INTERVIEW: Yara Eyes Increased US Presence Despite Terra Loss
13 March 2010 - 2:10AM
Dow Jones News
Norway's Yara International ASA (YAR.OS) will continue its
search for consolidation opportunities, despite losing out on a
deal to buy U.S. fertilizer producer Terra Industries Inc. (TRA), a
Yara executive said Friday.
Calling Yara's failed $4.1 billion bid for Terra "a slight
setback in North America," Chief Financial Officer and Head of
Strategy Hallgeir Storvik said there were still opportunities for
the company there.
"We expect further restructuring...We will now take a break, but
we will evaluate (any opportunities) in the future," Storvik
said.
Yara agreed the merger deal was trumped last week by a cash and
share offer worth $4.72 billion from long-time suitor CF Industries
Holdings Inc. (CF), which on Wednesday Terra deemed "superior" to
Yara's friendly cash bid.
Yara was given five days by Terra to consider raising its bid
but earlier Friday said it wouldn't change its valuation of the
U.S. company, effectively ending its chase.
Yara received formal notification from Terra that the merger
agreement had been terminated, which entitles the company to a $123
million break fee.
Storvik said further consolidation, on a global scale, is
expected in the industry. Still, he said much of the focus remains
on the North American market, making reference to the presentation
Yara made when announcing the proposed Terra deal.
"There are things in the global market, in relation to North
America, that a (pure) regional player cannot do...We still want to
increase our presence in North America," he said.
Storvik said the battle for Terra shows that the fertilizer
business is regarded as an attractive business, and that the
interest to take part in the fertilizer value chain has increased
considerably.
"I think the basic situation, that this industry is attractive,
is a sound basis" for the future, Storvik said.
At 1422 GMT, Yara shares in Oslo were NOK18.70 higher, or 7.8%,
at NOK257.80, outperforming a 1.2% rise in Norway's OBX index.
Company Web site: http://www.yara.com
-By Karl Bruze, Dow Jones Newswires; 46 8 545 130 95;
karl.bruze@dowjones.com