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 25 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 7,769,880 4.97% 365,354 0.23%
securities
(2) Derivatives 233,754 0.15% 1,285,862 0.82%
(other than
options)
(3) Options and 0 0.00% 0 0.00%
agreements to
purchase/sell
Total 8,003,634 5.12% 1,651,216 1.06%
(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 342 26.6194
Purchase 19,701 26.4471
Purchase 55,970 26.2280
Purchase 6,017 26.2615
Purchase 2,500 27.1341
Purchase 1,033 26.7634
Purchase 8,100 25.7368
Purchase 8,000 26.2046
Purchase 2,937 26.2602
Purchase 4,856 26.0000
Purchase 125,000 26.2516
Purchase 45,089 26.5376
Purchase 125,000 26.2516
Purchase 80,000 26.6582
Purchase 80,000 26.6582
Sale 27,953 26.4351
Sale 125,000 26.2516
Sale 4,300 26.3400
Sale 47,437 26.2931
Sale 614 27.2003
Sale 125,000 26.2516
Sale 2,100 25.9161
Sale 1,686 26.6211
Sale 132 26.0000
Sale 44,312 26.5157
Sale 19,058 26.4384
Sale 80,000 26.6582
(b) Derivatives transactions (other than options)
Product name, Long/Short Number of Price per
(e.g. CFD) (Note 6) Securities unit (GBP)
CFD Long 2100 25.9161
CFD Long 125000 26.2516
CFD Long 47437 26.293
CFD Long 4300 26.3399
CFD Long 6535 26.3642
CFD Long 27953 26.435
CFD Long 12523 26.477
CFD Long 44312 26.5156
CFD Long 1686 26.6211
CFD Long 614 27.2002
CFD Short 8100 25.7368
CFD Short 8000 26.2046
CFD Short 55970 26.228
CFD Short 125000 26.2516
CFD Short 2937 26.2601
CFD Short 6017 26.2614
CFD Short 6731 26.3933
CFD Short 12970 26.4749
CFD Short 45089 26.5375
CFD Short 342 26.6193
CFD Short 80000 26.6582
CFD Short 1033 26.7633
CFD Short 2500 27.134
(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 26 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