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Potash Corp. of Saskatchewan Inc., fending off a $40 billion hostile offer from BHP Billiton Ltd., said it’s studying alternatives to the bid amid rising prices for agricultural commodities.
“We are evaluating several alternatives for our company -- a process that is active and ongoing,” Chief Executive Officer Bill Doyle said in a letter to employees included in a filing and dated yesterday. “We believe that a robust process, in which multiple alternatives are considered, is the best way to ensure the best possible outcome for our stakeholders.”
Sinochem Group, China’s largest fertilizer trader and cited by analysts as a likely counter bidder, may struggle to get state financial backing for a takeover, two people with knowledge of the matter said last week. The Ontario Teachers’ Pension Plan is in talks with Temasek Holdings Pte about a possible bid, the Sunday Times reported Oct. 10.
Potash Corp., the world’s largest producer of its namesake crop nutrient, in August rejected Melbourne-based BHP’s offer as too low and said it’s seeking other bids. Doyle said in the filing the company is unable to provide specific details on “potential options.”
Potash Corp., based in Saskatoon, Saskatchewan, pledged in a separate statement today to relocate executives responsible for legal affairs, human resources and investor relations to Saskatchewan from company offices in suburban Chicago.
Saskatchewan Residency
Senior Potash Corp. executives, including the chief executive officer, chief financial officer and the president of the potash unit, will also “maintain residency” in the Canadian province, according to the release.
Doyle maintains a residence in Saskatoon and in Chicago, Bill Johnson, a company spokesman, said today in a telephone interview.
Potash Corp. rose 36 cents to $147.57 at 10:16 a.m. in New York Stock Exchange composite trading. BHP advanced 73 pence, or 3.4 percent, to 2,200.5 pence in London, its highest price in more than five months.
The value of Potash Corp. “significantly exceeds” BHP’s $130-a-share offer, Doyle said in the letter to employees, citing the market outlook for crops, potash and fertilizer.
“The combination of strong food demand and production issues has had a predictable impact on agriculture commodity prices, with most key global crops well above their 10-year average,” he said. The company’s nitrogen and phosphate businesses are also benefiting, he said.
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