The Stel Salaried Pensioners Organization wishes to thank The Hamilton Spectator for permission to post the following article published in the January 14, 2006 edition

 

New Stelco board on tap

The Canadian Press
(Jan 14, 2006)

The court monitor in Stelco Inc.'s court-supervised bankruptcy restructuring said yesterday the company has drafted a list of new directors.

Stelco and some of its stakeholders hired Russell Reynolds Associates Co. to find suitable candidates for the steel producer's board of directors as it prepares to emerge from nearly two years of bankruptcy protection from creditors.

The replacement of the board is being driven by three investment funds which are helping to bankroll Stelco's pending restructuring.

Stelco's bondholders are currently negotiating the new board composition with those funds, the court monitor said in a report released late yesterday.

Earlier this week, Stelco revealed that Courtney Pratt has been asked to step down as Stelco's CEO but will likely become chairman of the board.

On Tuesday, the company will ask an Ontario Superior Court judge to give the final stamp of approval to its restructuring plan.

That could mark the near-end of Stelco's restructuring process, but the plan is being fought by a group of Stelco's current shareholders, whose stock holdings are essentially wiped out under the plan.

If the restructuring is implemented, Tricap Management Ltd., a restructuring fund owned by Brookfield Asset Management -- the former Brascan Corp. -- will own at least 34 per cent of Stelco.

Sunrise Partners LP and Appaloosa Management LP would own a combined Stelco stake of at least 34.9 per cent.

The restructuring plan allows Tricap to choose four directors, and Sunrise Partners Ltd. Partnership and Appaloosa Management LP to each choose one.

The remaining three directors have to be acceptable to all three financiers.

The court monitor, Alex Morrison of Ernst & Young, said all three have indicated they support the list of directors Stelco has drafted.

Morrison also said there are still disputes about what Stelco's corporate structure should be, as the company's new lenders look for security. Stelco is set to receive a $375 million bridge loan from Tricap, in addition to a $600 million asset-based loan from a bank syndicate.

Satisfying the lenders could mean transfering some of Stelco's operations or divisions to new affiliates.

If that happens, Stelco might need to remain in bankruptcy protection beyond the end of February, Morrison said.