UPDATE: Shortlist For Mozambique Coal Mine Due This Week -Source
September 12 2011 - 3:27AM
Dow Jones News
The auction of a majority stake in the A$1 billion-valued
Revuboe River coking coal deposit in Mozambique will reach a
critical phase this week, with around four global miners likely
given the green light to weigh final offers, a person familiar with
the matter said Monday.
A deadline for final bids has been set for the first week of
October, with the sale process of the controlling 58.9% stake held
by Talbot Group Investments due to be completed by the end of the
year, 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.
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.
Steelmakers Nippon Steel and Posco have first refusal on
acquiring the Talbot Group's stake once final bids have been
received.
The sale comes at a time of intensifying deal flow in the coal
sector as rapid industrialization in China and India drives up
demand for coking coal used in steelmaking and thermal coal burnt
to generate power. Four of the largest mining-sector deals over the
first six months of this year involved coking coal, with the $19
billion in deals done so far this year not far behind the $22
billion achieved during the whole of 2010, according to
PricewaterhouseCoopers.
Coking coal is far more scarce than thermal coal, making it a
key target for miners keen to lock up resources that can be shipped
to Asian steel mills. High-quality coking coal deposits are mostly
confined to a few regions of Australia, Colombia, North America,
Russia, Mongolia and Mozambique.
Based on multiples achieved when Rio Tinto PLC (RIO) acquired
Riversdale Mining Ltd. for A$3.9 billion earlier this year, the
neighboring Revuboe deposit could fetch around A$1.02 billion. That
would put a valuation on the Talbot Group's stake around A$600
million.
A spokesperson for Talbot Group wasn't immediately available to
comment.
-By David Fickling and David Winning, Dow Jones Newswires; +61 2
8272 4689; david.fickling@dowjones.com
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