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 October 22, 2005 edition

 

Judge's ruling on Stelco wrong: bondholders

By Tara Perkins
The Canadian Press
TORONTO (Oct 22, 2005)

Stelco bondholders alleged yesterday an Ontario judge overstepped legal bounds by approving financing deals that the steelmaker hopes will pull it out of bankruptcy protection.

After 20 months of bankruptcy protection, governed by the Companies' Creditors Arrangement Act, Stelco recently negotiated deals with the Ontario government and Tricap Management Ltd. which will provide it with $550 million in new financing.

Stelco CEO Courtney Pratt has said the deals will provide the money Stelco needs to emerge from court protection, and the company's restructuring plan "represents the greatest opportunity to preserve the interests of our Hamilton employees and retirees."

The Hamilton-based company has more than 7,000 employees and more than 10,000 retirees.

In documents filed with the Ontario Court of Appeal, the bondholders -- predominantly U.S. hedge funds -- say Ontario Superior Court Justice James Farley "exceeded any jurisdiction vested in him as a CCAA judge" when he approved the two financing deals that form the basis of Stelco's restructuring plan. The plan proposes to pay the bondholders' claims in notes and shares rather than cash.

The bondholders are scheduled to appear in the appeal court Nov. 2, while a vote on Stelco's restructuring plan is scheduled for Nov. 15.

The plan requires approval from creditors holding two-thirds of the dollar value of affected claims, which are expected to total $640 million.

In yesterday's documents, the bondholders noted that they are Stelco's largest creditor obligation and so Stelco's plan "is doomed to fail" without their support.

Under Stelco's plan, the province of Ontario, the Pittsburgh-based arm of the International Steelworkers union, and Tricap each improve their position, the bondholders said.

The province's deal, which provides Stelco with a $100-million loan, requires the company to pay off its $1.3-billion pension solvency deficit over a decade. The deal decreases the amount the government would be on the hook for if Stelco wound up, the bondholders say.

The Tricap deal includes break fees of up to $10.75 million, if the deal is rejected or amended without Tricap's consent. By approving that deal, Farley has allowed Stelco to "waste millions of dollars in payments," the bondholders said, because he "acknowledged that there was virtually no chance that the proposed plan will be accepted in its current form and that it might not be acceptable at all," the bondholders said.

"Rather than give effect to the business judgment and the clear wishes of the majority of affected creditors, Justice Farley discarded it and substituted his own judgment," the court documents said. "This is unprecedented."

Alex Morrison of Ernst & Young, the court-appointed monitor overseeing Stelco's proceedings, said last week that if Stelco's plan doesn't go through, the most likely alternative is a liquidation sale of the steelmaker's assets.

While the plan could see creditors recover about 66 per cent of their money, a liquidation would likely result in recovery between 17 per cent and 33 per cent.

Stelco executives have said they hope to negotiate, and if required make changes to the plan to appease the bondholders before the creditor vote.