Rule 8.3 - LONMIN
FORM 8.3
DEALINGS BY PERSONS WITH INTERESTS IN SECURITIES REPRESENTING 1% OR MORE
(Rule 8.3 of the City Code on Takeovers and Mergers)
1. KEY INFORMATION
Name of person dealing BARCLAYS PLC
(Note 1)
Company dealt in LONMIN
Class of relevant security ORD USD1
to which the dealings being
disclosed relate (Note 2)
Date of dealing 16 September 2008
2. INTERESTS, SHORT POSITIONS AND RIGHTS TO SUBSCRIBE
(a) Interests and short positions (following dealing) in the class of relevant
security dealt in (Note 3)
Long Short
Number (%) Number (%)
(1) Relevant 6,677,591 4.27% 646,187 0.41%
securities
(2) Derivatives 481,926 0.31% 533,295 0.34%
(other than
options)
(3) Options and 0 0.00% 0 0.00%
agreements to
purchase/sell
Total 7,159,517 4.58% 1,179,482 0.75%
(b) Interests and short positions in relevant securities of the company, other
than the class dealt in (Note 3)
Class of Long Short
relevant
security:
Number (%) Number (%)
(1) Relevant
securities
(2) Derivatives
(other than
options)
(3) Options and
agreements to
purchase/sell
Total
(c) Rights to subscribe (Note 3)
Class of relevant security: Details
3. DEALINGS (Note 4)
(a) Purchases and sales
Purchase/sale Number of Securities Price per unit
Purchase 5,524 26.3551
Purchase 1,682 26.5283
Purchase 350 25.8277
Purchase 50,000 26.4417
Purchase 12,900 26.2142
Purchase 694 27.3391
Purchase 62,045 26.2009
Purchase 11,523 26.4018
Purchase 34,209 26.7538
Purchase 51,688 26.5499
Purchase 100,000 27.9500
Purchase 2,211 25.4200
Purchase 32,721 26.9213
Purchase 34,209 26.7538
Purchase 161 25.4200
Purchase 2,834 25.4200
Purchase 287 25.4200
Purchase 33,153 26.9493
Purchase 43,956 27.0450
Sale 32,908 26.8776
Sale 35,281 26.7874
Sale 35,281 26.7874
Sale 71 27.0200
Sale 375 25.4200
Sale 1,916 27.0865
Sale 1,286 26.6506
Sale 50,000 26.4417
Sale 1,200 26.6486
Sale 1,784 25.8500
Sale 354 27.1300
Sale 1,648 26.6640
Sale 10,137 27.3347
Sale 613 28.2000
Sale 33,153 26.9493
Sale 6,350 28.1131
Sale 300 25.3062
Sale 11,037 27.3755
Sale 476 25.4469
(b) Derivatives transactions (other than options)
Product name, Long/Short Number of Price per
(e.g. CFD) (Note 6) Securities unit (GBP)
CFD Long 300 25.3062
CFD Long 8871 26.331
CFD Long 1200 26.6485
CFD Long 1286 26.6505
CFD Long 1648 26.6639
CFD Long 70562 26.7874
CFD Long 33153 26.9493
CFD Long 24037 27.0792
CFD Long 10137 27.3346
CFD Long 11037 27.3754
CFD Short 347 25.785
CFD Short 300 25.8277
CFD Short 50 25.8278
CFD Short 62045 26.2009
CFD Short 12900 26.2142
CFD Short 11523 26.4018
CFD Short 9260 26.4321
CFD Short 1682 26.5283
CFD Short 51688 26.5498
CFD Short 68418 26.7537
CFD Short 33153 26.9493
CFD Short 43956 27.045
CFD Short 23461 27.1143
CFD Short 694 27.3391
CFD Short 100000 27.95
(c) Options transactions in respect of existing securities
(i) Writing, selling, purchasing or varying
Product name, Writing, Number of Exercise Type, e.g. Expiry Option money
e.g. call selling, securities to price American, date paid/received
option purchasing, which the option European etc. per unit (GBP)
varying etc. relates (GBP)
(ii) Exercising
Product name, e.g. Number of Exercise price per
call option securities unit (Note 5)
(d) Other dealings (including new securities) (Note 4)
Nature of transaction Details Price per unit
(Note 8) (if applicable)
(Note 5)
4. OTHER INFORMATION
None
Agreements, arrangements or understandings relating to options or derivatives
Full details of any agreement, arrangement or understanding between the
person disclosing and any other person relating to the voting rights of
any relevant securities under any option referred to on this form or
relating to the voting rights or future acquisition or disposal of any
relevant securities to which any derivative referred to on this form is
referenced. If none, this should be stated.
Is a Supplemental Form 8 attached? (Note 9) NO
Date of disclosure 17 September 2008
Contact name Geoff Smith
Telephone number 020 7116 2913
If a connected EFM, name of
offeree/offeror with which connected
If a connected EFM, state nature of
connection (Note 10)
Notes
The Notes on Form 8.3 can be viewed on the Takeover Panel's website at
www.thetakeoverpanel.org.uk