- --------------------------------------------------------------------------------
- --------------------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
---------------------
SCHEDULE TO
TENDER OFFER STATEMENT UNDER SECTION 14(d)(1)
OR 13(e)(1) OF THE SECURITIES EXCHANGE ACT OF 1934
AND
AMENDMENT NO. 3 TO
SCHEDULE 13D
UNDER THE SECURITIES EXCHANGE ACT OF 1934
---------------------
GULF INDONESIA RESOURCES LIMITED
(Name of Subject Company (issuer))
---------------------
CONOCO CANADA RESOURCES LIMITED
CONOCO INC.
(Names of Filing Persons (offerors))
---------------------
GULF INDONESIA RESOURCES LIMITED
(Name of Filing Person (subject company in a 13E-3 transaction))
---------------------
COMMON SHARES
(Title of Class of Securities)
402284103
(CUSIP Number of Class of Securities)
---------------------
WAYNE C. BYERS
SENIOR COUNSEL
CONOCO INC.
600 NORTH DAIRY ASHFORD ROAD
HOUSTON, TX 77079
(281) 293-1000
(Name, Address and Telephone Numbers of Person Authorized to
Receive Notices and Communications on Behalf of Filing Persons)
WITH A COPY TO:
RICHARD HALL, ESQ.
CRAVATH, SWAINE & MOORE
WORLDWIDE PLAZA
825 EIGHTH AVENUE
NEW YORK, NY 10019
(212) 474-1000
---------------------
June 12, 2002
---------------------
CALCULATION OF FILING FEE
<Table>
<Caption>
- ------------------------------------------------------------------------------------------------------------------------
- ------------------------------------------------------------------------------------------------------------------------
TRANSACTION VALUATION(1) AMOUNT OF FILING FEE(1)(2)
- ------------------------------------------------------------------------------------------------------------------------
U.S.$349,648,182 U.S.$32,168
- ------------------------------------------------------------------------------------------------------------------------
- ------------------------------------------------------------------------------------------------------------------------
</Table>
(1) The transaction valuation is estimated solely for purposes of calculating
the filing fee pursuant to Rule 0-11(d). The calculation assumes the
purchase of all outstanding common shares of Gulf Indonesia Resources
Limited, par value U.S.$0.01 (the "Shares"), not beneficially owned by
Conoco Canada Resources Limited, at a purchase price of U.S.$13.25 per
Share, net to the seller in cash. As of June 4, 2002, there were 26,388,542
Shares outstanding on a fully diluted basis not beneficially owned by Conoco
Canada Resources Limited.
(2) The amount of the filing fee is calculated in accordance with Rule 0-11 of
the Securities Exchange Act of 1934, as amended, and Fee Rate Advisory No. 8
of 2002 issued by the Securities and Exchange Commission (the "SEC") on
January 16, 2002. Such fee is U.S.$92 per U.S.$1,000,000 of the transaction
value.
[ ] Check the box if any part of the fee is offset as provided by Rule
0-11(a)(2) and identify the filing with which the offsetting fee was
previously paid. Identify the previous filing by registration statement
number, or the Form or Schedule and the date of its filing.
<Table>
Amount Previously Paid: N/A Form or Registration No.: N/A
Filing Party: N/A Date Filed: N/A
</Table>
[ ] Check the box if the filing relates solely to preliminary communications
made before the commencement of a tender offer.
Check the appropriate boxes below to designate any transactions to which the
statement relates:
<Table>
[X] third-party tender offer subject to Rule 14d-1. [ ] issuer tender offer subject to Rule 13e-4.
[X] going-private transaction subject to Rule 13e-3. [X] amendment to Schedule 13D under Rule 13d-2.
</Table>
Check the following box if the filing is a final amendment reporting the results
of the tender offer: [ ]
- --------------------------------------------------------------------------------
- --------------------------------------------------------------------------------
CUSIP No. 402284103
<Table>
- ---------------------------------------------------------------------------------------------------------------
1 Names of Reporting Persons
Identification Nos. of Above Persons (entities only)
CONOCO INC.
IRS# 51-0370352
CONOCO CANADA RESOURCES LIMITED
IRS# 98-0086499
- ---------------------------------------------------------------------------------------------------------------
2 Check the Appropriate Box if a Member of a Group (See Instructions)
(a) [ ]
(b) [ ]
- ---------------------------------------------------------------------------------------------------------------
3 SEC USE ONLY
- ---------------------------------------------------------------------------------------------------------------
4 Source of Funds (See Instructions)
BK, OO
- ---------------------------------------------------------------------------------------------------------------
5 Check if Disclosure of Legal Proceedings is Required
Pursuant to Items 2(d) or 2(e) [ ]
- ---------------------------------------------------------------------------------------------------------------
Citizenship or Place of Organization
6 CONOCO INC. -- DELAWARE
CONOCO CANADA RESOURCES LIMITED -- NOVA SCOTIA
- ---------------------------------------------------------------------------------------------------------------
</Table>
<Table>
Number of Sole Voting Power
Shares 7 0
Beneficially --------------------------------------------------------------
Owned by Each Shared Voting Power
8
Reporting 63,650,000
Person with --------------------------------------------------------------
Sole Dispositive Power
9
0
--------------------------------------------------------------
Shared Dispositive Power
10
63,650,000
- -----------------------------------------------------------------------------------------------------
</Table>
<Table>
Aggregate Amount Beneficially Owned by Each Reporting Person
11 63,650,000
- -----------------------------------------------------------------------
Check Box if the Aggregate Amount in Row (11) Excludes
12 Certain Shares (See Instructions) [ ]
- -----------------------------------------------------------------------
Percent of Class Represented
by Amount in Row (11)
13 72.3%
- -----------------------------------------------------------------------
Type of Reporting Person (See Instructions)
14 CO
- -----------------------------------------------------------------------
</Table>
---------------------
This Tender Offer Statement on Schedule TO (this "Schedule TO") is filed by
Conoco Inc., a Delaware corporation ("Conoco") and Conoco Canada Resources
Limited, a Nova Scotia corporation ("Conoco Canada") and a wholly owned
subsidiary of Conoco. This Schedule TO includes the Schedule 13E-3 Transaction
Statement of Conoco, Conoco Canada and Gulf Indonesia Resources Limited, a New
Brunswick corporation ("Gulf Indonesia"), in respect of the Offer (as defined
below). This Schedule TO also constitutes Amendment Number 3 to the Statement on
Schedule 13D of Conoco and Conoco Canada filed with the SEC on July 26, 2001, as
amended on May 28, 2002 and on June 10, 2002 (the "Schedule 13D").
This Schedule TO relates to the offer by Conoco Canada to purchase all the
outstanding common shares, par value U.S.$0.01 per share (the "Shares"), of Gulf
Indonesia not owned by Conoco Canada, at a purchase
price of U.S.$13.25 per Share, net to the seller in cash, without interest
thereon. The Offer is subject to the terms and conditions set forth in Conoco
Canada's Offer to Purchase dated June 12, 2002 (the "Offer to Purchase") and the
related Letter of Transmittal ("Letter of Transmittal"), copies of which are
attached hereto as Exhibits (a)(1)(A) and (a)(1)(C), respectively. The Offer to
Purchase and Letter of Transmittal, as each may be amended or supplemented from
time to time, constitute the "Offer".
The information set forth in the Offer to Purchase and the Letter of
Transmittal, including all schedules, exhibits and annexes thereto, is hereby
expressly incorporated herein by reference in response to all items of
information required to be included in, or covered by, a Tender Offer Statement
on Schedule TO, all items of information required by the Schedule 13E-3
Transaction Statement to be included in, or covered by, this Schedule TO and all
items of information required to be included in, or covered by, an amendment to
the Schedule 13D as a result of the Offer.
ITEM 12. EXHIBITS
<Table>
(a)(1)(A) Offer to Purchase dated June 12, 2002.
(a)(1)(B) Solicitation/Recommendation Statement on Schedule 14D-9 of
Gulf Indonesia, dated June 12, 2002 (the "Recommendation
Statement").
(a)(1)(C) Letter of Transmittal.
(a)(1)(D) Notice of Guaranteed Delivery.
(a)(1)(E) Letter to Brokers, Dealers, Commercial Banks, Trust
Companies and other Nominees.
(a)(1)(F) Form of Letter to Clients for use by Brokers, Dealers,
Commercial Banks, Trust Companies and other Nominees.
(a)(1)(G) Guidelines for Certification of Taxpayer Identification
Number on Substitute Form W-9.
(a)(1)(H) Press release issued by Conoco Canada, dated June 12, 2002,
announcing the commencement of the Offer.
(a)(1)(I) Letter to stockholders of Gulf Indonesia from the Chairman
of the Board of Gulf Indonesia.
(a)(1)(J) Summary Advertisement published on June 12, 2002.
(a)(1)(K) Gulf Indonesia's Annual Report on Form 40-F for the year
ended December 31, 2001.
(a)(1)(L) Gulf Indonesia's Annual Report on Form 40-F for the year
ended December 31, 2000.
(b) None.
(c)(1) Valuation and Fairness Opinion of RBC Dominion Securities
Inc. dated June 6, 2002 (included as Annex A of the
Recommendation Statement filed herewith as Exhibit
(a)(1)(B)).
(c)(2) Presentation of J.P. Morgan Securities Inc. and Merrill
Lynch & Co. to the management of Conoco and Conoco Canada
dated May 23, 2002.
(c)(3) Presentation of J.P. Morgan Securities Inc. and Merrill
Lynch & Co. to the management of Conoco and Conoco Canada
dated May 16, 2002.
(c)(4) Presentation of J.P. Morgan Securities Inc. to the
management of Conoco and Conoco Canada dated March, 2002.
(d) Support Agreement dated as of June 7, 2002 by and among
Conoco, Conoco Canada and Gulf Indonesia.
(f) Applicable Canadian statutory provisions concerning
appraisal and dissent rights.
(g) None.
(h) None.
</Table>
2
SIGNATURE
After due inquiry and to the best of my knowledge and belief, I certify
that the information set forth in this statement is true, complete and correct.
SCHEDULE TO, SCHEDULE 13D/A and
SCHEDULE 13E-3
CONOCO INC.
by /s/ ROBERT E. MCKEE
------------------------------------
Name: Robert E. McKee, III
Title: Executive Vice President,
Exploration Production
CONOCO CANADA RESOURCES LIMITED
by /s/ HENRY W. SYKES
------------------------------------
Name: Henry W. Sykes
Title: President
SCHEDULE 13E-3
GULF INDONESIA RESOURCES LIMITED
by /s/ ROBERT H. ALLEN
------------------------------------
Name: Robert H. Allen
Title: Chairman of the Board
Dated: June 12, 2002
3
INDEX TO EXHIBITS
EXHIBIT NUMBER/DOCUMENT
<Table>
<Caption>
EXHIBIT
NUMBER DESCRIPTION
------- -----------
(a)(1)(A) Offer to Purchase dated June 12, 2002.
(a)(1)(B) Solicitation/Recommendation Statement on Schedule 14D-9 of
Gulf Indonesia, dated June 12, 2002 (the "Recommendation
Statement").
(a)(1)(C) Letter of Transmittal.
(a)(1)(D) Notice of Guaranteed Delivery.
(a)(1)(E) Letter to Brokers, Dealers, Commercial Banks, Trust
Companies and other Nominees.
(a)(1)(F) Form of Letter to Clients for use by Brokers, Dealers,
Commercial Banks, Trust Companies and other Nominees.
(a)(1)(G) Guidelines for Certification of Taxpayer Identification
Number on Substitute Form W-9.
(a)(1)(H) Press release issued by Conoco Canada, dated June 12, 2002,
announcing the commencement of the Offer.
(a)(1)(I) Letter to stockholders of Gulf Indonesia from the Chairman
of the Board of Gulf Indonesia.
(a)(1)(J) Summary Advertisement published on June 12, 2002.
(a)(1)(K) Gulf Indonesia's Annual Report on Form 40-F for the year
ended December 31, 2001.
(a)(1)(L) Gulf Indonesia's Annual Report on Form 40-F for the year
ended December 31, 2000.
(b) None.
(c)(1) Valuation and Fairness Opinion of RBC Dominion Securities
Inc. dated June 6, 2002 (included as Annex A of the
Recommendation Statement filed herewith as Exhibit
(a)(1)(B)).
(c)(2) Presentation of J.P. Morgan Securities Inc. and Merrill
Lynch & Co. to the management of Conoco and Conoco Canada
dated May 23, 2002.
(c)(3) Presentation of J.P. Morgan Securities Inc. and Merrill
Lynch & Co. to the management of Conoco and Conoco Canada
dated May 16, 2002.
(c)(4) Presentation of J.P. Morgan Securities Inc. to the
management of Conoco and Conoco Canada dated March, 2002.
(d) Support Agreement dated as of June 7, 2002 by and among
Conoco, Conoco Canada and Gulf Indonesia.
(f) Applicable Canadian statutory provisions concerning
appraisal and dissent rights.
(g) None.
(h) None.
</Table>