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 17 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 6,551,158 4.19% 583,359 0.37%
securities
(2) Derivatives 418,860 0.27% 338,402 0.22%
(other than
options)
(3) Options and 0 0.00% 0 0.00%
agreements to
purchase/sell
Total 6,970,018 4.46% 921,761 0.59%
(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 4,000 26.3203
Purchase 30,729 26.5604
Purchase 275 26.8172
Purchase 6,024 26.7425
Purchase 260 25.6504
Purchase 5,800 26.7006
Purchase 129,238 26.3091
Purchase 50,000 26.4417
Purchase 7,957 26.1473
Purchase 2,125 26.3300
Purchase 180 26.3300
Purchase 796 26.3300
Purchase 3,171 26.2536
Purchase 7,199 26.5395
Purchase 31,119 26.4921
Sale 1,007 26.8251
Sale 29,132 26.5463
Sale 1,161 26.0818
Sale 3,221 26.3379
Sale 30,048 26.5963
Sale 25,015 26.7502
Sale 8,900 26.6342
Sale 92,500 26.8697
Sale 8,638 26.6833
Sale 129,238 26.3091
Sale 35,557 26.5611
Sale 738 26.3300
Sale 180 26.3300
Sale 600 26.3300
Sale 40,443 26.7553
NB: The below transactions which were previously disclosed have been cancelled
Deal Date Purchase/Sale Number of Securities Price per unit (GBP)
16/09/2008 Sale 35,281 26.7874
16/09/2008 Purchase 34,209 26.7538
(b) Derivatives transactions (other than options)
Product name, Long/Short Number of Price per
(e.g. CFD) (Note 6) Securities unit (GBP)
CFD Long 129238 26.3091
CFD Long 3221 26.3379
CFD Long 9040 26.439
CFD Long 35557 26.5611
CFD Long 20092 26.5945
CFD Long 30048 26.5962
CFD Long 8900 26.6342
CFD Long 25015 26.7501
CFD Long 40443 26.7552
CFD Long 1007 26.825
CFD Long 92500 26.8697
CFD Short 260 25.6503
CFD Short 7957 26.1472
CFD Short 3171 26.2535
CFD Short 129238 26.3091
CFD Short 4000 26.3203
CFD Short 9145 26.3872
CFD Short 50000 26.4416
CFD Short 21974 26.5357
CFD Short 7199 26.5395
CFD Short 30729 26.5603
CFD Short 5800 26.7005
CFD Short 6024 26.7425
NB: The below transactions which were previously disclosed have been cancelled
Deal Date Long/Short Number of Securities Price per unit (GBP)
16/09/2008 Short 34,209 26.7537
16/09/2008 Long 35,281 26.7874
(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 18 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