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 November 10, 2005 edition

 

New group wants power to quash Stelco plan

By Naomi Powell
The Hamilton Spectator
(Nov 10, 2005)

A new group of Stelco creditors are jockeying for the power to kill the company's restructuring plan.

Stelco's convertible noteholders, a separate group of creditors from the bondholders threatening to vote down the company's plan, asked the Ontario Superior Court yesterday to move them into a separate voting class.

If placed in a new class, the noteholders, who are owed $90 million by Stelco, would have the power to veto any restructuring plan. Justice James Farley has reserved his decision on the motion.

Offering a rare glimpse into the behind-the-scenes negotiating leading up to the Tuesday vote, Andrew Kent, a lawyer for the noteholders, called the talks "unfair.

"The company has been talking about giving us less," he said. "We want the same as everybody else or we want the power to choose our own destiny."

To be approved, Stelco's restructuring plan must have the support of creditors representing two-thirds of a every voting class. Stelco has put all of its creditors into one class and has focused its efforts on winning over the most powerful group in the class, the bondholders.

If another class of voters is added for the convertible noteholders, the steelmaker would be faced with the added task of winning two-thirds approval from that group.

"By having fewer classes, Stelco improves its chances of getting the plan through," said Bruce Leonard, president of the Insolvency Institute of Canada. "The more classes, the more chances there are for dissent. And it would be unusual for Justice Farley to approve a plan with a dissenting class of creditors."

The convertible noteholders want out of the class of creditors partly because of the relationship it places them in with the bondholders.

Technically, the convertible noteholders are subordinate to the bondholders. As a result, if the bondholders are not paid the full $275 million they are owed by the company, they have the right to take noteholders' compensation away.

"I don't think Farley will approve (the request)," said Leonard. "Especially when he's so close to a solution."

Stelco and the bondholders opposed the motion on the basis that the plan is only intended to affect rights of creditors as against Stelco (not between themselves) and on the basis that there should not be a separate class.

npowell@thespec.com

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