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今天看到的一则最新交易说, 中国国有的第三大钢铁公司 -武钢 已购买了澳洲最大的铁矿石公司 - Centrex Metals 其南部和南中两处的磁铁矿存量的50%的权益, 支付$1.8亿澳币; 武钢也计划以$9.7百万澳币取得Centrex Metals公司15%的权益, 并寻求达成一个开采协议, 容许武钢开采其产量最多至80%.
早前, 上海安钢用$1.621亿澳币增持了Gindalbie Metals的股权, 股份从12.6%增加到36.28%.
启示 (个人看法):
a. 今次金融危机, 中国是大赢家, 手里有大把现金, 而现在很明显, CASH IS KING!
b. 最大的买家入股卖家, 证明铁矿石价格接近底部;
c. RMB可能会贬值; 澳币汇率会相对稳定一段时间, 不会像前一阵子那样大起大落;
d. 金融危机下, 只要中国经济不发生大问题, 澳洲坏极有限;
e. 澳洲更靠近, 或者说更依赖中国.
China’s mine interests rise
Chinese state-owned steel mills are increasing their interests in Australia iron ore miners, with Centrex Metals the largest company to sign a multi-million-dollar deal.
The South-Australia based iron ore explorer sold a 50 percentage interest in two of its southern and south central magnetite deposits for $180 millions to China’s third-largest steel maker, Wuhan Iron & Steel.
The state-owned enterprise also plans to take a 15 percentage stake in the company for $9.7 millions and will negotiate an offtake agreement for up to 80 percentage of the output.
This latest Chinese move comes on the back of increased speculation the economic power house will swoop on ailing miners, taking on a “White Knight” role to assist companies struggling through the financial storm.
Before the industry went into survival mode on the back of tightened credit markets and plunging commodity prices, Treasurer Wayne Swan’s stance on foreign investment –particularly from the Chinese-in Australia resources was widely debated.
Advocates for encouraging Chinese interest said the Treasurer was sending mixed signals to the Asian capital, with claims foreign interest should be capped at 49.9 percentage and that all applications would be viewed in the “national interest”.
But since the slowdown has sent many miners to the brink of closure, Chinese companies have been given the green light to proceed with strategic stakes.
This week Mount Gibson Iron revealed the Foreign Investment Review Board had approved its rights issue and share placement to Chinese interests, with two major companies taking up to a 40 stake in the miner and securing discounted offtake agreement. Gindalbie Metals was giving a $162.1 million boost from An Steel-China’s second-largest steel maker, and in return increased its interest in the company from 12.6 percentage to 36.28 percentage.
Source: Newspaper “The Australia”, December 19 2008 Page 18. |
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参加活动 － 那一碗魂牵梦萦的小馄饨 (2011-4-3) astina 
发表于 2008-12-20 21:57
