CSG bids for stake in tank maker KNDS, source says

Industry:    8 hours ago

Czech defence group CSG has offered ​to buy a stake in Franco-German tank maker KNDS ‌from its German owner families, a source familiar with the situation told Reuters on Wednesday.

The families, however, are prioritising an initial public offering ​and a stake sale to the German government, the ​source added.

The Financial Times earlier reported CSG’s approach, ⁠which took place in recent weeks.

KNDS declined to comment. CSG ​had no immediate comment.

The bid comes as the families, which ​hold 50% of KNDS, pursue an IPO.

On Tuesday, sources told Reuters the German state – looking to safeguard national security interests – had moved closer to buying a ​stake in KNDS in a pre-IPO move, after sending ​a letter to the families outlining interest in acquiring a 30% to ‌40% ⁠stake.

The French state owns the remaining 50% in KNDS.

An IPO could value KNDS at around 20 billion euros ($23 billion).

CSG’s IPO earlier this year valued it at 25 billion euros, but its ​market capitalisation ​has since fallen ⁠to less than 16 billion euros as defence shares have broadly declined.

CSG has also rejected allegations ​by short-seller Hunterbrook Media questioning its business model ​and ⁠production capacity, which weighed on the shares this month.

Its shares were down 3.1% on Wednesday at 15.40 euros, well below the ⁠IPO ​price of 25 euros.

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