The handover will take place this morning at Palazzo Soragna, headquarters of the Parma Industrial Union, once the springboard for Calisto Tanzi to become the vice-presidency of Confindustria.
Enrico Bondi, after almost eight years, leaves the leadership of Parmalat, which he brought back to the Stock Exchange in 2005, after having faced (and passed) the test of the emergency. Antonio Sala, president of Lactalis Italia, trusted manager of Emmanuel Besnier, the man who does not speak and does not show up (see ritratto). But in the moments that matter, he knows how to make himself heard. Instead, Franco Tatò, former CEO of Enel, will take the presidency. A choice that probably increases the displeasure of Minister Giulio Tremonti, the great loser of the failure to defend the Italian character of Parmalat, who does not love him.
Barring last-minute surprises, the outcome of the shareholders' meeting which will decree the changing of the guard still seems obvious: the French of Lactalis at the meeting, with 28,9% already declared plus the 23,7 million shares already delivered at the takeover bid (which will only end on 8 July), they will be able to elect the new board of which Bondi will certainly not be a member. In fact, the Intesa Sanpaolo list that included his name has been withdrawn.
Only three lists remain in the running. That of the French with Franco Tatò will be awarded at least 9 directors out of 11. That of Assogestioni which, according to what Dario Trevisan hypothesized a few days ago, should make the en plein of the funds present (estimates speak of a share from 14 to 18% ). Finally, there remains the "ghost" list of the three funds Skagen, Zenith and Mackanzie, no longer shareholders but gratified at the time by a premium (2,8 per share) not granted to the other shareholders in the takeover bid, given that the Besniers were adamant not to increase the initial offer to 2,6 euros. And there are those who hypothesize that (a few) protest votes could converge on this "ghost" list. In fact, it is easy to predict that there will be some surprises in this historic assembly.
