---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-25-066163"
form_type: "8-K"
ticker: "DCH"
cik: "0001062231"
company_name: "Dauch Corp"
filed_at: "2025-07-07T23:59:59+00:00"
generated_at: "2026-05-18T09:14:47.506887+00:00"
event_type: "regulatory"
sentiment: "negative"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# AAM adds J.P. Morgan valuation details to proxy; faces 12 demand letters, 2 lawsuits

## Summary
- Special meeting to approve Dowlais deal remains July 15, 2025; AAM voluntarily supplements proxy with J.P. Morgan analyses.
- J.P. Morgan DCF values AAM at $13.20–$22.10 per share (stand-alone, no synergies) with ~123.8M diluted shares.
- J.P. Morgan DCF values Dowlais at £0.90–£1.50 per share (stand-alone, no synergies) with ~1,359.1M diluted shares.
- Twelve demand letters and two complaints (Weiss v. AAM, Clark v. AAM) allege proxy omissions; company denies wrongdoing.
- J.P. Morgan trading multiples (3.5x–5.0x) applied to AAM 2025E EBITDA of $727M and net debt ~$2,072M imply AAM share price $3.80–$12.60.

## SEC filing metadata
- accession: 0001104659-25-066163
- form_type: 8-K
- ticker: DCH
- cik: 0001062231
- company_name: Dauch Corp
- filed_at: 2025-07-07T23:59:59+00:00
- event_type: regulatory
- sentiment: negative
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1062231/000110465925066163/0001104659-25-066163-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1062231/000110465925066163/tm2519993d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-25-066163
- JSON: https://secwatch.observer/filing/0001104659-25-066163.json
- Plain text: https://secwatch.observer/filing/0001104659-25-066163.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
