CUSIP No. 635309206
ii) The jurisdiction of organization of Blantyre Fund II (GP) Limited is the Cayman Islands. The principal place of business of Blantyre Fund II (GP) Limited is c/o Blantyre Capital Limited, 52 Jermyn Street, London, SW1Y 6LX, United Kingdom.
iii) The jurisdiction of organization of Blantyre Fund III (GP) Limited is the Cayman Islands. The principal place of business of Blantyre Fund III (GP) Limited is c/o Blantyre Capital Limited, 52 Jermyn Street, London, SW1Y 6LX, United Kingdom.
iv) The jurisdiction of organization of Blantyre Capital Limited is the United Kingdom. The principal place of business of Blantyre Capital Limited is 52 Jermyn Street, London, SW1Y 6LX, United Kingdom.
v) The jurisdiction of organization of Blantyre Mulanje II DAC is Ireland. The principal place of business of Blantyre Mulanje II DAC is 2nd Floor, Block E, Iveagh Court, Harcourt Road, Dublin 2, Ireland.
vi) The jurisdiction of organization of BSSF II Ireland DAC is Ireland. The principal place of business of BSSF II Ireland DAC is 2nd Floor, Block E, Iveagh Court, Harcourt Road, Dublin 2, Ireland.
vii) The jurisdiction of organization of BSSF III DAC is Ireland. The principal place of business of BSSF III DAC is 2nd Floor, Block E, Iveagh Court, Harcourt Road, Dublin 2, Ireland.
Item 3. Source and Amount of Funds or Other Consideration
On April 11, 2023, National CineMedia, LLC, the operating company for the Company, filed a voluntary petition for reorganization under Chapter 11 of the United States Bankruptcy Code in the United States Bankruptcy Court for the Southern District of Texas seeking relief under Chapter 11 of Title 11 of the Bankruptcy Code. BSSF II Ireland DAC and Blantyre Mulanje II DAC served as creditors in this proceeding, and the Reporting Persons acquired beneficial ownership in the Shares as part of the court-ordered plan of reorganization (the “Reorganization Plan”), which became effective on August 7, 2023.
Item 4. Purpose of Transaction
The Reporting Persons acquired the Shares referred to in Item 3 as a result of the Reorganization Plan. Tiago Lourenço, Investment Executive and Partner with Blantyre Capital Limited, serves as a member of the Board of Directors of the Company.
The Reporting Persons intend to review on a continuing basis their investments in the Company. They may communicate with the board of directors of the Issuer (the “Board”), members of management and/or other shareholders or other relevant parties from time to time with respect to operational, strategic, financial or governance matters. The Reporting Persons reserve the right, based on all relevant factors and subject to applicable law or other restrictions, at any time and from time to time, to acquire additional Shares or other securities of the Company, dispose of some or all of the Shares or other securities of the Company that it may own from time to time, in each case in open market or private transactions, block sales or otherwise or pursuant to ordinary stock exchange transactions effected through one or more broker-dealers whether individually or utilizing specific pricing or other instructions (including by means of Rule 10b5-1 programs), and review or reconsider their position, change their purpose, take other actions or formulate and implement plans or proposals with respect to any of the foregoing.