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BRIEF-BHP Billiton responds to Elliott's restructure plan

Published 12/04/2017, 02:24 pm
Updated 12/04/2017, 02:30 pm
© Reuters.  BRIEF-BHP Billiton responds to Elliott's restructure plan
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April 12 (Reuters) - BHP Billiton (LON:BLT) Ltd BHP.AX :

* BHP Billiton review of Elliott proposal

* "Elliott's proposals are not new to BHP Billiton"

* "Believe that Elliott materially overstates potential value that could be created by its proposals"

* Board, management concluded that costs and associated disadvantages of each element of Elliott's proposal would significantly outweigh potential benefits

* Unifying DLC structure in manner proposed by Elliott could destroy at least US$1.3 billion in value to save less than US$2.5 million a year

* Petroleum remains core to BHP Billiton strategy and has potential to create significant long term value at high returns

* "View is that petroleum business as a part of BHP Billiton portfolio currently offers more value to shareholders than if it were a separate entity"

* After assessing proposal, we have not identified any material or broader strategic benefits from unification in manner proposed by Elliott

* Shareholders would face downside risk if new London listed shares by Elliott's proposal were to trade at blended price of existing BHP Billiton PLC & BHP Billiton Ltd shares

* South African shareholders would face risk as they would not obtain capital gains tax roll-over relief and might need to pay tax under Elliott's proposal

* "Expects that shareholders will benefit from realization of high returning growth options in BHP Billiton's US petroleum business"

* NYSE listing (of US petroleum assets as proposed by Elliott) would not suit all current BHP Billiton shareholders Source text for Eikon: ID:nASX78B6Cl Further company coverage: BHP.AX

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