Shortly after the AGM, the company then confirmed its three main shareholders (representing 71.5 % of NTR's issued share capital) had reached agreement, and had «put a proposal to the Board that it initiate a process to sell the NTR US wind assets as soon as possible and that NTR implement a tender offer as soon as possible thereafter for NTR's issued shares.» (wexboy.wordpress.com)
Which would imply $ 223 million of cash & $ 7.4 million of wind assets gets demerged into New NTR — potentially, that equates to a $ 2.35 NAV per share redemption. (wexboy.wordpress.com)
$ 83 M US deferred tax liability re wind assets — no clarity re NPV. (wexboy.wordpress.com)