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Form 8.5 (EPT/NON-RI) Xstrata Plc

26th Apr 2013 12:33

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 XSTRATA PLC
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: 25 April 2013
(e) Has the EPT previously disclosed, or is it YES:
today disclosing, under the Code in respect
of any other party to this offer? 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: 12,493,393 0.42% 943,664 0.03%
(2) Derivatives (other than
options): 550,390 0.02% 31,614,902 1.05%
(3) Options and agreements to
purchase/sell: 22,260,583 0.74% 850,000 0.03%
(4) TOTAL:
35,304,366 1.18% 33,408,566 1.11%

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 838 9.9617 GBP
ORD Purchase 878 9.9774 GBP
ORD Purchase 1,200 9.9015 GBP
ORD Purchase 4,215 9.9704 GBP
ORD Purchase 6,916 10.0142 GBP
ORD Purchase 10,734 10.0686 GBP
ORD Purchase 13,400 10.0140 GBP
ORD Purchase 14,650 10.0879 GBP
ORD Purchase 14,691 10.0360 GBP
ORD Purchase 15,659 10.0416 GBP
ORD Purchase 22,145 9.9719 GBP
ORD Purchase 23,633 9.9956 GBP
ORD Purchase 24,518 9.9780 GBP
ORD Purchase 25,000 9.8998 GBP
ORD Purchase 65,583 10.0500 GBP
ORD Purchase 79,588 10.0450 GBP
ORD Purchase 79,821 10.0650 GBP
ORD Purchase 90,599 10.0365 GBP
ORD Purchase 116,856 9.9872 GBP
ORD Purchase 231,045 10.0072 GBP
ORD Sale 380 10.0100 GBP
ORD Sale 632 9.9368 GBP
ORD Sale 1,200 10.0181 GBP
ORD Sale 1,431 10.0233 GBP
ORD Sale 1,680 9.9579 GBP
ORD Sale 3,090 9.9543 GBP
ORD Sale 3,460 9.9812 GBP
ORD Sale 5,300 10.0365 GBP
ORD Sale 7,242 10.0393 GBP
ORD Sale 8,424 10.0484 GBP
ORD Sale 8,794 9.9747 GBP
ORD Sale 10,858 10.0283 GBP
ORD Sale 11,203 10.0543 GBP
ORD Sale 16,576 9.9548 GBP
ORD Sale 18,506 10.0384 GBP
ORD Sale 34,722 10.0671 GBP
ORD Sale 36,678 10.0252 GBP
ORD Sale 48,414 9.9959 GBP
ORD Sale 137,263 10.0176 GBP
ORD Sale 138,607 10.0146 GBP
ORD Sale 400,000 9.9845 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 635 9.9191 GBP
ORD SWAP Long 1,100 9.9185 GBP
ORD SWAP Long 1,200 10.0181 GBP
ORD CFD Long 1,431 10.0233 GBP
ORD CFD Long 1,620 10.1566 GBP
ORD SWAP Long 2,047 10.1042 GBP
ORD SWAP Long 4,200 10.0673 GBP
ORD CFD Long 4,787 9.9095 GBP
ORD SWAP Long 12,496 10.0330 GBP
ORD SWAP Long 19,905 9.9796 GBP
ORD SWAP Long 26,462 9.9998 GBP
ORD CFD Long 146,839 10.0103 GBP
ORD SWAP Short 140 9.9852 GBP
ORD SWAP Short 600 10.1654 GBP
ORD SWAP Short 1,200 9.9014 GBP
ORD CFD Short 1,500 9.9710 GBP
ORD CFD Short 891 9.9803 GBP
ORD CFD Short 23,099 10.0501 GBP
ORD CFD Short 27,843 9.9718 GBP
ORD SWAP Short 27,843 9.9718 GBP
ORD SWAP Short 46,600 10.0500 GBP
ORD SWAP Short 79,588 10.0450 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: 26 Apr 2013
Contact name: Geoff Smith
Telephone number: 0203 555 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 the person whose positions/dealings BARCLAYS CAPITAL SECURITIES LTD
are being disclosed:
Name of offeror/offeree in relation to whose XSTRATA PLC
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 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 27 Apr 2013
ORD Put Options Written -600,000 8.2000 American 27 Apr 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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