傳極氪(ZK.US)前期投資者致函吉利(00175.HK) 認爲22億美元私有化報價過低
吉利汽車(00175.HK)5月初提出將旗下高端電動車品牌極氪(ZK.US)私有化。《路透》引述三名知情人士報道,稱5位極氪前期投資者早前致函吉利董事會,指吉利提出的22億美元私有化報價過低,無法反映極氪的公平價值。
報道提及,上述投資者來自包括寧德時代(03750.HK)、英特爾資本(Intel Capital)及博裕資本(Boyu Capital),他們參與了極氪首次融資。另外兩位聯名致函的投資者爲嗶哩嗶哩-W(09626.HK)及Cathay Fortune Corp。上述投資者向吉利公司及一個爲評估該報價而成立的特別委員會發送了聯名兩封信,稱私有化價格無法反映極氪的公平價值。
消息人士透露,五位投資者在第一封信表示,私有化價格僅將極氪估值爲65億美元,遠低於同業如理想-W(02015.HK)、蔚來-SW(09866.HK)及小鵬-W(09868.HK)。他們認爲,極氪的現金流及盈利能力優於這些同業,並敦促交易需獲得大多數「獨立少數」股東的同意後方可進行。
其中兩位消息人士稱,投資者本週發送了第二封信,重申第一封信的內容,並敦促極氪特別委員會認真審查及評估該報價。
這五位投資者參與了2021年極氪首次對外融資5億美元,當時估值爲90億美元,合計持有公司6%股權。報道指,2023年的後續融資將極氪估值提升至130億美元,但一年後其上市估值僅爲55億美元(按完全攤薄計算),不到IPO前估值的一半。
兩位消息人士稱,參與極氪IPO的投資者Y2 Capital也向吉利領導層發送了類似信函,表達類似擔憂。Y2 Capital未迴應置評請求。
據悉,吉利汽車擁有極氪約三分之二的股份,兩家公司均隸屬於未上市的母公司吉利控股。吉利創始人兼董事長李書福同時擔任極氪董事會主席。
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