Luxfer hit with two shareholder suits over $17.37/shr Wynnchurch deal; proxy supplemented

LUXFER HOLDINGS PLC

Johnson v. Luxfer (No. 162890/2026) and Thompson v. Luxfer (No. 655883/2026), both in NY Supreme Court, seek to enjoin the $17.37/share cash sale to Wynnchurch.
Deutsche Bank DCF at 12.5%-14.5% discount rates and 7.0x-9.5x terminal multiples, net debt ~$43.7M, implies $15.05-$20.80/share vs $17.37 deal price.
Other DB analyses: illustrative discounted future share price $16.05-$21.05; analyst targets $19.00-$22.00 (PV $17.15-$19.70); precedents median 11.3x/7.2x EV/LTM EBITDA.
CEO Andrew Butcher and Wynnchurch have had preliminary succession/continued-employment talks; no agreement reached and no other executive discussions disclosed.
Scheme Meeting and Company GM set for Nov 4, 2026; consideration and timing unchanged; board still recommends FOR all proposals; company denies allegations.

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