节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10


Lundin Mining与Talon Metals达成股票交易,前者将美国密歇根州Eagle铜矿及Humboldt选矿厂转让给后者,交易价值约8400万美元。Lundin通过转让持有Eagle业务的美国子公司,换取约2.75亿股Talon股票,按近期股价计算价值约8370万美元,交易完成后Lundin将持有Talon 20%的未稀释股份。

Eagle矿为当前美国唯一仍在运营的原生镍矿,自投产以来累计生产镍超19.4万吨、铜超18.5万吨,截至2025年第三季度收入超32亿美元。交易后Talon成为纯镍铜公司,拥有美国加工资产,包括密歇根州Humb...

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