State exercising caution on securitization

Claims that Virginia is falling behind in a nationwide race to cash in its share of the Master Settlement Agreement payments are "a bit overstated," members of the Tobacco Commission said yesterday.
Critics suggest the delay in selling its share of the tobacco funds on the bond market could potentially be costing the state tens of millions of dollars in lost revenue for struggling rural communities in Southside and Southwest Virginia.
But Sen. Charles Hawkins, who chairs the Tobacco Indemnification and Community Revitalization Commission, the state agency securitizing the settlement money, says that Commission members must exercise caution before taking any steps with the funds.
"We can't just go ahead and (securitize the funds) without having a plan in place," the senator said yesterday. "We can't afford mistakes.
''When you're looking at the only new source of income in our area of the state, we can't afford to gamble on that,'' he added.
In April, Gov. Mark Warner signed off on a plan to sell, or ''securitize,'' half of Virginia's share of the national tobacco settlement to private investors.
Proceeds from the sale - initially estimated at $645 million - would be placed in an endowment to compensate tobacco growers and fund economic development projects.
Ten months later, state officials are still working out details of the sale.
Carthan Currin, executive director of the Tobacco Commission, said the process was a complicated one.
"You have to realize that some of this is beyond our control," he said yesterday. "We're dealing with a 31-member Commission, multiple state agencies, the government, the governor's office and a bond council."
Meanwhile, nearly a half-dozen states plus Puerto Rico have flooded the bond market with billions of dollars in tobacco settlement money. At least four more states are close to completing securitizations estimated at more than $7 billion.
Currin said that the market should have no problem absorbing the money.
"The bond people that we talked to think the money Virginia is trying to securitize is not that large when you look at it in terms of some other states, so they think there will be a better market for it," he said.
"What we're trying to do is get on the express way before we get into a traffic jam," Currin said.
As a result of the ten-month wait, some reports say the value of Virginia's portfolio has likely dropped to less than $600 million.
Several Commission members said this could be an overstatement.
"Those numbers are only as good as the day they were printed," Hawkins said. "The volatility of the market changes the numbers from day to day.
"We won't know the exact dollar amount until the day we put the money on the market," he added.
But Currin offered an approximation.
"At the end of the day, we're looking at somewhere around $600 million," he said. "But the important thing to remember is those figures are extremely fluid.
"Until the bonds are sold and we're in the market, those figures are assumptions and could change," he added.
"I have not seen any documentation on (those figures,)" Del. Clarke Hogan, who serves on the Commission, said yesterday.
Others involved with the Commission point out that timing Virginia's entry into the market is crucial.
''We have to get in soon because, at some point, the market is going to be saturated with these tobacco bonds,'' said Stephanie Wass, director of finance for the Commission the state agency securitizing the settlement money. ''We have lost some money by waiting this long.''
Hawkins said that some of the predictions could be exaggerated.
"I think some of the assumptions that we could be losing that much money are a bit overstated," he said yesterday.
"Being able to guarantee that we have the money over the long-term is worth any risk we could incur," he said.
Wass said Commission administrators hope to go to market by late March.
By selling off its tobacco settlement money, Virginia sheds the risk that settlement payments will shrink or disappear if cigarette manufacturers go bankrupt or shut their doors.
Warner said the 31-member Commission needed to develop a long-range spending plan for the endowment before officials could proceed. Specifically, the Commission needed to determine what percent of the bonds would be taxable and what percent would be tax-exempt. Commission members adopted that plan Feb. 6.
''If the Tobacco Commission had approved the plan last summer, could it have been brought to market earlier? That's probably true,'' Warner told The Roanoke Times. The governor said no government can go to market without first telling bond counsel the breakdown of tax-free debt and taxable debt.
''That's just the normal structure of any financial deal,'' Warner said.
Hawkins said that determination was made at the Commission's February meeting.
"We have decided on 20 percent taxable and 80 percent non-taxable," Hawkins said. "That gives us more flexibility in our ability to invest the money, and a better opportunity to be able to offer security in the market."
The Tobacco Commission's Vice Chairman, Del. Terry Kilgore, said the Commission did not draft a long-range plan earlier because Commission members were busy rallying support for securitization last year in the legislature.
''It took some time for a long-range plan to come together because you have different interests in bringing both Southside and Southwest together,'' Kilgore said. ''Hopefully we haven't lost that much and, with good investments, we'll be able to gain some of those dollars back.''
The Commission's long-range plan calls for spending from $35 million to $63 million annually through 2018 on tobacco grower compensation and community revitalization projects in Southwest and Southside Virginia.
Warner said he is urging the commission to assemble a team of experienced financial professionals to manage the endowment, which he calls ''a $600 million economic development bank.''
''The worst would be if these dollars were frittered away on political projects,'' Warner said. ''For Southside and Southwest, this is the best chance for a major economic development boost for the region.''
Hawkins agreed.
"We want to make sure we have this money in place for the generations to come," he said. "That requires a plan be in place that offers some stability."

No impact on South Boston ABB operations

ABB officials said that a Chapter 11 filing in the Delaware bankruptcy court by its U.S. subsidiary Combustion Engineering, Inc., will have "virtually no impact" on its South Boston operation which produces small power transformers.
Combustion Engineering (CE) previously announced a prepackaged plan of reorganization which was negotiated with certain asbestos claimants' lawyers.
The voting period for the plan commenced in January and is currently scheduled to end on February 19, 2003. As of Saturday, February 15, approximately 103,000 favorable votes had been received, together with less than 1,000 votes against the plan, according to a news release.
To be successful, it must be approved by at least 75 percent of all claimants.
Some analysts predict the asbestos settlement will cost ABB more than $1 billion.
CE officials said that they decided to file the Chapter 11 case prior to February 19 in order to foreclose any possible last minute effort by objecting claimants to file an involuntary bankruptcy and thereby interrupt the voting process.
Investors reacted favorably to the Chapter 11 filing by sending shares of ABB up 19 percent in Zurich on Monday and 14 percent yesterday on the New York Stock Exchange. Shares of ABB were up $0.35 for a 14 percent increase.
ABB's trading range on the NYSE during the past 52 weeks has ranged from $1.10 to $9.84 share.
Ron Kurtz, CE's spokesman in Newark, Conn., said yesterday's positive reaction by investors was the "best impact" on South Boston as well as other ABB subsidiaries.
ABB Ltd., based in Zurich, Switzerland, is a global provider of power and automation technologies to utility and industrial customers.
The ABB Group of companies operates in more than 100 countries and employs an estimated 146,000 people.
Employment at the South Boston transformer plant ranges between 400-600 persons based on information provided to the Halifax County Chamber of Commerce.

Dominion scraps plans for Roxboro power plant

Blaming changing market circumstances, Dominion Energy has announced it will discontinue plans to invest $629 million to build an electric generation facility in Person County, North Carolina.
The decision comes shortly after the energy company purchased 110 acres for the proposed plant for $2.3 million in late December.
The decision to scrap plans for the new power plant was made at the end of last week, Applewhite said yesterday.
A meeting originally scheduled tomorrow night in Roxboro, one that could have potentially sealed the deal for Roxboro and Person County's proposal to draw up to 30 million gallons per day (MGD) from the Dan River - with some of the draw destined for the power plant - also was cancelled yesterday.
The meeting had not been rescheduled as of press time Tuesday.
However, Person County Manager Steve Carpenter said yesterday that Roxboro and Person County were looking for "a 50-year water supply."
"We know we want the water," Carpenter told Roxboro Courier-Times Associate Editor Winkie Wilkins yesterday.
"We know where it is, we know we can get it permitted, we know we can get along with all the governments that are interested in water," Carpenter said.
"Now we have got to figure out how to finance it," he continued, noting none of the four government entities (Roxboro, Person County, Yanceyville and Caswell County) was prepared to deal with financing it individually.
Carpenter said the cost of debt service and operations was "too much for any of us singly."
The Person County manager told the Courier-Times he thought it was important "that we go ahead and get that piece of it (the water supply) in place because the money has been spent on it and none us will have to start over and spend a half-million again."
Approximately $500,000 had been spent for engineering and getting permitting for the water project.
Yesterday, the Dominion spokesman said that "changing market circumstances no longer support development of the proposed facility at this site" in North Carolina.
"We continue to actively evaluate the company's alternatives for siting gas-fired power generation, taking advantage of the access to gas supply basins that will be provided to this region via the Greenbrier Pipeline," added Applewhite.
"We remain committed to serving the power generation needs of markets in North Carolina and we're confident in the market opportunity.
"We are grateful for the enthusiastic support and hard work on the part of officials from Roxboro, Person County, and other state and local representatives. We share their disappointment in the cancellation of this project," Applewhite said.
Dan River Water
Neither Halifax County nor South Boston had taken a formal stand on the Dan River water withdrawal proposal prior to Dominion's project cancellation.
Halifax County Administrator Joe Morgan said Tuesday that the county was monitoring the process.
"We have a major group that participates in (the proposal), the Partnership of Regional Governments," Morgan said. "To the best of my knowledge, they haven't recommended any action."
Three governmental bodies had been expected to gather Thursday night in the hopes of aligning themselves in a regional water authority.
The City of Roxboro, the County of Person and the Town of Yanceyville had all but signed on a deal to set up a regional water system that would draw water from the Dan in Milton, according to the Roxboro Courier-Times. Reports also indicate Caswell County was ready to come in.
Planning for the arrival of the plant, Roxboro and Person County proposed a plan to obtain as much as 30 MGD from the Dan River. But in order to carry out the plan, they need a partner in Caswell County, where Milton is located.
Yesterday, the Halifax County administrator suggested that the issue far exceeds the power of any local government.
"I think the precedent was set (during the Lake Gaston Pipeline battle) at the state level far beyond the level of a local government to be able to affect," he said.
Halifax County would have been represented at the meeting by members of both the local planning commission and the Partnership, according to Morgan.
Assistant County Administrator Jerry Lovelace, who works in Halifax County's planning office, said earlier that the proposal could be a "huge issue" for Halifax County.
"Currently, the county has taken no position, either for or against the proposal," he said. "But we do feel that the 30 MGD is excessive in that we have no information to justify such a large draw.
"Based on what we know, there is only justification for about half (of the 30 MGD figure.)"
Roxboro had cited the need for the additional water to the intention of Dominion Power to build and operate a power plant on the south side of the city.
Officials with both Roxboro and Person County had said that increased needs are anticipated in projected growth for both jurisdictions.
According to Dominion officials, at the maximum, only 8 MGD would have been needed for the plant.

Grand jury indicts Hodges for murder of Jackson

A multi-jurisdictional Grand Jury in Halifax County Circuit Court has indicted Kenneth Alonzo Hodges II in the shooting death of Shelly Marie Jackson on or about September 1, 2002.
Meeting last Thursday, the Grand Jury charged Hodges, a 23-year-old South Boston resident, with the murder of Jackson and the use of a firearm to commit murder.
The Grand Jury returned one additional indictment against Hodges, charging him with feloniously possessing a firearm under the age of 29 after being convicted of a crime as a juvenile 14 years of age or older, that would have been a felony had he been an adult.
The body of Jackson, missing for several days prior to September 4, was found in a pine thicket approximately 200 yards from the end of Greenfield Road in the Woodlawn subdivision.
Authorities confirmed that Jackson died of a gunshot wound.
Early Wednesday afternoon last September 4, investigators had arrested Hodges on an unrelated charge involving a violation of his $100,000 bond.
Hodges' arrest came when investigators discovered he had violated one of the conditions of his bond, which called for him to have no contact with Shelly Jackson.
That no-contact stipulation was ordered by Judge Joel Cunningham on June 17 of last year.
Halifax County Sheriff Jeff Oakes added that Jackson could (have had a relationship with) someone else who may be a suspect as well in the murder.
Investigators were sent to the scene after a family member allegedly alerted them that Jackson had been seen in the area.
They started their search shortly after Jackson was reported missing, but, according to Oakes, were unable to find the victim's body in the dark.
Searchers reportedly continued the search the following morning, finding an earring (which they later discovered matched one found on the body), a pocket knife and a hair accessory along the trail.
Nearby, searchers discovered two large blood stains on the ground, and later that morning Jackson's body, which had been dragged from the trail into the thicket.
Jackson, who at the time was facing drug-related charges, had been asked to testify against Hodges on drug conspiracy charges, according to Commonwealth's Attorney John Greenbacker.
Hodges was charged at the time with conspiracy to distribute narcotics and firearms charges, Greenbacker said.
Other Court
A Halifax County Circuit Court jury convicted Samuel Clifton Ferguson, 49, of South Boston, of animate sexual penetration of a child under age 13.
The jury returned the verdict after a trial last Thursday.
Judge Leslie M. Osborn affirmed the jury's verdict on Friday, but did not affirm the jury's recommendation that Ferguson serve 12 years in prison for the crime.
Judge Osborn set a sentencing date for the April court term, with Ferguson remanded to custody until that time.

Comets begin new season

One season is over and a new one starts tomorrow night for the Halifax County High School varsity boys basketball team.
The Comets (10-9 overall, 4-4 district), the second-place finisher in the Western Valley District, standings, will host third seed Franklin County Thursday night at 7 p.m. in one of the semifinal games of the Western Valley District Tournament.
This marks the second season in a row that Halifax County has finished second and landed a home game in the district tournament semifinals.
Last year, the Comets hosted Cave Spring and its standout J.J. Redick in the tournament semifinals and lost to the Knights who went on to win the Group AAA state title.
Comets coach Garrett Dillard says he is glad to have the opportunity for his team to play a semifinal game on its home floor.
"We have great fans," said Dillard.
"The Comets Crazies are great and we're going to appreciate the home court advantage.
"But, we can't look at it like we're going to win just because we're at home," added Dillard.
"We've still got to come out and play and we've got to play even harder because we are at home."
On paper, it appears the Comets got the best draw.
The Comets' win last Friday night over GW put the Comets in second place and dropped GW into a tie for third place with Franklin County.
Franklin County, (10-6 overall, 3-5 district) won the tiebreaker and was awarded third place.
GW was ranked fourth in the final standings and has to host E.C. Glass tonight in a play-in game with the winner advancing to Thursday night's other semifinal game against Patrick Henry in Roanoke.
Dillard agreed that the Comets got a good draw in the tournament pairings, but not just because Halifax County doesn't have to face GW for a third time.
"It's not about not having to play GW," explained Dillard.
"It's about not having to play the same team back-to-back. That's my biggest concern.
"Although we just played Franklin County, there was a game between that game and this one and we're able to get off of that emotional high from beating GW," added Dillard.
"We lost to Franklin County and we didn't play well doing it. Hopefully, we will come out focused and will play much better against Franklin County than we did the last time."
Dillard said his team has every reason to get itself focused and ready to play.
The primary point of focus is that this game is an elimination game.
If the Comets want to have a chance to extend their season and have a shot at getting into the Northwest Region playoffs, a win over Franklin County is a must.
"This is a "must win" game," Dillard said.
"This is an elimination game. There can't be any excuses. If we don't play well, the season is over and we don't go anywhere."
The fact that Thursday night's game is a "must win" game for the Comets could be to their advantage.
When the Comets faced E.C. Glass in Lynchburg on January 30 and won, it was a big game as it vaulted the Comets to 3-1 in the district.
Then, after having lost to Franklin County, the Comets had another "must win" game, the one here against GW last Friday night, as a win in that one would secure second place in the district and a home game in the district tournament.
"We had to win that game because we had games against GW and PH right after that," said Dillard.
"We didn't want to go up against them with a loss to Glass. Then we had the big win over GW. If we hadn't won over GW, we would have found ourselves in the play-in game.
"Those were two games that we had to win this year and we did," added Dillard.
"Franklin County is a game that we must win if we want to extend our season."
In the February 12 loss to Franklin County at Rocky Mount, Franklin County used a zone defense in an attempt to slow down the Comets' offensive machine.
The Eagles made it work as Halifax County made only 14 shots from the floor and lost by seven points after cutting a 17 point deficit down to four points late in the game.
"Those guys (Franklin County) did a good job of beating us up there," said Dillard.
"We had been scoring in the 60's and 70's and they did a good job of keeping us in the 40's. You're not going to beat anybody making just 14 shots, no matter how good of a defense you play."
Dillard said he will prepare his team for the likelihood that it will see Franklin County go into a zone defense once again Thursday night.
"We're not going to make a lot of changes," said Dillard.
"We're going to play our up-tempo pressure defense. At the same time, we're going to be prepared to shoot the ball well against their zone defense, knock down some shots, and, if the opportunity presents itself, pull Franklin County out of the zone."
Dillard said the fact that the winter storm that coated the area with ice has pushed the tournament schedule back a day won't make a lot of difference for his team.
The Comets, like a lot of other teams, have had to play numerous make-up games this season.
"Something like 25 to 35 percent of our games have been make-up games," noted the Comets coach.
"I'm a very impatient person. I think I'd have rather played Wednesday night (as originally scheduled) whether we were prepared or not.
"We're going to be prepared to play Thursday," he added.
"We're going to practice today (yesterday) and, hopefully, school will be back in session tomorrow (Wednesday).
"We can get another practice in tomorrow (Wednesday) and have a shoot-around Thursday," Dillard continued.
"We'll come out focused, ready to go and play Hali-Heat Basketball."
If the Comets defeat Franklin County Thursday night, they will advance to Friday night's district tournament championship game.
If Patrick Henry (8-0 in district play) wins its Thursday night semifinal game and the Comets win Thursday night, the Comets will be assured of a berth in the Northwest Region Tournament.
However, if Patrick Henry loses Thursday night and the Comets win Thursday night, the Comets will host the tournament championship game on Friday.
Because Patrick Henry has already clinched a berth in the Northwest Region Tournament as a result of winning the regular-season title, the Comets would then have to win the championship game in order to advance to the regional playoffs.
There has been only one time in recent years in which a Western District or Western Valley District team has gone through the season undefeated through both regular season and district tournament play.
GW last did that in 1998, the year in which GW won the Group AAA state championship.

Obituaries

Evelyn Rogers DeJarnette


Evelyn Rogers DeJarnette died February 16 at Halifax Regional Hospital.
Mrs. DeJarnette was born in Halifax County, the daughter of Thomas F. Rogers and Manie Waller Rogers and was married to Harry Edward DeJarnette Jr. She was a member of Clover Bottom Baptist Church.
Survivors include one son, H. Edward DeJarnette III and wife, Dianne of Albany, GA; one daughter, Vicki DeJarnette Barker and husband, Robert A. Jr. of Nathalie; five grandchildren, Ashley Barker, Whitney Barker, Robert A. Barker III, Tracey DeJarnette, Sarah DeJarnette; one sister, Eva Rogers Sexton of Lynchburg; one sister-in-law, Ruby B. Rogers of Norfolk. She was preceded in death by a son, David DeJarnette; and a brother, John T. Rogers.
A funeral service for Mrs. DeJarnette will be held today, February 19, at 3 p.m. at Clover Bottom Baptist Church with t he Revs. Malcolm Cadd and James Crocker officiating. Burial will follow in the church cemetery.


Golden Perry Gregory


Golden Perry Gregory, 72, of Roxboro, NC, died February 17 at Person Memorial Hospital.
Mr. Gregory was born in Person County, NC, the son of Dave Gregory and Annie Chandler Gregory, and was married to Ruby McDowell Gregory. He was a retired businessman and former play-by-play announcer for the Minnesota Twins.
Mr. Gregory served in the Army during the Korean War, attended Surl Primitive Baptist Church and was an Iron Duke for many years.
In addition to his mother and wife, survivors include one daughter, Pam Dollar of Durham, NC; one son, Bruce Gregory of Durham; five stepchildren, Joy McDowell Childress of Durham, John McDowell Jr. of Roxboro, Ronnie Thomas McDowell of Halifax, Keith A. McDowell of Cluster Springs and Tricia McDowell Davis of Roxboro; 14 grandchildren and three great-grandchildren.
Funeral services for Mr. Gregory will be held at 11 a.m. today, February 19, at Brooks & White Funeral Home Chapel in Roxboro with Elder C.B. Davis Jr. officiating. Burial will follow in Surl Primitive Baptist Church Cemetery.
Those wishing to give memorials are asked to consider the American Diabetic Association, 3109 Poplarwood Ct., Suite 125, Raleigh, NC, 27604.


Mildred Clay Hailey


Mildred Clay Hailey, 73, of 4159 Hog Wallow Road, Nathalie, died February 17 at Lynchburg General Hospital.
Mrs. Hailey was born in Pittsylvania County on May 24, 1929, the daughter of Monroe Clay and Laura Kelly Clay and was married to Charlie Edward Hailey Sr. She was a retired employee of Burlington Industries, Brookneal.
In addition to her husband, she is survived by one son, Charlie Edward Hailey Jr. and his wife, Phyllis, of Nathalie; one daughter, Elizabeth Carolyn H. Moses and her husband, Herbert, of Rustburg; one brother, Russell Clay of Hurt; two sisters, Ruby Crews of Hurt and Dolly Crews of Altavista; three grandchildren, Stacey Lynn Hailey, Laura Beth Moses and Jennifer Moses. Mrs. Hailey was preceded in death by three brothers, Cabell Clay, Stover Clay and Grover Clay; and a sister, Lucille Shively.
Funeral services will be held at 2 p.m. tomorrow, February 20, at Childrey Baptist Church with the Rev. Rodney Barwick officiating. Burial will follow in the church cemetery.
The family will receive friends this evening from 6:00 until 7:30, at Henderson Funeral Home, Brookneal.


Hallie Barksdale Moon


Hallie Barksdale Moon, 85, of Porter Lane, South Boston, died February 16 at Berry Hill Nursing Home.
Mrs. Moon was born in Halifax County on March 5, 1917, the daughter of the John Barksdale and Delia Barksdale and was married to Willie H. Moon and in her later years attended Morning Star Holiness Church and White Stone Sutherlin Apostolic Church.
Survivors include one son, Willie Long of South Boston; her daughter-in-law, Anne Long; five grandchildren; 15 great-grandchildren; and two great-great-grandchildren.
Funeral services for Mrs. Moon will be held February 20 at noon at Jeffress Funeral Home Chapel with Dr. Eula Payne-Williams officiating. Burial will follow in Rose Garden Cemetery.
The family is receiving friends at the home of Mr. and Mrs. Willie Long, 5149 East Hyco Road, South Boston.


Mary Elizabeth Burns McFarland


Mary Elizabeth Burns McFarland, 76, of 1086 Burns Trail, Halifax, died February 16 at her home.
Mrs. McFarland was born in Clover on March 7, 1926, the daughter of Sylear Johnson Burns and Andrew Burns and was married to Charles McFarland.
Survivors include three sisters, Gladys Thompson, Agnes Caban and Dolly Barksdale; and one brother, Franklin Burns.
Mass of Christian burial will be held today, February 19 at 1 p.m. at Dunn & Sons Funeral Home Chapel in Halifax with Edna Maier, S.N.D. Celebrant. Burial will follow in the Burns Family Cemetery.
The family will receive friends from noon until service time, and other times at the home