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 December 1, 2005 edition

 

Conflicts over non-monetary items force delay of creditors vote

By Naomi Powell
The Hamilton Spectator
(Dec 1, 2005)

Haggling over "serious issues" threatens Stelco's fragile restructuring deal.

The steelmaker has postponed tomorrow's vote on the deal reached last week with the help of $80 million in provincial and federal money.

"There are some pretty serious issues being discussed, " Stelco CEO Courtney Pratt said in an interview last night. "I don't want to pretend that it's trivial stuff."

Pratt said ongoing disagreements over "non-monetary " items forced the postponement of tomorrow's creditor vote. He did not provide a new date for the vote, but noted in a release that "progress is being made. "

The delay comes after the CEO emerged from intense negotiations last week to announce that the economic elements of a plan had been agreed upon by all of Stelco's key stakeholders. At that time, Pratt said he was confident the vote would carry thanks to the support of the steelmaker's most powerful creditors, the senior bondholders.

The bondholders, who had previously vowed to veto the plan, backed down after Stelco sweetened the deal with the help of an additional $80 million in contributions from the provincial and federal governments.

Pratt would not identify which "non-monetary" issues have arisen since then to prevent Stelco from finally inking a deal.

"I can't tell you the details except to say it's pretty complicated putting together a deal like this, " he said. "There is a range of issues."

One non-monetary issue that has sparked debate in the past is the question of who will control the company's board of directors once it has emerged from bankruptcy protection. Stelco's plan calls for its current directors to be terminated and a new board named -- but it does not spell out exactly how it would be chosen.

In court documents filed in September, Stelco's bondholders took issue with a vague clause in Stelco's plan, which they interpreted as giving the province veto rights over any appointment. Matthew Heckler, a bondholder whose Connecticut-based Wexford Capital Opportunities Fund controls a significant amount of Stelco debt, called the provincial veto "simply unreasonable and inappropriate".

The deal would cancel existing shares and give 100 per cent of new stock to unsecured creditors. He argued that means bondholders should have more say in determining the board.

Pratt would not confirm if the board was under discussion.

In other developments, a group of Stelco creditors has asked Superior Court Justice James Farley to remove himself from Stelco's restructuring.

Reports on last week's deal quoted Pratt saying Farley was "intimately involved" in the negotiations. In a letter to the judge, lawyer Paul Macdonald suggested the judge step down to avoid the appearance of bias.

After creditors voted down a plan in Algoma Steel's 2001 restructuring, Farley played the role of mediator between creditors. After brokering the deal, he asked another judge to approve it.

Pratt responded to Macdonald's request with a letter of his own yesterday.

"The essence of what I actually told the media is this: While Justice Farley was, indeed, involved in the discussions among stakeholder groups, that involvement consisted of pressing the parties to come together to reach an agreement," he wrote. "At no time did he participate in the actual negotiations between the parties."

Stelco's current board of directors must approve the plan before it is sent to creditors for a vote. Due to the delays in talks, however, the plan has yet to go to the board, Pratt said.

The company now plans to postpone its date for emerging from bankruptcy protection to Feb.1.

npowell@thespec.com

905-526-4620