暴涨超20%！美国锑业拟全股票收购澳洲矿商Larvotto以强化关键矿产

Core Viewpoint - USAC has proposed a non-binding all-stock acquisition of Larvotto, offering 6 shares of USAC for every 100 shares of Larvotto, which represents a significant premium for Larvotto shareholders [1][3][4]. Group 1: Acquisition Proposal - The acquisition aims to create one of the largest antimony producers outside of China, reflecting USAC's commitment to building a world-class enterprise in critical minerals [3][6]. - The proposed exchange ratio offers a notable premium compared to Larvotto's recent financing price and trading range [4][6]. - The transaction will follow the Australian Corporations Act 2001 and requires formal agreements, shareholder approval, regulatory approval, and customary closing conditions [4][5]. Group 2: Strategic Positioning - The merger with Larvotto is seen as a strategic move to enhance USAC's position in the critical minerals sector, particularly in antimony, which is increasingly important in global supply chains [3][6]. - USAC's CEO emphasized the opportunity for Larvotto shareholders to participate in a larger, more diversified group with financial strength and global influence [6]. Group 3: Business Operations - USAC operates processing facilities in Montana and Mexico, producing antimony oxide, metallic antimony, and other critical minerals [7]. - The company also recovers precious metals, primarily gold and silver, from third-party ores at its facilities [7]. - USAC is expanding its operations by acquiring mineral rights and leases in Montana, Alaska, and Ontario during 2024 and 2025 [7].