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Form 8.5 (EPT/NON-RI) SCHNEIDER ELECTRIC SA

20th Sep 2013 12:02

FORM 8.5 (EPT/NON-RI)

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: 19 September 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: 1,210,513 0.22% 1,086,467 0.19%
(2) Derivatives (other than
options): 1,914,026 0.34% 1,239,178 0.22%
(3) Options and agreements to
purchase/sell: 1,293,500 0.23% 1,840,000 0.33%
(4) TOTAL:
4,418,039 0.79% 4,165,645 0.74%

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 Purchase 16 65.0650 EUR
ORD Purchase 17 66.4250 EUR
ORD Purchase 26 66.3750 EUR
ORD Purchase 26 66.3950 EUR
ORD Purchase 26 66.5000 EUR
ORD Purchase 35 66.0600 EUR
ORD Purchase 35 66.0700 EUR
ORD Purchase 35 66.0750 EUR
ORD Purchase 35 66.2350 EUR
ORD Purchase 35 66.2590 EUR
ORD Purchase 35 66.3540 EUR
ORD Purchase 35 66.4040 EUR
ORD Purchase 35 66.4140 EUR
ORD Purchase 35 66.4350 EUR
ORD Purchase 35 66.4650 EUR
ORD Purchase 36 65.2550 EUR
ORD Purchase 38 65.3420 EUR
ORD Purchase 59 65.0950 EUR
ORD Purchase 59 66.0900 EUR
ORD Purchase 59 66.1450 EUR
ORD Purchase 59 66.3500 EUR
ORD Purchase 59 66.3550 EUR
ORD Purchase 59 66.4240 EUR
ORD Purchase 59 66.4450 EUR
ORD Purchase 60 65.3300 EUR
ORD Purchase 67 65.3050 EUR
ORD Purchase 67 65.3250 EUR
ORD Purchase 67 65.3660 EUR
ORD Purchase 67 65.4150 EUR
ORD Purchase 94 66.3650 EUR
ORD Purchase 94 66.4170 EUR
ORD Purchase 95 65.9200 EUR
ORD Purchase 100 65.8933 EUR
ORD Purchase 104 66.2200 EUR
ORD Purchase 109 65.1010 EUR
ORD Purchase 109 65.4800 EUR
ORD Purchase 109 65.9000 EUR
ORD Purchase 109 66.5090 EUR
ORD Purchase 109 66.5400 EUR
ORD Purchase 112 65.9233 EUR
ORD Purchase 114 65.9300 EUR
ORD Purchase 116 65.8900 EUR
ORD Purchase 117 66.3000 EUR
ORD Purchase 118 66.3850 EUR
ORD Purchase 119 65.8500 EUR
ORD Purchase 120 65.8984 EUR
ORD Purchase 127 65.4520 EUR
ORD Purchase 129 66.3300 EUR
ORD Purchase 131 66.0000 EUR
ORD Purchase 133 65.4000 EUR
ORD Purchase 133 65.4100 EUR
ORD Purchase 133 65.5600 EUR
ORD Purchase 133 65.6100 EUR
ORD Purchase 138 65.8100 EUR
ORD Purchase 143 66.3390 EUR
ORD Purchase 143 66.3530 EUR
ORD Purchase 145 66.1500 EUR
ORD Purchase 147 65.9732 EUR
ORD Purchase 148 65.0500 EUR
ORD Purchase 158 65.4500 EUR
ORD Purchase 164 65.3900 EUR
ORD Purchase 170 66.1090 EUR
ORD Purchase 171 66.4150 EUR
ORD Purchase 176 65.2450 EUR
ORD Purchase 182 66.2000 EUR
ORD Purchase 191 65.2800 EUR
ORD Purchase 191 65.3150 EUR
ORD Purchase 191 65.3210 EUR
ORD Purchase 194 65.3610 EUR
ORD Purchase 195 65.4400 EUR
ORD Purchase 200 65.4110 EUR
ORD Purchase 202 66.4100 EUR
ORD Purchase 204 65.2700 EUR
ORD Purchase 210 65.2500 EUR
ORD Purchase 215 66.3700 EUR
ORD Purchase 223 65.2900 EUR
ORD Purchase 223 65.9100 EUR
ORD Purchase 230 65.8700 EUR
ORD Purchase 233 65.3500 EUR
ORD Purchase 238 66.0400 EUR
ORD Purchase 241 65.3306 EUR
ORD Purchase 249 66.3600 EUR
ORD Purchase 255 65.3800 EUR
ORD Purchase 257 65.3600 EUR
ORD Purchase 271 66.3900 EUR
ORD Purchase 280 65.8400 EUR
ORD Purchase 291 65.4700 EUR
ORD Purchase 292 65.5100 EUR
ORD Purchase 300 66.3100 EUR
ORD Purchase 300 66.4800 EUR
ORD Purchase 303 66.4500 EUR
ORD Purchase 343 65.8000 EUR
ORD Purchase 354 66.3800 EUR
ORD Purchase 386 65.3400 EUR
ORD Purchase 389 66.3870 EUR
ORD Purchase 400 66.2100 EUR
ORD Purchase 400 66.2300 EUR
ORD Purchase 435 66.2400 EUR
ORD Purchase 447 66.4090 EUR
ORD Purchase 500 65.6400 EUR
ORD Purchase 515 66.4400 EUR
ORD Purchase 573 65.2300 EUR
ORD Purchase 608 66.2800 EUR
ORD Purchase 619 66.1700 EUR
ORD Purchase 649 65.4615 EUR
ORD Purchase 657 66.3990 EUR
ORD Purchase 678 65.2847 EUR
ORD Purchase 712 65.3100 EUR
ORD Purchase 716 66.3890 EUR
ORD Purchase 838 65.2400 EUR
ORD Purchase 909 66.1000 EUR
ORD Purchase 1,016 66.3189 EUR
ORD Purchase 1,389 65.5900 EUR
ORD Purchase 1,801 65.4104 EUR
ORD Purchase 1,886 66.4021 EUR
ORD Purchase 1,947 65.5916 EUR
ORD Purchase 2,027 65.6154 EUR
ORD Purchase 2,403 65.4630 EUR
ORD Purchase 2,949 66.4000 EUR
ORD Purchase 3,500 66.7300 EUR
ORD Purchase 3,550 66.4200 EUR
ORD Purchase 3,999 66.4050 EUR
ORD Purchase 4,668 65.3901 EUR
ORD Purchase 5,030 65.6218 EUR
ORD Purchase 5,993 65.3472 EUR
ORD Purchase 12,698 66.4033 EUR
ORD Purchase 15,505 66.3594 EUR
ORD Purchase 17,099 66.1173 EUR
ORD Purchase 29,787 65.4889 EUR
ORD Purchase 32,060 65.6687 EUR
ORD Purchase 800 65.4500 EUR
ORD (traded as ADR) Purchase 7 17.7300 USD
ORD (traded as ADR) Purchase 317 17.7000 USD
ORD Sale 756 66.5638 EUR
ORD Sale 1,281 65.0423 EUR
ORD (traded as ADR) Sale 7 17.7300 USD
ORD (traded as ADR) Sale 317 17.7000 USD
ORD Sale 16 65.0650 EUR
ORD Sale 17 66.4250 EUR
ORD Sale 26 66.3750 EUR
ORD Sale 26 66.3950 EUR
ORD Sale 26 66.5000 EUR
ORD Sale 35 66.0600 EUR
ORD Sale 35 66.0700 EUR
ORD Sale 35 66.0750 EUR
ORD Sale 35 66.2350 EUR
ORD Sale 35 66.2590 EUR
ORD Sale 35 66.3540 EUR
ORD Sale 35 66.4040 EUR
ORD Sale 35 66.4140 EUR
ORD Sale 35 66.4350 EUR
ORD Sale 35 66.4650 EUR
ORD Sale 36 65.2550 EUR
ORD Sale 38 65.3420 EUR
ORD Sale 56 65.6300 EUR
ORD Sale 59 65.0950 EUR
ORD Sale 59 66.0900 EUR
ORD Sale 59 66.1450 EUR
ORD Sale 59 66.3500 EUR
ORD Sale 59 66.3550 EUR
ORD Sale 59 66.4240 EUR
ORD Sale 59 66.4450 EUR
ORD Sale 60 65.3300 EUR
ORD Sale 67 65.3050 EUR
ORD Sale 67 65.3250 EUR
ORD Sale 67 65.3660 EUR
ORD Sale 67 65.4150 EUR
ORD Sale 94 66.3650 EUR
ORD Sale 94 66.4170 EUR
ORD Sale 104 66.2200 EUR
ORD Sale 109 65.1010 EUR
ORD Sale 109 65.4800 EUR
ORD Sale 109 66.5090 EUR
ORD Sale 109 66.5400 EUR
ORD Sale 117 66.3000 EUR
ORD Sale 118 66.3850 EUR
ORD Sale 118 66.4200 EUR
ORD Sale 127 65.4520 EUR
ORD Sale 129 66.3300 EUR
ORD Sale 131 66.0000 EUR
ORD Sale 133 65.4000 EUR
ORD Sale 133 65.4100 EUR
ORD Sale 133 65.5600 EUR
ORD Sale 133 65.6100 EUR
ORD Sale 143 66.3390 EUR
ORD Sale 143 66.3530 EUR
ORD Sale 145 66.1500 EUR
ORD Sale 148 65.0500 EUR
ORD Sale 158 65.4500 EUR
ORD Sale 170 66.1090 EUR
ORD Sale 171 66.4150 EUR
ORD Sale 176 65.2450 EUR
ORD Sale 182 66.2000 EUR
ORD Sale 191 65.2800 EUR
ORD Sale 191 65.3150 EUR
ORD Sale 191 65.3210 EUR
ORD Sale 194 65.3610 EUR
ORD Sale 195 65.4400 EUR
ORD Sale 200 65.4110 EUR
ORD Sale 202 66.4100 EUR
ORD Sale 204 65.2700 EUR
ORD Sale 210 65.2500 EUR
ORD Sale 215 66.3700 EUR
ORD Sale 223 65.2900 EUR
ORD Sale 233 65.3500 EUR
ORD Sale 238 66.0400 EUR
ORD Sale 249 66.3600 EUR
ORD Sale 255 65.3800 EUR
ORD Sale 257 65.3600 EUR
ORD Sale 271 66.3900 EUR
ORD Sale 291 65.4700 EUR
ORD Sale 292 65.5100 EUR
ORD Sale 300 66.3100 EUR
ORD Sale 300 66.4800 EUR
ORD Sale 303 66.4500 EUR
ORD Sale 354 66.3800 EUR
ORD Sale 358 66.7300 EUR
ORD Sale 385 66.3313 EUR
ORD Sale 386 65.3400 EUR
ORD Sale 389 66.3870 EUR
ORD Sale 400 66.2100 EUR
ORD Sale 400 66.2300 EUR
ORD Sale 435 66.2400 EUR
ORD Sale 438 65.2400 EUR
ORD Sale 447 66.4090 EUR
ORD Sale 457 65.3776 EUR
ORD Sale 500 65.6400 EUR
ORD Sale 525 66.4400 EUR
ORD Sale 573 65.2300 EUR
ORD Sale 608 66.2800 EUR
ORD Sale 619 66.1700 EUR
ORD Sale 627 65.7199 EUR
ORD Sale 657 66.3990 EUR
ORD Sale 712 65.3100 EUR
ORD Sale 716 66.3890 EUR
ORD Sale 909 65.6715 EUR
ORD Sale 909 66.1000 EUR
ORD Sale 1,039 65.6717 EUR
ORD Sale 1,209 66.3766 EUR
ORD Sale 1,381 66.4000 EUR
ORD Sale 1,587 17.7000 USD
ORD Sale 1,664 65.3900 EUR
ORD Sale 2,323 66.1546 EUR
ORD Sale 2,361 65.5900 EUR
ORD Sale 2,500 65.1500 EUR
ORD Sale 3,354 66.2160 EUR
ORD Sale 3,760 66.2613 EUR
ORD Sale 3,999 66.4050 EUR
ORD Sale 4,757 65.8160 EUR
ORD Sale 6,573 65.9949 EUR
ORD Sale 7,551 65.6512 EUR
ORD Sale 8,219 65.8178 EUR
ORD Sale 10,516 66.1890 EUR
ORD Sale 12,000 66.4161 EUR
ORD Sale 15,282 65.8503 EUR
ORD Sale 16,677 65.9418 EUR
ORD Sale 20,997 65.3519 EUR
ORD Sale 22,895 66.3200 EUR
ORD Sale 31,035 66.0305 EUR
ORD Sale 41,552 65.6082 EUR
ORD Sale 61,993 65.7139 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 909 65.6716 EUR
ORD SWAP Long 1,585 66.3874 EUR
ORD CFD Long 2,450 65.7600 EUR
ORD SWAP Long 4,500 65.5900 EUR
ORD CFD Long 8,219 65.8178 EUR
ORD SWAP Long 8,406 65.7162 EUR
ORD CFD Short 2,450 17.7828 USD
ORD SWAP Long 12,000 66.4161 EUR
ORD CFD Long 102,144 65.6525 EUR
ORD CFD Short 318 65.3750 EUR
ORD SWAP Short 2,133 65.8126 EUR
ORD SWAP Short 2,403 65.4630 EUR
ORD SWAP Short 4,244 65.2879 EUR
ORD SWAP Short 5,300 65.5900 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: 20 Sep 2013
Contact name: Rajesh Muthanna
Telephone number: 020 3555 4634

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:

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.

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 Put Options Written -50,000 60.0000 American 20 Sep 2013
ORD Call Options Purchased 50,000 52.0000 American 20 Dec 2013
ORD Call Options Purchased 278,500 60.0000 American 20 Sep 2013
ORD Call Options Purchased 100,000 64.0000 American 20 Dec 2013
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 -100,000 60.0000 American 20 Sep 2013
ORD Call Options Written -100,000 60.0000 American 18 Oct 2013
ORD Call Options Written -100,000 68.0000 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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