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Shares in Rex Minerals Surge More Than 60%

Shares in Rex Minerals Surge More Than 60%

瑞克斯礦業股份上漲超過60%
sharecafe ·  07/08 01:23

Shares in Rex Minerals (ASX:RXM) surged more than 60% after it revealed it had found its ideal partner in the shape of its major shareholder, Indonesian-owned MACH Metals Australia.

澳洲Rex礦業(ASX:RXM)的股票價格上漲了60%以上,因爲它發現了理想的合作伙伴,即印度尼西亞擁有的MACH Metals Australia的主要股東。

Under the terms of the offer, MACH will acquire all the shares in Rex that it does not already own for a cash consideration of 47 cents each.

根據該要約的條款,MACH將以47美分的現金出資收購它尚未擁有的Rex的所有股份。

Rex told the ASX on Monday that it had entered into a scheme implementation deed with MACH Metals, which will pay 47 cents a share, a premium of 71% to the last sale.

週一,Rex向ASX表示,已與MACH Metals簽訂方案實施協議,該協議每股支付47美分,溢價71%。

That saw the shares jump to 44 cents, where they traded for the rest of the session.

這使得股票上漲至44美分,其餘交易日均在這個價位交易。

The price values Rex at $393 million, or rather its prime asset, the Hillside copper-gold prospect in South Australia.

價格將Rex估值爲39300萬美元,或者說是其最優質的資產——南澳大利亞的Hillside銅金礦。

Rex said in its statement to the ASX that the MACH offer was received following a competitive global partnering process. This process was focused on the $854 million funding and subsequent development pathway for the Hillside prospect.

Rex在其向ASX提交的聲明中表示,此次MACH的報價是在一輪全球競爭合作伙伴進程中獲得的,該進程重點關注Hillside Prospect的8580萬美元資金和隨後的發展道路。

The reality is that to get the mine into production will cost MACH more than $1.2 billion—the takeover cost and the $854 million estimate, which seems out of date since it was made at the end of 2022. There has been considerable inflation of costs in the mining industry since then.

事實是,MACH需要花費超過12億美元才能將該礦投入生產,包括收購成本和8504萬美元的建礦成本預算——這一估算似乎已過時,因爲它是在2022年底做出的。自那以後,採礦行業的成本膨脹相當嚴重。

Hillside is located on the Yorke Peninsula of South Australia. It is planned as a 13-year open-cut operation.

Hillside位於南澳大利亞州的Yorke半島上,計劃作爲一個歷時13年的露天開採工程。

Rex says it contains a mineral resource of 1.9 million tonnes of copper and 1.5 million ounces of gold. Rex says Hillside is one of the largest undeveloped copper-gold prospects in Australia (although there are several in central Western NSW that are giants, such as Alkane and Magmatic Resources prospects, for instance).

Rex表示,它擁有190萬噸銅和150萬盎司黃金的礦產資源。Rex說Hillside是澳大利亞最大的未開發銅金礦之一(雖然中西部新南威爾士州有幾個巨型礦藏,比如Alkane和Magmatic Resources等)。

Rex said its board had carefully assessed the offer against a range of other alternatives. After taking into account the risks and potential ownership dilution associated with a stand-alone development of Hillside, it decided the MACH offer was the superior option.

Rex表示,其董事會已經仔細評估了各種其他選擇。在考慮到Hillside獨立開發所涉及的風險和潛在股權稀釋之後,決定MACH的報價是更優選擇。

As a result, Rex's board unanimously recommends that shareholders support the transaction by voting in favour of it. This is in the absence of a superior proposal and subject to the independent expert's report.

因此,Rex的董事會一致建議股東支持交易,投票贊成交易,前提是沒有更好的提議,待獨立專家報告的確認。

Importantly, it also has to have the approval of the Foreign Investment Review Board.

重要的是,它還需要獲得外國投資審查委員會的批准。

If approved and developed, Hillside will add to South Australia's position as the copper-gold (and uranium and silver) capital of Australia, with BHP's Olympic Dam, Carapateena, and Prominent Hill mines, as well as a prospective resource under Olympic Dam and another nearby at Oak Dam.

如果得到批准並得以開發,Hillside將使南澳大利亞成爲澳大利亞銅金(和鈾和白銀)之都,擁有BHP的奧林匹克壩,Carapateena和突出山礦區,以及奧林匹克壩下的潛在資源和Oak Dam附近的另一個資源。

Hillgrove Resources is another player with its Kanmantoo copper-gold project and revitalization of an older mine and resources, which is in the Adelaide Hills around 55 kilometers from the city.

Hillgrove Resources是另一個參與者,擁有位於阿德萊德山區以南約55公里處的坎曼圖銅金項目,同時對早期礦山進行重新開發和資源重新評估。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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