GEN - General - The Lion Match Company (Proprietary) Limited -18 May 2012
JSE   BEGP2
GEN                                                                             
GEN - General - The Lion Match Company (Proprietary) Limited -                  
Announcement by lion match of revised offer in relation to the existing         
mandatory offer by Lion Match to remaining shareholders of Beige Holdings       
Limited,                                                                        
THE LION MATCH COMPANY (PROPRIETARY) LIMITED                                    
REGISTRATION NUMBER: 1998/008912/07                                             
("Lion Match")                                                                  
ANNOUNCEMENT BY LION MATCH OF REVISED OFFER IN RELATION TO THE EXISTING         
MANDATORY OFFER BY LION MATCH TO REMAINING SHAREHOLDERS OF BEIGE HOLDINGS       
LIMITED, REGISTRATION NUMBER 1997/006871/06, ("Beige" or "the                   
Company")ISIN Code: ZAE000034161,Share code: BEG,ISIN Code:                     
ZAE000154787,Share code: BEGP2, MADE IN TERMS OF SECTION 123 OF THE             
COMPANIES ACT NO. 71 OF 2008 WITH INCREASED CONSIDERATION                       
A.   INTRODUCTION:                                                              
    Shareholders are referred to the Terms of Mandatory Offer                   
announcement released by Lion Match on SENS on 19 March 2012, the           
    Lion Match offer circular posted on 19 March 2012 and the Beige             
    Independent Board response circular posted on 18 April 2012, which          
    documents detailed the salient dates in respect of the mandatory            
offer of R0.08 made by Lion Match to the ordinary shareholders of           
    Beige and the comparable offer of R1.28 made to the preference              
    shareholders of Beige (the "existing mandatory offers").                    
    Shareholders are also referred to the SENS announcement made by             
Beige and Lion Match on the 4th May 2012 wherein they advised that          
    as a result of hearing by the Takeover Special Committee ("TSC")            
    regarding the ruling by the Executive Director of the Takeover              
    Regulation Panel ("TRP") on the non-comparability of the preference         
share offer ("the hearing") having been postponed to 18 May 2012, an        
    agreement had been reached between Beige and Lion Match in terms of         
    which the TRP consented to extend the closing date of the mandatory         
    offers to a date to be determined pending the TSC hearing.  The             
revised salient dates of the mandatory offers were to be announced          
    on SENS in due course.  Other than the offer consideration, all             
    other terms and conditions of the mandatory offer were to remain            
    unaffected.                                                                 
Lion Match has furnished the board of directors of Beige with a             
    formal revised offer in respect of its existing mandatory offer.            
    Lion is of the opinion that the revised is fair and reasonable and          
    will support the revised offer to completion.  No further circulars         
are required to be issued by Lion Match.                                    
B.   THE REVISED OFFER                                                          
    Terms Of Revised Offer:                                                     
    Lion offers to acquire from all remaining Beige Shareholders                
recorded in the record date, subject to a suspensive condition              
    regarding any applicable approval of the Competition Commission             
    prior to implementation as a revised increased offer (the "revised          
    offer").                                                                    
*    100% of their BEIGE ordinary shares (or part thereof) for a            
         cash consideration of R0.09 (NINE CENTS) (the existing                 
         mandatory offer is R0.08 (EIGHT CENTS)) for every 1 (ONE) cent         
         par value ordinary BEIGE share issued by BEIGE as listed on the        
Alternative Exchange (Alt X) of the Johannesburg Stock Exchange        
         (JSE) under the share code "BEG" and ISIN ZAE000034161 (the            
         ordinary share offer) apart from and other than the 562 841 737        
         ordinary shares representing 34.49% of the issued share capital        
(including treasury shares); and 36.45% of the voting rights           
         (excluding treasury shares) already held by Lion Match in              
         Beige;                                                                 
    *    100% of their BEIGE variable rate, cumulative, non-                    
participating, convertible, redeemable preference shares (or           
         part thereof) each with a par value of R0.01 (ONE CENT) per            
         preference share, for a cash consideration of R1.79 (ONE RAND          
         SEVENTY NINE CENTS) (the existing mandatory offer is R1.28 (ONE        
RAND TWENTY EIGHT CENTS) for every R0.01 (ONE CENT) preference         
         share issued by BEIGE as listed on the Alternative Exchange            
         (Alt X) of the Johannesburg Stock Exchange (JSE) under the             
         share code "BEGP2" and ISIN ZAE000154787 (the "preference share        
offer");                                                               
    Mechanism For Implementing The Revised Offer                                
    The revised offer and opinions relating thereto are, with the               
    consent of the Takeover Regulation Panel, to be announced on SENS           
and in the Press.                                                           
    The revised offer will, after this announcement, continue to be             
    implemented as a mandatory offer in accordance with the prescribed          
    requirements of the Companies Act and the Takeover Regulations.             
The revised offer will be implemented on the same information and           
    data and on the same terms and conditions contained in the Offeror          
    Circular posted to Beige Shareholders on the 19th March 2012 save           
    that the relevant Salient Dates and times are necessarily revised           
and are to be extended for at least 15 (Fifteen) days as required by        
    Regulation 104(3) of the Companies Act No. 71 of 2008.                      
    The Salient Dates and Times which are necessarily revised are to be         
    substituted as follows:-                                                    
2012                                          
Last trading date to participate   Friday, 8 June                               
Trading commences ex rights on     Monday, 11 June                              
Record Date                        Friday, 15 June                              
Results Announcement on SENS Date  Monday, 18 June                              
                                                                                
Payment in terms of acceptances    Tuesday, 19 June                             
Results announced in the press on  Tuesday, 19 June                             
Save, further for any revisions necessitated by the provisions              
    specified elsewhere in this revised offer.  Payment in terms of             
    acceptances will be made within 6 days after acceptance of the              
    offer.  Any further changes in the dates will be announced on SENS          
or in the press.                                                            
    Beige Shareholders who may possibly have already accepted the               
    initial mandatory offer are entitled to revise their initial                
    acceptance and elect to receive the increased revised offer                 
consideration.  In respect of these Beige Shareholders who may have         
    already accepted the initial mandatory offer they will be deemed to         
    have accepted the increased revised offer consideration and will be         
    paid the additional revised offer consideration unless contrary             
notice is given by such Beige Shareholder prior to the revised              
    closure date.                                                               
Settlement of The Revised Offer Consideration                                   
    Settlement of the revised offer consideration shall be made without         
any regard to set-off lien or any form of counterclaim or similar           
    right which Lion Match may be entitled to claim against any Beige           
    Shareholder accepting the revised offer.                                    
Cash Confirmation                                                               
Lion Match has provided the Takeover Regulation Panel with security         
    for payment of the cash considerations in respect of the revised            
    offer to the satisfaction of the Takeover Regulation Panel in the           
    form of cash confirmation statements from Standard Bank.                    
C.   IRREVOCABLE UNDERTAKING                                                    
    A signed irrevocable undertaking has been received by Lion Match            
    from Trustee Board Investments (Pty) Ltd, Registration Number               
    1993/005253/07 ("TBI") being the registered holders and beneficial          
owners of 248 970 515 (Two hundred and forty eight million nine             
    hundred and seventy thousand five hundred and fifteen) ordinary             
    shares representing 15.26% (fifteen point two six percent) of all of        
    the ordinary shares in issue and 17 804 914 (Seventeen million eight        
hundred and four thousand nine hundred and fourteen) preference             
    shares representing 71.22% (Seventy one point two two percent) of           
    all of the preference shares in issue in the issued share capital of        
    Beige, together with all rights attaching to those shares.  In terms        
of the irrevocable undertaking TBI irrevocably and unconditionally          
    has undertaken to and in favour of Lion to accept the revised offer.        
D.   OPINIONS ON THE REVISED OFFER                                              
    Lion Match is of the opinion that the revised offer is fair and             
reasonable both in respect of the ordinary share offer and the              
    comparable offer for the preference shares and that the preference          
    share offer accordingly meets the requirements of a comparable offer        
    in terms of the Companies Act.                                              
Lion Match anticipates that the Independent Board of Beige will make        
    a simultaneous separate announcement regarding the revised offer            
    having had regard to any opinions furnished to it.                          
E.   RESPONSIBILITY STATEMENT                                                   
Lion Match respectively accepts responsibility for the information          
    contained in this announcement which is made on its behalf and under        
    its authority.  To the best of its knowledge and belief, the                
    information contained in this announcement is true and nothing has          
been omitted which is likely to affect the import of the                    
    information.                                                                
Johannesburg                                                                    
18 May 2012                                                                     
Sponsor                                                                         
Arcay Moela Sponsors (Pty) Ltd                                                  
Joint Legal Advisors                                                            
Stowell & Co. Inc. and Webber Wentzel                                           
(Logos to be attached)                                                          
Date: 18/05/2012 11:56:00 Produced by the JSE SENS Department.