拉法基集团一直处在两家公司的关注之中，这是因为他们吸纳了大量的拉法基股票，以提高他们对拉法基的持股份额。收购拉法基股票活动证实了豪西蒙敌意收购拉法基的传闻。
为董事会战争做好准备！
上个月Albert Frere的Bruxelles Lambert集团出资将近100欧元在法国股票交易所以每股介于70-80欧元的价格购买了拉法基的股票，而且，现在正雄心勃勃的推升其持有的拉法基股份至百分之二十五。Albert Frere在其他公司也持有重要股份，如圣戈班。不落人后的还有Nassef Sawaris，他指望在拉法基约百分之十三的股份可以保持他在拉法基的竞争力。Nassef Sawaris在TXI占有重要地位。两家公司也“看跌期权”如果股票价格进一步下降。
有趣的是，有意角逐者并不止两家，另一家法国集团，私人股份公司路易威登，已表示，将密切关注拉法基集团。路易威登集团清楚地看到拉法基股票现今的低价格所拥有附加值。
同时，Nassef Sawaris在扩大盘片充分发展自己。他在美国主要的水泥，骨料和混凝土生产集团德州工业（TXI）持有百分之十五的股份。最近他还致函德州工业的股东，请求他们推翻两个有影响力的董事，因为他们在过去的12个月里对公司的业绩缺乏贡献。据猜测，可能是这两个董事都阻止Nassef Sawaris在得州工业进一步的股份建设。
附英文：
Forget the Holcim Takeover – Lafarge prepares for Boardroom War
Lafarge is basking in the attention of two companies as they mop up large number of
Lafarge shares to boost their stakes in the company. The share acquisition activities in
Lafarge SA have usurped the rumor of the Holcim hostile takeover.
Get ready for the Boardroom war!
Last month Albert Frere’s Group Bruxelles Lambert spent close to Euro 100m buying
Lafarge shares on the French stock exchange at prices ranging between Euro 70-80 per share, and is, now pushing up its stake in Lafarge to an ambitious 25 per cent.
Frere has significant holdings in other companies such as Saint Gobain. Not far behind
is Nassef Sawaris who is banking on his sizeable Lafarge stake at around the 13
per cent level to keep his stake on Lafarge competitive. Sawaris has significant
positions in TXI. Both the companies have also “put options” if the share price drops
even further.
Interestingly, these are not the only two players in the field. Another French group now
said to be paying close attention to Lafarge is the private equity arm of LVMH which
clearly sees added value in Lafarge stock at today’s low prices.
Nassef Sawaris, meanwhile, has his platter full with engagements of his own. He has
built up a 15 per cent stake in the major US cement, aggregates and concrete products
group, Texas Industries (TXI), and has recently sent a letter to the company’s
shareholders, petitioning them to oust two influential board directors for their role in a
lack-lustre corporate performance over the past 12 months. It is anybody’s guess if
the same two directed were instrumental in thwarting further stake-building by Nassef Sawaris in Texas Industries (TXI).
