/ 8 May 2007

Thomson in talks to buy Reuters for $17,6bn

Canada’s Thomson Corporation is in talks to buy Reuters Group for about £8,8-billion ($17,6-billion) to create the world’s biggest news and financial data company, the two firms said on Tuesday.

Under the terms of the proposed deal — which would see Reuters CEO Tom Glocer become chief executive of the combined entity — Reuters investors would get 352,5 pence in cash and 0,16 Thomson stock for each share, worth 697 pence a share at Monday’s closing prices, they said in a joint statement.

That would be 42% above Reuters closing share price on Thursday, the day before it announced a bid approach. The deal value is based on the number of outstanding Reuters shares.

Reuters shares leapt around 7% to a five-year high of 659 pence in early trade.

A tie-up will create a company with about 34% of the global market for ”market data,” just ahead of privately-owned rival Bloomberg on 33%, according to Inside Market Data.

It also comes amid a frenzy of dealmaking in the media sector as the survivors of the economic downturn that followed the bursting of the dot.com bubble look to extend their reach.

Last week Rupert Murdoch’s News Corporation made a $5-billion bid for Wall Street Journal owner Dow Jones & Co, which was rebuffed by Dow Jones’ controlling investors.

”Although a rival bid cannot be ruled out, given the scale of synergies on offer [and therefore healthy premium offered] … we view Thomson as the bidder best placed to secure Reuters,” Numis Securities analysts wrote in a research note.

Thomson and Reuters said they expected to make over $500-million of annual synergies within three years of completion of a deal.

The enlarged, dual-listed group will be called Thomson-Reuters and the combined Thomson Financial unit and Reuters financial and media businesses will be called Reuters.

The combined group will also adopt the Reuters trust principles aimed at safeguarding the independence of Reuters news, the joint statement said. The Reuters Founders Share Company, run by 15 trustees, has a ”golden share” capable of blocking a takeover of the company.

”It should be emphasised that discussions are at a stage where there can be no assurance that agreement will be reached. No transaction will be announced without the support of the Reuters Founders Share Company,” the joint statement said.

Thomson Reuters

Woodbridge, the Thomson family holding company that will own about 53% of the combined company, will vote in favour of the deal, the joint statement said.

Other Thomson shareholders will own 23% of the combined business and Reuters shareholders will own 24%. The deal is subject to approval by both Thomson and Reuters shareholders.

Under the proposed deal, a so-called equalisation agreement would mean that both companies’ primary listings would be maintained. This should allow the two companies to remain in their existing equity indexes, the companies said.

Thomson President and CEO, Richard Harrington, who has transformed the company from traditional publishing to an electronic-based business, will retire on completion of the deal, at which point Reuters chief executive Glocer will become chief executive of the combined company.

The two firms said the deal could close this year, but might not complete until 2008. – Reuters