中铝和美铝结盟,购入力拓12%股份

henry

中铝和美铝结盟,购入力拓12%股份

2008年02月01日16:03　 来源： 路透  

　　路透伦敦2月1日电 中国矿业集团--中国铝业周五表示,已同美国铝生产商--美国铝业结盟,共同购买力拓12%的股份.

　　数日之後即是必和必拓对力拓的求购截至日期,必和必拓或提出正式要约,或者放弃拟定的收购计划.至今为止力拓对必和必拓的收购提议都予以拒绝.

　　中铝和美铝表示,他们目前无意向力拓发出并购要约,但如果力拓收到来自第三方的正式要约,则有权发起竞购.

henry

终于出手了。我一直就在想，此时不出手，更待何时。

henry

Chinalco, Alcoa Buy Rio Tinto Stake
By JEFFREY SPARSHOTT
February 1, 2008 3:57 a.m.

LONDON -- Aluminum Corp. of China Ltd., or Chinalco, and American aluminum giant Alcoa Inc. Friday said they had purchased a 12% stake in miner Rio Tinto PLC, creating a new wrinkle in BHP Billiton Ltd.'s effort to take over its smaller rival.

Shining Prospect Pte. Ltd., a Chinalco subsidiary, said in a statement that it acquired the stake but Chinalco and Alcoa don't currently plan to make an offer for Rio Tinto.

However, it added: "Chinalco and Alcoa reserve the right to announce an offer ... or participate in an offer ...for Rio Tinto PLC."

Rio Tinto and BHP Billiton couldn't be reached for comment.

However, Rio Tinto shares opened 15% higher following the announcement, and at in early trade in Londond, were 8.9%, or 444 pence higher, at £53.96.

Miners in London also surged on the news. BHP Billiton shares were up 7.8%, or 114 pence higher, at £15.91, while Anglo American shares were up 5.2%, or 142 pence higher, at £28.92.

Rio Tinto Nov. 8 rejected a proposed three-shares-for-one bid from BHP Billiton as too cheap, and BHP Billiton now faces a Feb. 6 deadline, set by the U.K. Takeover Panel, to formalize or walk away from the offer.

Liberum Capital analyst Michael Rawlinson said Alcoa and Chinalco are likely seeking to block BHP Billiton's acquisition of Rio Tinto.

Chinese producers are concerned a BHP Billiton-Rio Tinto tie-up would concentrate the iron ore market in the hands of two companies - the combined Rio-BHP and Brazil's Companhia Vale do Rio Doce.

"We feel China recognizes its limited options to block a deal, and may use this Chalco/Alcoa stake in Rio to extract divestiture concessions or favorable supply agreements from a combined Rio/BHPB," Mr. Rawlinson said.

Chinalco President Xiao Yaqing said this investment underlines Chinalco's determination to increase and diversify its exposure to the sector and to be well positioned within this changing industry landscape.

Alain Belda, chairman and CEO of Alcoa, said: "We have long believed that Rio Tinto has a world-class portfolio of assets and is very well positioned to prosper in the current mining cycle. This investment, made in partnership with Chinalco, allows us to mutually benefit from developments in the sector."

吕颖

哈哈，出手了。不然以后更难办。

christ1

可以好好竟购了。

mjy

中国铝业
公司携美国铝业参股铁矿石巨头力拓公司一事的部分细节，逐渐浮出水面。上海证券报记者获悉，这次联合收购的绝大部分出资来自中铝。
　　中铝不谋求进入董事会
　　2月1日，中铝公司携美国铝业以140.5亿美元闪电参股矿业巨头力拓英国公司12%股权，震动全球。其快速、隐秘、高效性让业内外均大吃一惊。中铝公司总经理肖亚庆2月1日在伦敦表示，中铝不谋求进入力拓的董事会，不会对力拓的经营施加影响，这是中铝和美铝的共识。肖亚庆强调中国企业对外投资是企业自主行为，中国政府没有干预此次收购。
　　不排除提出“要约收购”
　　据了解，在此次收购的出资中，美铝出资12亿美元，其余为中铝公司出资，占比逾九成。中铝公司是通过新加坡全资子公司Shining Prospect实现上述收购。收购价为每股60英镑，较力拓上周四收盘价49.56英镑溢价21%。相对于必和必拓并购力拓出价为1：3的换股比例，有大幅度提升，达到1：4。
　　肖亚庆认为，此次收购价比较合理。他表示，目前中铝对今后是否继续增持力拓股权还没有考虑，不过保留未来六个月对力拓要约收购的权利。他不排除在“量力而行”和“时机成熟”的条件下，对力拓提出收购要约的可能性。
　　相当于参股力拓集团9%
　　据悉，由于力拓分别在英国、澳大利亚两地上市，其中约72%的股票在英国，剩下的28%在澳大利亚。这12%的股份相当于力拓集团股份的9%。另外力拓的股东相当分散，拥有9%的股份实际上已是力拓的主要大股东。
　　针对此事，力拓董事长Paul Skinner于北京时间1日晚间发表声明称：“这一我们事先未获告知的主动收购行动，加强了我们对力拓长期价值的认同。”他同时表示，将继续致力于经营力拓的优质资产，实现股东价值最大化。
　　收购动作快如闪电
　　有消息称，伦敦时间1月31日伦敦股市交易结束后，中铝及美铝的财务顾问即给力拓的股东主要为机构投资者打电话，以60英镑/股询问购买股份的可行性，接近凌晨时，已获得力拓英国公司股东12%的股份，遂于2月1日宣布该项交易。
　　另有消息人士透露，美铝大约是在两周前接洽中铝公司，然后中方才开始接触财团，并探究收购的难度和相关问题。出资12亿美元的美国铝业起到重要杠杆作用。但该消息并未得到中铝和美铝的证实。美国铝业的董事长兼执行长Alain Belda表示，美铝一直认为力拓拥有世界级的资产组合，且在当前的采矿周期中其拥有良好的平台，这笔与中国铝业公司联合进行的投资，使得双方都从采矿产业的发展中共同获益。据了解，中铝及美铝还将于4日在澳大利亚悉尼举行新闻发布会。
　　国内钢铁专家徐向春表示，中铝采用与美铝合作的模式，借鉴了很多国际上成功的并购案例的经验，既降低市场风险，又能顺利通过监管门槛。海内外机构及分析师均对此模式赞赏有加，认为这是中国企业海外并购吸取以往教训后的一次“翻身仗”。