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RHI Prices at $14, Below Range, Raises $189 Million (Update1) |
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By Tim Mullaney |
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June 17 (Bloomberg) -- RHI Entertainment Inc., the largest maker of TV movies, priced its initial public stock offering at $14 a share, less than the company projected. |
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JPMorgan Chase & Co. and Banc of America Securities LLC led the offering, which raised $189 million selling 13.5 million shares, an increase from the 12.5 million proposed, according to information from the banks. |
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The price is $3 a share less than the midpoint of New York- based RHI's pre-sale range. Potential investors were wary of the television programmer's $675.4 million debt, said Francis Gaskins, president of IPO Desktop, a research firm in Marina del Rey, California. The company was taken private in a 2006 leveraged buyout led by New York-based Kelso & Co. |
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``People like to buy IPOs that fund growth, not pay off leveraged debt for existing shareholders,'' Gaskins said. ``This was a leveraged buyout, and all the IPO proceeds were going to debt and the leveraged-buyout firm.'' |
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The stock sale will reduce debt to $509.5 million, filings said. RHI will also use IPO money to repay $30 million Kelso borrowed last month to find RHI's production, adding a $5.7 million prepayment penalty, the filing said. Kelso will be paid another $6 million after waiving its $600,000 annual management fee in March to save money, according to the filings. |
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Production Costs |
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Last year, RHI lost $22.6 million as sales rose 21 percent to $232 million. It also had negative operating cash flow of $88.8 million, as the company produced more movies than in 2006. Interest payments totaled $51.5 million in 2007. |
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Cash on hand amounted to $10.5 million as of March 31, company filings showed. |
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The company's movies include titles such as ``Lonesome Dove'' and ``The Five People You Meet in Heaven.'' It has about 20 percent of the market for TV movies, Chief Executive Officer Robert Halmi Jr. said in a June 10 presentation in New York. |
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After the IPO, RHI's enterprise value, including debt, is likely to be about $840 million, Melanie Hase, an analyst at Greenwich, Connecticut-based IPO research firm Renaissance Capital, said in an interview before the pricing. |
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RHI is likely to turn a profit beginning later in 2008, and ``things should ramp up'' in 2009, Hase said, declining to release Renaissance's specific earnings estimates. |
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Cable Channels |
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Whit Clay, a spokesman for an investor-relations firm representing RHI, declined to discuss the share sale. Kelso spokesman George Matelich also wouldn't comment. |
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``It gives us the liquidity and the financial foundation to move forward,'' Chief Financial Officer Bill Aliber said in the June 10 investor presentation. |
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The company has expanded from making movies for cable's Hallmark Channel, whose parent company owned RHI until 2006, to a roster of clients including the Sci-Fi, Spike and Lifetime networks, Halmi said at the June 10 presentation. |
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``All new channels are potential clients for RHI,'' Halmi said. ``It's a fantastic time to be in the TV content business.'' |
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RHI plans to break even on new productions and profit from reselling old movies and series, including ``Cleopatra,'' Aliber said. |
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At the end of the first quarter, RHI had $330 million of orders to show its old movies on various channels, up from $253 million at the end of 2006, Halmi said. |
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The company will begin trading June 18 on the Nasdaq Stock Market under the ticker symbol RHIE. |