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

4th Oct 2013 15:59

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

Name of exempt principal trader: BARCLAYS CAPITAL SECURITIES LTD
Name of offeror/offeree in relation to whose

SCHNEIDER ELECTRIC SA

relevant securities this form relates:
Name of the party to the offer with which exempt Advisor to Offeree
principal trader is connected
Date position held/dealing undertaken: 2 October 2013
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: 1,601,746 0.29% 1,581,631 0.28%
(2) Derivatives (other than
options): 2,312,183 0.41% 1,397,133 0.25%
(3) Options and agreements to
purchase/sell: 1,115,000 0.20% 1,690,000 0.30%
TOTAL:
5,028,929 0.90% 4,668,764 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 Purchase 21 62.5240 EUR
ORD Purchase 21 62.5330 EUR
ORD Purchase 21 62.6480 EUR
ORD Purchase 24 62.6740 EUR
ORD Purchase 30 62.7000 EUR
ORD Purchase 31 62.0500 EUR
ORD Purchase 33 62.7090 EUR
ORD Purchase 33 62.7190 EUR
ORD Purchase 33 62.7940 EUR
ORD Purchase 33 62.8730 EUR
ORD Purchase 33 62.8740 EUR
ORD Purchase 33 62.8880 EUR
ORD Purchase 36 62.6150 EUR
ORD Purchase 36 62.6450 EUR
ORD Purchase 36 62.7100 EUR
ORD Purchase 36 62.7150 EUR
ORD Purchase 37 62.5390 EUR
ORD Purchase 40 62.1100 EUR
ORD Purchase 40 62.1140 EUR
ORD Purchase 41 62.7650 EUR
ORD Purchase 55 62.5250 EUR
ORD Purchase 56 62.5350 EUR
ORD Purchase 56 62.8600 EUR
ORD Purchase 56 62.8650 EUR
ORD Purchase 56 62.8750 EUR
ORD Purchase 56 62.8850 EUR
ORD Purchase 56 62.9150 EUR
ORD Purchase 57 62.1350 EUR
ORD Purchase 62 62.6650 EUR
ORD Purchase 65 62.6340 EUR
ORD Purchase 81 62.0350 EUR
ORD Purchase 81 62.0890 EUR
ORD Purchase 81 62.1240 EUR
ORD Purchase 81 62.1950 EUR
ORD Purchase 81 62.2350 EUR
ORD Purchase 87 62.2381 EUR
ORD Purchase 88 62.4950 EUR
ORD Purchase 89 62.7500 EUR
ORD Purchase 89 62.9250 EUR
ORD Purchase 106 62.0450 EUR
ORD Purchase 111 62.0650 EUR
ORD Purchase 117 62.4040 EUR
ORD Purchase 119 62.4840 EUR
ORD Purchase 121 62.6680 EUR
ORD Purchase 124 62.1690 EUR
ORD Purchase 127 62.7340 EUR
ORD Purchase 128 62.5440 EUR
ORD Purchase 133 62.1830 EUR
ORD Purchase 137 62.8050 EUR
ORD Purchase 141 62.8500 EUR
ORD Purchase 142 62.4150 EUR
ORD Purchase 153 62.2450 EUR
ORD Purchase 155 62.8690 EUR
ORD Purchase 158 62.2031 EUR
ORD Purchase 158 62.4890 EUR
ORD Purchase 159 62.1500 EUR
ORD Purchase 159 62.6000 EUR
ORD Purchase 165 62.0300 EUR
ORD Purchase 174 62.4800 EUR
ORD Purchase 174 62.9390 EUR
ORD Purchase 178 62.4850 EUR
ORD Purchase 178 62.5500 EUR
ORD Purchase 184 62.7300 EUR
ORD Purchase 184 62.7600 EUR
ORD Purchase 184 62.7900 EUR
ORD Purchase 184 62.8190 EUR
ORD Purchase 187 62.6490 EUR
ORD Purchase 188 62.9200 EUR
ORD Purchase 194 62.0600 EUR
ORD Purchase 194 62.8000 EUR
ORD Purchase 195 62.0700 EUR
ORD Purchase 197 62.8990 EUR
ORD Purchase 201 62.8840 EUR
ORD Purchase 206 62.8100 EUR
ORD Purchase 211 62.8350 EUR
ORD Purchase 215 62.2050 EUR
ORD Purchase 216 62.0800 EUR
ORD Purchase 241 62.3900 EUR
ORD Purchase 248 62.5100 EUR
ORD Purchase 250 62.6300 EUR
ORD Purchase 255 62.1150 EUR
ORD Purchase 258 62.2040 EUR
ORD Purchase 260 62.1000 EUR
ORD Purchase 263 62.1400 EUR
ORD Purchase 265 62.6360 EUR
ORD Purchase 274 62.3300 EUR
ORD Purchase 275 62.0850 EUR
ORD Purchase 279 62.5300 EUR
ORD Purchase 288 62.6750 EUR
ORD Purchase 296 62.8250 EUR
ORD Purchase 300 62.7290 EUR
ORD Purchase 300 62.8790 EUR
ORD Purchase 301 62.1650 EUR
ORD Purchase 303 62.7690 EUR
ORD Purchase 324 62.7050 EUR
ORD Purchase 329 62.3800 EUR
ORD Purchase 343 62.8700 EUR
ORD Purchase 354 62.3400 EUR
ORD Purchase 360 62.3841 EUR
ORD Purchase 362 62.5600 EUR
ORD Purchase 372 62.8300 EUR
ORD Purchase 384 62.3950 EUR
ORD Purchase 392 62.0100 EUR
ORD Purchase 400 62.5000 EUR
ORD Purchase 400 62.5700 EUR
ORD Purchase 401 62.0000 EUR
ORD Purchase 402 62.8900 EUR
ORD Purchase 424 62.0050 EUR
ORD Purchase 435 62.2200 EUR
ORD Purchase 441 62.9100 EUR
ORD Purchase 456 62.2958 EUR
ORD Purchase 456 62.8290 EUR
ORD Purchase 500 62.1290 EUR
ORD Purchase 500 62.2900 EUR
ORD Purchase 512 62.1700 EUR
ORD Purchase 519 62.4100 EUR
ORD Purchase 524 62.6800 EUR
ORD Purchase 532 62.1300 EUR
ORD Purchase 533 62.7400 EUR
ORD Purchase 536 62.6400 EUR
ORD Purchase 537 62.6700 EUR
ORD Purchase 563 62.6600 EUR
ORD Purchase 573 62.8150 EUR
ORD Purchase 577 62.7951 EUR
ORD Purchase 610 62.9000 EUR
ORD Purchase 628 62.3282 EUR
ORD Purchase 640 62.8400 EUR
ORD Purchase 691 62.5400 EUR
ORD Purchase 701 62.2300 EUR
ORD Purchase 712 62.3986 EUR
ORD Purchase 733 62.1200 EUR
ORD Purchase 766 62.2400 EUR
ORD Purchase 785 62.6100 EUR
ORD Purchase 800 62.5990 EUR
ORD Purchase 808 62.6900 EUR
ORD Purchase 818 62.1800 EUR
ORD Purchase 828 62.6500 EUR
ORD Purchase 871 62.5900 EUR
ORD Purchase 888 62.9090 EUR
ORD Purchase 898 62.5748 EUR
ORD Purchase 973 62.5800 EUR
ORD Purchase 997 62.4000 EUR
ORD Purchase 1,013 62.2000 EUR
ORD Purchase 1,086 62.6200 EUR
ORD Purchase 1,111 62.4900 EUR
ORD Purchase 1,123 62.5200 EUR
ORD Purchase 1,200 62.1741 EUR
ORD Purchase 1,224 62.8200 EUR
ORD Purchase 1,339 62.1900 EUR
ORD Purchase 1,450 62.2100 EUR
ORD Purchase 1,600 62.8800 EUR
ORD Purchase 1,663 62.4344 EUR
ORD Purchase 1,965 62.1600 EUR
ORD Purchase 3,149 62.4354 EUR
ORD Purchase 3,719 62.1999 EUR
ORD Purchase 6,447 62.5679 EUR
ORD Purchase 8,724 62.5876 EUR
ORD Purchase 9,015 62.6005 EUR
ORD Purchase 11,248 62.4786 EUR
ORD Purchase 18,934 62.4933 EUR
ORD Purchase 19,824 62.4734 EUR
ORD Purchase 36,657 62.5033 EUR
ORD Purchase 130,000 62.7294 EUR
ORD Purchase 2,085 62.3021 EUR
ORD (traded as ADR) Purchase 4 16.8900 USD
ORD (traded as ADR) Purchase 101 16.9700 USD
ORD (traded as ADR) Purchase 316 16.9163 USD
ORD (traded as ADR) Sale 4 16.8900 USD
ORD (traded as ADR) Sale 101 16.9700 USD
ORD (traded as ADR) Sale 316 16.9163 USD
ORD Sale 760 62.2200 EUR
ORD Sale 10 62.4600 EUR
ORD Sale 21 62.5240 EUR
ORD Sale 21 62.5330 EUR
ORD Sale 21 62.6480 EUR
ORD Sale 24 62.6740 EUR
ORD Sale 30 62.7000 EUR
ORD Sale 31 62.0500 EUR
ORD Sale 33 62.7090 EUR
ORD Sale 33 62.7190 EUR
ORD Sale 33 62.7940 EUR
ORD Sale 33 62.8730 EUR
ORD Sale 33 62.8740 EUR
ORD Sale 33 62.8880 EUR
ORD Sale 36 62.6150 EUR
ORD Sale 36 62.6450 EUR
ORD Sale 36 62.7100 EUR
ORD Sale 36 62.7150 EUR
ORD Sale 37 62.5390 EUR
ORD Sale 38 62.8352 EUR
ORD Sale 40 62.1100 EUR
ORD Sale 40 62.1140 EUR
ORD Sale 41 62.7650 EUR
ORD Sale 55 62.5250 EUR
ORD Sale 56 62.5350 EUR
ORD Sale 56 62.8600 EUR
ORD Sale 56 62.8650 EUR
ORD Sale 56 62.8750 EUR
ORD Sale 56 62.8850 EUR
ORD Sale 56 62.9150 EUR
ORD Sale 57 62.1350 EUR
ORD Sale 62 62.6650 EUR
ORD Sale 65 62.6340 EUR
ORD Sale 81 62.0350 EUR
ORD Sale 81 62.0890 EUR
ORD Sale 81 62.1240 EUR
ORD Sale 81 62.1950 EUR
ORD Sale 81 62.2350 EUR
ORD Sale 88 62.4950 EUR
ORD Sale 89 62.7500 EUR
ORD Sale 89 62.9250 EUR
ORD Sale 106 62.0450 EUR
ORD Sale 111 62.0650 EUR
ORD Sale 117 62.4040 EUR
ORD Sale 119 62.4840 EUR
ORD Sale 121 62.6680 EUR
ORD Sale 124 62.1690 EUR
ORD Sale 127 62.7340 EUR
ORD Sale 128 62.5440 EUR
ORD Sale 137 62.8050 EUR
ORD Sale 141 62.8500 EUR
ORD Sale 142 62.4150 EUR
ORD Sale 149 62.5636 EUR
ORD Sale 153 62.2450 EUR
ORD Sale 155 62.8690 EUR
ORD Sale 157 62.9724 EUR
ORD Sale 158 62.4890 EUR
ORD Sale 159 62.6000 EUR
ORD Sale 165 62.0300 EUR
ORD Sale 172 62.1700 EUR
ORD Sale 174 62.4800 EUR
ORD Sale 174 62.9390 EUR
ORD Sale 178 62.4850 EUR
ORD Sale 178 62.5500 EUR
ORD Sale 179 62.2000 EUR
ORD Sale 184 62.7300 EUR
ORD Sale 184 62.7600 EUR
ORD Sale 184 62.7900 EUR
ORD Sale 184 62.8190 EUR
ORD Sale 187 62.6490 EUR
ORD Sale 188 62.9200 EUR
ORD Sale 194 62.0600 EUR
ORD Sale 194 62.8000 EUR
ORD Sale 195 62.0700 EUR
ORD Sale 197 62.8990 EUR
ORD Sale 201 62.8840 EUR
ORD Sale 206 62.8100 EUR
ORD Sale 211 62.8350 EUR
ORD Sale 215 62.2050 EUR
ORD Sale 216 62.0800 EUR
ORD Sale 241 62.3900 EUR
ORD Sale 248 62.5100 EUR
ORD Sale 250 62.6300 EUR
ORD Sale 255 62.1150 EUR
ORD Sale 258 62.2040 EUR
ORD Sale 260 62.1000 EUR
ORD Sale 265 62.6360 EUR
ORD Sale 270 62.1600 EUR
ORD Sale 274 62.3300 EUR
ORD Sale 275 62.0850 EUR
ORD Sale 279 62.5300 EUR
ORD Sale 288 62.6750 EUR
ORD Sale 296 62.8250 EUR
ORD Sale 300 62.7290 EUR
ORD Sale 300 62.8790 EUR
ORD Sale 301 62.1650 EUR
ORD Sale 303 62.7690 EUR
ORD Sale 324 62.7050 EUR
ORD Sale 329 62.3800 EUR
ORD Sale 343 62.8700 EUR
ORD Sale 354 62.3400 EUR
ORD Sale 362 62.5600 EUR
ORD Sale 372 62.8300 EUR
ORD Sale 384 62.3950 EUR
ORD Sale 392 62.0100 EUR
ORD Sale 400 62.5000 EUR
ORD Sale 400 62.5700 EUR
ORD Sale 401 62.0000 EUR
ORD Sale 401 62.1300 EUR
ORD Sale 402 62.8900 EUR
ORD Sale 413 62.2200 EUR
ORD Sale 424 62.0050 EUR
ORD Sale 441 62.9100 EUR
ORD Sale 444 62.2300 EUR
ORD Sale 456 62.8290 EUR
ORD Sale 500 62.1290 EUR
ORD Sale 500 62.2900 EUR
ORD Sale 519 62.4100 EUR
ORD Sale 524 62.6800 EUR
ORD Sale 533 62.7400 EUR
ORD Sale 536 62.6400 EUR
ORD Sale 537 62.6700 EUR
ORD Sale 563 62.6600 EUR
ORD Sale 573 62.8150 EUR
ORD Sale 574 62.2100 EUR
ORD Sale 609 62.2400 EUR
ORD Sale 610 62.9000 EUR
ORD Sale 628 62.3282 EUR
ORD Sale 640 62.8400 EUR
ORD Sale 651 62.6281 EUR
ORD Sale 691 62.5400 EUR
ORD Sale 733 62.1200 EUR
ORD Sale 785 62.6100 EUR
ORD Sale 800 62.5990 EUR
ORD Sale 808 62.6900 EUR
ORD Sale 828 62.6500 EUR
ORD Sale 871 62.5900 EUR
ORD Sale 888 62.9090 EUR
ORD Sale 918 62.5800 EUR
ORD Sale 997 62.4000 EUR
ORD Sale 1,086 62.6200 EUR
ORD Sale 1,111 62.4900 EUR
ORD Sale 1,123 62.5200 EUR
ORD Sale 1,220 62.6629 EUR
ORD Sale 1,224 62.8200 EUR
ORD Sale 1,404 62.1900 EUR
ORD Sale 1,583 16.9163 USD
ORD Sale 1,600 62.8800 EUR
ORD Sale 4,754 62.5613 EUR
ORD Sale 5,195 62.4980 EUR
ORD Sale 6,665 62.7521 EUR
ORD Sale 14,467 62.6101 EUR
ORD Sale 15,142 62.6130 EUR
ORD Sale 15,209 62.4400 EUR
ORD Sale 23,465 62.5365 EUR
ORD Sale 30,186 62.7993 EUR
ORD Sale 47,107 62.5332 EUR
ORD Sale 57,129 62.5593 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 38 62.8354 EUR
ORD SWAP Long 149 62.5636 EUR
ORD SWAP Long 157 62.9718 EUR
ORD SWAP Long 270 62.1506 EUR
ORD CFD Long 317 16.9163 USD
ORD CFD Short 1,400 16.8615 USD
ORD CFD Long 1,400 62.3300 EUR
ORD SWAP Long 4,764 62.5605 EUR
ORD CFD Short 316 62.3221 EUR
ORD SWAP Short 418 62.7594 EUR
ORD SWAP Short 7,030 62.4702 EUR
ORD CFD Short 9,015 62.6005 EUR
ORD SWAP Short 20,848 62.5231 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: 4 Oct 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 100,000 64.0000 American 20 Dec 2013
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 -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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