> REG-Spiritel PLC Publication of Circular

Released: 30/04/2008


RNS Number:3952T 
Spiritel PLC 
30 April 2008 
 
30 April 2008 
 
                                  Spiritel plc 
 
             PUBLICATION OF CIRCULAR RE BALANCE SHEET RESTRUCTURING 
 
              CONVERSION OF LOAN FACILITIES AND PREFERENCE SHARES 
 
                AMENDMENT TO THE TERMS OF THE PREFERENCE SHARES 
 
     APPROVAL OF WAIVER TO BE GRANTED BY THE PANEL ON TAKEOVERS AND MERGERS 
 
                    NOTICE OF EXTRAORDINARY GENERAL MEETING 
 
 
The Board of Spiritel plc ("the Company", AIM: STP) the telecommunications 
services company, is pleased to declare that, further to the announcement dated 
25 February 2008, the Circular detailing the particulars of Penta's proposed 
conversion and convening an Extraordinary General Meeting to seek shareholder 
approval for the proposals and the waiver granted by the Panel on Takeovers and 
Mergers has been posted to shareholders. 
 
Spiritel plc announced on 4 April 2007 proposals to enable the Concert Party to 
convert £2,000,000 of the Loan Facilities into 115,222,222 Ordinary Shares and 
amend the terms of the Preference Shares concerning their rights to convert into 
Ordinary Shares and, in respect of £500,000 of the Loan Facilities, to introduce 
a redemption premium of 35 per cent. of the nominal amount redeemed in 
consideration for the waiving of interest with effect from 1 May 2005 ("the 
Original Proposals"). Resolutions approving the Original Proposals were duly 
passed at an Extraordinary General Meeting of the Company held on 27 June 2007. 
The Concert Party has not, however, exercised any of the rights of conversion in 
respect of the Loan Facilities and the Preference Shares under the Original 
Proposals. 
 
Further Loan Facilities were provided by members of the Concert Party on 2 March 
2007 and 27 July 2007, as set out in Part IV of the circular. Of the Further 
Loan Facilities £1,550,000 is convertible into Ordinary Shares at 2p per 
Ordinary Share. As at 31 October 2007 the aggregate accumulated unpaid interest 
and redemption premiums on the Further Loan Facilities amounts to approximately 
£460,000. Interest currently accrues under the terms of the Further Loan 
Facilities at the rate of £66,500 per month. 
 
All of the Preference Shares in which the Concert Party is currently interested 
were acquired at the time of the Company's admission to AIM on 28 July 2004. Of 
the Ordinary Shares in which the Concert Party is currently interested, 
11,827,592 were acquired on 28 July 2004 and 27,586,207 upon conversion of Loan 
Notes of the Company held by the Concert Party on 3 March 2006. 
 
On 25 February 2008, the Company announced new proposals ("New Proposals") so 
that, conditional on the approval of the Independent Shareholders at an EGM and, 
subject to the Panel on Takeovers and Mergers agreeing to waive the obligation 
on the Concert Party to make a general offer to the Company's Shareholders under 
Rule 9 of the City Code: 
 
(i) all of the Concert Party's current rights to convert the Company's 
indebtedness into Ordinary Shares of the Company under the terms of the 
Preference Shares and the Loan Facilities as outlined in the Original Proposals 
and under the terms of the Further Loan Facilities shall lapse from the date of 
the EGM; 
 
(ii) the Concert Party has agreed, immediately after the EGM, to convert such of 
the Company's indebtedness pursuant to the Loan Facilities, the Further Loan 
Facilities and the Preference Shares into Ordinary Shares at the price of 1.1p 
per Ordinary Share so that, following the said conversion, the Concert Party's 
aggregate interests in shares carrying voting rights shall be 49.99 per cent. 
(the "Initial Conversion"); 
 
(iii) following the Initial Conversion set out in paragraph (ii) above, the 
Concert Party shall have the right to convert in whole or in part the 
outstanding indebtedness in respect of the Loan Facilities, the Further Loan 
Facilities and Preference Shares into Ordinary Shares at a price per Ordinary 
Share which is the higher of (i) the then most recent placing price of Ordinary 
Shares and (ii) 1.5p per Ordinary Share (the "Subsequent Conversions"). However, 
the Concert Party has undertaken to limit its rights to convert into Ordinary 
Shares so that after any Subsequent Conversions and/or the exercise of the 
Option the aggregate holding of Ordinary Shares of the Concert Party shall be 
less than 50 per cent. of the issued Ordinary Shares; 
 
(iv) any interest and redemption premium payable in respect of the Loan 
Facilities, the Further Loan Facilities and the Preference Shares shall be 
frozen as at 31 October 2007 and the Company shall not be liable to make any 
interest or redemption premium payments in respect thereof to the Concert Party 
from such date; 
 
(v) with effect from 1 May 2010 any amount outstanding under the Loan 
Facilities, the Further Loan Facilities or the Preference Shares that has not 
been redeemed or converted will accrue interest in respect of any month at the 
rate of 8 per cent. per annum if, for that month, the average closing mid-market 
price of the Ordinary Shares is below 1.5p per Ordinary Share. If the average 
closing mid-market price of the Ordinary Shares for that month is above 1.5p the 
Company shall have no liability for interest. The Company, however, shall only 
be liable to pay such interest on redemption of the indebtedness to which it 
relates. Any such interest accrued shall be convertible into Ordinary Shares at 
the same rate as the principal to which it relates; and 
 
(vi)  in the event that there is any adjustment to the nominal value of the 
Ordinary Shares then such adjustments shall be made to the prices stated in the 
Circular so that there is the same economic effect. 
 
The New Proposals require the amendment of the Company's Articles of Association 
and hence need the approval of Shareholders in general meeting. Furthermore, the 
New Proposals require the granting by the Independent Shareholders of a waiver 
from the application of Rule 9 of the City Code, as described in further detail 
below. 
 
The Board believes that the New Proposals will have a number of advantages for 
the Company; leaving the Company with a stronger balance sheet and without the 
burden of the interest on the Further Loan Facilities, making it more attractive 
to providers of finance which will enable the Company to further develop. 
 
After the EGM, the Company will seek to raise external finance in support of its 
M&A programme as and when suitable M&A opportunities arise and when market 
conditions allow and to provide working capital to expand its operations through 
organic growth. It is anticipated that as new placings take place, the Concert 
Party will periodically increase its shareholding of Ordinary Shares by 
undertaking Subsequent Conversions and/or the exercise of the Option (whilst 
limiting its holding to under 50 per cent. of the then enlarged issued Ordinary 
Shares). The consequent reduction in outstanding debt and increase in market 
capitalisation of the Company are expected to enhance its attractiveness to 
potential future investors, thus facilitating the Company's strategic plans for 
expansion. 
 
The Company is, therefore, requesting Shareholders' support for the Resolutions 
required to implement the New Proposals, which will be proposed at an 
Extraordinary General Meeting to be held at 10.00 a.m. on 22 May 2008. 
 
City Code 
 
The Concert Party currently holds 12.5 per cent. of the Ordinary Shares. 
Following the Initial Conversion the Concert Party will have 276,819,845 
Ordinary Shares representing approximately 49.99 per cent. of the issued 
Ordinary Shares of the Company. The Initial Conversion will reduce the aggregate 
of the Loan Facilities, Further Loan Facilities and Preference Shares by 
£2,611,467 and leave a remaining balance of £8,405,809 available for conversion 
at a later date. The Concert Party has, however, undertaken that it will not 
undertake any Subsequent Conversions or exercise of the Option if, in doing so 
it would result in it holding 50 per cent. or more of the then enlarged issued 
Ordinary Shares. 
 
 
 
Following the Initial Conversion the Concert Party's shareholding will be as 
follows: 
 
                 Penta Fund 1                Penta Fund 1                 
                      Limited                 S P Limited                 Penta Funds      
                  Partnership   Per cent.*    Partnership   Per cent.*          Total    Per cent.* 
Current 
holding of 
Ordinary 
Shares             39,167,932         12.4       245,867           0.1     39,413,799          12.5 
 
 
Ordinary 
Shares issued    
pursuant to 
the Initial          
Conversion        235,925,085            -     1,480,961             -    237,406,046             - 
=================================================================================================== 
Total holding 
of Ordinary 
Shares 
immediately 
following the 
Initial 
Conversion        275,093,017        49.68     1,726,828          0.31    276,819,845         49.99 
--------------------------------------------------------------------------------------------------- 
 
* The percentage relates to the Ordinary Share capital of the Company at the 
time stated. 
 
 
Following the Initial Conversion the Concert Party will still retain rights 
(subject always to the above restriction on conversion) to the following maximum 
interests: 
 
                          Penta Fund 1                   Penta Fund 1                      Penta Funds   Per cent.** 
                               Limited                        Limited                            Total       
                           Partnership    Per cent.**     Partnership    SP Per cent.**    
                              
Outstanding 
Preference 
Shares                      
convertible into 
Ordinary Shares            166,523,588          14.95       1,045,311              0.09    167,568,899         15.04 
 
Ordinary 
Shares issued 
upon                        
conversion of the Loan 
Facilities                 225,196,862          20.21         320,181              0.03    225,517,043         20.24 
 
Ordinary 
Shares issued 
upon                        
conversion of the 
Further Loan                  
Facilities                 167,301,370          15.02              -                  -    167,301,370         15.02 
-------------------------------------------------------------------------------------------------------------------- 
                           559,021,820          50.18      1,365,492               0.12    560,387,312         50.30 
 
 
Ordinary 
Shares issued 
under Option                   100,000           0.01              -                  -        100,000          0.01 
-------------------------------------------------------------------------------------------------------------------- 
Total maximum 
retained 
conversion 
rights                     559,121,820          50.19      1,365,492               0.12    560,487,312         50.31 
 
Ordinary 
Shares held 
post the 
Initial 
Conversion                 275,093,017          24.69      1,726,828               0.15    276,819,845         24.84 
-------------------------------------------------------------------------------------------------------------------- 
Maximum 
holding of 
Ordinary 
Shares                     834,214,837          74.88      3,092,320               0.27    837,307,157         75.15 
-------------------------------------------------------------------------------------------------------------------- 
 
 
** In each case the percentage relates to the enlarged Ordinary Share capital of 
the Company following the conversion of all of the Loan Facilities, the Further 
Loan Facilities, the Preference Shares and the Option. 
 
Rule 9 of the City Code ("Rule 9") is designed to prevent the acquisition or 
control of a company to which the City Code applies without a general cash offer 
being made to all shareholders of that company. 
 
Under Rule 9 when any person acquires, whether by a series of transactions over 
a period of time or not, an interest in shares which (together with shares in 
which persons acting in concert with him are interested) carry 30 per cent. or 
more of the voting rights of a company or when a person, together with persons 
acting in concert with him, is interested in shares which in aggregate carry not 
less than 30 per cent. of the voting rights of a company but does not hold 
shares carrying more than 50 per cent. of such voting rights and such person, or 
any person acting in concert with him, acquires an interest in other shares 
which increases the percentage of shares carrying voting rights in which he is 
interested, that person, or persons acting in concert with him, is normally 
obliged to make a general offer to all shareholders at not less than the highest 
price paid by him, for shares of that class within the preceding 12 months. 
 
Following the Initial Conversion the Concert Party would collectively hold 
approximately 49.99 per cent. of the Ordinary Shares. Accordingly, the Initial 
Conversion and any Subsequent Conversion and/or the exercise of the Option would 
normally give rise to an obligation on the Concert Party to make a general offer 
to all Shareholders. 
 
The Panel has agreed, however, subject to the passing on a poll by the 
Independent Shareholders of the Company of the Whitewash Resolution, to waive 
the obligation on the Concert Party (both individually and collectively) to make 
a general offer to Shareholders under Rule 9 which would otherwise arise as a 
result of the Initial Conversion and any Subsequent Conversion and/or the 
exercise of the Option. 
 
Shareholders should note that, following the Initial Conversion, the Concert 
Party (for so long as members are treated as acting in Concert with each other) 
will only be able to increase its aggregate percentage interests in shares 
carrying voting rights through a Rule 9 threshold without triggering an 
obligation to make a mandatory offer if: 
 
(i) this increase occurs through a Subsequent Conversion or the exercise of the 
Option; and 
 
(ii) the Concert Party would not thereby come to be interested in more than 
49.99 per cent. of the Company's issued share capital carrying voting rights. 
 
Therefore, if, following the Initial Conversion, the Concert Party's aggregate 
percentage interests in shares carrying voting rights is at any time diluted or 
reduced to below 49.99 per cent, the Concert Party will then be able, without 
triggering an obligation to make a mandatory offer under Rule 9, to undertake 
such Subsequent Conversions and/or exercise the Option as would ensure that its 
aggregate interest in shares carrying voting rights did not then amount to more 
than 49.99 per cent. 
 
The waiver, which the Panel has agreed to provide, subject to the Whitewash 
Resolution being passed on a poll by Independent Shareholders at the EGM, will 
be invalidated if any purchases or exercise of options of Ordinary Shares are 
made by any member of the Concert Party or any person acting in concert with any 
of them in the period between the date of the circular and the EGM. Each member 
of the Concert Party has undertaken to the Company that they will not make any 
such purchases or exercise any option of Ordinary Shares between the date of the 
circular and the date of the EGM. 
 
Extraordinary General Meeting 
Set out at the end of the Circular is a notice convening the EGM to be held at 
10.00 a.m. on 22 May 2008 at the offices of Lane & Partners LLP, 15 Bloomsbury 
Square, London WC1A 2LS, at which resolutions will be proposed to: 
 
Resolution 1 
(a) increase the authorised share capital of the Company from £19,100,000 to 
£24,100,000 by the creation of 500,000,000 Ordinary Shares; 
 
(b) grant the Directors authority pursuant to Section 80 of the Act to allot 
relevant securities (within the meaning of Section 80(2) of the Act) up to a 
maximum nominal amount of £15,000,000; 
 
(c) authorise the Directors to allot relevant equity securities for cash outside 
the Shareholders' statutory pre-emption provisions up to an aggregate nominal 
amount of £8,000,000 for the purposes of the New Proposals and up to an 
aggregate nominal amount of £5,750,000 generally; and 
 
(d) amend the terms of the Preference Shares; and 
 
Resolution 2 
 
 
Approve the waiver of the obligations on the Concert Party under Rule 9 for the 
Initial Conversion and any Subsequent Conversions and/or exercise of the Option 
that may be effected by the Concert Party (this resolution requires voting on a 
poll by Independent Shareholders). 
 
Action to be taken by Shareholders 
 
Whether or not you propose to attend the EGM in person, you are asked to 
complete the Proxy Form appended to the Circular and return it in the enclosed 
pre-paid envelope to Neville Registrars, Neville House, 18 Laurel Lane, 
Halesowen, West Midlands B63 3DA so as to arrive as soon as possible but in any 
event no later than 10.00 a.m. on 20 May 2008. Completion and return of the 
Proxy Form will not preclude you from attending the EGM and voting in person 
should you so wish. 
 
Admission, settlement and dealings 
Application will be made to the London Stock Exchange for the New Spiritel 
Shares to be admitted to trading on AIM upon the approval of the Resolutions 
proposed at the EGM. 
 
It is expected that Admission will become effective and dealings will commence 
in the New Spiritel Shares on 23 May 2008. No application has or will be made 
for the enlarged share capital to be admitted to trading or to be listed on any 
other stock exchange. 
 
No temporary documents of title will be issued in respect of the New Spiritel 
Shares and, pending dispatch of the definitive share certificates, instruments 
of transfer will be certified against the register of members of the Company. 
 
Further information 
Shareholders' attention is drawn to the circular which provides additional 
information on the matters referred to above. Further information on the Concert 
Party is included in Part IV of the circular. 
 
In accordance with the AIM Rules, a copy of the circular is available on 
Spiritel's website www.spiritelplc.com 
 
Recommendation 
The New Proposals, if implemented, will have a number of advantages for the 
Company. It will mean that the Company will have a stronger balance sheet, 
assuming a constant share price, the greater number of shares in issue will 
result in a higher market capitalisation and the Company will not be liable for 
interest on the Further Loan Facilities. Subject to the Company's share price 
remaining above 1.5p per Ordinary Share after 1 May 2010 the Company will not be 
liable for interest on any indebtedness remaining outstanding after that date 
under the Loan Facilities, the Further Loan Facilities and the Preference 
Shares. The Board believes that implementation of the New Proposals will make 
the Company more attractive to providers of finance which will enable the 
Company to further develop. 
 
Resolution 1 
The Directors consider the authorisation to allow the Directors to undertake the 
New Proposals, in the manner referred to in Resolution 1, to be fair and 
reasonable and, in the best interests of Shareholders as a whole, and 
unanimously recommend Shareholders to vote in favour of Resolution 1, as they 
intend to do in respect of their shares totalling 88,580,732 Ordinary Shares, 
being 28.0 per cent. of the issued Ordinary Share capital of the Company. 
 
Resolution 2 
In light of his relationship with the Penta Funds described in paragraph 2.2 of 
Part IV of the circular, Steven Scott has not been deemed independent for the 
purposes of recommending Shareholders to vote on Resolution 2, and he has 
accordingly, not taken part in the Board's decision to recommend this 
Resolution. 
 
The Independent Directors, who have been so advised by Daniel Stewart, consider 
the New Proposals and also the waiver of the obligations which would arise under 
Rule 9 of the Code as a result of the New Proposals, both for the Initial 
Conversion and any Subsequent Conversions and/or the exercise of the Option made 
possible through the dilution or reduction of the Concert Party's aggregate 
percentage interests in shares carrying voting rights to be fair and reasonable 
and in the best interests of the Shareholders as a whole and unanimously 
recommend Independent Shareholders to vote in favour of Resolution 2, as they 
intend to do in respect of their shares totaling 49,166,933 Ordinary Shares, 
being 15.5 per cent. of the issued Ordinary Share capital of the Company. 
 
 
For further information please contact: 
 
 
Spiritel plc                       Tel.020 7160 0100 
Alastair Mills CEO 
 
 
Daniel Stewart & Company plc       Tel. 020 7776 6550 
Simon Leathers / Stewart Dick 
 
 
Tavistock Communications           Tel. 020 7920 3150 
Simon Hudson / Clemie Carr 
 
 
EXPECTED TIMETABLE OF PRINCIPAL EVENTS 
Circular publication date                                         28 April 2008 
 
Last time and date for receipt of Forms of Proxy      10.00 a.m. on 20 May 2008 
 
Extraordinary General Meeting of Spiritel plc         10.00 a.m. on 22 May 2008 
 
Conversion of debt and allotment of  
Ordinary Shares to the Concert Party                                22 May 2008 
 
Admission of New Spiritel Shares to trading on AIM 
and commencement of dealings in New Spiritel Shares on AIM          23 May 2008 
 
 
SHARE CAPITAL STATISTICS 
Number of Spiritel Ordinary Shares in issue                          316,233,646 
 
Current holding of the Concert Party                                  39,413,799 
 
Percentage of issued Ordinary Share capital  
held by the Concert Party                                          12.5 percent. 
 
Ordinary Shares to be issued pursuant to the Initial Conversion      237,406,046 
 
Total number of Ordinary Shares in issue  
following the Initial Conversion                                     553,639,692 
 
Holding of the Concert Party following the Initial Conversion        276,819,845 
 
Percentage of issued Ordinary Share capital held  
by the Concert Party following the Initial Conversion            49.99 per cent. 
 
* Further share capital statistics are set out in Part I of the Circular. 
 
 
DEFINITIONS 
The following words and expressions shall have the following meanings in the 
circular unless the context otherwise requires: 
 
 
"Act"                    the Companies Act 1985 as amended by the Companies Acts  
                         1989 and 2006 
 
"AIM"                    AIM, a market operated by the London Stock Exchange 
 
"AIM Rules"              the current rules published by the London Stock  
                         Exchange governing the operation of AIM 
 
"Circular"               the circular dated 28 April 2008, a copy of which is  
                         available on Spiritel's website www.spiritelplc.com 
 
"City Code"              the City Code on Takeovers and Mergers published by the  
                         Panel on Takeovers and Mergers (as amended from time  
                         to time) 
 
"Company" or "Spiritel"  Spiritel plc 
 
"Concert Party"          together the Penta Funds 
 
"Concert Party Director" Steven Scott 
 
"Daniel Stewart"         Daniel Stewart & Company Plc, a company registered in  
                         England and Wales with company number 2354159 whose  
                         registered office is at Becket House, 36 Old Jewry,  
                         London EC2R 8DD 
 
"Directors" or "Board"   the Directors of the Company, whose names are set out  
                         on page 2 of the circular 
 
"Existing Shares"        316,233,646 Ordinary Shares in issue at the date of the 
                         circular 
 
"Extraordinary General  
Meeting" or "EGM"        the extraordinary general meeting of the Company to be  
                         held at the offices of Lane & Partners LLP, 15  
                         Bloomsbury Square, London WC1A 2LS at 10.00 a.m. on  
                         22 May 2008 or any adjournment thereof, notice of which  
                         is set out at the end of the circular 
 
"FRS"                    a Financial Reporting Standard issued by the Accounting  
                         Standards Board 
 
"Further Loan  
Facilities"              the loan facilities in the amount of £2,050,000 entered  
                         into by the Company with Penta Fund 1 Limited  
                         Partnership as referred to in paragraph 4.2 (xv) and  
                         (xxiv) of Part IV of the circular. 
 
"Group"                  Spiritel and its subsidiary undertakings 
 
"Independent Directors"  the Directors apart from Steven Scott 
 
"Independent  
Shareholders"            the Shareholders apart from the Penta Funds 
 
"Initial Conversion"     the conversion, immediately following the EGM, of such  
                         of the Company's indebtedness pursuant to the Loan  
                         Facilities, Further Loan Facilities and Preference  
                         Shares into Ordinary Shares at the price of 1.1p per 
                         Ordinary Share so that, following the said conversion,  
                         the Concert Party's aggregate per cent. interests in  
                         shares carrying voting rights shall be 49.99 
                         per cent. 
 
"Loan Facilities"        the loan facilities in the amount of £2,500,000 entered  
                         into by the Company with Penta Fund 1 Limited  
                         Partnership 
 
"Loan Notes"             the £2.5 million Loan Notes issued to the Penta Funds  
                         on 28 July 2004 
 
"London Stock Exchange"  London Stock Exchange plc 
 
"New Proposals"          the conversion of £11,017,276 of the Loan Facilities,  
                         the Further Loan Facilities and the Preference Shares  
                         and the amendment of the terms of the Preference Shares  
                         as set out in the introduction at page 3 of the  
                         Circular 
 
"New Spiritel Shares"    the new Ordinary Shares to be issued to the Concert  
                         Party as a consequence of the Initial Conversion 
 
"Option"                 the Option dated 28 November 2005 pursuant to which  
                         Penta Fund 1 Limited Partnership was granted an option  
                         to acquire 100,000 Ordinary Shares at 7.5p per Ordinary  
                         Share 
 
"Ordinary Shares"        ordinary shares of 1p each in the capital of the  
                         Company 
 
"Penta Capital"          Penta Capital Partners Limited, the investment manager  
                         for the Penta Funds 
 
"Penta Funds"            together Penta Fund 1 Limited Partnership and Penta  
                         Fund 1 SP Limited Partnership 
 
"Preference Shares"      the £4,100,000 Preference Shares of £1 each in the  
                         Company 
 
"Proxy Form"             the proxy form for use at the Extraordinary General  
                         Meeting appended to the Circular 
 
"Resolutions"            the resolutions to be proposed at the EGM as set out in  
                         the Notice of EGM at the end of the Circular 
 
"Shareholders"           holders of Ordinary Shares 
 
"Subsequent Conversion"  the subsequent conversion, of part or all, of the 
                         remaining balance of the Loan Facilities, Further Loan  
                         Facilities and Preference Shares after the Initial  
                         Conversion 
 
"Whitewash Resolution"   the resolution set out in the notice of EGM as  
                         resolution 2 (to be approved by Independent  
                         Shareholders voting on a poll) to approve the 
                         waiver of the obligations on the Concert Party that  
                         would otherwise arise to make a mandatory cash offer  
                         for the Existing Shares not owned by the Concert Party 
 
"WN1"                    WN1 Limited 
 
 
 
 
                      This information is provided by RNS 
            The company news service from the London Stock Exchange 
 
END 
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