-- 浙江華友鈷業(SHA:603799)將以約2.1億美元收購澳洲礦業公司Atlantic Lithium(ASX:A11)及其在加納的鋰礦資產。 根據《日經亞洲》週五報道,此次收購正值伊朗戰爭可能推高鋰需求之際,鋰是電動車電池的關鍵成分。 根據週四提交給澳洲證券交易所的文件,華友將透過一項安排計畫以每股0.25486美元的價格收購Atlantic Lithium的股份,較Atlantic Lithium上一交易日收盤價每股0.280澳元溢價26.6%。 Atlantic Lithium的最大股東,南非公司Assore International將投票贊成該收購方案。 根據先前的公告,大西洋鋰業(Atlantic Lithium)與埃萊夫拉鋰業(Elevra Lithium,ASX:ELV)共同擁有位於加納的埃沃亞鋰礦(Ewoyaa Lithium)的控制權。該礦預計在12年的開採壽命期內,將生產360萬噸鋰輝石精礦,這是一種高純度的鋰鋁矽酸鹽。 大西洋鋰業執行長基思·穆勒(Keith Muller)表示,此次收購「認可了埃沃亞鋰礦作為一項極具吸引力的硬岩鋰礦資產,能夠服務於不斷增長的全球電動車和儲能市場」。 華友鋰業董事長陳洪亮表示:“收購埃沃亞鋰礦項目是對我們現有在非洲電池金屬礦開採業務的補充,對於華友鋰業而言,這是一項合乎邏輯的交易,因為我們將繼續構建新能源材料業務。” 根據《日經新聞》報道,鈷是華友鋰業的主要產品,但這家中國礦業公司也生產鋰,鋰銷售額成長12%,達到34.4億元。 據報紙報道,華友公司是津巴布韋阿卡迪亞鋰礦的所有者。 據大西洋鋰業公司稱,這家澳洲礦業公司的股東將於11月對該方案進行投票表決,預計交易將於12月完成。
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