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In 1999, the Company lost
more than one million tons of iron ore pellet sales
to Rouge Industries as a result of the extended shutdown
of two blast furnaces following an explosion at the
power plant that supplies Rouge. In 2000, the Company
recorded a pre-tax insurance recovery and received
proceeds on the claim of $15.3 million ($9.9 million
after-tax). The Company continues to pursue modest
additional recoveries, but given the complexity of
the insurance issues, any additional amounts will
not be recorded until all outstanding matters are
resolved.
The Company held 842,000
shares of LTV common stock, which were
originally valued at $11.5 million, or
$13.65 per share. As of June 30, 2000,
the investment was reclassified to trading
and accordingly changes in market value
are recognized in earnings as they occurred.
The Company recognized a reduction to
2000 earnings of $10.9 million pretax
($7.1 million after-tax) related to the
investment. In August, 2000, the Company
commenced a program to reduce its investment
in the LTV common stock and through December
31, had sold 300,000 shares, with the
balance sold in January, 2001.
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