8-KOther EventsExhibits & Filings

CMS ENERGY CORP 8-K Report, Corporate Update (Dec 15, 2005)

Filed December 15, 2005For Securities:CMSCMS-PCCMSACMSCCMSD

Summary

CMS Energy Corporation (CMS) filed an 8-K on December 15, 2005, to report on the issuance and sale of $125 million in 6.875% Senior Notes due 2015. The primary purpose of this debt issuance was to extinguish approximately $109 million in obligations related to a gas supply contract, with a total expected payout of around $118 million. The remaining proceeds, after accounting for contract extinguishment costs and other expenses, are intended for general corporate purposes. In the event the gas supply contract extinguishment does not close, CMS Energy has stated its intention to use the proceeds for general corporate purposes, which could include debt retirement or capital infusions into its subsidiary, Consumers Energy Company. This filing also includes exhibits such as the Nineteenth Supplemental Indenture and an opinion from the company's Assistant General Counsel regarding the legality of the Notes.

Key Highlights

  • 1CMS Energy issued $125 million in 6.875% Senior Notes due 2015.
  • 2Proceeds primarily intended to extinguish a gas supply contract obligation of approximately $109 million (total expected payout ~$118 million).
  • 3Remaining proceeds to be used for general corporate purposes.
  • 4Contingency plan: if contract extinguishment fails, proceeds will be used for general corporate purposes, potentially including debt retirement or capital for Consumers Energy.
  • 5The issuance was conducted under an effective shelf Registration Statement on Form S-3.
  • 6Key supporting documents filed as exhibits include a Supplemental Indenture and a legal opinion on the Notes.
  • 7The filing was made on December 15, 2005, with the earliest event reported being December 13, 2005.

Frequently Asked Questions

The primary use of the $125 million is to extinguish approximately $109 million of obligations under a gas supply contract, with an expected total payout of around $118 million, along with associated expenses. Any remaining funds are designated for general corporate purposes.

If the closing of the gas supply contract extinguishment does not occur for any reason, CMS Energy intends to use the proceeds for general corporate purposes. This could include retiring other debt or making capital infusions into its subsidiary, Consumers Energy Company.

The key financial instrument is the $125 million principal amount of 6.875 percent Senior Notes due 2015 issued by CMS Energy. The filing also references an existing Indenture and a Nineteenth Supplemental Indenture related to these notes.

The debt offering was conducted pursuant to an effective shelf Registration Statement on Form S-3 (No 333-125553) filed with the SEC.