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Form 8.5 (EPT/NON-RI) - Schneider Electric - AMENDMENT

26th Nov 2013 10:34

FORM 8.5 (EPT/NON-RI) - AMENDMENT

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY AN

EXEMPT PRINCIPAL TRADER WITHOUT RECOGNISED INTERMEDIARY (“RI”) STATUS (OR WHERE RI STATUS IS NOT APPLICABLE)

Rule 8.5 of the Takeover Code (the “Code”)

1. KEY INFORMATION

(a) Name of exempt principal trader: BARCLAYS CAPITAL SECURITIES LTD
(b) Name of offeror/offeree in relation to whose SCHNEIDER ELECTRIC SA
relevant securities this form relates:
(c) Name of the party to the offer with which exempt Advisor to Offeree
principal trader is connected
(d) Date position held/dealing undertaken: 22 November 2013
(e) Has the EPT previously disclosed, or is it YES:
today disclosing, under the Code in respect INVENSYS PLC
of any other party to this offer?

2. POSITIONS OF THE EXEMPT PRINCIPAL TRADER

(a) Interests and short positions in the relevant securities of the offeror or offeree to which the disclosure relates following the dealing (if any)

Class of relevant security: ORD
Interests Short Positions
Number (%) Number (%)
(1) Relevant securities owned
and/or controlled: 1,778,502 0.32% 1,536,976 0.27%
(2) Derivatives (other than
options): 2,297,504 0.42% 1,419,623 0.25%
(3) Options and agreements to
purchase/sell: 1,283,300 0.23% 1,715,000 0.31%
(4) TOTAL:
5,359,306 0.97% 4,671,599 0.83%

All interests and all short positions should be disclosed.

Details of any open derivative or option positions, or agreements to purchase or sell relevant securities, should be given on a Supplemental Form 8 (Open Positions).

(b) Rights to subscribe for new securities (including directors’ and other executive options)

Class of relevant security in relation to which subscription right exists:
Details, including nature of the rights concerned and relevant percentages:

If there are positions or rights to subscribe to disclose in more than one class of relevant securities of the offeror or offeree named in 1(b), copy table 2(a) or (b) (as appropriate) for each additional class of relevant security.

3. DEALINGS (IF ANY) BY THE EXEMPT PRINCIPAL TRADER

(a) Purchases and sales

Class of relevant Purchase/sale Number of Price per unit
security securities
ORD (traded as ADR) Purchase 4 16.4200 USD
ORD Purchase 11 60.0140 EUR
ORD Purchase 18 60.7960 EUR
ORD Purchase 21 59.6040 EUR
ORD (traded as ADR) Purchase 26 16.4987 USD
ORD Purchase 33 59.8200 EUR
ORD Purchase 33 59.8390 EUR
ORD Purchase 33 59.9750 EUR
ORD Purchase 38 60.0180 EUR
ORD Purchase 38 60.0290 EUR
ORD Purchase 48 60.0150 EUR
ORD Purchase 50 60.9400 EUR
ORD Purchase 51 60.0900 EUR
ORD Purchase 53 59.9650 EUR
ORD Purchase 55 59.8550 EUR
ORD Purchase 55 60.7150 EUR
ORD Purchase 55 60.7310 EUR
ORD Purchase 56 59.8100 EUR
ORD Purchase 56 59.9550 EUR
ORD Purchase 61 60.5400 EUR
ORD Purchase 61 60.6810 EUR
ORD Purchase 61 60.6850 EUR
ORD Purchase 61 60.6910 EUR
ORD Purchase 61 60.6950 EUR
ORD Purchase 61 60.9300 EUR
ORD Purchase 64 59.9940 EUR
ORD Purchase 64 60.0390 EUR
ORD Purchase 76 60.0190 EUR
ORD Purchase 78 60.8550 EUR
ORD Purchase 80 60.8450 EUR
ORD Purchase 85 60.9200 EUR
ORD (traded as ADR) Purchase 88 16.4948 USD
ORD Purchase 92 60.7050 EUR
ORD Purchase 92 60.7260 EUR
ORD Purchase 92 60.7450 EUR
ORD Purchase 92 60.7800 EUR
ORD Purchase 92 60.7850 EUR
ORD Purchase 107 60.8900 EUR
ORD Purchase 107 60.9800 EUR
ORD Purchase 108 59.8000 EUR
ORD Purchase 108 60.1550 EUR
ORD Purchase 111 59.8400 EUR
ORD Purchase 117 60.0350 EUR
ORD Purchase 130 60.0049 EUR
ORD Purchase 146 60.0850 EUR
ORD Purchase 161 60.6750 EUR
ORD Purchase 162 60.8290 EUR
ORD Purchase 164 60.1200 EUR
ORD Purchase 167 59.9800 EUR
ORD Purchase 175 60.8190 EUR
ORD Purchase 182 60.7721 EUR
ORD Purchase 183 59.9500 EUR
ORD Purchase 191 60.7650 EUR
ORD Purchase 193 59.9700 EUR
ORD Purchase 197 60.5600 EUR
ORD Purchase 199 60.8490 EUR
ORD Purchase 219 60.1000 EUR
ORD Purchase 225 60.6900 EUR
ORD Purchase 237 60.4600 EUR
ORD Purchase 246 60.0090 EUR
ORD Purchase 249 60.8500 EUR
ORD Purchase 258 60.7250 EUR
ORD Purchase 279 60.0050 EUR
ORD Purchase 305 60.8400 EUR
ORD Purchase 312 59.9239 EUR
ORD Purchase 335 60.6700 EUR
ORD Purchase 336 60.8150 EUR
ORD Purchase 376 60.7600 EUR
ORD Purchase 387 60.8700 EUR
ORD Purchase 393 60.0300 EUR
ORD Purchase 410 60.7700 EUR
ORD Purchase 428 60.7400 EUR
ORD Purchase 429 60.7010 EUR
ORD Purchase 497 60.7200 EUR
ORD Purchase 522 60.7000 EUR
ORD Purchase 527 60.8600 EUR
ORD Purchase 553 60.0983 EUR
ORD Purchase 556 60.4700 EUR
ORD Purchase 556 60.8100 EUR
ORD Purchase 558 60.6600 EUR
ORD Purchase 614 59.9900 EUR
ORD Purchase 643 60.0500 EUR
ORD Purchase 651 60.8050 EUR
ORD Purchase 699 60.5200 EUR
ORD Purchase 777 60.8200 EUR
ORD Purchase 788 60.0600 EUR
ORD Purchase 807 60.1300 EUR
ORD Purchase 872 60.0000 EUR
ORD Purchase 900 60.1500 EUR
ORD Purchase 900 60.1600 EUR
ORD Purchase 1,005 60.7100 EUR
ORD Purchase 1,007 60.0700 EUR
ORD Purchase 1,015 60.0400 EUR
ORD Purchase 1,198 60.7300 EUR
ORD Purchase 1,341 60.1400 EUR
ORD Purchase 1,422 60.0200 EUR
ORD Purchase 1,601 60.0100 EUR
ORD Purchase 1,903 60.6289 EUR
ORD Purchase 2,774 60.8650 EUR
ORD Purchase 3,321 60.8000 EUR
ORD Purchase 4,100 60.7689 EUR
ORD Purchase 7,820 60.7161 EUR
ORD Purchase 9,705 60.7900 EUR
ORD Purchase 19,296 60.6512 EUR
ORD Purchase 20,401 60.1604 EUR
ORD Purchase 20,428 60.7471 EUR
ORD Purchase 31,221 60.6413 EUR
ORD Purchase 41,300 59.9061 EUR
ORD Purchase 48,414 60.1286 EUR
ORD Purchase 72,951 60.0106 EUR
ORD Purchase 97,857 60.5894 EUR
ORD (traded as ADR) Sale 5 16.4200 USD
ORD Sale 11 60.0140 EUR
ORD Sale 18 60.7960 EUR
ORD (traded as ADR) Sale 21 15.9680 USD
ORD Sale 21 59.6040 EUR
ORD (traded as ADR) Sale 26 16.4987 USD
ORD Sale 30 60.8020 EUR
ORD Sale 33 59.8200 EUR
ORD Sale 33 59.8390 EUR
ORD Sale 33 59.9750 EUR
ORD Sale 38 60.0180 EUR
ORD Sale 38 60.0290 EUR
ORD (traded as ADR) Sale 43 16.5000 USD
ORD (traded as ADR) Sale 45 16.4900 USD
ORD Sale 48 60.0150 EUR
ORD Sale 51 60.0900 EUR
ORD Sale 53 59.9650 EUR
ORD Sale 55 59.8550 EUR
ORD Sale 55 60.7150 EUR
ORD Sale 55 60.7310 EUR
ORD Sale 56 59.8100 EUR
ORD Sale 56 59.9550 EUR
ORD Sale 61 60.5400 EUR
ORD Sale 61 60.6810 EUR
ORD Sale 61 60.6850 EUR
ORD Sale 61 60.6910 EUR
ORD Sale 61 60.6950 EUR
ORD Sale 64 59.9940 EUR
ORD Sale 64 60.0390 EUR
ORD Sale 76 60.0190 EUR
ORD Sale 87 60.8520 EUR
ORD Sale 88 60.8469 EUR
ORD Sale 92 60.7050 EUR
ORD Sale 92 60.7260 EUR
ORD Sale 92 60.7450 EUR
ORD Sale 92 60.7800 EUR
ORD Sale 92 60.7850 EUR
ORD Sale 108 59.8000 EUR
ORD Sale 108 60.1550 EUR
ORD Sale 111 59.8400 EUR
ORD Sale 117 60.0350 EUR
ORD Sale 123 60.9600 EUR
ORD Sale 124 60.8450 EUR
ORD Sale 130 60.0049 EUR
ORD Sale 130 60.8550 EUR
ORD Sale 131 16.4987 USD
ORD Sale 146 60.0850 EUR
ORD Sale 161 60.6750 EUR
ORD Sale 162 60.8290 EUR
ORD Sale 164 60.1200 EUR
ORD Sale 174 60.8850 EUR
ORD Sale 175 60.8190 EUR
ORD Sale 183 59.9500 EUR
ORD Sale 191 60.7650 EUR
ORD Sale 193 59.9700 EUR
ORD Sale 199 60.8490 EUR
ORD Sale 200 59.5000 EUR
ORD Sale 219 60.1000 EUR
ORD Sale 225 60.6900 EUR
ORD Sale 234 60.9500 EUR
ORD Sale 237 60.4600 EUR
ORD Sale 238 60.8800 EUR
ORD Sale 246 60.0090 EUR
ORD Sale 248 61.0800 EUR
ORD Sale 258 60.7250 EUR
ORD Sale 279 60.0050 EUR
ORD Sale 282 60.8650 EUR
ORD Sale 335 60.6700 EUR
ORD Sale 336 60.8150 EUR
ORD Sale 338 60.9200 EUR
ORD Sale 374 60.9400 EUR
ORD Sale 376 60.7600 EUR
ORD Sale 381 60.0500 EUR
ORD Sale 387 60.9900 EUR
ORD Sale 393 60.0300 EUR
ORD Sale 410 60.7700 EUR
ORD Sale 428 60.7400 EUR
ORD Sale 429 60.7010 EUR
ORD Sale 456 60.0043 EUR
ORD Sale 461 60.9300 EUR
ORD Sale 497 60.7200 EUR
ORD Sale 515 60.9800 EUR
ORD Sale 522 60.7000 EUR
ORD Sale 556 60.4700 EUR
ORD Sale 558 60.6600 EUR
ORD Sale 574 59.8910 EUR
ORD Sale 578 60.8300 EUR
ORD Sale 606 60.8900 EUR
ORD Sale 614 59.9900 EUR
ORD Sale 651 60.8050 EUR
ORD Sale 667 59.9800 EUR
ORD Sale 699 60.5200 EUR
ORD Sale 788 60.0600 EUR
ORD Sale 807 60.1300 EUR
ORD Sale 872 60.0000 EUR
ORD Sale 873 60.8120 EUR
ORD Sale 900 60.1500 EUR
ORD Sale 900 60.1600 EUR
ORD Sale 904 60.9000 EUR
ORD Sale 961 60.8500 EUR
ORD Sale 1,005 60.7100 EUR
ORD Sale 1,007 60.0700 EUR
ORD Sale 1,015 60.0400 EUR
ORD Sale 1,084 60.0159 EUR
ORD Sale 1,198 60.7300 EUR
ORD Sale 1,341 60.1400 EUR
ORD Sale 1,422 60.0200 EUR
ORD Sale 1,449 60.8700 EUR
ORD Sale 1,601 60.0100 EUR
ORD Sale 1,716 60.8600 EUR
ORD Sale 1,722 60.8200 EUR
ORD Sale 2,119 60.0202 EUR
ORD Sale 2,130 60.7900 EUR
ORD Sale 2,520 60.8100 EUR
ORD Sale 3,052 60.8400 EUR
ORD Sale 3,296 60.7435 EUR
ORD Sale 3,321 60.8000 EUR
ORD Sale 3,501 60.1659 EUR
ORD Sale 3,823 60.8409 EUR
ORD Sale 4,396 60.3826 EUR
ORD Sale 4,397 60.0453 EUR
ORD Sale 4,605 60.6613 EUR
ORD Sale 6,237 60.5925 EUR
ORD Sale 17,561 60.2629 EUR
ORD Sale 26,955 60.2193 EUR
ORD Sale 41,300 59.9061 EUR
ORD Sale 68,815 60.1380 EUR
ORD Sale 70,615 60.2242 EUR
ORD Sale 100,000 60.7466 EUR

(b) Derivatives transactions (other than options)

Class of Product Nature of dealing Number of Price per
relevant description reference unit
security securities
ORD SWAP Long 23 60.8300 EUR
ORD CFD Long 3,296 60.7435 EUR
ORD SWAP Long 3,501 60.1581 EUR
ORD SWAP Long 5,380 60.6036 EUR
ORD CFD Long 26 16.4987 USD
ORD CFD Short 18 59.5077 EUR
ORD SWAP Short 100 60.5600 EUR
ORD SWAP Short 250 60.5500 EUR
ORD SWAP Short 312 59.9239 EUR
ORD SWAP Short 400 60.7991 EUR
ORD CFD Short 1,500 60.8055 EUR
ORD CFD Short 19,270 60.7951 EUR

(c) Options transactions in respect of existing securities

(i) Writing, selling, purchasing or varying

Class of relevant security Product description e.g. call option Writing, purchasing, selling, varying etc. Number of securities to which option relates Exercise price per unit Type

e.g. American, European etc.

Expiry date Option money paid/ received per unit

(ii) Exercising

Class of relevant security Product description

e.g. call option

Number of securities Exercise price per unit

(d) Other dealings (including subscribing for new securities)

Class of relevant security Nature of dealing

e.g. subscription, conversion

Details Price per unit (if applicable)

The currency of all prices and other monetary amounts should be stated.

Where there have been dealings in more than one class of relevant securities of the offeror or offeree named in 1(b), copy table 3(a), (b), (c) or (d) (as appropriate) for each additional class of relevant security dealt in.

4. OTHER INFORMATION

(a) Indemnity and other dealing arrangements

Details of any indemnity or option arrangement, or any agreement or understanding, formal or informal, relating to relevant securities which may be an inducement to deal or refrain from dealing entered into by the exempt principal trader making the disclosure and any party to the offer or any person acting in concert with a party to the offer:

If there are no such agreements, arrangements or understandings, state “none”

NONE

(b) Agreements, arrangements or understandings relating to options or derivatives

Details of any agreement, arrangement or understanding, formal or informal, between the exempt principal trader making the disclosure and any other person relating to:

(i) the voting rights of any relevant securities under any option; or

(ii) the voting rights or future acquisition or disposal of any relevant securities to which any derivative is referenced:

If there are no such agreements, arrangements or understandings, state “none”

NONE

(c) Attachments

Is a Supplemental Form 8 (Open Positions) attached? YES
Date of disclosure: 26 Nov 2013
Contact name: Rajesh Muthanna
Telephone number: 020 3555 4634

Public disclosures under Rule 8 of the Code must be made to a Regulatory Information Service and must also be emailed to the Takeover Panel at [email protected]. The Panel’s Market Surveillance Unit is available for consultation in relation to the Code’s dealing disclosure requirements on +44 (0)20 7638 0129.

The Code can be viewed on the Panel’s website at www.thetakeoverpanel.org.uk.

143221.01

SUPPLEMENTAL FORM 8 (OPEN POSITIONS)

DETAILS OF OPEN OPTION AND DERIVATIVE POSITIONS, AGREEMENTS TO PURCHASE OR SELL ETC.

Note 5(i) on Rule 8 of the Takeover Code (the “Code”)

1. KEY INFORMATION

Identity of the person whose positions/dealings BARCLAYS CAPITAL SECURITIES LTD
are being disclosed:
Name of offeror/offeree in relation to whose SCHNEIDER ELECTRIC SA
relevant securities this from relates:

2. OPTIONS AND DERIVATIVES

Class Product Writing, Number Exercise Type Expiry
of description purchasing, of price date
relevant selling, securities per unit
security varying etc to which
option
relates
ORD Futures Purchased 140,000 1.3340 20 Dec 2013
ORD Futures Selling -90,000 1.5200 20 Dec 2013
ORD Put Options Written -300,000 57.7500 European 18 Dec 2015
ORD Call Options Written -250,000 57.7500 European 18 Dec 2015
ORD Put Options Purchased 150,000 38.0000 American 20 Jun 2014
ORD Put Options Purchased 25,000 42.0000 American 20 Dec 2013
ORD Put Options Purchased 25,000 43.0000 American 20 Dec 2013
ORD Put Options Purchased 125,000 44.0000 American 20 Dec 2013
ORD Put Options Purchased 200,000 48.0000 American 20 Dec 2013
ORD Put Options Purchased 100,000 50.0000 American 20 Dec 2013
ORD Put Options Purchased 100,000 56.0000 American 20 Dec 2013
ORD Put Options Written -200,000 42.0000 American 20 Dec 2013
ORD Put Options Written -200,000 48.0000 American 20 Dec 2013
ORD Put Options Written -100,000 50.0000 American 20 Dec 2013
ORD Put Options Written -100,000 50.0000 American 19 Dec 2014
ORD Put Options Written -100,000 52.0000 American 20 Dec 2013
ORD Call Options Purchased 50,000 52.0000 American 20 Dec 2013
ORD Call Options Purchased 75,000 60.0000 American 19 Dec 2014
ORD Call Options Purchased 100,000 64.0000 American 20 Dec 2013
ORD Call Options Purchased 50,000 64.0000 American 19 Dec 2014
ORD Call Options Purchased 43,300 68.0000 American 17 Jan 2014
ORD Call Options Purchased 100,000 68.0000 American 20 Jun 2014
ORD Call Options Written -50,000 48.0000 American 20 Dec 2013
ORD Call Options Written -100,000 50.0000 American 20 Dec 2013
ORD Call Options Written -75,000 60.0000 American 20 Dec 2013
ORD Call Options Written -100,000 62.0000 American 20 Dec 2013
ORD Call Options Written -50,000 64.0000 American 20 Dec 2013

3. AGREEMENTS TO PURCHASE OR SELL ETC.

Full details should be given so that the nature of the interest or position can be fully understood:

It is not necessary to provide details on a Supplemental Form (Open Positions) with regard to contracts for differences (“CFDs”) or spread bets.

The currency of all prices and other monetary amounts should be stated.

The Panel’s Market Surveillance Unit is available for consultation in relation to the Code’s dealing disclosure requirements on +44 (0)20 7638 0129.

The Code can be viewed on the Panel’s website at www.thetakeoverpanel.org.uk.

Copyright Business Wire 2013


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