Thursday, July 14, 2011

ConocoPhillips Separation Looks Good for Shareholders, with a Few Legal Hoops Remaining

ConocoPhillips announced separation into separate E&P and R&M companies today. The spin-off is likely during the first half of 2012. ConocoPhillips' major businesses are well positioned in their respective markets, so the resulting spin-off companies should look strong from a financial perspective. See my article on Spin-Off transactions.

ConocoPhillips was a top performer among integrated oil companies during 2010. Leading analysts project that the company will earn $7.75 per share and dividends will rise by 10% annually in 2011 - 2012.

THE LEGAL DETAILS:

The ConocoPhillips board approved the separation yesterday.

A ruling from the IRS is required to ensure this transaction qualifies for tax-free treatment (though meeting the requirements does not appear to be an issue).

Neither FTC nor shareholder approval is required.

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