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HRI

0.77%
NEUTRAL

Herald Investment Trust Proposes Tender Offer for Shareholders

Why we think this is neutral

This RNS announcement does not contain any of the mandatory news types, such as contract news, order news, trading update, financing, funding, annual results, asset sale/disposal, flow testing, licence news, or delisting. Therefore, the sentiment score is set to neutral.

Key Points

  • Proposed tender offer for shareholders to sell up to 100% of their shares
  • Tender price based on pro rata realised value of Tender Pool
  • Shareholders remaining invested will not bear costs of Tender Offer
  • Tender Offer conditional on Saba tendering all (or materially all) of its 30.7% shareholding

Summary

The investment trust is proposing a tender offer that would allow shareholders to sell up to 100% of their shares for cash at close to net asset value.

Herald Investment Trust plc is proposing to offer eligible shareholders, including major shareholder Saba, the option to sell up to 100% of their shares through a tender offer. The tender price will be based on the pro rata realised value of the Tender Pool created following receipt of all valid elections. Shareholders remaining invested in the Company will not bear any of the costs of the Tender Offer. The Tender Offer is conditional on Saba tendering all (or materially all) of its shareholding, amounting to approximately 30.7%.

Key Dates

Early February 2026
General Meeting to approve Tender Offer
Mid-February 2026
Tender Offer open period
GENERAL UPDATE