节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:6/10


据smmnn网站报道,加拿大埃尔多拉多黄金公司(Eldorado Gold)同意收购本国企业弗兰矿业(Foran Mining),交易完成后其市值预计将达到38亿加元(28亿美元) 左右,此次并购将扩大埃尔多拉多的铜资源开发规模,补充一项实现短期增长的战略项目——电动化与清洁能源领域的投资显著推动了铜金属需求的增长。

此次交易将整合埃尔多拉多希腊斯科瑞斯(Skouries)铜金项目与弗兰矿业萨斯喀彻温省麦克伊文纳湾(McIlvenna Bay)铜矿项目,形成规模化资产组合。两项目均预计于2026年中期 实现正式投产,扩大后的公司年金当量产量预计达90万盎司

合并完成后,公司金资源储量预计增长77%,铜资源储量增长15%。在产及开发项目分布于加拿大、希腊及土耳其三国,埃尔多拉多预计合并后2027年核心利润可达21亿美元,自由现金流预计15亿美元。公司计划加大各项目勘查投入,其...

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