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Xerox’s top shareholder gets “breathing room”

Article published in The Wall Street Journal about Carl Icahn and his controlling shares of Xerox

  • In order to get “breathing room from lenders following a short-seller attack”, Carl Icahn and banks finalized amended loan agreements
  • Unties his personal loans from the trading price of his Xerox shares
  • Icahn’s shares have “tumbled 43%” this year
  • New agreements increase Icahn’s collateral and setup a plan for him to fully repay the loans in 3 years
  • Previously, 60% of Icahn’s shares were pledged as collateral for personal loans, which led his lenders to privately call on him to pledge more collateral as stock price fell
  • Forbes magazine estimates that this cost Icahn some $8 billion in net worth
  • Icahn has agreed to pay banks $500 million in September, make 8 quarterly payments of $87.5 million and the remaining $2.5 billion balance in 3 years from now

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