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Form 8.5 (EPT/NON-RI) XSTRATA PLC

28th Mar 2013 10:23

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: 27 March 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: 10,323,612 0.34% 684,226 0.02%
(2) Derivatives (other than
options): 455,867 0.02% 30,393,717 1.01%
(3) Options and agreements to
purchase/sell: 22,260,583 0.74% 850,000 0.03%
(4) TOTAL:
33,040,062 1.10% 31,927,943 1.06%

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 269 10.7300 GBP
ORD Purchase 849 10.8139 GBP
ORD Purchase 910 10.8359 GBP
ORD Purchase 1,370 10.7345 GBP
ORD Purchase 3,640 10.7100 GBP
ORD Purchase 3,814 10.8471 GBP
ORD Purchase 4,128 10.7737 GBP
ORD Purchase 5,986 10.7505 GBP
ORD Purchase 8,212 10.7597 GBP
ORD Purchase 12,054 10.7991 GBP
ORD Purchase 17,827 10.7726 GBP
ORD Purchase 32,709 10.7996 GBP
ORD Purchase 87,870 10.7658 GBP
ORD Sale 459 10.8000 GBP
ORD Sale 507 10.7675 GBP
ORD Sale 910 10.8359 GBP
ORD Sale 1,220 10.7803 GBP
ORD Sale 1,293 10.7511 GBP
ORD Sale 1,808 10.8096 GBP
ORD Sale 1,842 10.7482 GBP
ORD Sale 1,871 10.8900 GBP
ORD Sale 2,334 10.7070 GBP
ORD Sale 3,353 10.7650 GBP
ORD Sale 3,865 10.8245 GBP
ORD Sale 6,083 10.8469 GBP
ORD Sale 7,021 10.8824 GBP
ORD Sale 9,755 10.7636 GBP
ORD Sale 11,866 10.7731 GBP
ORD Sale 17,367 10.7787 GBP
ORD Sale 38,383 10.7991 GBP
ORD Sale 55,555 10.8030 GBP
ORD Sale 65,622 10.8052 GBP
ORD Sale 1,223,201 10.7439 GBP

(b) Derivatives transactions (other than options)

Class of Product Nature of dealing Number of Price per
relevant description reference unit
security securities
ORD CFD Long 580 10.7055 GBP
ORD CFD Long 1,842 10.7482 GBP
ORD CFD Long 3,463 10.7535 GBP
ORD CFD Long 3,755 10.9388 GBP
ORD SWAP Long 6,200 10.7368 GBP
ORD CFD Long 25,000 10.8901 GBP
ORD CFD Short 799 10.7285 GBP
ORD SWAP Short 8,400 10.7356 GBP
ORD CFD Short 8,903 10.7433 GBP
ORD CFD Short 25,000 10.7360 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:

28 Mar 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.

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 29 Mar 2013
ORD Put Options Written -600,000 8.2000 American 29 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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