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FINWIRES

29MetalsがXantho Extendedへのアクセスを遅らせたのは辛い決断だが、賢明な判断だとJardenは述べている。

-- 29Metals(ASX:29M)が西オーストラリア州のザント・エクステンデッド鉱床での採掘再開を延期するという決定は、苦渋の決断ではあるものの、同鉱床における生産中断の頻度を考慮すると賢明な判断だと、Jardenは木曜日のレポートで述べた。 現在進行中の地質工学的調査により、高応力ゾーンとの相互作用を緩和し、生産へのさらなる影響リスクを低減するために、代替レベルのアクセス開発が必要であることが明らかになった。 同株式調査会社は、ザント・エクステンデッド鉱床はゴールデン・グローブ鉱山における高品位多金属鉱石の主要供給源であり、亜鉛、金、銀の副産物収入は同鉱山のコスト構造を支えていると指摘した。 一方、29Metalsのキャプリコーン銅鉱山は依然として操業停止状態にあり、再開には相当な追加資金が必要となる。「既に逼迫しているバランスシートにさらなる負担をかけることになる」とJardenは述べた。 株式調査会社は29Metalsの投資判断を「アンダーウェイト」に据え置き、目標株価を0.38豪ドルから0.32豪ドルに引き下げた。 「ゴールデン・グローブ鉱山の操業の安定性向上、カプリコーン・カッパー鉱山の操業再開に向けた確実な道筋、そしてプラスのフリーキャッシュフロー創出が実現すれば、より強気な見方に転換する」と述べた。

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