and customers
by accessing the enhanced investment platform and capabilities of
BlackRock Global Investors," Barclays said, adding that it would
also gain access through BlackRock to new channels and customers
for Barclays products and advisory services, offering new revenue
opportunities.
Barclays said its trading performance through to the end of May
has been generally consistent with the overall trends it reported
on May 7, when it said first-quarter net profit was up 12% from the
year before. It said the increased earnings were due to a surge in
investment banking profits, and that April trading had been in line
with the trend seen in February and March.
Commenting on the BlackRock deal, Barclays Chief Executive John
Varley said: "The asset management industry is fragmented. In such
circumstances the economies of scale created by a combination with
this breadth of business offer considerable growth to shareholders
over time."
Company Web site: www.group.barclays.com
-By Digby Larner, Dow Jones Newswires; +33 1 4017 1748;
digby.larner@dowjones.com
(Andrea Tryphonides contributed to this item.)