The Stel Salaried Pensioners Organization wishes to thank The Hamilton Spectator for permission to post the following article by Reporter Naomi Powell published in the July 8, 2005 edition

 

Ontario backs union on plan for Stelco

By Naomi Powell
The Hamilton Spectator
(Jul 8, 2005)

The Ontario government has thrown its support behind a union-backed bid to take over Stelco.

This surprise move marks one of the first signs of movement in discussions to restructure the steelmaker, which saw its mediation talks collapse recently after 17 months of bankruptcy protection.

Government backing comes in a letter sent to the United Steelworkers and to Stelco's president and CEO, Courtney Pratt, by Jim Arnett, Premier Dalton McGuinty's special adviser on the steel industry.

Arnett says the bid by Brascan-controlled Tricap Management addresses the government's key concerns about finding a viable restructuring plan and fixing Stelco's $1.3 billion pension deficit.

"I am instructed to advise you that the province would be prepared to provide support for the plan," Arnett writes.

"At present, the plan you have proposed is the only one, of which we are aware, which has the potential to address the province's concerns and we will work with you to pursue stakeholder consensus."

But the letter warns the government's support is not exclusive and it will still consider alternative plans if they arise.

Employee groups have long backed Tricap's bid because it proposes putting $500 million toward the pension shortfall and paying out the remainder over five years, as legislation requires.

The Tricap plan was rejected in May by Justice James Farley.

He ordered all stakeholders to use the company's own plan as a starting point for mediation talks under retired judge George Adams.

The company plan would see it put $175 million into its $1.3 billion pension shortfall and raise $642 million by selling shares, issuing new debt and selling non-core operations.

The mediation talks collapsed at the end of June when Adams quit as mediator, citing an inability to forge an agreement between the company's opposed bondholders, salaried workers, union and other stakeholders.

"Tricap is the only game in town," said Bill Ferguson, president of the United Steelworkers' local representing Stelco's Lake Erie employees.

"I don't see anybody else rushing to give Stelco money and I don't see any other viable plan.

"The province is saying this is the best deal. So we're calling on the other stakeholders to get on board."

But Pratt flatly rejected the Tricap offer yesterday, saying it is unfair to the company's bondholders.

"We've said for some time that there are some pretty serious issues with the plan in that it doesn't address our obligation to be fair to all stakeholders," Pratt said.

"There are bondholders that have a vote here, too."

Owed more than $275 million, the bondholders are one of the few Stelco stakeholders who will be required to vote on a restructuring plan.

They have made it clear they'll defeat anything that requires them to compromise their debts.

Stelco rejected a number of refinancing offers in March in favour of exiting bankruptcy on its own by raising money on the capital markets.

npowell@thespec.com

905-526-4620