The Stel Salaried Pensioners Organization wishes to thank The Hamilton Spectator for permission to post the following article by Reporter Fred Vallance-Jones published in the December 30, 2004 edition

 

Dec. 30, 2004. 12:59 AM

Algoma 'Very Serious'

Steelmaker started looking at buying Stelco shortly after stepping back from the brink itself

By Fred Vallance-Jones
The Hamilton Spectator

Algoma Steel has been quietly investigating a possible takeover of Stelco for about 16 months even though it only announced that interest last week.

Algoma itself exited bankruptcy protection in 2002, but it has a thick wad of cash and a CEO determined to build on the revamped company's early successes. Denis Turcotte dismisses suggestions Algoma is too small to pull off a Stelco purchase.

In the first wide-ranging interview on his firm's ambitions, Turcotte said Algoma started looking at various "strategic options" once it started to get back on its feet. That led to a quiet but detailed investigation of Stelco that has left his desk in Sault Ste. Marie covered with file folders full of facts and figures.

"We have studied the company based on the public information for quite some time and we've developed a variety of permutations and combinations of merger plans that we think can drive more value with the two companies together than if they are apart," he said.

"And as we started to see it (Stelco) getting into trouble, we thought there would be an opportunity to more formally approach this option later on and sure enough here it comes."

Turcotte said Algoma is interested in all of Stelco, including its subsidiaries, adding "we are very serious." He said the two firms have similar products, but each also makes products the other doesn't.

Algoma has already looked at Stelco's initial confidential information package, which allowed it to tweak the financial models it had developed earlier. It must decide by tomorrow whether it will formally declare its interest in submitting a bid, a decision that would then allow it to have more detailed access to Stelco's books, as well as site tours and briefings from management.

If Algoma does take the next step, it will be up against the likes of Russia's Severstal, U.S. Steel, and Mittal Steel, giant consolidators that seek to dominate the industry, as well as the Ontario teachers pension plan and Deutsche Bank. The $900-million Deutsche Bank bid has been designated as the one to beat by bankruptcy judge James Farley.

But while some analysts have suggested his firm doesn't have the financial muscle to play in these big leagues, Turcotte begs to differ. He noted that at the end of the third quarter of 2004, Algoma already had about $250 million in cash, and it has substantially more now.

"When people see our results at the end of the fourth quarter, they'll start to appreciate how quickly the cash has accumulated on our balance sheet," he said. "Other people have tabled the question about can Algoma pull this off from a financing point of view, and I believe that is the least of our issues."

He went on to say, "It is really more fundamentally, strategically does it make sense and how does it position the combined company on a relative basis to compete with the people that are consolidating around us."

To those who say the future of the steel industry belongs only to the consolidators, Turcotte offers another rebuttal. He said even in a world of producers with 50 and more million tonnes of production, there will still be room for small, entrepreneurial players. "My analysis of other industries suggests that they do even a little better financially through the cycle than the larger players."

If Algoma formally states its interest tomorrow, it will have until the end of January to submit a bid. It will have to consider several critical issues in that time, not the least of which is Stelco's liabilities for future pension and benefits payments. Together, they were pegged at $1.65 billion last February.

Turcotte called that issue "a critical detractor of value from the enterprise" and predicted if not dealt with, the problem could be much worse in 10 years. He wouldn't rule out government help as part of the solution. The Ontario government assisted Algoma with its pension liabilities when it restructured in 2002.

Turcotte said when the pension liabilities are combined with Stelco's $750 million to $850 million debt, the actual value of Stelco as an enterprise is small.

While not making a commitment, Turcotte said it would difficult to change pensions of those already retired.

Turcotte said Stelco's internal culture will be another key issue but said meetings he has had with union leaders so far have been encouraging.

fvallance-jones@thespec.com

905-526-2499.