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レジス・リソーシズとヴォールト・ミネラルズの対等合併により、意義のある規模が生まれるとユーロズ・ハートリーズが語る

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-- ユーロズ・ハートリーズは火曜日のレポートで、レジス・リソーシズ(ASX:RRL)とヴォールト・ミネラルズ(ASX:VAU)が対等合併を提案したと発表した。この合併により、規模の大きな中堅金生産会社が誕生し、時価総額は約107億豪ドルとなる見込みだ。 この提案に基づき、ヴォールト株主は保有するヴォールト株1株につきレジス株0.6947株を受け取る。火曜日にオーストラリア証券取引所に提出された共同提出書類によると、合併後の新会社の株式はレジス株主が約51%、ヴォールト株主が残りの49%を保有することになる。 この合併により、西オーストラリア州に所在する5つの鉱山資産を通じて年間70万オンス以上の金生産が可能となる。合併後の新会社は、無借金経営、堅調かつ拡大を続ける埋蔵量・資源量、そしてコスト削減につながる可能性のある事業シナジー効果といったメリットを享受できる。 さらに、資本増強により流動性が高まり、資本コストが削減され、将来の成長と株主還元が促進されると付け加えた。ユーロズ・ハートリーズは、Vault社の投資判断を「買い」に据え置き、目標株価の見直しを進めている。

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