Filing Details
- Accession Number:
- 0001193125-24-262814
- Form Type:
- 13D Filing
- Publication Date:
- 2024-11-19 19:00:00
- Filed By:
- Blantyre Capital
- Company:
- National Cinemedia Inc. (NASDAQ:NCMI)
- Filing Date:
- 2024-11-20
- SEC Url:
- 13D Filing
Please notice the below summary table is generated without human intervention and may contain errors. Please refer to the complete filing displayed below for exact figures.
Name | Sole Voting Power | Shared Voting Power | Sole Dispositive Power | Shared Dispositive Power | Aggregate Amount Owned Power | Percent of Class |
---|---|---|---|---|---|---|
Mubashir Mukadam | 0 | 26,664,349 | 0 | 26,664,349 | 26,664,349 | 28.1% |
Blantyre Mulanje II GP Limited | 0 | 4,333,751 | 0 | 4,333,751 | 4,333,751 | 4.6% |
Blantyre Fund II (GP) Limited | 0 | 10,077,951 | 0 | 10,077,951 | 10,077,951 | 10.6% |
Blantyre Fund III (GP) Limited | 0 | 4,106,271 | 0 | 4,106,271 | 4,106,271 | 4.3% |
Blantyre Capital Limited | 0 | 26,664,349 | 0 | 26,664,349 | 26,664,349 | 28.1% |
Blantyre Mulanje II DAC | 0 | 4,333,751 | 0 | 4,333,751 | 4,333,751 | 4.6% |
BSSF II Ireland DAC | 0 | 10,077,951 | 0 | 10,077,951 | 10,077,951 | 10.6% |
BSSF III DAC | 0 | 4,106,271 | 0 | 4,106,271 | 4,106,271 | 4.3% |
Blantyre Mulanje III GP Limited | 0 | 8,146,376 | 0 | 8,146,376 | 8,146,376 | 8.6% |
Blantyre Capital ICAV | 0 | 8,146,376 | 0 | 8,146,376 | 8,146,376 | 8.6% |
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13D/A
Under the Securities Exchange Act of 1934
(Amendment No. 1)*
National CineMedia, Inc.
(Name of Issuer)
Common Stock, $0.01 par value
(Title of Class of Securities)
635309206
(CUSIP Number)
Katrina West
52 Jermyn Street
London SW1Y 6LX
United Kingdom
Tel No.: (44) 20 7534 0474
(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)
November 18, 2024
(Date of Event Which Requires Filing of this Statement)
If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box. ☐
Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See Rule 13d-7 for other parties to whom copies are to be sent.
* | The remainder of this cover page shall be filled out for a reporting persons initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page. |
The information required on the remainder of this cover page shall not be deemed to be filed for the purpose of Section 18 of the Securities Exchange Act of 1934 (the Act) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).
CUSIP No. 635309206
1 | Names of Reporting Persons.
Mubashir Mukadam | |||||
2 | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3 | SEC Use Only
| |||||
4 | Source of Funds (See Instructions):
OO | |||||
5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e):
☐ | |||||
6 | Citizenship or Place of Organization.
United Kingdom |
Number of Shares Beneficially Owned by Each Reporting Person With
| 7 | Sole Voting Power
0 Shares | ||||
8 | Shared Voting Power
26,664,349 Shares | |||||
9 | Sole Dispositive Power
0 Shares | |||||
10 | Shared Dispositive Power
26,664,349 Shares |
11 | Aggregate Amount Beneficially Owned by Each Reporting Person
26,664,349 Shares | |||||
12 | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13 | Percent of Class Represented by Amount in Row (11)
28.1%1 | |||||
14 | Type of Reporting Person (See Instructions)
IN |
1 | The reporting person is the beneficial owner of 26,664,349 shares of the Issuers Common Stock (as defined below) which constitute approximately 28.1% of the class outstanding. The percentage calculation assumes that there are currently 94,915,077 outstanding shares of Common Stock of the Issuer, based on the Quarterly Report on Form 10-Q filed by the Issuer on November 5, 2024. |
CUSIP No. 635309206
1 | Names of Reporting Persons.
Blantyre Mulanje II GP Limited | |||||
2 | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3 | SEC Use Only
| |||||
4 | Source of Funds (See Instructions):
OO | |||||
5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e):
☐ | |||||
6 | Citizenship or Place of Organization.
Cayman Islands |
Number of Shares Beneficially Owned by Each Reporting Person With
| 7 | Sole Voting Power
0 Shares | ||||
8 | Shared Voting Power
4,333,751 Shares | |||||
9 | Sole Dispositive Power
0 Shares | |||||
10 | Shared Dispositive Power
4,333,751 Shares |
11 | Aggregate Amount Beneficially Owned by Each Reporting Person
4,333,751 Shares | |||||
12 | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13 | Percent of Class Represented by Amount in Row (11)
4.6%2 | |||||
14 | Type of Reporting Person (See Instructions)
CO |
2 | The reporting person is the beneficial owner of 4,333,751 shares of the Issuers Common Stock (as defined below) which constitute approximately 4.6% of the class outstanding. The percentage calculation assumes that there are currently 94,915,077 outstanding shares of Common Stock of the Issuer, based on the Quarterly Report on Form 10-Q filed by the Issuer on November 5, 2024. |
CUSIP No. 635309206
1 | Names of Reporting Persons.
Blantyre Fund II (GP) Limited | |||||
2 | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3 | SEC Use Only
| |||||
4 | Source of Funds (See Instructions):
OO | |||||
5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e):
☐ | |||||
6 | Citizenship or Place of Organization.
Cayman Islands |
Number of Shares Beneficially Owned by Each Reporting Person With
| 7 | Sole Voting Power
0 Shares | ||||
8 | Shared Voting Power
10,077,951 Shares | |||||
9 | Sole Dispositive Power
0 Shares | |||||
10 | Shared Dispositive Power
10,077,951 Shares |
11 | Aggregate Amount Beneficially Owned by Each Reporting Person
10,077,951 Shares | |||||
12 | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13 | Percent of Class Represented by Amount in Row (11)
10.6%3 | |||||
14 | Type of Reporting Person (See Instructions)
CO |
3 | The reporting person is the beneficial owner of 10,077,951 shares of the Issuers Common Stock (as defined below) which constitute approximately 10.6% of the class outstanding. The percentage calculation assumes that there are currently 94,915,077 outstanding shares of Common Stock of the Issuer, based on the Quarterly Report on Form 10-Q filed by the Issuer on November 5, 2024. |
CUSIP No. 635309206
1 | Names of Reporting Persons.
Blantyre Fund III (GP) Limited | |||||
2 | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3 | SEC Use Only
| |||||
4 | Source of Funds (See Instructions):
OO | |||||
5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e):
☐ | |||||
6 | Citizenship or Place of Organization.
Cayman Islands |
Number of Shares Beneficially Owned by Each Reporting Person With
| 7 | Sole Voting Power
0 Shares | ||||
8 | Shared Voting Power
4,106,271 Shares | |||||
9 | Sole Dispositive Power
0 Shares | |||||
10 | Shared Dispositive Power
4,106,271 Shares |
11 | Aggregate Amount Beneficially Owned by Each Reporting Person
4,106,271 Shares | |||||
12 | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13 | Percent of Class Represented by Amount in Row (11)
4.3%4 | |||||
14 | Type of Reporting Person (See Instructions)
CO |
4 | The reporting person is the beneficial owner of 4,106,271 shares of the Issuers Common Stock (as defined below) which constitute approximately 4.3% of the class outstanding. The percentage calculation assumes that there are currently 94,915,077 outstanding shares of Common Stock of the Issuer, based on the Quarterly Report on Form 10-Q filed by the Issuer on November 5, 2024. |
CUSIP No. 635309206
1 | Names of Reporting Persons.
Blantyre Capital Limited | |||||
2 | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3 | SEC Use Only
| |||||
4 | Source of Funds (See Instructions):
OO | |||||
5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e):
☐ | |||||
6 | Citizenship or Place of Organization.
United Kingdom |
Number of Shares Beneficially Owned by Each Reporting Person With
| 7 | Sole Voting Power
0 Shares | ||||
8 | Shared Voting Power
26,664,349 Shares | |||||
9 | Sole Dispositive Power
0 Shares | |||||
10 | Shared Dispositive Power
26,664,349 Shares |
11 | Aggregate Amount Beneficially Owned by Each Reporting Person
26,664,349 Shares | |||||
12 | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13 | Percent of Class Represented by Amount in Row (11)
28.1%5 | |||||
14 | Type of Reporting Person (See Instructions)
IA |
5 | The reporting person is the beneficial owner of 26,664,349 shares of the Issuers Common Stock (as defined below) which constitute approximately 28.1% of the class outstanding. The percentage calculation assumes that there are currently 94,915,077 outstanding shares of Common Stock of the Issuer, based on the Quarterly Report on Form 10-Q filed by the Issuer on November 5, 2024. |
CUSIP No. 635309206
1 | Names of Reporting Persons.
Blantyre Mulanje II DAC | |||||
2 | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3 | SEC Use Only
| |||||
4 | Source of Funds (See Instructions):
OO | |||||
5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e):
☐ | |||||
6 | Citizenship or Place of Organization.
Ireland |
Number of Shares Beneficially Owned by Each Reporting Person With
| 7 | Sole Voting Power
0 Shares | ||||
8 | Shared Voting Power
4,333,751 Shares | |||||
9 | Sole Dispositive Power
0 Shares | |||||
10 | Shared Dispositive Power
4,333,751 Shares |
11 | Aggregate Amount Beneficially Owned by Each Reporting Person
4,333,751 Shares | |||||
12 | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13 | Percent of Class Represented by Amount in Row (11)
4.6%6 | |||||
14 | Type of Reporting Person (See Instructions)
CO |
6 | The reporting person is the beneficial owner of 4,333,751 shares of the Issuers Common Stock (as defined below) which constitute approximately 4.6% of the class outstanding. The percentage calculation assumes that there are currently 94,915,077 outstanding shares of Common Stock of the Issuer, based on the Quarterly Report on Form 10-Q filed by the Issuer on November 5, 2024. |
CUSIP No. 635309206
1 | Names of Reporting Persons.
BSSF II Ireland DAC | |||||
2 | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3 | SEC Use Only
| |||||
4 | Source of Funds (See Instructions):
OO | |||||
5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e):
☐ | |||||
6 | Citizenship or Place of Organization.
Ireland |
Number of Shares Beneficially Owned by Each Reporting Person With
| 7 | Sole Voting Power
0 Shares | ||||
8 | Shared Voting Power
10,077,951 Shares | |||||
9 | Sole Dispositive Power
0 Shares | |||||
10 | Shared Dispositive Power
10,077,951 Shares |
11 | Aggregate Amount Beneficially Owned by Each Reporting Person
10,077,951 Shares | |||||
12 | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13 | Percent of Class Represented by Amount in Row (11)
10.6%7 | |||||
14 | Type of Reporting Person (See Instructions)
CO |
7 | The reporting person is the beneficial owner of 10,077,951 shares of the Issuers Common Stock (as defined below) which constitute approximately 10.6% of the class outstanding. The percentage calculation assumes that there are currently 94,915,077 outstanding shares of Common Stock of the Issuer, based on the Quarterly Report on Form 10-Q filed by the Issuer on November 5, 2024. |
CUSIP No. 635309206
1 | Names of Reporting Persons.
BSSF III DAC | |||||
2 | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3 | SEC Use Only
| |||||
4 | Source of Funds (See Instructions):
OO | |||||
5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e):
☐ | |||||
6 | Citizenship or Place of Organization.
Ireland |
Number of Shares Beneficially Owned by Each Reporting Person With
| 7 | Sole Voting Power
0 Shares | ||||
8 | Shared Voting Power
4,106,271 Shares | |||||
9 | Sole Dispositive Power
0 Shares | |||||
10 | Shared Dispositive Power
4,106,271 Shares |
11 | Aggregate Amount Beneficially Owned by Each Reporting Person
4,106,271 Shares | |||||
12 | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13 | Percent of Class Represented by Amount in Row (11)
4.3%8 | |||||
14 | Type of Reporting Person (See Instructions)
CO |
8 | The reporting person is the beneficial owner of 4,106,271 shares of the Issuers Common Stock (as defined below) which constitute approximately 4.3% of the class outstanding. The percentage calculation assumes that there are currently 94,915,077 outstanding shares of Common Stock of the Issuer, based on the Quarterly Report on Form 10-Q filed by the Issuer on November 5, 2024. |
CUSIP No. 635309206
1 | Names of Reporting Persons.
Blantyre Mulanje III GP Limited | |||||
2 | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3 | SEC Use Only
| |||||
4 | Source of Funds (See Instructions):
OO | |||||
5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e):
☐ | |||||
6 | Citizenship or Place of Organization.
Cayman Islands |
Number of Shares Beneficially Owned by Each Reporting Person With
| 7 | Sole Voting Power
0 Shares | ||||
8 | Shared Voting Power
8,146,376 Shares | |||||
9 | Sole Dispositive Power
0 Shares | |||||
10 | Shared Dispositive Power
8,146,376 Shares |
11 | Aggregate Amount Beneficially Owned by Each Reporting Person
8,146,376 Shares | |||||
12 | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13 | Percent of Class Represented by Amount in Row (11)
8.6%9 | |||||
14 | Type of Reporting Person (See Instructions)
CO |
9 | The reporting person is the beneficial owner of 8,146,376 shares of the Issuers Common Stock (as defined below) which constitute approximately 8.6% of the class outstanding. The percentage calculation assumes that there are currently 94,915,077 outstanding shares of Common Stock of the Issuer, based on the Quarterly Report on Form 10-Q filed by the Issuer on November 5, 2024. |
CUSIP No. 635309206
1 | Names of Reporting Persons.
Blantyre Capital ICAV | |||||
2 | Check the Appropriate Box if a Member of a Group (See Instructions) (a) ☐ (b) ☐
| |||||
3 | SEC Use Only
| |||||
4 | Source of Funds (See Instructions):
OO | |||||
5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e):
☐ | |||||
6 | Citizenship or Place of Organization.
Ireland |
Number of Shares Beneficially Owned by Each Reporting Person With
| 7 | Sole Voting Power
0 Shares | ||||
8 | Shared Voting Power
8,146,376 Shares | |||||
9 | Sole Dispositive Power
0 Shares | |||||
10 | Shared Dispositive Power
8,146,376 Shares |
11 | Aggregate Amount Beneficially Owned by Each Reporting Person
8,146,376 Shares | |||||
12 | Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)
☐ | |||||
13 | Percent of Class Represented by Amount in Row (11)
8.6%10 | |||||
14 | Type of Reporting Person (See Instructions)
CO |
10 | The reporting person is the beneficial owner of 8,146,376 shares of the Issuers Common Stock (as defined below) which constitute approximately 8.6% of the class outstanding. The percentage calculation assumes that there are currently 94,915,077 outstanding shares of Common Stock of the Issuer, based on the Quarterly Report on Form 10-Q filed by the Issuer on November 5, 2024. |
CUSIP No. 635309206
SCHEDULE 13D
Item 1. Security and Issuer
Item 1 is amended and restated as follows:
This Schedule 13D relates to the shares of Common Stock, par value $0.01 per share (the Common Stock or Shares), of National CineMedia, Inc., a Delaware corporation (the Issuer or the Company). The address of the principal executive offices of the Issuer is 6300 S. Syracuse Way, Suite 300, Centennial, Colorado 80111.
Item 2. Identity and Background
Item 2 is amended and restated as follows, and supplemented by the addition of Schedules IX and X appended hereto:
(a) This Schedule 13D is being filed by and on behalf of each of the following persons (each, a Reporting Person and, collectively, the Reporting Persons):
i) Mubashir Mukadam;
ii) Blantyre Mulanje II GP Limited;
iii) Blantyre Fund II (GP) Limited;
iv) Blantyre Fund III (GP) Limited;
v) Blantyre Capital Limited;
vi) Blantyre Mulanje II DAC;
vii) BSSF II Ireland DAC;
viii) BSSF III DAC;
ix) Blantyre Mulanje III GP Limited; and
x) Blantyre Capital ICAV.
Information concerning each executive officer, director or trustee (as applicable) of the Reporting Persons that are entities is provided on Schedules I-X and is incorporated by reference herein (the Scheduled Persons). In accordance with the provisions of General Instruction C to Schedule 13D, Mubashir Mukadam controls, either directly or indirectly, the other Reporting Persons.
(b) The address of the residence or principal business office of each of the individual Reporting Persons and Scheduled Persons is set forth in Schedules I-X.
(c) Schedules I-X include this information. Schedules I through VIII have been amended and restated, with updates to Schedules II, III, IV, V, VI, VII, VIII and addition of Schedules IX and X.
(d) During the last five years, none of the Reporting Persons or the Scheduled Persons has been convicted in a criminal proceeding (excluding traffic violations or similar misdemeanors).
(e) During the last five years, none of the Reporting Persons or the Scheduled Persons has been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction and as a result of such proceeding was or is subject to a judgment, decree of final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws.
CUSIP No. 635309206
(f) The jurisdiction in which each Reporting Person that is an individual is a citizen is set forth in Schedule I. The jurisdiction of organization and principal place of business of each Reporting Person that is an entity is set forth below:
i) The jurisdiction of organization of Blantyre Mulanje II GP Limited is the Cayman Islands. The principal place of business of Blantyre Mulanje II GP Limited is c/o Blantyre Capital Limited, 52 Jermyn Street, London, SW1Y 6LX, United Kingdom.
ii) The jurisdiction of organization of Blantyre Fund II (GP) Limited is the Cayman Islands. The principal place of business of Blantyre Fund II (GP) Limited is c/o Blantyre Capital Limited, 52 Jermyn Street, London, SW1Y 6LX, United Kingdom.
iii) The jurisdiction of organization of Blantyre Fund III (GP) Limited is the Cayman Islands. The principal place of business of Blantyre Fund III (GP) Limited is c/o Blantyre Capital Limited, 52 Jermyn Street, London, SW1Y 6LX, United Kingdom.
iv) The jurisdiction of organization of Blantyre Capital Limited is the United Kingdom. The principal place of business of Blantyre Capital Limited is 52 Jermyn Street, London, SW1Y 6LX, United Kingdom.
v) The jurisdiction of organization of Blantyre Mulanje II DAC is Ireland. The principal place of business of Blantyre Mulanje II DAC is 55 Charlemont Place, Dublin D02 F985, Ireland.
vi) The jurisdiction of organization of BSSF II Ireland DAC is Ireland. The principal place of business of BSSF II Ireland DAC is 55 Charlemont Place, Dublin D02 F985, Ireland.
vii) The jurisdiction of organization of BSSF III DAC is Ireland. The principal place of business of BSSF III DAC is 55 Charlemont Place, Dublin D02 F985, Ireland.
viii) The jurisdiction of organization of Blantyre Mulanje III GP Limited is the Cayman Islands, and its principal place of business is 52 Jermyn Street, London, SW1Y 6LX, United Kingdom.
ix) The jurisdiction of organization of Blantyre Capital ICAV is Ireland and its principal place of business is 55 Charlemont Place, Dublin D02 F985, Ireland. This reporting person is acting on behalf of its sub-fund, Blantyre Majete Fund, which is not a separate entity under Irish law, but it was established in Ireland and has a principal place of business of 55 Charlemont Place, Dublin D02 F985, Ireland.
Item 4. Purpose of Transaction
Item 4 is amended and restated as follows:
On November 18, 2024, 8,146,376 Shares were transferred from BSSF II Ireland DAC to the sub fund of Blantyre Capital ICAV without any change to the beneficial, economic, or other interests of the Reporting Persons other than for the two individual funds involved in the transfer.
The Reporting Persons acquired the Shares referred to in Item 3 as a result of the Reorganization Plan. Tiago Lourenço was initially designated to the Board by Blantyre Capital Limited in accordance with the Director Designation Agreement (the Designation Agreement), dated August 7, 2023, by and among the Company, the Consenting Creditor Designation Committee (as defined in the Designation Agreement) and Blantyre Capital Limited. On May 22, 2024, the Board elected Nathan Tripp Lane as a member of the Board. Mr. Lane was appointed to fill the vacancy created by the resignation of Mr. Lourenço. Mr. Lane was designated by Blantyre Capital Limited in accordance with the Designation Agreement.
CUSIP No. 635309206
The Reporting Persons intend to review on a continuing basis their investments in the Company. They may communicate with the board of directors of the Issuer (the Board), members of management and/or other shareholders or other relevant parties from time to time with respect to operational, strategic, financial or governance matters. The Reporting Persons reserve the right, based on all relevant factors and subject to applicable law or other restrictions, at any time and from time to time, to acquire additional Shares or other securities of the Company, dispose of some or all of the Shares or other securities of the Company that it may own from time to time, in each case in open market or private transactions, block sales or otherwise or pursuant to ordinary stock exchange transactions effected through one or more broker-dealers whether individually or utilizing specific pricing or other instructions (including by means of Rule 10b5-1 programs), and review or reconsider their position, change their purpose, take other actions or formulate and implement plans or proposals with respect to any of the foregoing.
Item 5. Interest in Securities of the Issuer
Item 5 is amended and restated as follows:
(a) | and (b) See Items 7-11 of the cover pages and Item 2 above. |
(c) | None of the Reporting Persons, and to the best of the knowledge of the Reporting Persons, any Scheduled Persons, have engaged in any transactions involving the Shares during the past sixty days. |
(d) | Not applicable. |
(e) | Not applicable. |
Item 6. Contracts, Arrangements, Understandings or Relationships with Respect to Securities of the Issuer
Item 6 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
Item 7. Material to Be Filed as Exhibits
Exhibit 3 Amended and Restated Joint Filing Agreement
CUSIP No. 635309206
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
SCHEDULE I
MUBASHIR MUKADAM
Principal Business Address | Principal Occupation or | Name and Description of Principal | 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 | Principal Business Address | Principal Occupation or | Name and Description of | Citizenship | ||||
Matt Auriemma | c/o HighWater Limited Grand Pavilion Commercial Centre 1st Floor, 802 West Bay Road, P.O. Box 30599, George Town Grand Cayman KY1-1203 Cayman Islands | Director | HighWater Limited; Corporate Governance Services Company | United States | ||||
Heloisa Chaney11 | c/o Blantyre Capital Limited 52 Jermyn Street London SW1Y 6LX United Kingdom | Director | Blantyre Capital U.S. LLC; Subsidiary of Blantyre Capital Limited | United States | ||||
Russell Burt | Marbury Fund Services (Cayman) Limited 3rd Floor, Fidelity Financial Centre West Bay Road, PO Box 2427 Grand Cayman, KY1-1105 Cayman Islands | Director | Marbury Fund Services; Fiduciary Services Company | British |
11 | Ms. Chaney is an employee of Blantyre Capital U.S. LLC, a subsidiary of Blantyre Capital Limited. She serves as the Chief Operating Officer of Blantyre Capital Limited. |
CUSIP No. 635309206
SCHEDULE III
BLANTYRE FUND II (GP) LIMITED
Name and Position of | Principal Business Address | Principal Occupation or | Name and Description of | Citizenship | ||||
Matt Auriemma | c/o HighWater Limited Grand Pavilion Commercial Centre 1st Floor, 802 West Bay Road, P.O. Box 30599, George Town Grand Cayman KY1-1203 Cayman Islands | Director | HighWater Limited; Corporate Governance Services Company | United States | ||||
Heloisa Chaney | c/o Blantyre Capital Limited 52 Jermyn Street London SW1Y 6LX United Kingdom | Director | Blantyre Capital U.S. LLC; Subsidiary of Blantyre Capital Limited | United States | ||||
Russell Burt | Marbury Fund Services (Cayman) Limited 3rd Floor, Fidelity Financial Centre West Bay Road, PO Box 2427 Grand Cayman, KY1-1105 Cayman Islands | Director | Marbury Fund Services; Fiduciary Services Company | British |
CUSIP No. 635309206
SCHEDULE IV
BLANTYRE FUND III (GP) LIMITED
Name and Position of | Principal Business Address | Principal Occupation or | Name and Description of | Citizenship | ||||
Matt Auriemma | c/o HighWater Limited Grand Pavilion Commercial Centre 1st Floor, 802 West Bay Road, P.O. Box 30599, George Town Grand Cayman KY1-1203 Cayman Islands | Director | HighWater Limited; Corporate Governance Services Company | United States | ||||
Heloisa Chaney | c/o Blantyre Capital Limited 52 Jermyn Street London SW1Y 6LX United Kingdom | Director | Blantyre Capital U.S. LLC; Subsidiary of Blantyre Capital Limited | United States | ||||
Russell Burt | Marbury Fund Services (Cayman) Limited 3rd Floor, Fidelity Financial Centre West Bay Road, PO Box 2427 Grand Cayman, KY1-1105 Cayman Islands | Director | Marbury Fund Services; Fiduciary Services Company | British |
CUSIP No. 635309206
SCHEDULE V
BLANTYRE CAPITAL LIMITED
Name and Position of | Principal Business Address | Principal Occupation or | Name and Description of | Citizenship | ||||
Mubashir Mukadam | c/o Blantyre Capital Limited 52 Jermyn Street London SW1Y 6LX United Kingdom | Director; Managing Partner & Chief Investment Officer | Blantyre Capital Limited; Investment Advisor | United Kingdom | ||||
Fernando de Santiago | c/o Blantyre Capital Limited 52 Jermyn Street London SW1Y 6LX United Kingdom | Director; Head of Investments | Blantyre Capital Limited; Investment Advisor | Spain | ||||
Heloisa Chaney | c/o Blantyre Capital Limited 52 Jermyn Street London SW1Y 6LX United Kingdom | Managing Partner & Chief Operating Officer | Blantyre Capital U.S. LLC12; Subsidiary of Blantyre Capital Limited | United States | ||||
Sam Young | c/o Blantyre Capital Limited 52 Jermyn Street London SW1Y 6LX United Kingdom | Chief Financial Officer | Blantyre Capital Limited; Investment Advisor | United Kingdom | ||||
Katrina West | c/o Blantyre Capital Limited 52 Jermyn Street London SW1Y 6LX United Kingdom | Chief Compliance Officer | Blantyre Capital Limited; Investment Advisor | United Kingdom |
12 | Ms. Chaney is an employee of Blantyre Capital U.S. LLC, a subsidiary of Blantyre Capital Limited. She serves as the Chief Operating Officer of Blantyre Capital Limited. |
CUSIP No. 635309206
SCHEDULE VI
BLANTYRE MULANJE II DAC
Name and Position of | Principal Business Address | Principal Occupation or | Name and Description of | Citizenship | ||||
Mark Fitzgerald | 1 Pear Tree Field Galloping Green North Blackrock Co. Dublin Ireland | Director | N/A | Ireland | ||||
Eoin Redmond | Castlerock Newtownpark Avenue Co. Dublin A94 T9V4 Ireland | Director | N/A | Ireland | ||||
Katrina West | 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 VII
BSSF II IRELAND DAC
Name and Position of | Principal Business Address | Principal Occupation or | Name and Description of | Citizenship | ||||
Mark Fitzgerald | 1 Pear Tree Field Galloping Green North Blackrock Co. Dublin Ireland | Director | N/A | Ireland | ||||
Eoin Redmond | Castlerock Newtownpark Avenue Co. Dublin A94 T9V4 Ireland | Director | N/A | Ireland | ||||
Katrina West | 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 VIII
BSSF III DAC
Name and Position of | Principal Business Address | Principal Occupation or | Name and Description of | Citizenship | ||||
Mark Fitzgerald | 1 Pear Tree Field Galloping Green North Blackrock Co. Dublin Ireland | Director | N/A | Ireland | ||||
Eoin Redmond | Castlerock Newtownpark Avenue Co. Dublin A94 T9V4 Ireland | Director | N/A | Ireland | ||||
Katrina West | 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 IX
BLANTYRE MULANJE III GP LIMITED
Name and Position of | Principal Business Address | Principal Occupation or | Name and Description of | Citizenship | ||||
Matt Auriemma | c/o HighWater Limited Grand Pavilion Commercial Centre 1st Floor, 802 West Bay Road, P.O. Box 30599, George Town Grand Cayman KY1-1203 Cayman Islands | Director | HighWater Limited; Corporate Governance Services Company | United States | ||||
Heloisa Chaney13 | c/o Blantyre Capital Limited 52 Jermyn Street London SW1Y 6LX United Kingdom | Director | Blantyre Capital U.S. LLC; Subsidiary of Blantyre Capital Limited | United States | ||||
Russell Burt | Marbury Fund Services (Cayman) Limited 3rd Floor, Fidelity Financial Centre West Bay Road, PO Box 2427 Grand Cayman, KY1-1105 Cayman Islands | Director | Marbury Fund Services; Fiduciary Services Company | British |
13 | Ms. Chaney is an employee of Blantyre Capital U.S. LLC, a subsidiary of Blantyre Capital Limited. She serves as the Chief Operating Officer of Blantyre Capital Limited. |
CUSIP No. 635309206
SCHEDULE X
Blantyre Capital ICAV
Name and Position of | Principal Business Address | Principal Occupation or | Name and Description of | Citizenship | ||||
Mark Fitzgerald | 1 Pear Tree Field Galloping Green North Blackrock Co. Dublin Ireland | Director | N/A | Ireland | ||||
Eoin Redmond | Castlerock Newtownpark Avenue Co. Dublin A94 T9V4 Ireland | Director | N/A | Ireland | ||||
Katrina West | c/o Blantyre Capital Limited 52 Jermyn Street London SW1Y 6LX United Kingdom | Director | Blantyre Capital Limited; Investment Advisor | United Kingdom |