STAGECOACH could soon run short of UK bus rivals to take over if it
continues expanding at its current breakneck speed.
Busways of Newcastle is the latest to jump on the Perth-based group's
bandwagon in a #27.5m paper deal which will see Stagecoach move
seriously into north-east England for the first time.
The acquisition involves the offer of 246 Stagecoach shares for every
100 held in Busways and a placing of at least 3.4 million shares in the
Scottish company at 173p.
In total, 15.7 million new shares will be issued to meet the
requirements of the recommended offer which is underwritten by Noble
Grossart. Stagecoach shares dipped 2p to 181p yesterday.
Only two weeks ago Stagecoach, which floated on the Stock Exchange
last year, announced the #6m purchase of Western Scottish, the latest in
a string of acquisitions including Kent, Welsh and Humberside coach
operators.
Started up by the Souter brother-and-sister team 14 years ago,
Stagecoach will be the UK's biggest bus company, with 4400 coaches in
operation after the Busways and Western purchases are completed.
Since the April 1993 listing, it has now spent more than #60m on
swallowing smaller competitors, though managers are quick to point out
that turnover will also be up from #150m to about #260m.
''We are always looking for new opportunities to increase shareholder
value and Busways is a substantial business in good bus territory where
we have had no presence,'' said chairman Brian Souter.
Busways, which runs 600 vehicles and employs 1750 staff, is the
biggest catch so far. Like most of the others, it was formed in the late
eighties from the Government's split-up of the nationalised bus network.
The region is seen as ideal bus country, with a large area combined
with a reasonable density of population and a relatively low ratio of
car ownership.
In the year to end-March the Newcastle group, which also serves the
Sunderland and South Shields areas, made a pre-tax profit of #3.3m on
turnover of #42.5m. Net assets totalled #7.2m and net borrowings were
#9.5m.
Aside from filling one of the few remaining gaps in Stagecoach's UK
coverage, Busways should also benefit from the larger group's economies
of scale in purchasing the likes of fuel and spare parts.
Investment in new vehicles will be increased so cutting maintenance
costs. And operating profits, already running at more than 10% of
turnover, should be further enhanced by Stagecoach's proven corporate
strategy which sets a 15% target figure.
Though a sizeable addition to the Stagecoach fleet, Busways still
represents well under 20% of the parent group's total assets, and
finance director Derek Scott foresaw no difficulties in integration.
''The top three managers are still in their forties but have 58 years
experience in the company between them,'' he said, adding that the
earlier acquisitions were fitting in more quickly than originally
anticipated.
Local management structure and corporate identity should emerge
unscathed and, as in previous takeovers, Stagecoach management stressed
that pay rates and pension rights would remain unchanged. Busways staff
will also be able to take part in their new owner's share saving scheme.
Senior management at Busways, with 51% of the stock, have already
agreed to the Stagecoach bid and most have chosen a mix of new
Stagecoach shares and loan stock.
With less than a month to go before the company's first set of
post-flotation finals are announced, Stagecoach directors are clearly
cautious about predictions though the tone of the latest statement
augurs well for shareholders.
Analysts are looking at pre-tax profits of around #18m on #190m
turnover for the year to end-April, with #25m pencilled in for the
current year.
London, where the last big UK bus sell-off is due in October, is
undoubtedly Stagecoach's next main target area though it is still
relatively weak in south-west England and much of Yorkshire.
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