Anglo American Sells Coal Portfolio For $3.8 Billion
Anglo American Sells Coal Portfolio For $3.8 Billion
Per the deal's terms, Anglo American will receive an upfront cash payment of $2.05 billion, deferred cash payments totaling $725 million, a price-linked earnout of up to $550 million, and $450 million contingent on the reopening of the Anglo American (OTC:AAUKF) has agreed to sell its Australian steelmaking coal portfolio to Peabody Energy (NYSE:BTU) for up to $3.8 billion. The sale marks another step toward future-facing commodities, following the $1.1 billion sale of its stake in the Jellinbah Group earlier this month.
安哥洛美洲(場外交易:AAUKF)已同意將其澳大利亞鍊鋼煤業務組合出售給peabody energy(紐交所:BTU)，交易金額高達38億美元。此次出售標誌着通往未來商品的又一步，緊隨本月早些時候以11億美元出售其在Jellinbah Group的股份之後。
"We're pleased to acquire these world-class assets from Anglo American, a company that shares our strong values of safety, sustainability, and social license to operate," said Peabody CEO Jim Grech. "We look forward to integrating these assets, teaming up with their highly skilled workforce, and aligning with our new mine joint venture partners to create long-term value."
"我們很高興從安哥洛美洲這樣一個與我們在安全、可持續性和社會經營許可等價值觀相符的公司手中收購這些世界一流的資產，"peabody能源首席執行官吉姆·格雷奇(Jim Grech)說道。"我們期待整合這些資產，與他們技術嫺熟的團隊合作，並與我們的新礦業合資夥伴合作，創造長期價值。"
This coal portfolio includes an 88% stake in the Moranbah North JV, a 70% interest in the Capcoal JV, and several other major interests, such as the Dawson and Roper Creek JVs. These assets are critical producers of metallurgical coal, essential for steelmaking, and should be meaningful contributors to Peabody's operations.
這一煤業務組合包括對Moranbah North JV的88%股權，對Capcoal JV的70%利益，以及對Dawson和Roper Creek JV等其他重要利益。這些資產是冶金煤的主要生產者，對鍊鋼至關重要，並應對Peabody的業務有意義的貢獻。
Per the deal's terms, Anglo American will receive an upfront cash payment of $2.05 billion, deferred cash payments totaling $725 million, a price-linked earnout of up to $550 million, and $450 million contingent on the reopening of the Grosvenor mine. The deal will close by Q3 2025, pending regulatory approvals.
根據交易條款，安哥洛美洲將收到20.5億美元的即期現金支付，總計72500萬美元的遞延現金支付，最高55000萬美元的價格掛鉤尾款，以及待Grosvenor煤礦重新開放後的45000萬美元。交易將於2025年第三季度完成，取決於監管批准。
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"The sale of our steelmaking coal business is another important step toward delivering the strategy we set out in May to create a world-class copper, premium iron ore, and crop nutrients business. We're focused on streamlining costs, simplifying our portfolio, and unlocking market value," said Anglo American CEO Duncan Wanblad.
"出售我們的鍊鋼煤業務是邁出實現五月制定的戰略的又一個重要步驟，打造世界一流的銅、優質鐵礦石和農作物營養品業務。我們專注於簡化成本、簡化我們的業務組合，並釋放市場價值，"安哥洛美洲首席執行官鄧肯·萬布拉德(Duncan Wanblad)表示。
The company has set a target of $1 billion in cost savings by 2025 and expects an additional $800 million in recurring pre-tax benefits. The broader restructuring plan includes divesting from coal, platinum, nickel, and diamonds. The demerger of Anglo American Platinum (Amplats) is expected by mid-2025, and the nickel business sale is progressing with strong interest.
該公司設定了2025年節約10億美元的成本目標，並預計將獲得額外80000萬美元的經常性稅前收益。更廣泛的重組計劃包括從煤炭、鉑金、鎳和金剛石中脫身。預計安哥洛美洲鉑業(Amplats)將在2025年年中分拆，鎳業務出售正處於蓬勃發展階段。
The crown jewel of Anglo American's portfolio, De Beers, remains on books. Weaker Chinese diamond demand and an influx of synthetics have created persisting weakness, making asset sales unattractive.
安格洛美洲公司的明珠戴比爾斯仍然在資產負債表上。較弱的中國鑽石需求和合成鑽石的大量湧入導致持續疲軟，使資產銷售不具吸引力。
Earlier this year, Anglo American embarked on a major restructuring to fend off a takeover bid from BHP. To position itself for long-term growth, the company is focusing on high-margin, future-facing minerals like copper, quality iron ore, and crop nutrients.
今年早些時候，安格洛美洲公司進行了一項重大重組，以抵禦來自必和必拓的收購要約。爲實現長期增長，公司正在專注於高毛利、面向未來的礦物，如銅、高質量鐵礦石和作物營養素。
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