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五矿资源不超5亿美元收购巴西镍矿资产 股价下跌
01208MMG(01208) 证券时报网·2025-02-19 06:47

Group 1 - The core point of the news is that Minmetals Resources (01208.HK) announced the acquisition of Anglo American's nickel business in Brazil for up to 500million,expectedtobecompletedinQ3ofthisyear[1][2]−Thetargetcompany,AngloAmericanNıˊquelBrasilLtda.,operatestwoactiveminesandtwogreenfielddevelopmentprojectsinBrazil,producingnickelironprimarilyforhigh−qualitystainlesssteelandheat−resistantsteel[1][2]−TheacquisitionalignswithMinmetalsResources′strategytoexpandrevenue,regionalcoverage,andthevarietyofbasemetalcommodities,markingitsfirstinvestmentinBrazilandaddingnickeltoitsmineralresourcesandorereserves[2]Group2−Thetargetcompanyisoneofthelargestandlowest−costnickelironproducersglobally,withanannualnickelproductionofapproximately40,000tonsfromitsBarroAltoandCodeminmines,generatingpositiveoperationalearningsandcashflowevenatcurrentnickelpricelevels[2]−Thenickelresourceofthetargetcompanyisabout5.2milliontons,makingitthethird−largestnickelresourceglobally,providingauniqueopportunityforMinmetalsResourcestoestablishalargeregionalplatformwithsignificantproductiongrowthpotential[2]−AngloAmerican′srecentstrategicactionsincluderejectinga500 million, expected to be completed in Q3 of this year [1][2] - The target company, Anglo American Níquel Brasil Ltda., operates two active mines and two greenfield development projects in Brazil, producing nickel iron primarily for high-quality stainless steel and heat-resistant steel [1][2] - The acquisition aligns with Minmetals Resources' strategy to expand revenue, regional coverage, and the variety of base metal commodities, marking its first investment in Brazil and adding nickel to its mineral resources and ore reserves [2] Group 2 - The target company is one of the largest and lowest-cost nickel iron producers globally, with an annual nickel production of approximately 40,000 tons from its Barro Alto and Codemin mines, generating positive operational earnings and cash flow even at current nickel price levels [2] - The nickel resource of the target company is about 5.2 million tons, making it the third-largest nickel resource globally, providing a unique opportunity for Minmetals Resources to establish a large regional platform with significant production growth potential [2] - Anglo American's recent strategic actions include rejecting a 39 billion all-stock acquisition proposal from BHP, focusing on divesting non-core businesses, and planning to split its platinum business for independent listing [3]