-- ユーロズ・ハートリーズは火曜日のレポートで、ブルキナファソのキアカ金プロジェクトにおけるウエスト・アフリカン・リソーシズ(ASX:WAF)の政府出資比率がさらに25%増加したことは、同社にとって政治的な連携強化と事業運営の安定性向上につながると述べた。 ブルキナファソの国営鉱業会社は、1億7500万豪ドルで追加出資を行い、同プロジェクトにおける政府の出資比率を40%に引き上げた。これにより、ウエスト・アフリカン・リソーシズの出資比率は60%に低下した。 政府との連携強化は、許認可や操業の中断リスクを軽減し、金生産会社であるウエスト・アフリカン・リソーシズにとって重要な推進力となる。同投資会社は、この関係強化は「より深い協力関係の機会を生み出す可能性もある」と付け加えた。 同証券会社は、ウエスト・アフリカン・リソーシズの出資比率低下を受け、キアカ・プロジェクトの正味現在価値(NPV)を30億8000万豪ドルから23億豪ドルに下方修正した。 ユーロズ・ハートリーズは、キアカ社の持ち株比率低下による希薄化を反映し、投機的な買い推奨を維持しつつも、目標株価を5.70豪ドルから5.50豪ドルに引き下げた。
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