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 October 4, 2005 edition

 

1005 stuns Stelco, says no

Judge delays approval

By Naomi Powell
The Hamilton Spectator
TORONTO (Oct 4, 2005)

Stelco's largest union has rejected the company's restructuring deal saying it poses "enormous risks" to the steelmaker.

The surprise broadside from steelworkers Local 1005, whose lawyer said she was encouraged by it two weeks ago, capped a day that left the deal to save the city steelmaker hanging in the balance.

After hearing fierce opposition from Stelco's bondholders, Justice James Farley withheld judgment on approving a $450 million financing deal until this morning. Although court approval by Oct. 3 was a condition of the deal, investor Tricap Management agreed to the brief extension.

A $100 million loan from the provincial government and the company's restructuring pact with its unions will dissolve if the Tricap deal is not approved.

"After 20 months of extremely hard work and multiple false starts, these deals are inextricably woven," said David Jacobs, lawyer for the unions representing Lake Erie and AltaSteel workers. "This is a plan which provides stability going forward."

But Richard Orzy, a lawyer for Stelco's bondholders, urged Farley not to approve either the Tricap deal or the company's agreement with the province. Stelco's creditors have repeatedly told the company that their plan has "no chance of acceptance," he said, adding that more than 50 per cent of creditors are against it.

If the bondholders reject the plan, Stelco would be forced to abandon its deal with Tricap, triggering expensive break fees. The fees are penalties for breaking or backing out of a deal.

"This proposed plan is doomed and everyone knew it before they submitted it," said Orzy. "If this court must send this plan to a vote, do it without the baggage of break fees."

The Tricap deal includes a $10.75 million break fee, which Stelco must pay if it backs out of the deal. Earlier this year, Stelco paid $11 million to Germany's Deutsche Bank when it left a financing deal. Stelco must also give Tricap $1.6 million to cover legal and other expenses.

Sharon White, lawyer for Local 1005, attacked the company's strategy to emerge from bankruptcy protection, saying it does not address the core problems the company faces and leaves it with too much debt.

"The risks associated with this plan are enormous," White said.

Farley interrupted White and said: "I'll look forward to 1005's proposal for the company's salvation. I've got the stones, why don't you start building as opposed to throwing."

Local 1005 has refused to take part in restructuring talks for fear it would lead to concessions on its labour deal, which expires next summer. President Rolf Gerstenberger called Farley's comments "very inappropriate."

"We're the ones who make the steel so we're building everything," he said after. "We had legitimate concerns to raise. It's far from casting stones."

Bondholders also took a swing at the Ontario government, accusing the province of "letting someone else take the heat for putting Stelco in jeopardy."

Stelco's $1.3 billion pension shortfall has grown since 1996, when the steelmaker took advantage of a clause in the province's Pension Benefits Act, which allowed it to avoid making certain payments into the fund.

Earlier this year, the province said it may no longer allow Stelco to take advantage of the clause, a move Orzy called "a bombshell threat."

Orzy dismissed Ontario's $100 million contribution to Stelco's pension debt as "nothing special at all," saying the province would be on the hook for the entire sum if Stelco went bankrupt.

Stelco's plan calls for existing shares in the company to be wiped out with a new set of shares awarded entirely to the company's unsecured creditors. The bondholders argue those creditors should name the board members.

Despite the strong criticism, Stelco CEO Courtney Pratt said he was still optimistic that, with some amendments, the plan still has a chance when creditors vote at a meeting tentatively scheduled for Nov. 15.

"We believe this plan does have a fighting chance of winning approval."

npowell@thespec.coms

905-526-4620