UPDATE: BlueScope To Write Down A$900 Million; Warns On Economy, Costs
12 Agosto 2011 - 3:00AM
Dow Jones News
Full-year net profits at Australia's largest steelmaker
BlueScope Steel Ltd. (BSL.AU) will be hit by a roughly A$900
million writedown in the value of some of its assets as a result of
the economic challenges facing the country, the company said
Friday.
It was already expected to report a small net loss, and
BlueScope said it had "performed in line with this guidance" in the
year to June 30. Its shares fell 4.1% to A$0.94 early in Australian
trading.
The news is a further sign of the stresses that Australia's
two-speed economy is causing. A wave of resources investment set to
hit the economy in the next two years, plus the country's image as
a safe-haven in contrast to other struggling developed countries,
has pushed up the Australian dollar and interest rates to
4.75%.
That has put pressure on other sectors of the economy, and
BlueScope has reported moribund domestic demand for its products
and difficult trading overseas, where the strong Australian dollar
makes its product prices uncompetitive.
Australia's unemployment rate unexpectedly rose to 5.1% in July
from 4.9% the previous month, the Australian Bureau of Statistics
said Thursday, while the Reserve Bank of Australia cut its forecast
for 2011 economic growth to 3.25% from 4.25% last week.
BlueScope said the carrying values of its Australian coated and
industrial products division and its distribution business would be
written down due to the strong Australian dollar, high raw
materials costs and low product prices.
"Directors have decided to inform the market, given a material
impairment is likely," the company said. It added that the
writedowns were "accommodated within the company's financial
covenants with its lenders."
The company also said it was "reviewing options to align
BlueScope's domestic steelmaking capacity to Australian domestic
market demand." Analysts in recent days have predicted that the
company could close one of its two blast furnaces to save
costs.
Each ton of steel requires around 1.5 tons of iron ore and 0.6
ton of coking coal. The prices of both materials have risen
strongly in recent years on the back of strong demand from Asian
steelmakers.
At half-year results in February, Chief Executive Paul O'Malley
said that the cost of raw materials, which BlueScope largely buys
from its former parent company BHP Billiton Ltd. (BHP), had risen
to A$2.5 billion from A$400 million when it was spun out of BHP in
2002.
-By David Fickling, Dow Jones Newswires; +61 2 8272 4689;
david.fickling@dowjones.com
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