05 April 2016

Company: Samy Trustee v. Pauanui Dream

Battle for control followed refinancing of a Bay of Plenty property development.  The High Court ordered developer Gregory Needham cede control of Pauanui Dream Estate Ltd to financier John Samy.
Mr Needham, listed in Company Office records as living in Germany, was the driving force behind a planned 66 hectare sub-division at Pauanui, Bay of Plenty.  The first stage, with 42 fully serviced sites, was fully sold.  A second stage, with plans for 280 serviced sites together with a convention centre and commercial zone, ran into difficulty.  Inland Revenue was pressing for $200,000 due.  Mr Needham was keen to get an equity investor on board to get more working capital.
The High Court was told a deal was struck in 2012 with finance from Samy Trustee Ltd, controlled by Mr John Samy.  He agreed to stump up $700,000, later increased to $720,000.  Pauanui land valued at $2.1 million was to be transferred to a new company, Pauanui Dream Estate Ltd, with Samy Trustee to hold a 60 per cent stake.  Pauanui Dream would then complete stage two of the project.  Mechanics of the deal required Samy Trustee to to sign over a 55 per cent holding in Pauanui Dream to Mr Needham on the understanding that the share transfer would be held unregistered until refinancing was complete, then the unregistered transfer would be destroyed.
Evidence was given that Mr Samy found after payment of his promised $720,000 that the share transfer had been acted on, despite the promise not to.  This left interests associated with Mr Needham in majority control.  A share registration tug-of-war followed.  Both Mr Samy and Mr Needham claimed to be holding the company’s official share register.  The registrar of companies was bombarded with filing and counter-filing requests with each side claiming to hold the majority interest in Pauanui Dream Estate. 
In the High Court, Mr Needham said the 60 per cent shareholding deal for Samy Trustees was conditional on all shareholders first signing a shareholders’ agreement setting out how the company was to be run.  No agreement had been signed.  Justice Fogarty said the refinancing contract made no mention of a shareholders’ agreement.  Registration of the agreed shareholdings could not be delayed by its absence.  Control of the company was left governed by Companies Act rules with Samy Trustee in control as majority shareholder.  Mr Samy is sole director, Justice Fogarty ruled.  Mr Needham is not a director.
Samy Trustee Ltd v. Pauanui Dream Estate – High Court (5.04.16)

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