UPDATE: Flinders, Fortescue Caught In Magnitogorsk-ENRC Dispute
December 01 2011 - 2:01AM
Dow Jones News
Close to US$900 million worth of assets held by Russian
steelmaker Magnitogorsk Iron & Steel Works (MAGN.RS) have been
frozen by an Australian court in a dispute with miner Eurasian
Natural Resources Corp. PLC (ENRC.LN), Magnitogorsk's takeover
target Flinders Mines Ltd. (FMS.AU) said Thursday.
A court order released by Magnitogorsk's takeover target,
Flinders Mines Ltd. (FMS.AU), shows that Australia's Federal Court
in Sydney on Nov. 25 froze 857.6 million Australian dollars
(US$877.1 million) of Magnitogorsk's assets in Australia, including
shares in Fortescue Metals Group Ltd. (FMG.AU), the world's
fourth-largest iron ore miner. The case was brought by the
marketing division of ENRC, a diversified miner focused on
Kazakhstan and listed in London.
"We were made aware that this (holding) was being frozen," a
Fortescue spokesperson said, adding she didn't have further details
of the order.
If bought before the roughly 20% fall in Fortescue's share price
in late September and held at book value, the holding would be
consistent with a value just below the 5% reportable limit on
Australian shareholdings.
Magnitogorsk held 5.37% of Fortescue stock as recently as March
2009 and still has a minority shareholding. Flinders said the order
wouldn't affect Magnitogorsk's A$554 million offer for the company,
also announced Nov. 25, and said its board continued to recommend
the takeover.
"Magnitogorsk has informed Flinders it is of the view that the
freezing order currently in place does not and will not impact on
Magnitogorsk's ability to complete the scheme," the company
said.
ENRC and Magnitogorsk are currently in dispute over a shortfall
in the steelmaker's buying of ENRC's iron concentrates and pellets,
although the court papers do not suggest a link between the asset
freeze and that dispute.
Magnitogorsk is contracted to buy around 12 million metric tons
of ENRC's 17 million tons annual iron ore output, but the miner
said in a quarterly report Nov. 10 that the steelmaker would only
take 70% of this amount during the last four months of 2011.
"We expect to be compensated by MMK via an arbitration process
for any negative economic effect as a result of the breach of
contract. We reserve our legal rights in this regard," ENRC said in
the report.
Magnitogorsk has US$915 million in unused credit facilities on
June 30. Paying for the Flinders acquisition from these facilities
would still leave the steelmaker well within its existing financing
covenants, based on the most recent published financial
information.
A lawyer for ENRC said he could not comment on the matter and a
lawyer for Magnitogorsk was not immediately available for
comment.
-By David Fickling, Dow Jones Newswires; +61 2 8272 4689;
david.fickling@dowjones.com
--Cynthia Koons in Sydney contributed to this article
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