The Stel Salaried Pensioners Organization wishes to thank The Hamilton Spectator for permission to post the following article by Reporter Tara Perkins published in the April 30, 2005 edition

 

Brascan won't give up on Stelco, bosses say

By Tara Perkins
The Canadian Press
TORONTO (Apr 30, 2005)

Brascan Corp. profits rose by 14 per cent in the first quarter as the giant asset management conglomerate enjoyed a healthy performance by its power properties.

The company with holdings focused primarily in real estate and power generation, is looking to exit volatile sectors, chief executive Bruce Flatt told shareholders at Brascan's annual general meeting yesterday.

But Flatt said the current bid by Brascan's restructuring fund to refinance Stelco Inc. certainly doesn't fit the strategy.

When it comes to low-volatility companies, "Stelco would not be it," the CEO said in an interview after the meeting.

"And that's why it's a little bit different ... but small amounts of capital allow us to be very supportive of them."

Cyrus Madon, managing partner of Brascan's Tricap Restructuring Fund, said it has operational expertise that can help turn Stelco around and is capable of recapitalizing the Hamilton steelmaker's entire balance sheet.

"We think we are actually uniquely positioned ... to assist Stelco in that we have the full support of the union and without the union no restructuring plan will go ahead."

Toronto-based Brascan earned $165 million US in the three months ending March 31, compared to $145 million US in the comparable period a year ago.

That profit of 59 cents US per diluted share, up from 53 cents, was on total revenues of $992 million US, up from $768 million.

The company manages $27 billion in assets -- a figure it expects to grow to $40 billion shortly.

When the merger between Noranda Inc. and Falconbridge is complete, Brascan will have a 19 per cent interest in the company, which it has no intention of cashing in in the near future, Flatt said.

He told shareholders he's comfortable with that $1-billion-plus US investment, because it looks like commodity prices will hold strong.

After the meeting, Flatt told reporters that China Minmetals -- a major Chinese metal trading and mining company which was formerly negotiating with Brascan for its stake in Noranda -- has been talking to Noranda about "a number of things that could be very positive to the future" of that company.

"They're working on a number of things," he said, ranging from a capital investment to developing new mines.

"There are no transactions negotiated, but having a relationship between a major importer of commodities into China ... and a company who produces basic materials ... that relationship could be very positive, and something possibly that no other western world company has," Flatt said.

Brascan said its core portfolio of 70 office properties also performed well during the first quarter. Operating income from property grew to $228 million US from $214 million in the comparable period during 2004.

Shares in the firm rose $1.23 yesterday to close at $45.48 on The Toronto Stock Exchange.