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Euroz Hartleys表示,西非資源公司與布吉納法索達成的黃金專案協議將加強營運安全。

-- Euroz Hartleys週二在一份報告中指出,西非資源公司(ASX:WAF)位於布吉納法索的基亞卡金礦項目,由於政府持股比例進一步增加25%,代表該公司與政府的政治關係更加緊密,營運也更加安全。 布吉納法索國家礦業實體斥資1.75億澳元收購了該項目的額外股份,使其政府持股比例增至40%。西非資源公司的持股比例也因此降至60%。 與政府保持一致降低了許可證審批和營運中斷的風險,這對這家黃金生產商至關重要。該投資公司補充道,加強後的關係也可能「創造更深入合作的機會」。 由於西非資源公司持股比例下降,該券商將基亞卡計畫的淨現值估值從30.8億澳元下調至23億澳元。 Euroz Hartleys 維持了投機性買入評級,但將目標價從 5.70 澳元下調至 5.50 澳元,反映了 Kiaka 股份減少導致的稀釋。

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