Is the venture capital environment still struggling or is the telecom sector still unattractive to investors? These are questions that begged to be asked in the wake of Tropic Networks' unorthodox financing plans. The Ottawa-based optical networking equipment maker hopes to hang on for another nine months by spinning off its technology assets and business into a new entity called NewCo. Tropic Networks - a.k.a. OldCo, I guess - will then refocus its business on the oil and gas sector by acquiring acquired two oil and gas companies (yes, that's oil and gas companies). Tropic will acquire oil developer Chamaleo Exploration and Tournament Energy. natural gas developer Tournament Energy for common and preferred shares. The deal will give NewCo/ Tropic $8.1-million in cash, which should let it survive another nine months while giving it time to hunt down other sources of financing. To be honest, I've never heard of a telecom company getting into bed with an energy producer but we live in strange times. One thing that puzzles me about Tropic's financing plan is the optical market appears to be making a mini-comeback, particularly in the metro market, so you would think there would be some interest in the company. Tropic, which values its current assets at $36 million, raised $33-million of private equity in July 2004 from a group of investors that included Alcatel, Celtic House, Crescendo Ventures, Goldman Sacks, Kodiask Ventures and Teachers' Private Capital. This raised its total fund-raising activity to $120-million.
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Tropic Networks' Odd Survival Plan
by
Mark Evans
on Wed 14 Dec 2005 10:10 AM EST | Permanent Link
Comments
Re: Tropic Networks' Odd Survival Plan
by
Anonymous
on Wed 14 Dec 2005 03:34 PM EST | Permanent Link
I'm guessing the rationale behind this deal lies in the tax losses that have accumulated in the company - by acquiring an oil and gas firm, they can use those losses against income. So all they're trying to do is generate some cash by essentially selling the shell.
Re: Tropic Networks' Odd Survival Plan
by
Blogger_Brent
on Wed 14 Dec 2005 04:04 PM EST | Profile | Permanent Link
This is definitely a tax loss sale. Interestingly in Canada, this loophole exists to allow completely unrelated companies to essentially move their accumulated tax losses, minus any SRED received, to another entity that has profits it would like to shelter. In the US, where tech companies accumulated gobs of tax losses in the tech meltdown, this is not allowed. You have to be a company almost directly competitive (in the same business) to effect this transaction.
Most tax loss sales do not generate a press release because they are done as a last resort to get preferred shareholders (i.e. VCs) and creditors some cash. The company does not exist any more. As for the optical industry precedent, Bookham just did this in June to free up cash, only they did it in Britain with aircraft leasing!!! So, not so odd when you are trying to survive in an industry as bloodied as optical networking... Re: Re: Tropic Networks' Odd Survival Plan
by
Mark Evans
on Wed 14 Dec 2005 09:45 PM EST | Profile | Permanent Link
i would assume they got approval from revenue canada if they were willing to issue a press release. apparently, the last thing junior oil & gas producers want to do is pay taxes so finding tax losses is a full-time business for them.
mark Re: Tropic Networks' Odd Survival Plan
by
Anonymous
on Mon 19 Dec 2005 04:33 PM EST | Permanent Link
Tropic has very poor quality and moral.
This is why the SBC prospect has FAILED. ... glad I'm not there anymore - they need to get rid of some of the deadwood execs ... Proof is in the puddi.... oil. They never made a profit and continue to lose. Go to the Tropic Xmas party and listen to Rankin blab about big money and the "tremendous sacrifice" his employees make. Oh, but they buy you a $10 dinner every night if you work late. Ha hhah hhahahhhaa Re: Tropic Networks' Odd Survival Plan
by
Anonymous
on Wed 12 Jul 2006 03:45 PM EDT | Permanent Link
Have ~$30MM in tax losses available for sale.
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