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Fiat-Peugeot deal would boost Exor's coffers to 3.6 billion euros in 2022

Published 21/11/2019, 16:33
Fiat-Peugeot deal would boost Exor's coffers to 3.6 billion euros in 2022
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By Giulio Piovaccari

TURIN, Italy (Reuters) - Fiat Chrysler's (MI:FCHA) top shareholder Exor (MI:EXOR) will have a total of 3.6 billion euros (£3 billion) in 2022 to invest once a deal to merge the carmaker with rival Peugeot (PA:PEUP) goes through, Exor's boss John Elkann said.

Elkann, who leads the Agnelli family's investment vehicle, said he was confident Fiat Chrysler (FCA) and Peugeot owner PSA would sign a binding agreement by the end of the year and dismissed concerns a lawsuit filed against FCA by General Motors (N:GM) could derail the deal.

In presenting Exor's new strategy to investors 10 years after the holding company was established, Elkann said Exor would have about 2 billion euros of cash in 2022 for acquisitions, before taking into account an expected special dividend of around 1.6 billion euros from the FCA-PSA deal.

In addition to being chairman and chief executive of Exor, Elkann is chairman at FCA, in which Exor holds a 29% stake.

Besides FCA, Exor's assets include controlling stakes in luxury carmaker Ferrari (MI:RACE), industrial vehicle manufacturer CNH Industrial (MI:CNHI), re-insurer Partner Re and Italian Serie A soccer team Juventus (MI:JUVE).

It also has a 43% stake in publishing group The Economist.

Elkann said Exor would not pay out special dividends to its investors following the FCA-PSA merger. He also ruled out in the short term a new share buyback, which is the traditional tool for the group to award its shareholders extraordinary remuneration.

"We have just completed an own-share repurchase program and we don't plan to launch a new one, so all the extraordinary dividend we would get from a PSA deal will be used for acquisitions," he said.

Elkann added Exor had not yet decided in which industries it may expand its business.

"But I see ourselves buying new companies in the future," he said, adding Exor would keep a strong focus on investments in the 'environmental, social and governance' (ESG) category.

Elkann said the family intended to remain a stable shareholder in the auto sector. ($1 = 0.9029 euros)

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