Stelco Inc. (ticker: STE.to, exchange: Toronto Stock Exchange) News Release - 4/27/2004

Stelco posts information from stakeholder presentations

 

 

Please Click Here to visit the Stelco website for a PDF version of the Situation Overview Presentation.

 

 

Provides analysis of Company's current situation and outlook without a restructuring Indicates an expected net loss of $563 million for 2003

 

HAMILTON, ON, Apr 27, 2004 (Canada NewsWire via COMTEX) -- Stelco Inc. (TSX:STE) today posted on its Web site presentation materials being shown to various groups involved in the Company's restructuring.

 

The presentation materials provide an in-depth analysis of the Company's current situation, outlook and major issues that threaten its viability. This information is being provided to key groups including creditors, employees and retirees to provide a context for discussions as Stelco develops its restructuring plans over the next few months.

 

Commenting on the presentation materials, Courtney Pratt, Stelco's President and Chief Executive Officer, said, "It's clear that the Company could not and cannot continue without change. Without a restructuring, Stelco is not viable. Significant change is required if the Company is to survive. The disclosure of this information reflects our commitment to share as much data as possible with groups who have a role to play in our restructuring. It's imperative that they be informed of our situation and our outlook if no changes are made."

 

The presentation materials review such areas as the Company's business operations; competitive situation, employment, pension, raw material, and other costs; sales forecast, and the projected usage of its credit facilities even with the benefit of a filing under the Companies' Creditors Arrangement Act.

 

Pratt added, "We hope the information we're sharing will engage all interested groups in the discussions that must begin soon. The process must proceed if we are to achieve the best available outcome for our employees, retirees, other concerned groups, and the communities in which we operate.

 

"While we want to share as much information as possible, certain information is confidential for competitive reasons. That is why we've asked groups to sign non-disclosure agreements before being provided with sensitive information beyond that being released today."

 

Highlights of the material released today, outlining the situation and outlook without a restructuring, include:

 

    * Most of the Company's operations are currently unprofitable

    * The Company has recorded losses of $587 million before tax since 2000

    * Independent observers predict that recent steel price increases are not sustainable

    * Employment costs represent 41% of the Company's manufacturing cost excluding raw material

    * Energy and related costs are expected to remain significantly above previous levels

    * The Company lacks funds required to invest in future repairs, maintenance, and capital projects

    * Funding pension plans is projected to rise by 400% between 2001 and 2006

    * The Company believes it has a viable business model in terms of its core assets and market position if it can lower its costs and attract needed capital/

    * The alternative to a restructuring - a liquidation - will result in the substantial closure of assets, wind-up of pensions, termination of benefits, and much greater job loss

 

The presentation material can be found on the Company's Web site at www.stelco.ca

 

The Company also indicated that it expects to release annual audited financial results for 2003 and results for the first quarter of 2004 on May 6, 2004. It is expected that a conference call to discuss these results will be held at 4:00 p.m. that day.

 

On a preliminary basis, for 2003 Stelco incurred a loss before tax of $365 million and a net loss of $563 million, or $5.61 per common share. The net loss includes significant non-cash write-offs, including $87 million (pre-tax) of plate mill assets and a $304 million future income tax asset valuation allowance. Cash usage in 2003 was $114 million and net short-term debt (bank indebtedness less cash and cash equivalents) was $192 million at year-end.

 

Stelco Inc. is a large and diversified Canadian steel producer. It is involved in all major segments of the steel industry through its integrated steel business, mini-mills, and manufactured products businesses. Stelco has a presence in six Canadian provinces and in two states of the United States. Consolidated net sales in 2002 were $2.8 billion.

 

This news release may contain forward-looking information with respect to the Corporation's business operations, financial performance and conditions. Actual results may differ from expected results for a variety of reasons including factors discussed in the Corporation's Management's Discussion and Analysis section of the Corporation's 2002 Annual Report.

 

To learn more about Stelco and its businesses, please refer to our Web site at www.stelco.ca.

 

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VIEW ADDITIONAL COMPANY-SPECIFIC INFORMATION: http://www.newswire.ca/en/releases/orgDisplay.cgi?okey=23131

 

For further information:

please contact:

Tim Huxley, Vice President - Corporate Affairs

(905) 528-2511, Extension 4070