RNG/JCI – Revised settlement agreement signed

NOTIFICATION TO R&E AND JCI SHAREHOLDERS RENEWAL OF CAUTIONARY ANNOUNCEMENT JCI, JCI Investment Finance (Pty) Limited (“JCIIF”) and R&E (“the parties”) are pleased to announce that earlier today the parties signed a revised Settlement Agreement (“the revised Settlement Agreement”), following the lapsing of the Settlement Agreement concluded between them on 31 August 2009 and then again on 18 September 2009, the terms of which were previously communicated to R&E and JCI shareholders.

In terms of the revised Settlement Agreement, and subject to the fulfillment of various suspensive conditions as detailed in such agreement:

1. JCI and JCIIF shall cause 6 051 632 Gold Fields Limited (“GFI”) ordinary shares to be transferred to R&E;

2. JCI shall allot and issue 1 555 710 220 new JCI ordinary shares (“the new JCI shares”) to R&E, representing approximately 44% of the issued share capital of JCI post the issue of such new JCI shares;

3. R&E shall, following the transfer of the GFI shares to R&E, make a capital distribution of such GFI shares to R&E shareholders in proportion to their respective shareholdings;

4. R&E shall distribute the new JCI shares to R&E shareholders in proportion to their respective shareholdings.

R&E intends also, as part of an unbundling process, to distribute its existing JCI shares comprising 305 186 049 shares to R&E shareholders in proportion to their respective shareholdings.

The revised settlement agreement once implemented will as between the R&E group and the JCI group only, give rise to the JCI group being discharged from R&E`s claims against the JCI Group and vice versa, this, without the parties making any admissions of liability or any concessions in regard to their respective claims.

The terms of the revised settlement agreement will be detailed in a further detailed announcement and circulars will be furnished to the shareholders of R&E and JCI in due course, to whom the revised Settlement Agreement will be presented for approval. The parties have procured irrevocable undertakings from certain key shareholders as required in terms of the revised Settlement Agreement.
Shareholders are further advised that a Litigation Settlement Agreement between the parties, Letseng Diamonds Limited, Investec Bank Limited, Investec Bank Plc and certain other parties was also concluded, the details of which will also be included in a detailed announcement to shareholders in due course and the abovementioned circulars.

RENEWAL OF CAUTIONARY ANNOUNCEMENT

In the light of the above, R&E and JCI shareholders are advised to continue to exercise caution when trading in their shares over-the-counter until the further detailed announcements are made.

Johannesburg
21 January 2010
Sponsor to R&E:
PSG Capital (Pty) Limited
Sponsor to JCI:
Sasfin Capital
(a division of Sasfin Bank Limited)
Date: 21/01/2010 16:29:06 Produced by the JSE SENS Department.
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