节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:4/10
必和必拓(BHP,在澳交所、纽交所、伦敦证交所代码均为BHP)在试图干扰英美资源集团(Anglo American,伦敦证交所代码:AAL)与加拿大泰克资源公司(Teck Resources,多伦多证交所代码:TECK.A/TECK.B)价值530亿美元的合并计划后,放弃了最新收购英美资源集团的举措。
上周,就在泰克和英美资源集团的股东准备于12月9日对该合并交易进行投票时,全球最大的矿业公司必和必拓联系了英美资源集团董事会。周一,必和必拓撤回了收购要约,称其仍认为此次合并具有战略价值,但对自身的增长计划也充满信心。
必和必拓总法律顾问斯特凡妮·威尔金森在一份新闻稿中表示:“尽管必和必拓仍然认为与英美资源集团的合并具有强大的战略优势,并能为所有股东创造巨大价值,但必和必拓对自身有机增长战略的巨大潜力充满信心。”
长期以来,由于拥有铜资产组合,英美资源集团一直被视为收购目标。然而,其包括钻石和铂金在内的小众资产组合却令买家望而却步。去年,必和必拓曾出价4...
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Why did BHP give up the new acquisition offer of Anglo American right before the Teck deal’s vote? Is it really due to confidence in its own growth plan, or are there other hidden reasons like the difficulty in reaching a valuation agreement? And should BHP focus on optimizing operations instead of …