December 03, 2022

Dalmia Bharat Refractories Demand Directly Zooming Shares of RHI Magnesita India

Shareholders of Dalmia Bharat Refractories want directly shares of RHI Magnesita India.

Share price of RHI Magnesita India have risen by around 33 % to Rs. 825 after the announcement of its deal  for acquiring 5 Indian units of Dalmia Bharat Refractories.

NAV of 1 share of Dalmia Bharat Refractories is Rs. 700 + - PLEASE RECALCULATE INDEPENDENTLY ALSO BEFORE TAKING ANY INVESTMENT DECISION.

Please , also , click ;-

http://www.rareindianshares.info/2022/12/dalmia-bharat-refractories-assets.html 

RHI Magnesita India is the     Indian affiliate of MNC -RHI Mgnesita

https://www.rhimagnesita.com/about/who-we-are/

-- OLD POST

Dalmia Bharat Refractories- Shareholders Demand Liquidity of Their shares and Fair Returns

Dalmia Bharat Refractories has, despite solemn assurances given during Merger proceedings of erstwhile Dalmia Refractories with Dalmia OCL in NCLT , Chennai , have not got its shares listed in BSE, even after 10 months after the sanction of Merger.

Shares of Dalmia Bharat Refractories are currently listed in Calcutta Stock Exchange and Metropolitan Stock Exchange , both of which are Non Operational. 

Dalmia Bharat Refractories had recently made a massive windfall profit by selling its 5 Indian Units , for more than 1700 crore , to RHI Magnesita India.

In order to get a fair share of this bonanza , Public shareholders of Dalmia Bharat Refractories are , also , demanding a Buyback offer . NAV of one share of Dalmia Bharat Refractories has been worked out to be around Rs.600 - Please Recalculate Independently also.

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Shareholders of Dalmia Bharat Refractories have proposed amendments of the Sale agreement so that they get directly shares of RHI Magnesita India

Amended Scheme

  1 Dalmia Bharat Refractories first transfers its retaining 3 units in China and Germany and Dalmia Bharat Refractories' substantial Equity holding of Dalmia Bharat 's shares to Dalmia Bharat Refractories ' subsidiary Dalmia   OCL Ltd.

2  Shareholders of Dalmia Bharat Refractories be allotted shares of Dalmia OCL proportionately. Dalmia OCL should then be listed on stock exchanges

3 Dalmia Bharat Refractories would be left with 5 Indian units, valued at Rs 1700 crore ,which are proposed to be sold / transferred to RHI Magnesita India.

Then Dalmia Bharat Refractories should be merged with RHI Magnesita India.

4 Shareholders of Dalmia Bharat Refractories be given shares of RHI Magnesita.

This way shareholders of Dalmia Bharat Refractories would get a fair value and they will also get an Exit option.

For details of the Original scheme now being amended by shareholders of Dalmia Bharat Refractories , please click the link -.

https://www.bseindia.com/xml-data/corpfiling/AttachLive/62279cca-2887-4e68-a632-bd1def8d9c23.pdf

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Blog Comments

 Some shares of Bharat  Hotels re available for Sale / Purchase with Dealers of Rare Indian Shares.

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 General Warning : Investment in Shares Can be Injurious to Your WEALTH

Disclosure : The Blog writer in his / family names has  holdings in this Company So please make suitable " provisions " for any likely Over Optimism


NB :All information given in good faith. Please recheck every point before taking any investment decision. No responsibility with this Blog or Blog Writer.

 

6 comments:

  1. Sir what step should we take now to ensure that the value gets unlocked? We have seen several such cases where NCLT has allowed the company to do such acts where minority investors get knocked off.

    Similar case - https://www.thehindubusinessline.com/companies/jspl-selling-subsidiary-to-promoter-family-at-one-fourth-of-price-ingovern/article34628637.ece

    ReplyDelete
  2. Twitter thread regarding same - https://twitter.com/leading_nowhere/status/1396087387932008450

    ReplyDelete
  3. Public shareholders should unite. We have written to SEBI, We are sure we will get justice and a FAIR PRICE for our shares.--Regards

    ReplyDelete
  4. How should one proceed with complaining to SEBI? Would like to complain too - have more than 5000 shares of DBRL.

    Thanks

    ReplyDelete
  5. Copy ofm
    y complaint to SEBIsent by Speed Post
    From ;-

    From Name /address

    m

    email

    To,

    The Hon'able Securities and Exhange Board of India,

    Investors ' Complaints Cell

    Mumbai 4000051

    Dear Sirs,

    Re. ; Sale of assets of Dalmia Bharat Refractories Ltd to RHI Magnesita India Ltd - Shareholders' Objections

    I hold shares of Dalmia Bharat Refractories in in DP ID

    My PAN is

    Dalmia Bharat Refractories is listed in Metropolitan Stock Exchange and Calcutta Stock Exchange.

    RHI Magnesita India is listed in BSE and NSE

    My Complaint.

    This has reference to Dalmia Bharat Ltd 's Disclosure under Regulation 30 of the SEBI Regulations 2015 , Notice dt 20/11/2022 .Copy enclosed , herewith .

    Link ;

     https://www.bseindia.com/xml-data/corpfiling/AttachLive/62279cca-2887-4e68-a632-bd1def8d9c23.pdf

     

     Shareholders of Dalmia Bharat Refractories are very upset regarding the clever route taken its Management to deprive its public shareholders the benefit of windfall value unlocking . 

    Dalmia Bharat Refractories plans to sell its refractories business to RHI Magnesita India - formerly named Orient Refractories Ltd for about Rs.1700 crore in a share swap deal.

    But the Management of Dalmia Bharat Refractories instead of selling its assets directly to RHI Magnesita plans 

    1 first to transfer its business to its wholly owned subsidiary-Dalmia OCL Ltd.

    2 Then Dalmia OCL would sell these assets to RHI Magnesita.

    This would deny the public i.e. Non Promoter shareholders of actual owner Dalmia Bharat Refractories the benefit of the windfall profit / value unlocking of this sale to RHI Magnesita. 

    Shareholders of Dalmia Bharat Refractories would not get any financial benefit of these windfall profits

     Further ,at the time of recent merger proceedings at NCLT Chennai ,of Dalmia Refractories with Dalmia Bharat Refractories , Promoters had dropped this transfer of assets to subsidiary - Dalmia OCL move after public shareholders opposed this .

    It was on their assurance that there would be no transfer of assets to a step down subsidiary that the shareholders approved the merger.

    There is no provision of such transfer to its subsidiary in NCLT Chennai's Merger order dt .03/02/2022 https://nclt.gov.in/gen_pdf.php?filepath=/Efile_Document/ncltdoc/casedoc/3305118023342021/04/Order-Challenge/04_order-Challange_004_164395831010277077561fcd0265568b.pdf 

    .Any move to transfer to subsidiary its assets would render the recent Merger of Dalmia Refractories with Dalmia Bharat Refractories liable to be declared null and void and lead to status quo ante prior to Merger proceedings

    Shareholders of Dalmia Bharat Refractories , now , want ;-

    1. Dalmia Bharat Refractories should conduct this sale to RHI Magnesite directly and not via subsidiary Dalmia OCL route.

    2 The sale consideration is around Rs 1700 crore. Share capital , post merger , of Dalmia Bharat Refractories is around Rs.40 crore i.e. 4 crores of Rs.10 each, the value of 1 share of Dalmia Bharat Refractories is Rs.425 plus per share value of its holding of shares of Dalmia Bharat. So the NAV of 1share of Dalmia Bharat Refractories is around Rs 500.

    3 Shareholders of Dalmia Bharat Refractories should directly get shares of RHI Magnesita in the share swap deal.

    4 Shares of Dalmia Bharat Refractories be listed immediately in BSE, as per the assurance given during NCLT , Chennai proceedings 

    5 There should be an open offer , at suitable rate , to the shareholders.

     

    Thanking you,

     Regards

     

    ReplyDelete
  6. You may , also , add the following ;-

    Dalmia Bharat Refractories- Shareholders WantLiquidity of Their shares and Fair Returns

    Dalmia Bharat Refractories has, despite solemn assurances given during Merger proceedings of erstwhile Dalmia Refractories with Dalmia OCL in NCLT , Chennai , have not got its shares listed in BSE, even after 10 months after the sanction of Merger.

    Shares of Dalmia Bharat Refractories are currently listed in Calcutta Stock Exchange and Metropolitan Stock Exchange , both of which are Non Operational. 

    Dalmia Bharat Refractories had recently made a massive windfall profit by selling its 5 Indian Units , for more than 1700 crore , to RHI Magnesita India.

    In order to get a fair share of this bonanza , Public shareholders of Dalmia Bharat Refractories are , also , demanding a Buyback offer . NAV of one share of Dalmia Bharat Refractories has been worked out to be around Rs.600 - Please Recalculate Independently also.

    ------------------------------------------------------------------------------------------

    Shareholders of Dalmia Bharat Refractories have proposed amendments of the Sale agreement so that they get directly shares of RHI Magnesita India

    Amended Scheme

    1 Dalmia Bharat Refractories first transfers its retaining 3 units in China and Germany and Dalmia Bharat Refractories' substantial Equity holding of Dalmia Bharat 's shares to Dalmia Bharat Refractories ' subsidiary Dalmia OCL Ltd.

    2 Shareholders of Dalmia Bharat Refractories be allotted shares of Dalmia OCL proportionately. Dalmia OCL should then be listed on stock exchanges

    3 Dalmia Bharat Refractories would be left with 5 Indian units, valued at Rs 1700 crore ,which are proposed to be sold / transferred to RHI Magnesita India.

    Then Dalmia Bharat Refractories should be merged with RHI Magnesita India.

    4 Shareholders of Dalmia Bharat Refractories be given shares of RHI Magnesita.

    This way shareholders of Dalmia Bharat Refractories would get a fair value and they will also get an Exit option.

    For details of the Original scheme now being amended by shareholders of Dalmia Bharat Refractories , please click the link -.

    https://www.bseindia.com/xml-data/corpfiling/AttachLive/62279cca-2887-4e68-a632-bd1def8d9c23.pdf

    ReplyDelete