UPDATE: Anglo Nears $630 Million Deal For Mozambique Coal Asset-Source
December 11 2011 - 9:18PM
Dow Jones News
Anglo American PLC (AAL.LN) is close to a US$630 million deal to
acquire a controlling interest in a large undeveloped steelmaking
coal deposit in Mozambique from the Talbot Group, a person familiar
with the matter said Monday.
London-listed Anglo is in late-stage talks to acquire the 58.9%
stake in the Revuboe River coking coal deposit from the Talbot
Group, with parties needing to resolve issues including the award
of a mining license by the Mozambique government, the person
said.
Talbot Group is selling all its assets, including the stake in
Revuboe, following the death of founder Ken Talbot in an air crash
in Africa last year.
Consolidation in coal mining is intensifying globally, as major
miners seek exposure to large deposits that can be developed for
export to rapidly industrializing countries in Asia, including
China and India. In the latest major deal Monday, Whitehaven Coal
Ltd. (WHC.AU) said it has agreed a nearly A$3 billion (US$3.1
billion) deal to acquire fellow mid-tier Australian coal miner
Aston Resources Ltd. (AZT.AU) and a smaller coal prospector.
Coking coal is far more scarce than thermal coal, and commands
nearly double the price on global markets even though there isn't
much difference between mining costs. High-quality coking coal
deposits are mostly confined to a few regions of Australia,
Colombia, North America, Russia, Mongolia and Mozambique.
Revuboe is a 1.4 billion metric ton coking and thermal coal
deposit in the fast-growing Tete coal province in central-western
Mozambique. The joint venture, which includes Japan's Nippon Steel
Corp. (5401.TO) and South Korea's Posco (005490.SE), hopes to start
production of up to 17 million tons of coking and thermal coal from
September 2013.
The joint venture partners are likely to give the deal their
blessing as they want a miner with the ability to develop the
deposit quickly, especially given the logistical constraints in
Mozambique such as port and rail access, another person familiar
with the deal said.
A successful deal would mean most of Mozambique's largest coal
deposits will now be controlled by mining heavyweights, including
Rio Tinto PLC (RIO), which acquired Riversdale Mining Ltd. for
nearly A$4 billion earlier this year, and Brazil's Vale SA
(VALE).
Anglo spokeswoman Jacqui Strambi declined to comment, while the
Talbot Group couldn't immediately be reached for comment.
-By David Winning, Dow Jones Newswires; +61-2-82724688;
david.winning@dowjones.com
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