拉法基集團(tuán)一直處在兩家公司的關(guān)注之中，這是因?yàn)樗麄兾{了大量的拉法基股票，以提高他們對拉法基的持股份額。收購拉法基股票活動證實(shí)了豪西蒙敵意收購拉法基的傳聞。
為董事會戰(zhàn)爭做好準(zhǔn)備！
上個月Albert Frere的Bruxelles Lambert集團(tuán)出資將近100歐元在法國股票交易所以每股介于70-80歐元的價格購買了拉法基的股票，而且，現(xiàn)在正雄心勃勃的推升其持有的拉法基股份至百分之二十五。Albert Frere在其他公司也持有重要股份，如圣戈班。不落人后的還有Nassef Sawaris，他指望在拉法基約百分之十三的股份可以保持他在拉法基的競爭力。Nassef Sawaris在TXI占有重要地位。兩家公司也“看跌期權(quán)”如果股票價格進(jìn)一步下降。
有趣的是，有意角逐者并不止兩家，另一家法國集團(tuán)，私人股份公司路易威登，已表示，將密切關(guān)注拉法基集團(tuán)。路易威登集團(tuán)清楚地看到拉法基股票現(xiàn)今的低價格所擁有附加值。
同時，Nassef Sawaris在擴(kuò)大盤片充分發(fā)展自己。他在美國主要的水泥，骨料和混凝土生產(chǎn)集團(tuán)德州工業(yè)（TXI）持有百分之十五的股份。最近他還致函德州工業(yè)的股東，請求他們推翻兩個有影響力的董事，因?yàn)樗麄冊谶^去的12個月里對公司的業(yè)績?nèi)狈ω暙I(xiàn)。據(jù)猜測，可能是這兩個董事都阻止Nassef Sawaris在得州工業(yè)進(jìn)一步的股份建設(shè)。
附英文：
Forget the Holcim Takeover – Lafarge prepares for Boardroom War
Lafarge is basking in the attention of two companies as they mop up large number of
Lafarge shares to boost their stakes in the company. The share acquisition activities in
Lafarge SA have usurped the rumor of the Holcim hostile takeover.
Get ready for the Boardroom war!
Last month Albert Frere’s Group Bruxelles Lambert spent close to Euro 100m buying
Lafarge shares on the French stock exchange at prices ranging between Euro 70-80 per share, and is, now pushing up its stake in Lafarge to an ambitious 25 per cent.
Frere has significant holdings in other companies such as Saint Gobain. Not far behind
is Nassef Sawaris who is banking on his sizeable Lafarge stake at around the 13
per cent level to keep his stake on Lafarge competitive. Sawaris has significant
positions in TXI. Both the companies have also “put options” if the share price drops
even further.
Interestingly, these are not the only two players in the field. Another French group now
said to be paying close attention to Lafarge is the private equity arm of LVMH which
clearly sees added value in Lafarge stock at today’s low prices.
Nassef Sawaris, meanwhile, has his platter full with engagements of his own. He has
built up a 15 per cent stake in the major US cement, aggregates and concrete products
group, Texas Industries (TXI), and has recently sent a letter to the company’s
shareholders, petitioning them to oust two influential board directors for their role in a
lack-lustre corporate performance over the past 12 months. It is anybody’s guess if
the same two directed were instrumental in thwarting further stake-building by Nassef Sawaris in Texas Industries (TXI).
