The Stel Salaried Pensioners Organization wishes to thank The Hamilton Spectator for permission to post the following Editorial by Mark McNeil, published in the October 14, 2005 edition

 

Stelco deal still possible

By Mark McNeil
The Hamilton Spectator
(Oct 14, 2005)

Supporters of a union-led salvation plan for Stelco have launched a major offensive to try to push forward their fragile deal and fend off objections from creditors.

They have received an endorsement from Hamilton City Council and this newspaper -- after an editorial board with the group yesterday -- has also decided to support their efforts given current alternatives. The community needs Stelco to be successfully restructured and this plan should be used as a basis to achieve that.

The steelworkers representatives are urging people in the community to stand behind their Plan of Arrangement to oppose "bondholders in their effort to drive the company into the ground."

While such language, used in a full-page newspaper advertisement, is probably excessive, the fact remains that the creditors have taken the extraordinarily unhelpful step of challenging the tenuous deal in court even before taking a vote on it.

Clearly winning over the bondholders, who have a combined vested interest of $275 million in the company and have a crucial vote, will be very difficult. But it should not be seen as impossible.

The key point is the deal is still negotiable and numerous outcomes are possible. Bondholders should consider the plan to be a work in progress. For the sake of all concerned, and in the absence of any other real choices -- the creditors should take another look at what is before them.

No doubt they want a greater return on their holdings and they are not crazy about trading their bonds for equity shares.

It must seem strange for people who walk in financial circles to be browsing the pages of a proposal that was largely hatched by union leaders.

But these representatives -- from locals 8782, 5328, 5220, 3258, and 6951 as well as the pensioner group SOAR -- have done what others could not. The bondholders, led by Deutsche Bank, tried and failed with their plan. Numerous would-be suitors, including the Russian giant Severstal, couldn't pull it together.

Out of this vacuum of failure, by sheer force of determination, the union leaders spearheaded a complex plan with capitalization by Tricap Management Ltd. and $100 million from the province that included a financial arrangement to handle pension obligations. After agonizing negotiations with company representatives, Stelco signed on. They put the deal in front of Justice James Farley, and he gave it his blessing.

This is a remarkable achievement. The union representatives should be commended for the efforts which are in the best interest of their members and the community. Society is much better served by unions -- as someone once noted -- that focus on preserving the tree as much as knocking the fruit from it.

And, hopefully, we are close to a final plan that will see Stelco prosper into the future.

STELCO

* 450 hectares - Site of Stelco Hamilton's steelmaking and processing complex.

* 4,829 - Stelco Hamilton employees.*

* 3,597 - Stelco Hamilton employees belonging to United Steelworkers of America (USWA).

* 1,660 hectares - Site of Stelco Lake Erie's steelmaking facility.

* 1,382 - Stelco Lake Erie employees.

* 991 - Stelco Lake Erie employees belonging to USWA. * Employee numbers as of Nov. 30, 2004

(court documents).