Disney wins ValueAct, Blackwells Backing in BoardroomFight with Trian

Jan 3 (Reuters) – Activist hedge funds ValueAct Capital and Blackwells Capital moved on Wednesday to back Walt Disney Co (DIS.N), opens new tab as it defends itself against a board challenge from a third activist investor, Trian Fund Management. The unusual twist in the battle for Disney’s board underscores the high stakes in the company’s attempted…

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IHS Tower Offers MTN Nigeria Improved Terms to Counter Deal with American Tower

IHS Holding has proposed improved commercial terms to MTN Nigeria for leasing back 2,500 towers previously lost to American Tower Corporation (ATC). The aim according to the company is to avert any network disruptions in Africa’s most populous country. The Chairman and CEO of IHS Towers Sam Darwish, said the towers represent a minor portion…

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IHS Seeks to Scupper Rival’s Deal on MTN Nigeria Towers

JOHANNESBURG, Dec 7 (Reuters) – IHS Holding has offered improved commercial terms to MTN Nigeria (MTNN.LG), opens new tab for the lease of 2,500 towers it lost to American Tower Corporation (ATC) (AMT.N), opens new tab, saying the move would prevent network disruption in Africa’s most populous country. MTN Nigeria, owned by South Africa’s MTN Group (MTNJ.J), opens new…

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Blackwells Capital Urges Nelson Peltz to End ‘Ego-Driven’ Campaign for Disney Board Seats

Blackwells Capital is calling on activist investor and Trian Fund Management founder Nelson Peltz to end his renewed push for multiple seats on Disney’s board. The firm, which has been a Disney shareholder since 2018, expressed concern in a statement on Thursday that Trian’s campaign “prioritizes Mr. Peltz’s ego over what is best for all Disney shareholders,”…

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Key IHS Holdings Shareholder Blackwells Capital Demands CEO Steps Down

Blackwells Capital LLC, a long-term shareholder in African telecoms company IHS Holdings, has demanded the immediate replacement of IHS chairman and CEO Sam Darwish. In a statement, the investment firm also called for a reconstitution of the company’s board of directors, following the company’s recent poor performance. It follows last week’s announcement that IHS Towers…

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