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 April 17, 2006 edition

 

How I pulled Stelco back from the brink

Steel giant close to death 'a lot of times' -- Farley

By Naomi Powell
The Hamilton Spectator
(Apr 17, 2006)

SPECTATOR EXCLUSIVE

A superior court judge is standing at a gas station phone booth in Naples, Florida, his hand poised to dial.

On the first day of this long-awaited vacation, he has already picked up the phone every hour to check on his problem child in Canada.

The child, of course, is Stelco.

The judge is Justice James Farley, the razor-tongued icon of corporate insolvency cases who held the fate of Stelco in his hands for two years and who -- as he hangs up his judicial robes after 17 years on the bench -- says he came frighteningly close to liquidating the Hamilton institution.

"It came close a lot of times," Farley said in an interview. "If Stelco did crater, it would have a devastating effect on a lot of people. The employees, customers, suppliers, the community of Hamilton and surrounding area and it would be a shame to waste not only valuable physical and financial capital, but the human capital."

Preventing that devastation often meant dragging the players kicking and screaming to the bargaining table.

"Every time they resolved an issue they came up with another issue or another two issues," he said.

Farley had hardly stepped off the plane in December 2005 when he learned Stelco had once again gone off the rails, its creditors refusing to vote for a deal that would see the company emerge from creditor protection.

So despite the lovely evening near the Gulf of Mexico, despite having to trek to the gas station from a nearby restaurant where his family was waiting to celebrate a birthday, Farley spent an hour on the phone. He wheedled, he pressured, he cajoled.

And as he had done countless times before, he pushed the process forward.

"He used every trick in the book to get people to yes," said former Stelco CEO and current board chair Courtney Pratt. "I'm not sure we ever would have had a successful outcome without Judge Farley."

Farley, who is now 65, won't say what he will do once he moves out of his judicial chambers at Toronto's Osgoode Hall.

Ask him to pick the lowest point in the Stelco saga and he frowns.

"There were too many, I kid you not. It was scary."

It is a sobering statement, particularly coming from the man who presided over some of the most desperate restructurings in Canadian corporate history: Algoma, Eatons, Air Canada.

But none were quite like Stelco. It was, as one lawyer called it, the Alice in Wonderland of insolvency cases, and the fall down the rabbit hole began the minute Farley granted Stelco protection under the Companies' Creditors Arrangement Act. What made Stelco unique is that it entered protection not as a bankrupt company but as one that argued its mounting debts would drive it into bankruptcy in a matter of months if the court didn't intervene.

Farley agreed, ruling that, "CCAA should not be the last gasp of a dying company, it should be implemented ... at a stage prior to the death throe."

The decision changed the very definition of insolvency and will likely be the most lasting effect Stelco has on CCAA law, Farley says. It drew outrage from Stelco's union leaders, who launched an unsuccessful battle to have it overturned by the Ontario Court of Appeal and Supreme Court of Canada.

But it also set the Stelco story up for an unprecedented twist -- only weeks later, steel prices soared and the company posted record profits.

"It's difficult to get people to appreciate that they need a remedy if the immediate future looks rosy," Farley said. "That's the nature of the beast and you've got to deal with it."

Deal with it, he did. With the players hardened in their positions, Farley used his famously unorthodox courtroom style to get them talking.

The man who once threatened to castrate a lawyer who went against his wishes warned Stelco it was standing "on the edge of a precipice" and it could easily stumble off. When talks stalled, Farley labelled the black-robed lawyers crowded in his Toronto courtroom "a bunch of penguins." And when one Toronto lawyer refused to reveal the names of certain clients, Farley ordered him to sit down and rethink his answer. When the lawyer repeated his refusal later on, Farley ordered him to sit down and think again.

Not all lawyers appreciated the approach or felt the restructuring required such a heavy hand.

"He bullies, no question about it," says one lawyer. "He can be very intimidating and he will humiliate people. These are the tools he likes to use. He doesn't like to use gentle persuasion."

In Stelco, Farley pushed, he prodded and he painted disastrous visions of what would happen if a deal wasn't forged, often reminding the warring lawyers that they were all in a lifeboat together and the lifeboat was going down.

"He has a strange sense of humour," said Warren Winkler, regional senior judge for the Toronto region and a friend of Farley's for 15 years. "I think it serves a number of purposes. Sometimes it relaxes people in tense situations. Sometimes it does the exact opposite. Sometimes it's intended to make everybody laugh and sometimes it's intended to make everybody laugh but at somebody else's expense. It's always very much by design."

And, given that time was always of the essence in Farley's court, the humour was usually meant to keep things moving. One of the original judges of the Commercial List, the court dealing with restructurings and liquidations, Farley liked to issue his judgments in "real time," often writing them out by hand while the lawyers waited in silence. He distributed his rulings in the same illegible handwritten scrawl, leaving puzzled lawyers squinting at the words. His love of opera and literature often crept into these pages -- he has been known to throw a little Dickens into his judgments, maybe a sprinkle of Quixote.

"Just recently he made some reference to burning on the stake," said one Toronto lawyer. "I had no idea what he was talking about. I think it was a biblical reference."

He demanded total dedication from every player in the Stelco case and as a result, executives, union leaders and lawyers found themselves working weekends, holidays, whatever it took to keep things moving. A coffee mug in Farley's Osgoode Hall chambers drives the point home. "Keep it brief," it reads.

"With Stelco it just never stopped," says Andrew Hatnay, a lawyer who represents the steelmaker's salaried retirees. "Weekends, BlackBerrys, conference calls ... Whatever we had to do, we always had to match the pace. He doesn't tolerate any type of slowness. Zero. It has to be done immediately."

That pace took its toll, even on the man driving it.

"The wearing part is that everywhere you went people would be talking to you about Stelco," said Farley. "When was it going to be over, what was the problem, what was happening there. And I must say that there were times when I'd prefer to think of other things, discuss other things."

Farley could never tell them when it was going to end, but says he was always aware of the stakes.

"I worried, yes," he says.

Only Farley knows just how close Stelco came to liquidation. He was, after all, the one controlling the deadlines.

Some say he was bluffing, that Stelco, with it's endless bickering and countless extensions on creditor protection, was the case that revealed the limits of his power.

"He would bluster and huff and puff and then grant an extension," says a lawyer who was involved in the case. "He didn't want to be the one that tanked Stelco."

He once mused on the bench about driving over the Skyway Bridge at night, looking down at the blast furnaces of Hilton Works.

"It was a particularly beautiful sight," he recalled in the interview. "It would not have been a beautiful sight if it were dark. It just impressed me how awful it would be if a viable company did not survive."

npowell@thespec.com

905-526-4620

Memorable quotes

March 2006

"What is it they say? Victory has 1,000 parents, but defeat is an orphan. Well, I'd like to see 1,000 parents, but I can assure you if no solution is found it will be very obvious to everyone who the parents of that defeat are."

-- Farley, May 2005

"Everybody is in this lifeboat together and it would be a good idea if they used their fingers to plug holes. Because if you don't plug the holes, the boat will go down and you'll all drown."

-- August 2005

"The difficulty I have is that this company and all people involved in this company think that they have all the time in the world and that they can continue to dance. The music is stopping."

-- September 2005

"I certainly thought that with all the wrangling, information and horse-trading going on, that surely to God you would have been able to come up with a consensual plan by this week. I can't make the words 'real and functional deadline' any bigger, any more blinking red neon than I am now."

-- September 2005

"I am directing and ordering that there be no jiggery-pokery. This is far too important for all the stakeholders."

-- December 2005

"Politely put, balderdash."

-- Farley's response when asked to extend Stelco's bankruptcy protection for accounting purposes in February 2006

"I can't imagine how it could take so long for people to inspect their navels for nits."

-- March 2006

"People have warned that the glaciers are melting, but we know glaciers are alive and well at Stelco."