RBS, British Banks in Discussions on $79 billon Funding Plan
(Update1)
By Ben Livesey and Poppy Trowbridge

Oct. 7 (Bloomberg) -- The U.K. government may invest at least 45
billion pounds ($79 billion) in three of the country's biggest banks,
including Royal Bank of Scotland Group Plc, to bolster capital
depleted by mortgage-related losses, three people with knowledge of
the situation said.

Chancellor of the Exchequer Alistair Darling and Bank of England
Governor Mervyn King met late yesterday with RBS Chief Executive
Officer Fred Goodwin and his counterparts at Barclays Plc and Lloyds
TSB Group Plc to discuss the possible investment, said the people, who
declined to be identified because the meeting was confidential.

RBS fell as much as 39 percent after Standard & Poor's cut the
Edinburgh-based bank's credit rating for the first time in almost a
decade, citing its deteriorating financial condition. The government
has already bailed out Bradford & Bingley Plc and brokered the
takeover of HBOS Plc in the past month on concern about the banks'
ability to fund themselves. Darling said yesterday he will do
``whatever it takes'' to keep the financial system stable as capital
markets remain frozen.

``The equity markets are saying RBS has the biggest problem but
something needs to be done across the board,'' said Simon Maughan, a
London-based analyst at MF Global Securities. ``Bond investor
confidence in the banks is completely shot.''

Debt Repayments

RBS, Barclays, Lloyds TSB and the U.K.'s three other biggest banks
need to repay as much as 54 billion pounds of debt by the end of March
2009, just as borrowing costs reach record highs.

The total, which includes bonds, convertible bonds and commercial
paper, is triple the debt repaid in the same period a year earlier.
RBS, the owner of NatWest, has about 11.5 billion pounds of
obligations coming due in the next six months, while Barclays has 15.9
billion pounds maturing, according to data compiled by Bloomberg.

``We have categorically not requested capital from the government,''
Barclays spokesman Alistair Smith said. RBS said in a statement today
it ``did not make a request to government for capital.''

Edinburgh-based RBS traded down 23 percent at 114.2 pence at 12:55
p.m. in London trading, its lowest value in 13 years. HBOS, the
country's largest mortgage lender, declined 14 percent and Lloyds TSB
dropped 7 percent. Barclays fell 1.6 percent.

RBS Comments

``We have our feet on the ground,'' Barclays CEO John Varley said in a
speech at a Merrill Lynch & Co. conference in London today. ``We
understand very clearly that the environment is difficult, and that
it's quite likely to get more difficult as economies in the world
decelerate.''

``The outlook for 2009 is challenging,'' said Fred Goodwin at the same
conference. ``We are delivering against our plans and targets.''
Goodwin made no reference to the bank's share price.

An official in Prime Minister Gordon Brown's office had no immediate
comment. Last night, his official spokesman Michael Ellam echoed
Darling in saying the government would not be giving details of what
it is considering.

Asked if he could confirm that Darling had met Lloyds TSB CEO Eric
Daniels, Fred Goodwin and John Varley last night, a Treasury spokesman
said he could not.

``It would be irresponsible to speculate on the specifics of future
responses,'' Darling told Parliament last night. ``Providing a running
commentary could add to uncertainty. All practical options must remain
open to us.''

Lloyds spokesman Mark Lidiard reiterated today that the bank will
``look at opportunities'' to raise capital and it continues to target
a capital ratio of 6 percent to 7 percent. He declined to comment on a
report by the British Broadcasting Corp. that the bank also took part
in the government talks.

To contact the reporter on this story: Ben Livesey in London
[EMAIL PROTECTED]
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