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Anglo American Expedites Plan To Divest De Beers, Other Assets After Rebuffing BHP Takeover Bid

Anglo American Expedites Plan To Divest De Beers, Other Assets After Rebuffing BHP Takeover Bid

英美资源集团在拒绝必和必拓收购要约后,加快了剥离戴比尔斯和其他资产的计划
Benzinga ·  05/15 02:55

Anglo American (OTCQX:AAUKF) plans to sell some of its legacy assets, notably its diamond business, De Beers, South Africa-based Anglo American Platinum, and steelmaking coal assets.

英美资源(OTCQX: AAUKF)计划出售部分遗留资产,尤其是钻石业务、戴比尔斯、总部位于南非的英美铂金和炼钢煤炭资产。

The sale process is part of Anglo American's strategy to safeguard itself against the persistent takeover attempts by mining giant BHP (NYSE:BHP).

出售过程是英美资源集团保护自己免受矿业巨头必和必拓(纽约证券交易所代码:BHP)持续收购企图的侵害的战略的一部分。

"These actions represent the most radical changes to Anglo American in decades," CEO Duncan Wanblad said, clarifying that BHP's intensified takeover offers accelerated the pre-planned action review of assets.

首席执行官邓肯·万布拉德说:“这些行动是英美资源集团数十年来最根本的变化,” 他澄清说,必和必拓加强的收购提议加速了对资产的预先计划的行动审查。

Wanblad described the company's restructuring plan as clear, compelling, and decisive, aimed at unlocking significant shareholder value by focusing on world-class assets, particularly in the copper sector.

Wanblad将该公司的重组计划描述为明确、令人信服和果断的,旨在通过专注于世界一流的资产,尤其是铜行业的资产,来释放可观的股东价值。

He expressed confidence that Anglo American would reach exceptional valuation levels by the end of 2025.

他表示相信,到2025年底,英美资源集团将达到非凡的估值水平。

Why It Matters: This sale allows for a sharpened focus on copper, iron ore, and crop nutrients. Wanblad anticipates these sectors will experience significant value appreciation by the end of 2025.

为何重要:此次销售使人们可以更加关注铜、铁矿石和作物营养素。Wanblad预计,到2025年底,这些行业的价值将大幅升值。

Copper, in particular, is witnessing a surge in demand due to its critical role in the green energy transition, serving as a core material for electric vehicles and renewable energy infrastructure.

特别是铜,由于其在绿色能源转型中的关键作用,铜是电动汽车和可再生能源基础设施的核心材料,其需求激增。

In addition to the asset divestment, Anglo American is eyeing strategic partnerships for its Woodsmith fertilizer project in northeast England. Wanblad emphasized the need for investors to support the project's full-scale operations, slated to commence in 2026.

除了资产撤资外,英美资源集团还考虑为其在英格兰东北部的伍德史密斯化肥项目建立战略合作伙伴关系。Wanblad强调投资者需要支持该项目的全面运营,该项目定于2026年启动。

While BHP still has one whole week to review its offer, the complexities regarding the transaction still loom. Most recently, South Africa's mineral minister, Gwede Mantashe, expressed reservation regarding BHP's offer but clarified it as a personal opinion rather than an official sentiment.

尽管必和必拓还有整整一周的时间来审查其报价,但交易的复杂性仍然隐约可见。最近,南非矿业部长格韦德·曼塔什对必和必拓的提议表示保留,但将其澄清为个人观点而不是官方情绪。

Price Action: Anglo American is currently trading $16.47 a share, down 2.87% at last check Tuesday.

价格走势:英美资源集团目前每股交易价格为16.47美元,在周二的最后一次检查中下跌2.87%。

Shares rallied late in the London season, closing 1.4% in the green on the day. Meanwhile, BHP closed the day 0.23% in the red, and its year-to-date decline now stands at 14.6%.

股价在伦敦季末上涨,当天收盘上涨1.4%。同时,必和必拓收盘下跌0.23%,今年迄今为止的跌幅为14.6%。

Benzinga Mining is the bridge between mining companies and retail investors. Reach out to licensing@benzinga.com to get started!

本辛加矿业是矿业公司和散户投资者之间的桥梁。向我们伸出援手 licensing@benzinga.com 开始吧!

Now Read: New Mining Alliance Targets Copper Exploration In Arizona, New Mexico, And Utah

立即阅读:新矿业联盟的目标是在亚利桑那州、新墨西哥州和犹他州进行铜矿勘探

Image: Shutterstock

图片:Shutterstock

译文内容由第三方软件翻译。


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