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Nationwide makes Pibs offer

Nationwide makes Pibs offer

Nationwide Building Society has made a tender offer for the 6.025 per cent interest-bearing shares, well in advance of the February 2013 call date. The building society has offered 88p in the pound (£880 per £1,000), with the offer period expiring on 17 December.

Shareholders are under no obligation to accept Nationwide's bid, but there is a reset option on the shares which could switch the payout rate to just 1.5 per cent above the base rate. The offer price forms part of an increasing trend of offering at the market rate, instead of at par, as institutions know that investors do not want to be stuck with a low-yielding share. Banks and building societies are also under regulatory pressure as the Basel III reforms effectively exclude Pibs from being counted as Tier 1 or 2 capital. In addition, older Pibs are relatively expensive forms of capital in a low interest rate environment for institutions.

IC VIEW:

Pibs holders will be naturally upset if Nationwide doesn't improve its offer, but effectively the society is giving the choice between a loss of capital or loss of income and it may be better to extract as much capital as possible under the circumstances. Await documents.

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By Julian Hofmann,
13 December 2012

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