-- Jarden在周四的一份报告中指出,29Metals(ASX:29M)决定推迟其位于西澳大利亚的Xantho Extended矿体的采矿重启,虽然令人痛心,但考虑到该矿区生产中断的频繁情况,这一决定是审慎之举。 正在进行的地质技术评估已明确指出,需要开发替代的平地通道,以减轻与高应力带的相互作用,并降低进一步干扰生产的风险。 这家股票研究公司指出,Xantho Extended矿体是Golden Grove矿高品位多金属矿石的主要来源,同时也是锌、金、银副产品的主要来源,这些副产品支撑着该矿的成本结构。 与此同时,29Metals的Capricorn铜矿仍然处于停产状态,需要大量额外资金才能重启,“这将进一步加重该公司本已捉襟见肘的资产负债表的压力,”Jarden表示。 这家股票研究公司维持对29Metals的“减持”评级,并将该公司目标股价从0.38澳元下调至0.32澳元。 该公司表示:“我们认为,Golden Grove的运营稳定性需要进一步提高,Capricorn Copper的重启需要切实可行的方案,并且自由现金流需要为正,这些才能使29Metals在我们看来更具建设性。”
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