Self-Regulatory Organizations; New York Stock Exchange LLC; Order Granting Approval of Proposed Rule Change, as Modified by Amendment No. 1, To Adopt an Initial Listing Standard Applicable Only to Companies Transferring From NYSE Arca, 69710-69712 [E8-27424]
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69710
Federal Register / Vol. 73, No. 224 / Wednesday, November 19, 2008 / Notices
cprice-sewell on PROD1PC64 with NOTICES
enough to qualify companies on the
NYSE that previously would not
qualify.14 However, as described above,
the quantitative requirements of the new
Assets and Equity Test exceed, and are
more rigorous than, an existing Amex
listing standard and meet or exceed the
penny stock requirements in Exchange
Act Rule 3a51–1(a)(2). Further,
companies listing under the new Assets
and Equity Test would still have to meet
all the distribution, market value, and
price requirements under Sections
102.01A and Section 102.01B of the
Manual, and comply with all the
corporate governance requirements as
any other listed company.15 The
Commission believes that these
requirements, taken together, will help
to ensure that the company has the
requisite liquidity for listing on the
Exchange and the maintenance of fair
and orderly markets, consistent with the
Act. The Commission also finds that the
continued listing standards are
appropriate and help ensure that only
those companies with adequate depth
and liquidity remain listed on the
Exchange. We note that these continued
listing standards are the same as for
those companies that currently qualify
to list under the Earnings Test.
Finally, the Commission is approving
the adoption of procedures similar to
those previously approved by the
Commission to qualify for listing upon
a selling shareholders registration rather
than an underwritten offering for the
same reasons noted in the original
approval order.16 As discussed above,
the Commission had previously
permitted, under limited circumstances,
the use of third party valuations to meet
applicable market capitalization
requirements to qualify for listing under
the various sections of Section
102.01C,17 and the Exchange is
proposing to extend these identical
requirements to the newly adopted
Assets and Earnings Test. For third
party valuations using the Assets and
Earnings Test, the Exchange has
proposed to increase the market
capitalization requirement to
$180,000,000 million, rather than the
$150,000,000 currently proposed for
other companies. As noted above, this
increase is consistent with the 20%
increase adopted for using a third party
valuation for the other standards in
14 Section 102.06 of the Manual, however, does
allow the listing of SPACs, which do not have a
prior operating history. As noted above, SPACs
cannot qualify to list under the new Assets and
Equity Test.
15 See supra text accompanying note 5.
16 See supra note 7.
17 See supra note 7, 73 FR at 54443.
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15:14 Nov 18, 2008
Jkt 217001
102.01C.18 The Commission believes the
provisions allowing the use of third
party valuations for companies listing
using the new Assets and Equity Test
raises no new regulatory issues that
were not discussed in the original
approval order.19
In approving the new Assets and
Equity Test, the Commission expects
that the Exchange will deny listing to
any company seeking to list pursuant to
the proposed rule change if the
Exchange determines that the listing of
any such company is not in the interests
of the Exchange or the public interest.
For the reasons set forth above, the
Commission finds that the proposed
rule change is consistent with the Act.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,20 that the
proposed rule change (SR–NYSE–2008–
98), as modified by Amendment No. 1,
be, and hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Florence E. Harmon,
Acting Secretary.
[FR Doc. E8–27423 Filed 11–18–08; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–58931; File No. SR–NYSE–
2008–97]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Order
Granting Approval of Proposed Rule
Change, as Modified by Amendment
No. 1, To Adopt an Initial Listing
Standard Applicable Only to
Companies Transferring From NYSE
Arca
November 12, 2008.
I. Introduction
On October 1, 2008, the New York
Stock Exchange LLC (‘‘NYSE’’ or
‘‘Exchange’’), filed with the Securities
18 The Commission notes that in relying on the
third party valuation, the Exchange must consider
any market factors or factors particular to the listing
applicant that would cause concern that the value
of the company had diminished since the date of
Valuation and continue to monitor the company
and the appropriateness of relying on the Valuation
up until the time of listing. The Commission
expects that where these factors indicate that the
value calculated may not be an accurate estimation
of a company’s market value, the Exchange will use
its discretion to determine not to list such company
pursuant to the proposed provisions.
19 See supra note 7.
20 15 U.S.C. 78s(b)(2).
21 17 CFR 200.30–3(a)(12).
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Fmt 4703
Sfmt 4703
and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’) 1 and Rule 19b–4
thereunder,2 a proposed rule change
amending Section 102.01C of the
Exchange’s Listed Company Manual
(‘‘Manual’’) to adopt an initial listing
standard that will be applicable only to
companies that are listed on NYSE Arca,
Inc. (‘‘NYSE Arca’’) as of October 1,
2008 and that transfer to the Exchange
on or before March 31, 2009. On
October 10, 2008, the proposed rule
change was published for comment in
the Federal Register.3 On November 10,
2008, NYSE filed Amendment No. 1 to
the proposed rule change.4 The
Commission received no comments on
the proposed rule change. This order
approves the proposed rule change, as
modified by Amendment No. 1.
II. Description of the Proposal
The Exchange has proposed to amend
Section 102.01C of the Manual to adopt
an initial listing standard that will be
applicable only to companies that are
listed on NYSE Arca as of October 1,
2008 and that transfer to the Exchange
on or before March 31, 2009. The
Exchange also has proposed to apply the
continued listing standard applicable
under Section 802.01B to companies
listed under the Earnings Test 5 to
companies listed under the proposed
new initial listing standard.
NYSE Euronext has three equity
listing markets: the NYSE; NYSE Arca;
and NYSE Alternext US.6 NYSE
Euronext management made a business
decision to move forward with only two
operating company equity listing
markets and, consequently, decided to
discontinue the operating company
equity listing program on NYSE Arca.
As part of this transition, the Exchange
wants to offer the opportunity for all
suitable NYSE Arca companies to list on
the NYSE. NYSE notes that NYSE Arca
listed companies wishing to transfer to
the NYSE will be required to submit a
listing application and be subject to the
same listing application process as all
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 58741
(October 6, 2008), 73 FR 60378.
4 Amendment No. 1 shows how Setion 802.01B
would be effected by changes proposed in SR–
NYSE–2008–98. Because Amendment No. 1 is
technical in nature, the Commission is not required
to publish the amendment for comment.
5 See Manual Section 802.01B(1).
6 NYSE Alternext US LLC (‘‘Alternext’’) is the
sucessor to the Amex, after being acquired by the
NYSE. See Securities Exchange Act Release No.
58673 (September 29, 2008), 73 FR 57707 (October
3, 2008) (SR–Amex–2008–63 and SR–NYSE–2008–
60).
2 17
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Federal Register / Vol. 73, No. 224 / Wednesday, November 19, 2008 / Notices
other applicant companies. In its filing,
the NYSE noted that not all NYSE Arca
companies qualify to list under any of
the existing NYSE initial listing
standards.7 In order to list these
companies, the Exchange proposes to
adopt a special listing standard
applicable only to those companies
listed on NYSE Arca on the date of
initial submission of this filing, that
transfer their listing to NYSE on or
before March 31, 2009.
Companies transferring from NYSE
Arca under the proposed standard
(‘‘NYSE Arca Transfer Standard’’)
would be required to have $75 million
in total market capitalization for 90
consecutive days prior to applying for
listing and $20 million in market value
of publicly held shares (but not the $100
million market value of publicly held
shares requirement of Section 102.01B).
Such companies would have to meet the
same holder, publicly held share and
trading volume requirements as set forth
in Section 102.01A as companies that
list under the existing initial listing
standards and the $4 stock price
requirement of Section 102.01B.8 Upon
listing, the NYSE is also proposing to
apply the current continued listing
standards set forth in Section 802.01B
for companies listing under the
Exchange’s Earning Test to companies
transferring from NYSE Arca under the
newly proposed standard in Section
102.01C. Accordingly, Arca transfers
will be considered below compliance if
their average global market
capitalization over a consecutive 30
trading-day period is less than
$75,000,000 and, at the same time, total
stockholders’ equity is less than
$75,000,000.9 In addition, other
requirements of Section 802, such as the
requirement that all listed companies
maintain a minimum of $25 million in
global market capitalization 10 and that
all listed companies maintain a $1.00
minimum stock price,11 would also
apply to NYSE Arca transfers. The
Exchange has also represented that the
holder, trading volume and publicly
held share requirements of Section
802.01A along with the requirements of
Sections 802.01D (‘‘Other Criteria’’) and
802.01E (‘‘SEC Annual Report Timely
Filing Criteria’’) would also apply.
In its filing, the Exchange stated that
it believes it is appropriate to adopt a
cprice-sewell on PROD1PC64 with NOTICES
7 See
Manual Section 102.
total market capitalization and market value
of publicly held shares requirements of the NYSE
Arca Transfer Standard equal those of Amex Initial
Listing Standard 4 (Amex Company Guide Section
101(d)).
9 See Manual Section 802.01B(I).
10 See Manual Section 802.01B.
11 See Manual Section 802.01C.
8 The
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15:14 Nov 18, 2008
Jkt 217001
short-term listing standard applicable
only to NYSE Arca companies. In
support of this, the Exchange noted that
these companies listed on NYSE Arca
on the assumption that it would exist as
a permanent listing market and it is
solely because of a business decision
made by NYSE Euronext that these
companies will need to transfer their
listings. Further, NYSE noted that many
of these companies listed on NYSE Arca
because of its association with the NYSE
and in the expectation that they would
ultimately switch their listing to the
NYSE when they met the NYSE’s listing
standards. As such, the Exchange
believes that fairness dictates that it
should seek to list these companies on
the NYSE where, in its view, such a
listing is appropriate and in the interests
of the investing public.
In its filing, the NYSE stated that it
will only list companies under the
NYSE Arca Transfer Standard if it
believes that those companies are
suitable for trading on the NYSE. NYSE
also noted that all of the companies that
would be listed under the NYSE Arca
Transfer Standard will far exceed the
NYSE’s continued listing standards at
the time of initial listing and will be in
compliance with NYSE Arca continued
listing standards. In addition, the same
staff in NYSE Regulation’s Financial
Compliance and Corporate Governance
groups is responsible for ongoing
compliance reviews of both NYSE and
NYSE Arca companies. As such,
according to the NYSE, the NYSE
Regulation staff involved in making
initial listing determinations on the
NYSE is extremely familiar with the
companies currently listed on NYSE
Arca and is uniquely positioned to
determine whether those companies are
suitable for listing on the NYSE. The
Exchange believes its depth of
knowledge with respect to NYSE Arca
companies makes it appropriate to list
them on this one time basis under a less
onerous standard than the Exchange
applies to other listing applicants. As
noted above, companies listing under
the new NYSE Arca Transfer Standard
will be subject to the standard listing
application and review process
applicable to all listing applicants and,
if Exchange staff determine that an
NYSE Arca company is not suitable for
listing on the NYSE—notwithstanding
its qualification under the numerical
requirements of the NYSE Arca Transfer
Standard—the Exchange will not list
that company.
In its proposal, NYSE represented that
the requirements of the NYSE Arca
Transfer Standard will exceed those
established by the Exchange Act Rule
3a51–1(a)(2) (the ‘‘Penny Stock
PO 00000
Frm 00113
Fmt 4703
Sfmt 4703
69711
Rule’’).12 The proposed standard’s
requirement that an applicant have $75
million in global market capitalization
for 90 days prior to transferring from
NYSE Arca exceeds the $50 million
market capitalization for 90 days prior
to listing option in the Penny Stock
Rule, as well as the $50 million market
capitalization requirement of Rule
3a51–1(a)(2)(i)(B). In addition,
companies listing under the NYSE Arca
Transfer Standard will be required at
the time of transfer to have a $4 stock
price, 400 round lot holders and 1.1
million publicly held shares, thereby
meeting or exceeding all of the Penny
Stock Rule’s remaining requirements.
Companies listing under the NYSE
Arca Transfer Standard will have to
comply with all other applicable
Exchange listing rules, including the
Exchange’s corporate governance
requirements. As with all other listing
applicants, the Exchange reserves the
right to deny listing to any company
seeking to list under the NYSE Arca
Transfer Standard if the Exchange
determines that the listing of any such
company is not in the interests of the
Exchange or the public interest.
III. Discussion
After careful review, the Commission
finds that the proposed rule change is
consistent with the requirements of the
Act and the rules and regulations
thereunder applicable to a national
securities exchange and, in particular,
with Section 6(b)(5) of the Act,13 which
requires, among other things, that the
rules of a national securities exchange
be designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
regulating, clearing, settling, processing
information with respect to, and
facilitating transactions in securities, to
remove impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general, to protect investors and the
public interest, and to not permit unfair
discrimination between customers,
issuers, brokers, or dealers.14
The development and enforcement of
adequate standards governing the initial
and continued listing of securities on an
exchange is an activity of critical
importance to financial markets and the
investing public. Listing standards,
including those applicable to companies
12 17
CFR 240.3a51–1(a)(2).
U.S.C. 78f(b)(5).
14 In approving this rule, the Commission has
considered its impact on efficiency, competition,
and capital formation. 15 U.S.C. 78c(f).
13 15
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Federal Register / Vol. 73, No. 224 / Wednesday, November 19, 2008 / Notices
cprice-sewell on PROD1PC64 with NOTICES
transferring from another exchange,
serve as a means for an exchange to
screen issuers and to provide listed
status only to bona fide companies that
have sufficient public float, investor
base, and trading interest to provide the
depth and liquidity necessary to
promote fair and orderly markets.
Adequate standards are especially
important given the expectations of
investors regarding exchange trading
and the imprimatur of listing on a
particular market. Once a security has
been approved for initial listing,
maintenance criteria allow an exchange
to monitor the status and trading
characteristics of that issue to ensure
that it continues to meet the exchange’s
standards for market depth and liquidity
so that fair and orderly markets can be
maintained.
The Commission believes that the
proposed rule change will provide a
means for a narrow category of
companies, whose common stock is
currently listed on NYSE Arca, to list on
the Exchange. In particular, for
companies that otherwise meet NYSE’s
distribution, market value, and price
listing requirements,15 the proposed
rule change will allow the Exchange the
discretion to list companies that meet
the proposed standards. In addition, the
Commission expects that the Exchange
will deny listing to any company
seeking to list pursuant to the proposed
rule change if the Exchange determines
that the listing of any such company is
not in the interests of the Exchange or
the public interest.
In accordance with the terms of the
proposed rule, the Exchange will apply
this standard only for the very narrow
category of companies, listed on NYSE
Arca as of October 1, 2008, that transfer
to the Exchange on or before March 31,
2009. Since NYSE Regulation’s
Financial Compliance and Corporate
Governance groups are responsible for
ongoing compliance reviews of both
NYSE and NYSE Arca companies, the
Commission believes the Exchange
should be sufficiently familiar with
companies seeking to transfer to be able
to determine if any such company is an
appropriate transfer candidate. While
the new standards are lower than those
previously applied to new NYSE
listings, the Commission believes that
the new criteria, coupled with the
15 Companies listing under this standard would
still have to meet all the requirements set forth in
Section 102.01A and the price listing requirement
in Section 102.01B. Those sections include
distribution, market value and price requirements.
The Commission believes that these requirements
will help ensure that the company has requisite
liquidity for listing on the Exchange. Companies
would also have to comply with all applicable
NYSE corporate governance requirements.
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15:14 Nov 18, 2008
Jkt 217001
existing applicable listing requirements
in Sections 102.01(A) and (B),16 should
help to ensure a minimum level of
depth and liquidity to maintain fair and
orderly markets.
In approving the proposal, the
Commission recognizes that the new
standard is applicable only to a small
segment of transfers from a single
market for a limited time. The
Commission believes that this is
reasonable and consistent with the Act
given the business plans of the
Exchange, but more importantly the
compliance expertise of NYSE staff in
evaluating the potential NYSE Arca
transfers. The Commission expects the
NYSE to only list those NYSE Arca
transfers which they believe, through
their past expertise reviewing these
companies, are suitable for trading on
the NYSE and the maintenance of fair
and orderly markets.
For the reasons set forth above, the
Commission finds that the proposed
rule change is consistent with the Act.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,17 that the
proposed rule change (SR–NYSE–2008–
97), as modified by Amendment No. 1,
be, and hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Florence E. Harmon,
Acting Secretary.
[FR Doc. E8–27424 Filed 11–18–08; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–58933; File No. SR–
NYSEALTR–2008–05]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by NYSE
Alternext US LLC To Extend Its
Temporary Program Relating to
Section 31–Related Funds
November 12, 2008.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that on November
7, 2008, NYSE Alternext US LLC
16 Only the price requirement in 102.01B would
apply to NYSE Arca transfers. See supra note 8 and
accompanying text.
17 15 U.S.C. 78s(b)(2).
18 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
PO 00000
Frm 00114
Fmt 4703
Sfmt 4703
(‘‘NYSE Alternext’’ or the ‘‘Exchange’’)
filed with the Securities and Exchange
Commission the proposed rule changes
as described in Items I and II below,
which items have been prepared by the
Exchange. The Commission is
publishing this notice to solicit
comments on the proposed rule changes
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The NYSE Alternext, formerly known
as the American Stock Exchange LLC
(‘‘Amex’’), proposes to extend until
January 13, 2009 a temporary program,
which allows member firms to
voluntarily submit funds previously
accumulated by the member firms
pursuant to Rule 393 and not forwarded
to be subsequently used by the
Exchange to satisfy its obligation to
remit Section 31 fees to the
Commission.
The text of the proposed rule change
is available on the Exchange’s Web site
at www.nyse.com, at the Exchange’s
principal office, and at the
Commission’s Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of
and basis for the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of these statements may be examined at
the places specified in Item IV below.
NYSE Alternext has prepared
summaries, set forth in Sections A, B
and C below, of the most significant
aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Pursuant to Section 31 of the Act 4
and Commission Rule 31,5 NYSE
Alternext US and other national
securities exchanges are required to pay
a transaction fee to the Commission that
is designed to recover the costs related
to the government’s supervision and
regulation of the securities markets and
securities professionals. To offset this
obligation, NYSE Alternext US assesses
its clearing and self-clearing members a
regulatory fee in accordance with Rule
393, which mirrors Section 31 in both
4 15
5 17
U.S.C. 78ee.
CFR 240.31.
E:\FR\FM\19NON1.SGM
19NON1
Agencies
[Federal Register Volume 73, Number 224 (Wednesday, November 19, 2008)]
[Notices]
[Pages 69710-69712]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E8-27424]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-58931; File No. SR-NYSE-2008-97]
Self-Regulatory Organizations; New York Stock Exchange LLC; Order
Granting Approval of Proposed Rule Change, as Modified by Amendment No.
1, To Adopt an Initial Listing Standard Applicable Only to Companies
Transferring From NYSE Arca
November 12, 2008.
I. Introduction
On October 1, 2008, the New York Stock Exchange LLC (``NYSE'' or
``Exchange''), filed with the Securities and Exchange Commission
(``Commission''), pursuant to Section 19(b)(1) of the Securities
Exchange Act of 1934 (``Act'') \1\ and Rule 19b-4 thereunder,\2\ a
proposed rule change amending Section 102.01C of the Exchange's Listed
Company Manual (``Manual'') to adopt an initial listing standard that
will be applicable only to companies that are listed on NYSE Arca, Inc.
(``NYSE Arca'') as of October 1, 2008 and that transfer to the Exchange
on or before March 31, 2009. On October 10, 2008, the proposed rule
change was published for comment in the Federal Register.\3\ On
November 10, 2008, NYSE filed Amendment No. 1 to the proposed rule
change.\4\ The Commission received no comments on the proposed rule
change. This order approves the proposed rule change, as modified by
Amendment No. 1.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 58741 (October 6,
2008), 73 FR 60378.
\4\ Amendment No. 1 shows how Setion 802.01B would be effected
by changes proposed in SR-NYSE-2008-98. Because Amendment No. 1 is
technical in nature, the Commission is not required to publish the
amendment for comment.
---------------------------------------------------------------------------
II. Description of the Proposal
The Exchange has proposed to amend Section 102.01C of the Manual to
adopt an initial listing standard that will be applicable only to
companies that are listed on NYSE Arca as of October 1, 2008 and that
transfer to the Exchange on or before March 31, 2009. The Exchange also
has proposed to apply the continued listing standard applicable under
Section 802.01B to companies listed under the Earnings Test \5\ to
companies listed under the proposed new initial listing standard.
---------------------------------------------------------------------------
\5\ See Manual Section 802.01B(1).
---------------------------------------------------------------------------
NYSE Euronext has three equity listing markets: the NYSE; NYSE
Arca; and NYSE Alternext US.\6\ NYSE Euronext management made a
business decision to move forward with only two operating company
equity listing markets and, consequently, decided to discontinue the
operating company equity listing program on NYSE Arca. As part of this
transition, the Exchange wants to offer the opportunity for all
suitable NYSE Arca companies to list on the NYSE. NYSE notes that NYSE
Arca listed companies wishing to transfer to the NYSE will be required
to submit a listing application and be subject to the same listing
application process as all
[[Page 69711]]
other applicant companies. In its filing, the NYSE noted that not all
NYSE Arca companies qualify to list under any of the existing NYSE
initial listing standards.\7\ In order to list these companies, the
Exchange proposes to adopt a special listing standard applicable only
to those companies listed on NYSE Arca on the date of initial
submission of this filing, that transfer their listing to NYSE on or
before March 31, 2009.
---------------------------------------------------------------------------
\6\ NYSE Alternext US LLC (``Alternext'') is the sucessor to the
Amex, after being acquired by the NYSE. See Securities Exchange Act
Release No. 58673 (September 29, 2008), 73 FR 57707 (October 3,
2008) (SR-Amex-2008-63 and SR-NYSE-2008-60).
\7\ See Manual Section 102.
---------------------------------------------------------------------------
Companies transferring from NYSE Arca under the proposed standard
(``NYSE Arca Transfer Standard'') would be required to have $75 million
in total market capitalization for 90 consecutive days prior to
applying for listing and $20 million in market value of publicly held
shares (but not the $100 million market value of publicly held shares
requirement of Section 102.01B). Such companies would have to meet the
same holder, publicly held share and trading volume requirements as set
forth in Section 102.01A as companies that list under the existing
initial listing standards and the $4 stock price requirement of Section
102.01B.\8\ Upon listing, the NYSE is also proposing to apply the
current continued listing standards set forth in Section 802.01B for
companies listing under the Exchange's Earning Test to companies
transferring from NYSE Arca under the newly proposed standard in
Section 102.01C. Accordingly, Arca transfers will be considered below
compliance if their average global market capitalization over a
consecutive 30 trading-day period is less than $75,000,000 and, at the
same time, total stockholders' equity is less than $75,000,000.\9\ In
addition, other requirements of Section 802, such as the requirement
that all listed companies maintain a minimum of $25 million in global
market capitalization \10\ and that all listed companies maintain a
$1.00 minimum stock price,\11\ would also apply to NYSE Arca transfers.
The Exchange has also represented that the holder, trading volume and
publicly held share requirements of Section 802.01A along with the
requirements of Sections 802.01D (``Other Criteria'') and 802.01E
(``SEC Annual Report Timely Filing Criteria'') would also apply.
---------------------------------------------------------------------------
\8\ The total market capitalization and market value of publicly
held shares requirements of the NYSE Arca Transfer Standard equal
those of Amex Initial Listing Standard 4 (Amex Company Guide Section
101(d)).
\9\ See Manual Section 802.01B(I).
\10\ See Manual Section 802.01B.
\11\ See Manual Section 802.01C.
---------------------------------------------------------------------------
In its filing, the Exchange stated that it believes it is
appropriate to adopt a short-term listing standard applicable only to
NYSE Arca companies. In support of this, the Exchange noted that these
companies listed on NYSE Arca on the assumption that it would exist as
a permanent listing market and it is solely because of a business
decision made by NYSE Euronext that these companies will need to
transfer their listings. Further, NYSE noted that many of these
companies listed on NYSE Arca because of its association with the NYSE
and in the expectation that they would ultimately switch their listing
to the NYSE when they met the NYSE's listing standards. As such, the
Exchange believes that fairness dictates that it should seek to list
these companies on the NYSE where, in its view, such a listing is
appropriate and in the interests of the investing public.
In its filing, the NYSE stated that it will only list companies
under the NYSE Arca Transfer Standard if it believes that those
companies are suitable for trading on the NYSE. NYSE also noted that
all of the companies that would be listed under the NYSE Arca Transfer
Standard will far exceed the NYSE's continued listing standards at the
time of initial listing and will be in compliance with NYSE Arca
continued listing standards. In addition, the same staff in NYSE
Regulation's Financial Compliance and Corporate Governance groups is
responsible for ongoing compliance reviews of both NYSE and NYSE Arca
companies. As such, according to the NYSE, the NYSE Regulation staff
involved in making initial listing determinations on the NYSE is
extremely familiar with the companies currently listed on NYSE Arca and
is uniquely positioned to determine whether those companies are
suitable for listing on the NYSE. The Exchange believes its depth of
knowledge with respect to NYSE Arca companies makes it appropriate to
list them on this one time basis under a less onerous standard than the
Exchange applies to other listing applicants. As noted above, companies
listing under the new NYSE Arca Transfer Standard will be subject to
the standard listing application and review process applicable to all
listing applicants and, if Exchange staff determine that an NYSE Arca
company is not suitable for listing on the NYSE--notwithstanding its
qualification under the numerical requirements of the NYSE Arca
Transfer Standard--the Exchange will not list that company.
In its proposal, NYSE represented that the requirements of the NYSE
Arca Transfer Standard will exceed those established by the Exchange
Act Rule 3a51-1(a)(2) (the ``Penny Stock Rule'').\12\ The proposed
standard's requirement that an applicant have $75 million in global
market capitalization for 90 days prior to transferring from NYSE Arca
exceeds the $50 million market capitalization for 90 days prior to
listing option in the Penny Stock Rule, as well as the $50 million
market capitalization requirement of Rule 3a51-1(a)(2)(i)(B). In
addition, companies listing under the NYSE Arca Transfer Standard will
be required at the time of transfer to have a $4 stock price, 400 round
lot holders and 1.1 million publicly held shares, thereby meeting or
exceeding all of the Penny Stock Rule's remaining requirements.
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\12\ 17 CFR 240.3a51-1(a)(2).
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Companies listing under the NYSE Arca Transfer Standard will have
to comply with all other applicable Exchange listing rules, including
the Exchange's corporate governance requirements. As with all other
listing applicants, the Exchange reserves the right to deny listing to
any company seeking to list under the NYSE Arca Transfer Standard if
the Exchange determines that the listing of any such company is not in
the interests of the Exchange or the public interest.
III. Discussion
After careful review, the Commission finds that the proposed rule
change is consistent with the requirements of the Act and the rules and
regulations thereunder applicable to a national securities exchange
and, in particular, with Section 6(b)(5) of the Act,\13\ which
requires, among other things, that the rules of a national securities
exchange be designed to prevent fraudulent and manipulative acts and
practices, to promote just and equitable principles of trade, to foster
cooperation and coordination with persons engaged in regulating,
clearing, settling, processing information with respect to, and
facilitating transactions in securities, to remove impediments to and
perfect the mechanism of a free and open market and a national market
system, and, in general, to protect investors and the public interest,
and to not permit unfair discrimination between customers, issuers,
brokers, or dealers.\14\
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\13\ 15 U.S.C. 78f(b)(5).
\14\ In approving this rule, the Commission has considered its
impact on efficiency, competition, and capital formation. 15 U.S.C.
78c(f).
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The development and enforcement of adequate standards governing the
initial and continued listing of securities on an exchange is an
activity of critical importance to financial markets and the investing
public. Listing standards, including those applicable to companies
[[Page 69712]]
transferring from another exchange, serve as a means for an exchange to
screen issuers and to provide listed status only to bona fide companies
that have sufficient public float, investor base, and trading interest
to provide the depth and liquidity necessary to promote fair and
orderly markets. Adequate standards are especially important given the
expectations of investors regarding exchange trading and the imprimatur
of listing on a particular market. Once a security has been approved
for initial listing, maintenance criteria allow an exchange to monitor
the status and trading characteristics of that issue to ensure that it
continues to meet the exchange's standards for market depth and
liquidity so that fair and orderly markets can be maintained.
The Commission believes that the proposed rule change will provide
a means for a narrow category of companies, whose common stock is
currently listed on NYSE Arca, to list on the Exchange. In particular,
for companies that otherwise meet NYSE's distribution, market value,
and price listing requirements,\15\ the proposed rule change will allow
the Exchange the discretion to list companies that meet the proposed
standards. In addition, the Commission expects that the Exchange will
deny listing to any company seeking to list pursuant to the proposed
rule change if the Exchange determines that the listing of any such
company is not in the interests of the Exchange or the public interest.
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\15\ Companies listing under this standard would still have to
meet all the requirements set forth in Section 102.01A and the price
listing requirement in Section 102.01B. Those sections include
distribution, market value and price requirements. The Commission
believes that these requirements will help ensure that the company
has requisite liquidity for listing on the Exchange. Companies would
also have to comply with all applicable NYSE corporate governance
requirements.
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In accordance with the terms of the proposed rule, the Exchange
will apply this standard only for the very narrow category of
companies, listed on NYSE Arca as of October 1, 2008, that transfer to
the Exchange on or before March 31, 2009. Since NYSE Regulation's
Financial Compliance and Corporate Governance groups are responsible
for ongoing compliance reviews of both NYSE and NYSE Arca companies,
the Commission believes the Exchange should be sufficiently familiar
with companies seeking to transfer to be able to determine if any such
company is an appropriate transfer candidate. While the new standards
are lower than those previously applied to new NYSE listings, the
Commission believes that the new criteria, coupled with the existing
applicable listing requirements in Sections 102.01(A) and (B),\16\
should help to ensure a minimum level of depth and liquidity to
maintain fair and orderly markets.
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\16\ Only the price requirement in 102.01B would apply to NYSE
Arca transfers. See supra note 8 and accompanying text.
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In approving the proposal, the Commission recognizes that the new
standard is applicable only to a small segment of transfers from a
single market for a limited time. The Commission believes that this is
reasonable and consistent with the Act given the business plans of the
Exchange, but more importantly the compliance expertise of NYSE staff
in evaluating the potential NYSE Arca transfers. The Commission expects
the NYSE to only list those NYSE Arca transfers which they believe,
through their past expertise reviewing these companies, are suitable
for trading on the NYSE and the maintenance of fair and orderly
markets.
For the reasons set forth above, the Commission finds that the
proposed rule change is consistent with the Act.
IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\17\ that the proposed rule change (SR-NYSE-2008-97), as modified
by Amendment No. 1, be, and hereby is, approved.
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\17\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\18\
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\18\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Acting Secretary.
[FR Doc. E8-27424 Filed 11-18-08; 8:45 am]
BILLING CODE 8011-01-P