UPDATE: Russia's PhosAgro: Interested In Canada's Potash Corp
November 04 2010 - 12:19PM
Dow Jones News
Russian fertilizer company PhosAgro confirmed Thursday earlier
reports that it is considering buying a stake in Canada's Potash
Corp. of Saskatchewan Inc. (POT), a day after the Canadian
government rejected a $38.6 billion hostile bid for Potash Corp. by
BHP Billiton Ltd. (BHP).
Industry watchers, however, called the bid a "longshot" and
doubted the Russian company will be successful, even as it seeks
support for its bid from the Kremlin.
PhosAgro said in an emailed statement that it is "considering
taking part in a deal to buy shares in Potash," and is now in
"intensive consultations with the Russian government, and Russian
and foreign banks."
The privately owned company didn't provide any further comment
but said it would tell the market about its further plans after
Nov. 15.
A person familiar with the matter told Dow Jones Newswires
Wednesday that PhosAgro is trying to create a consortium that will
either try to purchase a stake in or propose a merger with Potash,
and is seeking the government's support for the deal.
PhosAgro Chairman Vladimir Litvinenko has sent a letter to
Russia's Prime Minister Vladimir Putin asking him to support the
deal, the person said.
"We are talking about PhosAgro getting a stake in Potash Corp.
or merging with it, with a further listing of either PhosAgro or
the new company's shares in New York, Toronto and Moscow within 18
months," the person added.
The person said Putin's deputy, Igor Sechin, asked Russia's
Economy, Industry and Foreign Ministries, as well as the Federal
Security Service, state development bank Vnesheconombank and
state-controlled Sberbank (SBER.RS), to consider the matter and
report back to him by Nov. 12.
A consortium including PhosAgro, Russian state-controlled banks,
Canadian and other international financial institutions, will be
formed by Nov. 18 if a decision to proceed is made, the person
said. The consortium would need to secure financing of between $12
billion to $15 billion, and there are already preliminary
agreements with international banks for loans to finance part of
the deal, the person added.
PhosAgro's bid is "a statement of intent from the Russian
government that it wants the country's biggest companies,
particularly the state companies that are dominant in so-called
strategic industries, to become much bigger global players," said
Chris Weafer from Russian financial company Uralsib, adding that
the bid was "a real longshot" to succeed.
"PhosAgro is considerably smaller than Potash Corp. in terms of
sales volumes and is relatively inexperienced in global M&A by
global standards," said Citi analyst Daniel Yakub. The Russian
company's profit was some 10 billion rubles ($325 million) for 2009
on revenue of RUB57 million, compared with Potash Corp.'s net
profit of $988 million on $3.98 billion in sales.
Russia houses two large potash producers--OAO Uralkali (URKA.RS)
and Silvinit (SILV.RS)--which are now considering a merger of
assets in order to create a national fertilizer champion. The
merged company of Uralkali and Silvinit would hold about 30% of
global potash reserves and 40% of global exports.
Canada blocked BHP Billiton's hostile bid Wednesday for Potash
Corp., saying a sale of the world's largest fertilizer company
wouldn't provide a "net benefit" to the country. Yakub said he
doubted that PhosAgro would gain control of Potash Corp., given the
company's size and the Canadian government's attitude. A possible
takeover of Potash Corp. by PhosAgro would "lead to increased
control by Russian companies over global potash reserves, and we
aren't convinced that the Canadian regulators would be comfortable
with that," he said.
-By Alexander Kolyandr, Dow Jones Newswires; +7 495 232 9192;
Alexander.Kolyandr@dowjones.com
(Ira Iosebashvili in Moscow contributed to this article.)
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