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Date
Rule
801.10
Staff
Michael Verne
Response/Comments
Yes value 100%.

Question

From:(redacted)

Sent:Tuesday, October 03, 2006 3:17 PM

To:Verne, B. Michael

Subject:Tender Offer Valuation Question

Mike,

Aquestion about tender offer valuations and filing fees.

X plans to acquire voting securities of the Targetthrough a tender offer. After the tender offer, X plans to hold 50% of theTarget's voting securities but will accept all shares tendered up to 100% ofthe Target's voting securities. Informal Interpretation # 263 states that X'svaluation should be based on the greatest amount of voting securities that itis prepared to hold. Is #263 still the PNO's position? In that case, would Xhave to value the transaction based on acquiring 100% of the Target's votingsecurities even if reaching that level is not likely?

X will not exceed the $280,000 filing fee thresholdunless it holds greater than 80% of the Target's voting securities. If Xacquires only 50% of the Target's voting securities, as planned, X must onlypay $125,000. X would like to know if there is any way that it can pay the$125,000 fee and then, if necessary, pay an extra $155,000 (for a total of$280,000) in the unlikely event that it holds voting securities in excess of$567 million through the tender offer?

Thanksfor your assistance

About Informal Interpretations

Informal interpretations provide guidance from previous staff interpretations on the applicability of the HSR rules to specific fact situations. You should not rely on them as a substitute for reading the Act and the Rules themselves. These materials do not, and are not intended to, constitute legal advice.

Learn more about Informal Interpretations.