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Form 8.5 (EPT/NON-RI) - XSTRATA PLC - Amendment

25th Mar 2013 10:35

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 relevant securities this form relates:

Use a separate form for each offeror/offeree

XSTRATA PLC

(c) Name of the party to the offer with which exempt principal trader is connected:

Advisor to Offeree

(d) Date position held/dealing undertaken:

21 March 2013

(e) Has the EPT previously disclosed, or is it today disclosing, under the Code in respect of any other party to this offer?

YES:

GLENCORE INTL PLC

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: 11,777,302 0.39% 1,361,995 0.05%
(2) Derivatives (other than
options): 439,930 0.01% 30,090,846 1.00%
(3) Options and agreements to
purchase/sell: 22,260,583 0.74% 850,000 0.03%
(4) TOTAL:
34,477,815 1.14% 32,302,841 1.08%

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 39 10.9200 GBP
ORD Purchase 214 10.7799 GBP
ORD Purchase 249 10.9900 GBP
ORD Purchase 304 10.8200 GBP
ORD Purchase 761 10.8036 GBP
ORD Purchase 1,100 10.7748 GBP
ORD Purchase 1,719 10.8265 GBP
ORD Purchase 1,777 10.7660 GBP
ORD Purchase 2,377 10.8808 GBP
ORD Purchase 3,048 10.8645 GBP
ORD Purchase 4,114 10.8483 GBP
ORD Purchase 6,470 10.8391 GBP
ORD Purchase 6,554 10.8614 GBP
ORD Purchase 9,826 10.7710 GBP
ORD Purchase 15,451 10.8773 GBP
ORD Purchase 15,964 10.7400 GBP
ORD Purchase 31,928 10.8650 GBP
ORD Purchase 45,896 10.8287 GBP
ORD Purchase 65,173 10.8378 GBP
ORD Purchase 66,469 10.8482 GBP
ORD Purchase 95,785 10.9450 GBP
ORD Purchase 111,541 10.8568 GBP
ORD Purchase 126,583 10.8550 GBP
ORD Purchase 163,495 10.8750 GBP
ORD Purchase 207,086 10.8225 GBP
ORD Sale 159 10.8108 GBP
ORD Sale 169 10.7700 GBP
ORD Sale 214 10.7799 GBP
ORD Sale 701 10.8400 GBP
ORD Sale 765 10.8500 GBP
ORD Sale 2,108 10.8203 GBP
ORD Sale 3,087 10.8652 GBP
ORD Sale 7,326 10.8404 GBP
ORD Sale 7,826 10.7779 GBP
ORD Sale 11,564 10.8262 GBP
ORD Sale 16,023 10.8530 GBP
ORD Sale 16,287 10.8550 GBP
ORD Sale 17,423 10.9913 GBP
ORD Sale 24,430 10.8463 GBP
ORD Sale 35,738 10.8386 GBP
ORD Sale 37,412 10.8258 GBP
ORD Sale 55,632 10.8498 GBP
ORD Sale 63,091 10.8381 GBP
ORD Sale 105,000 10.8586 GBP
ORD Sale 146,581 10.8426 GBP
ORD Sale 500,000 10.9304 GBP
ORD Sale 600,000 10.9218 GBP

(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 2,248 10.8691 GBP
ORD CFD Long 4,361 10.8392 GBP
ORD CFD Long 5,656 10.7983 GBP
ORD SWAP Long 7,826 10.7778 GBP
ORD CFD Long 600,000 10.9218 GBP
ORD SWAP Short 1,769 10.9023 GBP
ORD CFD Short 5,129 10.8151 GBP
ORD SWAP Short 9,826 10.7711 GBP
ORD SWAP Short 35,700 10.8550 GBP

(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:

25 March 2013

Contact name: Geoff Smith
Telephone number: 020 3555 4632

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.

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 person whose open positions are being disclosed:

BARCLAYS CAPITAL SECURITIES LTD

Name of offeror/offeree in relation to whose relevant securities the disclosure relates:

XSTRATA PLC

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 Call Options Purchased 168,000 11.0346 European 16 May 2013
ORD Call Options Purchased 167,900 11.8862 European 24 Sep 2013
ORD Put Options Written -250,000 7.2000 American 23 Mar 2013
ORD Put Options Written -600,000 8.2000 American 23 Mar 2013
ORD Equity Forward Purchased 21,924,683 20.5248 17 Jun 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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