/ 19 April 2005

Old Mutual group announces R7,2-billion BEE deal

Old Mutual, South Africa’s largest financial services group, on Tuesday announced a black economic empowerment transaction which will see 12,75% of its South African businesses placed in black hands.

Old Mutual will issue new ordinary shares to black controlled entities beneficially owned by its black employees (39%), clients and distributors (27%), communities (10%) and its black business partners (24%) to the value of 13,48% of Old Mutual (SA),11,50% of the value of Nedcor’s South African business and 11% of Mutual & Federal (Mutual & Federal shares).

The total value of all the shares to be issued under this proposal is R7,2-billion, R7,1-billion of which will go to black shareholders.

According to the announcement, the financial impact of these proposals is a reduction in the embedded value of Old Mutual plc of 3,1p (33c) per share (2,2%) and a 3,3% and 5,7% dilution in adjusted and basic earnings per share respectively.

The impact at Nedcor is a 0,10% accretion in net asset value (NAV) per share and a 0,14% dilution in headline earnings per share.

At Mutual & Federal, there will be a 0,28% dilution in NAV per share and a 1,05% accretion in headline earnings per share.

There will be an additional dilutive impact from the effects of share based payments which will be more apparent when accounts are prepared under new IFRS conventions. – I-Net Bridge