The Cavalier Homes Committee for Change Comments on Cavalier Homes' First Quarter Financial Results
28 Abril 2009 - 8:30AM
PR Newswire (US)
Urges Stockholders to Vote FOR the Committee's Highly Experienced
and Qualified Director Nominees on the GOLD Proxy Card FORT WORTH,
Texas, April 28 /PRNewswire/ -- The members of the Cavalier Homes
Committee for Change (the "Committee") expressed their
disappointment with the first quarter financial results of Cavalier
Homes, Inc. (the "Company") (NYSE Alternext US: CAV). The Committee
is seeking to elect its slate of director Nominees, Michael R.
O'Connor, Kenneth E. Shipley and Curtis D. Hodgson, at the
Company's 2009 annual meeting of stockholders, scheduled to be held
on May 19, 2009. The Committee urges stockholders to vote FOR the
Committee's highly experienced and qualified director Nominees on
the GOLD proxy card. "We question how Cavalier can declare
'profitable financial results' when they report a 60% decline in
revenues from the first quarter of 2008 and the only reason for
positive net income this quarter was the sale of two of the
Company's assets - Cavalier's financial arm, CIS Financial Services
Inc., and an idled facility in Cordele, Georgia," said Hodgson. "In
our opinion, this Board has overseen a significant decline in
revenues, beginning well before the current economic crisis, and
has sold asset after asset in order to maintain the appearance of
profitability, rather than changing course and investing in new
opportunities," continued Hodgson. "With total assets down to
approximately $76.5 million this quarter from approximately $244.8
million just ten years earlier, and with the retention of Avondale
Partners to evaluate 'the Company's strategic alternatives,' we are
deeply concerned that Cavalier's operations and business will not
survive unless some changes are immediately made," added Hodgson.
The Committee also addressed stockholder concerns relating to the
potential for a business combination between the Company and Legacy
Housing, a member of the Committee. Mr. Hodgson stated, "Legacy has
no intention of pursuing a merger with Cavalier at this time. We
are seeking representation on the Board to protect our investment
and the investment of all stockholders in the Company. We believe
our Nominees are the only hope to reverse the downward trend in
revenue." The Committee's plan to restore profitability to the
Company includes expanding into retail and wholesale "floor plan"
financing and rebuilding the Company's brand names, among other
things. "We believe our plan will cause Cavalier's stock price to
reflect a healthy enterprise value. Then, and only then, would our
slate of Nominees encourage the other members of the Board to fully
explore available strategic alternatives. As significant investors,
our Nominees would exercise their fiduciary responsibility to act
in the best interests of all stockholders to maximize stockholder
value," added Hodgson. The Committee urges all stockholders to vote
the GOLD proxy card to elect its three Nominees. Collectively, the
Nominees have over 100 years of experience in the manufactured home
industry and have the incentive and commitment as large investors
to restore value to the Company. Vote for change on the GOLD
consent card - Today! CERTAIN INFORMATION CONCERNING PARTICIPANTS
The Cavalier Homes Committee for Change (the "Committee") has made
a definitive filing with the Securities and Exchange Commission
("SEC") of a proxy statement and an accompanying GOLD proxy card to
be used to solicit votes for the election of its slate of Nominees
at the 2009 annual meeting of stockholders of Cavalier Homes, Inc.
(the "Company"). THE COMMITTEE ADVISES ALL STOCKHOLDERS OF THE
COMPANY TO READ THE DEFINITIVE PROXY STATEMENT AND OTHER PROXY
MATERIALS AS THEY BECOME AVAILABLE BECAUSE THEY CONTAIN IMPORTANT
INFORMATION. SUCH PROXY MATERIALS ARE AVAILABLE AT NO CHARGE ON THE
SEC'S WEB SITE AT http://www.sec.gov/. IN ADDITION, THE
PARTICIPANTS IN THE PROXY SOLICITATION WILL PROVIDE COPIES OF THE
DEFINITIVE PROXY STATEMENT WITHOUT CHARGE UPON REQUEST. REQUESTS
FOR COPIES SHOULD BE DIRECTED TO THE PARTICIPANTS' PROXY SOLICITOR,
OKAPI PARTNERS LLC, AT ITS TOLL FREE NUMBER: (877) 259-6290. The
members of the Committee are Legacy Housing, LTD. ("Legacy"), GPLH,
LC ("GPLH"), Shipley Brothers, LTD. ("Shipley Brothers"),
K-Shipley, LLC ("K-Shipley"), D-Shipley, LLC ("D-Shipley"),
B-Shipley, LLC ("B-Shipley"), Federal Investors Servicing, LTD
("Federal Investors"), Federal Investors Management, L.C. ("Federal
Management"), Kenneth E. Shipley, Curtis D. Hodgson, Douglas M.
Shipley, Billy G. Shipley and Michael R. O'Connor. Legacy owns
155,000 shares of common stock of the Company (the "Shares"). GPLH
is the general partner of Legacy. By virtue of this relationship,
GPLH may also be deemed to beneficially own the 155,000 Shares
owned by Legacy. Shipley Brothers is a member and manager of GPLH.
Shipley Brothers owns 637,932 Shares. By virtue of its relationship
with GPLH, Shipley Brothers may also be deemed to beneficially own
the 155,000 Shares owned by Legacy. K-Shipley, D-Shipley and
B-Shipley are the general partners of Shipley Brothers. By virtue
of these relationships, K-Shipley, D-Shipley and B-Shipley may each
be deemed to beneficially own the 637,932 Shares owned by Shipley
Brothers and the 155,000 Shares owned by Legacy. Federal Investors
owns 137,200 Shares. Federal Management is the general partner of
Federal Investors. By virtue of this relationship, Federal
Management may be deemed to beneficially own the 137,200 Shares
owned by Federal Investors. Kenneth Shipley is manager, president
and assistant secretary of GPLH, the sole member, manager and
president of K-Shipley and a member and manager of Federal
Management. By virtue of his relationship with GPLH and K-Shipley,
Kenneth Shipley may be deemed to beneficially own the 155,000
Shares owned by Legacy and the 637,932 Shares owned by Shipley
Brothers. By virtue of his relationship with Federal Management,
Kenneth Shipley may also be deemed to beneficially own the 137,200
Shares owned by Federal Investors. Douglas Shipley is the sole
member, manager and president of D-Shipley, the secretary of
Federal Management and is employed by Shipley Brothers as an
installer of manufactured homes. By virtue of his relationship with
D-Shipley, Douglas Shipley may be deemed to beneficially own the
155,000 Shares owned by Legacy and the 637,932 Shares owned by
Shipley Brothers. By virtue of his relationship with Federal
Management, Douglas Shipley may also be deemed to beneficially own
the 137,200 Shares owned by Federal Investors. Billy Shipley is the
sole member, manager and president of B-Shipley, the vice president
of Federal Management and is employed by Shipley Brothers as an
installer of manufactured homes. By virtue of his relationship with
B-Shipley, Billy Shipley may be deemed to beneficially own the
155,000 Shares owned by Legacy and the 637,932 Shares owned by
Shipley Brothers. By virtue of his relationship with Federal
Management, Billy Shipley may also be deemed to beneficially own
the 137,200 Shares owned by Federal Investors. Curtis Hodgson is a
member, manager and the vice president and secretary of GPLH.
Curtis Hodgson owns 765,000 Shares. By virtue of his relationship
with GPLH, Mr. Hodgson may also be deemed to beneficially own the
155,000 Shares owned by Legacy. Michael O'Connor owns 300 Shares.
Each member of the Committee, as members of a "group" for the
purposes of Rule 13d-5(b)(1) of the Securities Exchange Act of
1934, as amended, may be deemed to beneficially own the Shares
owned in the aggregate by the other members of the Committee. Each
member of the Committee disclaims beneficial ownership of the
Shares he/it does not directly own. Contact: Steven C. Balet -
212-297-0724 DATASOURCE: The Cavalier Homes Committee for Change
CONTACT: Steven C. Balet for The Cavalier Homes Committee for
Change, +1-212-297-0724
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