Corporate Australia appears to be suffering from a terrible dose of amnesia. Or perhaps boardroom figures have simply given up being responsible stewards of shareholder monies and instead, simply look after their own.
Less than two years ago, Rio Tinto, the great Anglo-Australian mining house, was on its knees. This was almost entirely due to complete incompetence of its executives. Rio Tinto paid $US38 billion to acquire aluminum producer Alcan, at precisely the wrong time. Even worse, Rio used a large amount of debt to fund the purchase. Months later the global financial crisis crippled commodity prices and Rio’s share price had fallen from $157 to only $29 and many speculated that the company may not survive.
Its predicament forced Rio to accept a “low-ball” offer from China’s Chinalco, which only didn’t proceed after shrewd political manoeuvring from rival BHP and a shareholder revolt spurred by an improving share price. Both of these disastrous decisions were led by current Rio boss Tom Albanese. Remarkably, despite destroying literally tens of billions of dollars of shareholder wealth (Rio’s share price sits at about $79), the Rio board has not only allowed Albanese to remain in charge of the miner, but gave him a 31% pay rise. Albanese was paid almost $9 million last year.
Rio directors no doubt would point to Rio’s increased profits, which swelled from $US4.87 billion to $US14.3 billion as rationale for the largesse. Of course, that rise had virtually nothing to do with Albanese, or any of Rio’s other highly paid executives. Rather, it was courtesy of a rapidly increasing iron ore price (Rio is the world’s second largest producer of iron ore) and higher production. This is due to China’s credit-fuelled spending binge, and most certainly not the result of any managerial expertise exhibited by Albanese and Co.
But when it comes to corporate amnesia, it’s difficult to go past the recent speculation that former investment banker Trevor Rowe might replace the respected David Murray as head of Australia’s $71 billion Future Fund. Murray, the former CEO of Commonwealth Bank (and who presided over its meteoric growth), has been outspoken on matters of government policy such as the mining and carbon taxes.
This appears to be more important than Murray’s exceptional performance managing the fund through the GFC. Despite being handicapped by a massive stake in the poorly performed Telstra, the Future Fund has easily outperformed the ASX, and also, pretty much every highly paid fund manager in the country. (Murray was even blamed for not selling the fund’s stake in Telstra quickly enough, when such sales would have drawn even more strident criticism).
Even more remarkable is the suggestion that Murray would be replaced by Rowe. Rowe didn’t seek another term on the board of the Queensland Investment Commission in 2009 after being associated with several scandals. In 2009, a company founded (and chaired) by Rowe called Enhance Management was forced to terminate an employee who received a secret $1 million success fee for switching fund managers.
About the same time, Thiess Pty Ltd, John Holland Pty Ltd and Macquarie Group — the project sponsors for BrisConnections (the disastrous toll-road company that had been chaired by Rowe) paid a $500,000 success fee to former Queensland Treasurer Terry Mackenroth. Mackenroth had been referred to the Queensland Crime and Misconduct Commission in relation to allegations arising from his lobbying activities (in relation to a different project).
But that wasn’t even the worst of it. It was the BrisConnections-Nick Bolton calamity that truly destroyed Rowe’s reputation. For while Rowe cannot be personally blamed for the financial collapse of the toll road (he was merely the hairman), he was rightfully pilloried for his roll in the Bolton fiasco.
For those who may have forgotten, Nick Bolton was a 27-year-old internet tycoon, who bought a large stake in BrisConnections in an attempt to force a corporate re-organisation. Rowe, as chairman of BrisConections was charged with handling the mess. It was a role that Rowe undertook exceedingly poorly. Not only did Rowe appear to mislead investors in comment made at the company’s extraordinary general meeting, but BrisbConnections also appeared to utterly fail in meeting its continuous disclosure obligations to the ASX — of which Rowe was actually a director.
It is truly staggering that someone of Rowe’s business history even remains on the Future Fund board, let alone is being considered as a replacement for David Murray.
The business world appears to have a very short memory indeed.
UPDATE Thurs 24 March:
Correction: In the story “How the corporate world looks after its own” it was suggested that former investment banker Trevor Rowe was forced to resign from the board of the Queensland Investment Commission in 2009. Crikey has no evidence to support that assertion and Rowe maintains that he made the decision not to seek another term. The story also asserted that toll-road company BrisConnections paid a $500,000 success fee to former Queensland Treasurer Terry Mackenroth. Terry Mackenroth was not directly employed by BrisConnections –the project sponsors (Thiess Pty Ltd, John Holland Pty Ltd and Macquarie Group) engaged him. The company Enhance Management was also incorrectly referred to as Enhance Communications. The story has been amended.
Trevor Rowe writes: Re: “How the corporate world looks after its own” Mr. Bolton as a then greater than 5% Unitholder requisitioned an extraordinary general meeting of BrisConnections seeking to pass a number of resolutions which would give effect to “winding up” of the BrisConnections Group, NOT as you state in your article “ …..in an attempt to force a corporate reorganization”. As required a meeting was so convened and as you should also be aware, prior to that meeting, Mr. Bolton sold his votes to Leighton Holdings and did not attend the meeting. As you should also be aware, until the time of the meeting, the determination of votes is not final or certain and accordingly no disclosure can be made. There was no failure of the continuous disclosure obligations by BrisConnections nor any misleading of investors. In fact, as soon as we became aware of information, it was provided to the meeting and the market. In addition, no charges or prosecution has ever been undertaken by the regulators in relation to our continuous disclosure obligations, nor do I expect any to be commenced.
There has been NO financial collapse of BrisConnections. Rather, we remain fully paid and over 70% of the BrisConnections and Airport Link project of $4.8bn of construction is complete in readiness for commencement of operations in mid 2012 of this transformational infrastructure project. In addition, funding for the entire construction program is in place, interest rates are fully hedged for the construction period and there are no refinancing obligations until mid-2018 (six years after opening). We continue to be traded on the ASX.
Conversely, if you accept the whole airport tunnel project is massive scam, after all how can you make a $4.8b toll road actually turn a profit, then it is seen that the whole thing becomes a massive confidence trick in which the schemes floaters and constructors take the money and run, leaving the whole thing to go bust (sound familiar?). That this ridiculous and totally untenable scheme has been allowed to proceed should be treated as a great success by the designers, and isn’t that what we reward in this brave new world. So who better to look after the lolly jar?
The people who lose are the investors including Queenslands Public Service superanuation fund, the residents of the hell on earth that used to be lovely leafy suburbs along the construction route, and anyone who hoped that the Queensland government might one day spend some money on public transport.
It is true that BrisConnections has not financially collapsed—yet. It is RiverCityMotorway, builders of the Clem7 north-south tunnel, that collapsed (financially) last month (theage.com.au/business/rivercity-running-out-of-road-20110224-1b78z.html). The bankers will probably choose to keep it going until the Airport Link tunnel (owned by BrisConnections) opens because that may encourage higher usage; the two tunnels join up on the northside allowing southsiders to ride all the way to the airport in one tunnel). Then the banks and hedgefunds will try to get their timing right to dump the stock before both RCM and BC go down the gurgler, burning huge amounts of capital on Newman’s folly.
Not mentioned here (or in today’s correction) is that the biggest scandal–but mystifyingly apparently not against any law (Chinese walls and all that)–was that Rowe was chairman simultaneously of both QIC and BrisConnections, to whom QIC provided about 17% of total funding. Rowe must surely be contributing to Campbell Newman’s election fund.
And what is Schwab on about, Rowe’s ability to destroy the public’s (QIC) superannuation funds is unparalleled, and to collect fees on both sides of the transaction only shows his astuteness. City types will welcome him with open arms.
(I second everything Michael Crook wrote.)
How the corporate world looks after its own. Part 98.
[ Mark Hawthorne March 28, 2009, Sydney Morning Herald wrote:
Macquarie …..for putting together one of the worst-performing floats Australia has seen in decades, the investment bank picked up $110 million in lucrative fees. That includes an advisory fee of $56.1 million, a sponsor development fee of $12.5 million, an equity underwriting fee of $28.2 million and a dividend reinvestment plan underwriting fee of $14 million. Macquarie will also be BrisConnections’ exclusive financial adviser for a decade.]
and:
[To cap off the mess, half-year results released on February 3 reveal that a decision to hedge interest rates on its loans, using derivatives called interest rate swaps, has caused a $476 million black hole, given the recent round of aggressive interest rate cuts by the Reserve Bank.]
and:
[Mark Hawthorne, October 16, 2009 wrote:
The one remaining issue to be resolved is a ”please explain” ASIC has sent to the ASX. The corporate plod wants to know how BrisConnections traded at 0.1¢ for five months with no intervention.]
Sill Mark H. he forgot that Trevor Rowe wears a triple hat in this game: he is on the board of the ASX too. Maybe there are those tricky Chinese walls there too.
How the corporate world looks after its own. Part 99.
I also came across this amusing statement:
[The Courier-Mail March 02, 2011:
Deputy Premier Paul Lucas said taxpayers need not worry about whether the projections could be met. “People’s use (of Airport Link) is absolutely voluntary. The risk to this project lies totally with BrisConnections, not the taxpayer,” Mr Lucas said. “Taxpayers outlaid $267 million for a $3.9 billion (tunnel) project and that’s the end of the taxpayers’ exposure.”]
Oh, we just dropped a trivial $267 mil, and will continue to pay to use the thing for another 45 years. Great deal.
Paul Lucas is also forgetting the approx. $600 million (17% of total, but forgive me if this is wrong; the debt is $3.9m but the project cost is $4.8m so 17% would be $816m) funded by QIC (superannuation funds). And the 12% retail investors put up about $40 million (first tranche of $1 per share; the second and third tranches were eventually not claimed by the company–the outcome of the Bolton greenmail affair).
So, all up directly or indirectly the public sank up to $1.123 billion into this hole in ground. It will probably end up owned 100% by Macquarie who will acquire it at a fraction of that $4.8 billion construction cost, and they will keep charging high management fees that will suck profits, if any, for years to come.
Oops, in my post at 5:47 pm of course it should read:
“…. the debt is $3.9 billion but the project cost is $4.8 billion”