
节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:6/10
独立代理咨询公司Glass Lewis周五建议泰克资源(Teck Resources)股东投票支持与英美资源集团(Anglo American)的合并交易。
此次计划中的合并于9月首次宣布,堪称铜矿业有史以来第二大并购交易,合并后的市值超过530亿美元。
Glass Lewis在一份报告中指出,对泰克股东而言,合并条款看似合理。
该公司进一步补充,此交易为泰克股东提供契机,使其能够加入一个规模更大、业务更多元化的关键矿产集团。相较于独自发展,这个集团的铜业务布局更广泛,具备显著的协同潜力,长期增长..
据悉,股东投票预计于12月9日进行。
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Does Glass Lewis really have the best interests of Teck shareholders at heart? Just because the merger terms seem reasonable and there are potential synergies, can we be sure this is the optimal choice? Considering the huge scale of this merger, won’t there be hidden risks? And why should shareholde…
Does Glass Lewis’s assessment truly reflect the long – term interests of Teck shareholders? Just because the merged group has a wider copper business and synergy potential, can we be sure it will bring stable returns? Also, considering the huge scale of this merger, what are the potential risks that…