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 February 11, 2006 edition

 

'Balderdash' says judge of bid to delay Stelco plan

By Naomi Powell
The Hamilton Spectator
TORONTO (Feb 11, 2006)

Justice James Farley ordered all lawyers involved in Stelco's restructuring into Toronto's Osgoode Hall yesterday, demanding they come up with a firm date for when the steelmaker will finally emerge from bankruptcy protection.

The move came after Stelco requested permission to postpone its emergence from bankruptcy protection from Feb. 28 to March 31, citing delays in finalizing the company's pension agreement with the province.

"I must tell you I cannot realistically accept that," Farley said.

Prior to walking out of the room, Farley ordered lawyers to each bring a client representative who had the power to draft documents.

The judge reserved his decision on whether to allow a plan by Tricap Management to split the company into nine subsidiaries. That plan faced criticism from Stelco's largest union representing workers at Hamilton Hilton Works.

Local 1005 of the United Steelworkers is neither opposing nor supporting the split, but has serious concerns about "the fallout" down the line, said the union's lawyer Sharon White.

Tricap Management has argued its plan is designed to increase taxation benefits and make it easier to raise money for each subsidiary.

But Local 1005 president Rolf Gerstenberger says splitting the company's operations will make it easier to sell them off piecemeal. The union has said Hilton Works, with its aging facilities and heavy pension liabilities, could have difficulty finding a buyer and could be cratered in such a scenario.

Stelco's Lake Erie operations are among the most efficient in North America and its workforce carries a far smaller pension debt. To assuage fears at Local 1005, Tricap has offered to freeze dividend payments on the company's stock until it has fully re-funded the pension.

Tricap Management, a restructuring fund run by Brookfield Asset Management, is demanding the split of Stelco assets in exchange for a $375-million bridge loan and a $50-million cash contribution. Tricap will own 38 per cent of Stelco once it emerges from protection.

Stelco CEO Courtney Pratt said the company and Tricap are working through details in a pension agreement with Ontario. That agreement would see the province provide a $150-million loan toward a total $400-million down payment on the $1.3-billion pension shortfall.

Pratt said one of the issues slowing Stelco's progress out of creditor protection is how the $400-million down payment should be divided among Stelco's four individual pension funds.

"I'm frustrated, the judge is frustrated, everybody is frustrated at the position that we're in now," Pratt said.

In addition, a lawyer representing the company's court appointed monitor told Farley that a syndicate of lenders, which is to provide about $600 million in new money to Stelco, is also still concerned about where its debt will rank in relation to the pension debt.

The lawyer also noted that for accounting purposes, Stelco would prefer to emerge from creditor protection at the end of March, rather than on Feb. 28, as initially planned.

"Politely put, balderdash," Farley said. "Now we're being told this is being driven by a month-end accounting situation?"

npowell@thespec.com

905-526-4620