Redflex Takeover Bid for $275M


Redflex Holdings Ltd (ASX:RDF) shares have bounced from a near 12 month low of $1.50 and are currently trading over $2.00. Redflex shares were dumped by investors after the company announced, in December, that its results would be impeded, among other things, by the high costs of defending litigation in the US. Shares dropped by over 30% over the next few months.

The company operates red-light and speed photo enforcement systems, primarily in the United States. However, the company announced at the end of May that it had won a legal challenge that had been raised by competitor American Traffic Solutions. Karen Finley, CEO of Redflex further commented that the ATS lawsuit was “a baseless attempt to misuse the court system to win in a courtroom what it could not win in a fair competition”.

Macquarie Group (Macquarie) is a global provider of banking, financial, advisory, investment, and funds management services. Macquarie’s main business focus is making returns by providing a diversified range of services to clients. Macquarie acts on behalf of institutional, corporate, and retail clients and counterparties around the world. Founded in 1969, Macquarie employs more than 14,600 people in approximately 70 office locations in 28 countries

Macquarie Group and subsidiaries Macquarie Special Situations Master Fund and Macquarie Radar Holdings Ltd. said they had a 10.7% stake in Redflex. Macquarie Special Situations Master Fund was established in February 2008 as part of the group's new fund pipeline. Macquarie has been acquisitive throughout the downturn and management has said recently they remain on the lookout for companies to buy. The group raised capital while the markets were weak and have, since then, been deploying it through the last 12 months by picking up assets in overseas markets.

When it reported year-end results in April, Macquarie said it had A$4 billion of capital in excess of the group's minimum regulatory requirement. In total, management said the bank will have around A$30 billion of cash on its books after a trust is converted to cash on the balance sheet.

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