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References

3.

You should know in strict

confidence that it has now been agreed that E. C.(

may guarantee a loan in respect of 75% of price.

In informing Clague of this decision within the

next week, Lord Brown will be making it clear that

this offer is conditional on major shareholders

giving their several guarantees of repayment of

loan in proportion to their share-holding. (You

will note that this is no longer a requirement

A.

for joint ma severri guarantee). If E.C.G.D.

were to guarantee the loan of some 210 million

to the Tunnel Company without these guarantees,

they would be acting on the sole security of

successful operation and would be totally

unsecured during the three years of construction.

Moreover E.C.G.D. guarantee would thus be

performing the function of risk capital without

any control of the management of the project, and

would be taking on speculative risks at fixed

interest rates well below the return such risks

would justify.

4.

By contrast the two major share-

holders would be risking equity capital of less

than £6 million between them.

5.

We appreciate your reluctance to

NOTHING TO BE WRITTEN IN THIS MARGIN

(Q2783) 68833/8371 2M.P 4/62- AT&S. 768.

become over-involved in investment by private

financial interests.

It would, however, seem

appropriate that, in line with views expressed

to Secretary of State during his recent visit,

Hong Kong Government should give a lead by under-

taking to guarantee a portion of the loan

proportionate to their own holding in the Tunnel

Company, and should impress on the major

/shareholders

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