Blantyre Capital Amends National CineMedia Stake

TL;DR

Blantyre Capital updated their National CineMedia filing on 11/20/24. Watch this space.

AI Summary

Blantyre Capital Ltd, through its group members, has amended its Schedule 13D filing for National CineMedia, Inc. on November 20, 2024. The filing indicates a change in beneficial ownership, though specific new holdings or percentage changes are not detailed in this excerpt. Blantyre Capital Ltd is a London-based investment firm.

Why It Matters

This amendment signals a potential shift in significant ownership of National CineMedia, Inc., which could influence the company's strategic direction or stock performance.

Risk Assessment

Risk Level: medium — Amendments to Schedule 13D filings often indicate significant changes in activist investor positions, which can lead to volatility.

Key Players & Entities

• Blantyre Capital Ltd (company) — Filing entity
• National CineMedia, Inc. (company) — Subject company
• MUBASHIR MUKADAM (person) — Group member

FAQ

Key Financial Figures

• $0.01 — Inc. (Name of Issuer) Common Stock, $0.01 par value (Title of Class of Securiti

Filing Documents

• d864305dsc13da.htm (SC 13D/A) — 239KB
• d864305dex993.htm (EX-99.3) — 14KB
• 0001193125-24-262814.txt ( ) — 255KB

Contracts, Arrangements, Understandings or Relationships with Respect to Securities of the Issuer

Item 6. Contracts, Arrangements, Understandings or Relationships with Respect to Securities of the Issuer Item6 is amended and restated as follows: On August 7, 2023, the Issuer entered into a Director Designation Agreement (the Designation Agreement) with the Consenting Creditor Designation Committee (as defined in the Designation Agreement) (the Designation Committee) and Blantyre Capital Limited in accordance with the Reorganization Plan. The Designation Agreement provides for the designation of up to six directors, three of whom must be independent, by the Designation Committee and Blantyre. During the Blantyre Designation Period (defined below), Blantyre Capital Limited has the right to designate (i) two directors, one of whom must be independent, as long as Blantyre Capital Limited holds at least 15% of the fully-diluted outstanding shares of NCM Inc. Common Stock (including common membership units of NCM LLC) (the NCMI Interests ) and (ii) one director as long as Blantyre Capital Limited holds less than 15% but at least 10% of the NCMI Interests. The Blantyre Designation Period will end on the earlier of (i) the day following the Companys 2026 annual general meeting of its stockholders and (ii) the date, if any, on which Blantyre Capital Limited ceases to hold, or manage funds or accounts that hold, at least 10% of the NCMI Interests. CUSIP No. 635309206 Item7. Material to Be Filed as Exhibits Exhibit 3 Amended and Restated Joint Filing Agreement CUSIP No. 635309206

SIGNATURES

SIGNATURES After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Dated: November 20, 2024 MUBASHIR MUKADAM /s/ Mubashir Mukadam BLANTYRE MULANJE II GP LIMITED By: /s/ Russell Burt Name: Russell Burt Title: Director BLANTYRE FUND II (GP) LIMITED By: /s/ Russell Burt Name: Russell Burt Title: Director BLANTYRE FUND III (GP) LIMITED By: /s/ Russell Burt Name: Russell Burt Title: Director BLANTYRE CAPITAL LIMITED By: /s/ Mubashir Mukadam Name: Mubashir Mukadam Title: Director BLANTYRE MULANJE II DAC By: Blantyre Capital Limited, as Investment Advisor By: /s/ Mubashir Mukadam Name: Mubashir Mukadam Title: Director CUSIP No. 635309206 BSSF II IRELAND DAC By: Blantyre Capital Limited, as Investment Advisor By: /s/ Mubashir Mukadam Name: Mubashir Mukadam Title: Director BSSF III DAC By: Blantyre Capital Limited, as Investment Advisor By: /s/ Mubashir Mukadam Name: Mubashir Mukadam Title: Director BLANTYRE MULANJE III GP LIMITED By: /s/ Russell Burt Name: Russell Burt Title: Director BLANTYRE CAPITAL ICAV By: Blantyre Capital Limited, as Investment Advisor By: /s/ Mubashir Mukadam Name: Mubashir Mukadam Title: Director CUSIP No. 635309206 SCHEDULE I MUBASHIR MUKADAM Principal Business Address Principal Occupation or Employment Name and Description of Principal Business of Employer Citizenship c/o Blantyre Capital Limited 52 Jermyn Street London SW1Y 6LX United Kingdom Director Blantyre Capital Limited; Investment Advisor United Kingdom CUSIP No. 635309206 SCHEDULE II BLANTYRE MULANJE II GP LIMITED Name and Position of Officer or Director Principal Business Address Principal Occupation or Employment Name and Description of Principal Business of Employer Citizenship Matt Auriemma c/o HighWater Limited Grand Pavilion

View Full Filing

View this SC 13D/A filing on SEC EDGAR