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Engineering a mega breakup to ‘fix’ GE

“We have a long-term plan. We have a lot of work to do,” said John Flannery a few months after taking the reins of General Electric Company (GE) in August last year. For people who lost their money after investing in the crisis-stricken conglomerate, those words came as a much-needed relief. But, the state of affairs at […]

March 27, 2018 2 min read
Market News

“We have a long-term plan. We have a lot of work to do,” said John Flannery a few months after taking the reins of General Electric Company (GE) in August last year. For people who lost their money after investing in the crisis-stricken conglomerate, those words came as a much-needed relief. But, the state of affairs at […]

· March 27, 2018

“We have a long-term plan. We have a lot of work to do,” said John Flannery a few months after taking the reins of General Electric Company (GE) in August last year. For people who lost their money after investing in the crisis-stricken conglomerate, those words came as a much-needed relief. But, the state of affairs at the company remained more or less the same, if not worse.

Meanwhile, the last three months were a period of hope for the stakeholders, for the company regained most of the lost ground at the bourses slowly but steadily, and moved closure to its sustainable levels. However, it was short-lived, and the stock retreated at a faster pace this week than it did during the previous big fall, to hit a near ten-year low.

What it implies is that the deterioration is deep-rooted, underscoring the popular opinion that it should be fixed at the basic level. All along, GE kept on reminding the world that it is committed to considering options that would generate value for shareholders.

Interestingly, one of the solutions explored and implemented by Flannery was to reduce the dividend amount and use the savings to fund the restructuring. It’s a strategy that made sense only to the most optimistic among the shareholders as the dividend was the only factor, other than GE’s strong fundamentals, which lured long-term investors to the stock.

GE stock retreated at a faster pace this week than it did during the previous big fall

That’s exactly what those at the helm of affairs at GE have been contemplating for a long time now — a comprehensive restructuring with a primary focus on splitting the industrial giant into independent units. The argument is that a spin-off of such degree would unlock value for investors.

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But, it’s easier said than done; and the challenges are multi-faceted, with GE’s multi-billion dollar pension arrears topping the list.  The fact that a whopping $6-billion credit the company availed for the purpose is good enough to address only a fraction of the pension issue.

The deficit, combined with lack of funding, would make the process of breaking up the company a precarious affair.

In its latest falling streak, the stock lost more than 1% to trade below the $13-mark on Monday. It also dragged the otherwise healthy DOW to the negative territory.

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