The Stel Salaried Pensioners Organization wishes to thank The Hamilton Spectator for permission to post the following article by Reporter Steve Arnold published in the November 19, 2005 edition

 

Down to the Wire

Stelco bondholders' demand for $100m at core of weekend-long talks

By Steve Arnold
The Hamilton Spectator
(Nov 19, 2005)

Last-minute talks will continue through the weekend in a desperate effort to forge a deal to save Stelco.

Negotiators for the company, its bondholders and the Ontario government are searching for a way to meet the bondholders' demand for $100 million, while still meeting the firm's need for money for capital spending and to cover its massive pension shortfall.

A vote of creditors is scheduled for Monday morning in Mississauga.

A similar vote last week was adjourned after the company admitted its plan had no chance of passing.

"Discussions among stakeholders are continuing," Stelco spokeswoman Helen Reeves said yesterday. "These discussions will continue to achieve our goal of a consensual plan until the last possible moment."

Company president Courtney Pratt also promised in a letter to employees this week not to give up the effort.

"While we've been unable to achieve consensus as yet, we'll do everything we can to achieve that goal until the last possible moment," he wrote.

"We still believe that a consensual plan offers the best outcome for the greatest number of stakeholders. We also believe that such a result remains achievable if everyone wants it to happen."

On the sidelines, leaders of the company's employee groups can only watch and wait while the fate of their jobs and pensions is decided.

"I'm sure it's going to be a long weekend for them," said Rob Moffatt, spokesman for the salaried workers association.

"The government needs to recognize that we're down to the crunch now, that this is an opportunity to get a deal and get it done."

On the table is a company proposal, endorsed by the provincial government and unionized employees, that would retire Stelco's $1.3-billion pension deficit over 10 years starting with a down payment of $400 million.

A quarter of that down payment comes as a loan from the province. Bondholders, who are owed about $275 million, want the province to double its contribution, leaving $100 million of value in the company for the bondholders.

"Public money is where the guns are focused now," said union leader Bill Ferguson. "Talks are going on as we speak. All we can do now is let them go through their process."

Moffatt said workers fear taking $100 million out of the company and increasing annual pension deficit payments would leave Stelco vulnerable to the next downturn in the cyclical steel business.

"At least we know what the upper limit of the bondholders' needs are," he said.

"The company and the employee groups have done what they can and have come up with a good solution. Taking $100 million out would degrade the company and leave us open to the next downturn."

If Stelco's plan is defeated on Monday and amended versions fail to win support, the next step would be a hearing before Superior Court Justice James Farley on Friday that could result in an order the company be liquidated, in the imposition of a court-ordered restructuring or a union motion asking that the company be sold without approval of the creditors.

A liquidation, observers have said, would likely mean the sale of the modern and efficient Lake Erie plant and closure for the old, uncompetitive Hilton Works plant in Hamilton.

Stelco's court-appointed monitor has said in a liquidation the company's creditors would recover 17 to 33 cents for every dollar they're owed, compared to 66 cents under the company plan. Stelco owes its creditors about $640 million.

sarnold@thespec.com

905-526-3496