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Jarden表示,29Metals推遲Xantho Extended的上市令人痛心,但卻是審慎之舉。

-- Jarden在周四的報告中指出,29Metals(ASX:29M)決定推遲其位於西澳大利亞的Xantho Extended礦體的採礦重啟,雖然令人痛心,但考慮到該礦區生產中斷的頻繁情況,這一決定是審慎之舉。 正在進行的地質技術評估已明確指出,需要開發替代的平地通道,以減輕與高應力帶的相互作用,並降低進一步幹擾生產的風險。 這家股票研究公司指出,Xantho Extended礦體是Golden Grove礦高品位多金屬礦石的主要來源,同時也是鋅、金、銀副產品的主要來源,這些副產品支撐著該礦的成本結構。 同時,29Metals的Capricorn銅礦仍處於停產狀態,需要大量額外資金才能重啟,「這將進一步加重該公司本已捉襟見肘的資產負債表的壓力,」Jarden表示。 這家股票研究公司維持對29Metals的「減持」評級,並將該公司目標價從0.38澳元下調至0.32澳元。 該公司表示:“我們認為,Golden Grove的營運穩定性需要進一步提高,Capricorn Copper的重啟需要切實可行的方案,並且自由現金流需要為正,這些才能使29Metals在我們看來更具建設性。”

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