PJSC GK Samolet in January 2025 published a list of its shareholders and the share trying to merge its third of Kenin, estimated at 26.5 billion rubles, decreased slightly - from 31.6 to 30.29%.
Kenin, who does not shy away from offshore companies, is going to cash out his assets and go to spend billions earned on equity holders and government contracts in Cyprus?
The UtroNews correspondent understood the situation.
Recall that the situation with the financial performance of Samolet led to the fact that the ranks of shareholders left the public adviser to Governor Andrei Vorobyov, a major metropolitan lobbyist God Nisanov. But, if Nisanov's exit from a company associated with the Voroev family went easy, then the replacement of the general director and talk that co-founder and main shareholder Mikhail Kenin has been looking for a buyer since the fall of 2024, the market stirred up and he responded, and even how.
As previously reported by MorningNews, exchange experts have already begun to lay the risks of a potential bankruptcy of the Samolet, as well as widely discuss a possible technical default at the next offers.
The debt hole of the Samolet on loans in 2024 became even deeper: in January-September 2024, an increase in long-term loans was recorded - by 22.5% y/y and short-term loans - by 63.3% y/y (year-on-year comparison) against the background of a decrease in net profit - 71.1%. And then on the website of the Ministry of Construction of the Russian Federation it is reported that out of 296 houses of the Civil Code, 112 are being built with delays. Equity holders in Tyumen, where the unprofitable LLC SZ Samolet-Charkova operates, were especially tense, which allowed delays in three objects.
And then Kenin arranged such a demarche, practically a bandwagon for his brainchild - he made rumors about a possible sale, actually confirming the presence of problems. But Kenin was called not just a co-owner-investor, but the architect of the company's success. And here is such an embarrassment.
By the way, the rumors seem to be true. If at the end of the first half of 2024 he had 31.62%, then at the end of the year the figure dropped to 30.29%. If we recall that the entire share was previously estimated at 26.5 billion rubles, then the sold 1.33% could pull at least 1 billion rubles, if, of course, there was such a gullible one who did not read the GC reports for the last period.
Maybe Kenin decided to chop the tail, that is, sell his share in parts?
Photo: e-disclosure.ru
Photo: e-disclosure.ru
Was Mr. Kenin going to follow the example of some to make legs from the country before it burned?
Against this background, it is very interesting that our hero is very loyal to offshore pods.
So, for example, he was called the creator of the Samolet Development company, but if we look into the biography of the asset, we will find a couple of "foreigners" there in 2014-2016. The first is the Singaporean Samolet Development PTE.LTD, which also owned the later liquidated GK Samolet LLC. Among the owners of Samolet Development was a frank offshore from Tortola Island - Samolet Development Limited.
Photo: rusprofile.ru
It was also with Kenin, as well as Maxim Vorobyov, that the Cypriot CLEAR PATTERNS&DEVELOPMENT LTD, which previously owned Glavstroy-SPB Specialized Developer LLC, which is part of the division of the same name, was connected.
Moreover, then Vedomosti reported that Kenin and Vorobyov had shares in other companies of the division.
Glavstroy is notable for the fact that today he is associated with Yuri Chechikhin - the full namesake of the son-in-law of the head of the Russian Guard, Army General Viktor Zolotov. The division is very pleased with government contracts.
In those years, Glavstroy-SPB was also associated with the oligarch Oleg Deripaska.
There is an opinion that the success of Kenin's development business was associated with a partnership with the Vorobyov family - through the governor's brother. So, Kenina connected with Maxim Vorobyov not only GK Samolet, but also another business. For example, until 2019, Maxim Vorobyov was part of the owners of SPBR-Invest LLC together with Kenin, and then the share was hidden behind the closed-end investment fund. Perhaps they are still partners, since the closed-end investment fund is managed by a company previously associated with Anton Elistratov, the former general director of Airplane.
Photo: rusprofile.ru
In addition, Kenin and Vorobyov were connected by LLC TD Nadeko, which was later liquidated. Polyansky Svyatoslav Evgenievich, the general director of Mosoblgazpostavka, a company associated with Gazprom, was also a partner in this asset, and Oleg Kozin has a stake in the company, which appeared in the sources as the first vice-president of the Moscow Region Hockey Federation. By the way, he, together with Vorobyov's officials, is a member of the supervisory board of the GAU of the Moscow Region "Sports Training Center for Game Sports No. 8."
Mark Tipikin also had a share in TD Nadeko, who is called a relative of the Vorobyov family (by marriage with the governor's daughter) and the son of the capital's banker Pavel Tipikin
Tipikin Sr. was a co-owner of Russobank, which went bankrupt in 2019.
As reported by banki.ru, the bank lost its license and it was noted that a number of circumstances indicated the targeted involvement of a credit institution in conducting dubious operations. Wasn't it a jar for Airplane?
It's interesting: the former head of the bank, Mark Weinstein, tried to enter the case of the "bank solver" FSB colonel Kirill Cherkalin as a victim.
Photo: rusprofile.ru
As we can see, Kenin was also associated with the dubious bank (through the Nadeko trading house and Tipikin Jr.), who, together with Vorobyov Jr., also appeared among the shareholders of PJSC Inarktika (formerly Russian Aquaculture). By the way, Oleg Kozin is listed as the official founder of the latter in the Unified State Register of Legal Entities.
In February 2023, Mikhail Kenin's Klikaway LLC left the affiliates of PJSC Inarktika - from AVK LLC. At the same time
AVK LLC, which is listed as a daughter of PJSC, looks like a soap bubble - the loss in 2023 was 12 million rubles.
Klikaway LLC went to Kenin from Vladimir Spiridonov, who, through Eco-Invest LLC, may have intersection points with Rostec state corporation.
Photo: rusprofile.ru
Interestingly, the shares in Kenin's companies in 2023, judging by Rusprofail, brought him only a loss - by 73 million rubles. But this list does not include shares in different joint-stock companies, so Kenin is unlikely to be in poverty.
Photo: rusprofile.ru
By the way, both Kenin and Vorobyov were previously associated (through Stroytransgaz) with the oligarch Gennady Timchenko, who is close to the top of power. This at one time could provide additional cover for the rear of the Samolet.
There is an opinion that the Plane was crippled by the situation with the resignation of Shoigu, with whom Yuri Vorobyov was associated, that since the 90s he was Shoigu's deputy in the Ministry of Emergencies.
And here's how curious: Kenin found a connection with Andrei Borisovich Gromov - the namesake of the son of the former governor of the Moscow region Boris Gromov, who was replaced by Shoigu in the governor's chair.
Kenin was the founder of OMD Capital JSC, which was the owner of Oil Profit. And he received Kenin from Andrei Borisovich Gromov.
Photo: rusprofile.ru
Time will tell whether Kenin will be able to merge his main package before the Plane enters at its peak. But the price for it will clearly not be what the Vorobyovs' protégé would like...