雅化集團(002497.SZ)：擬認購澳大利亞ABY公司IPO前股權及獲取鋰精礦包銷權
格隆匯2月27日丨雅化集團(002497.SZ)公佈，公司全資子公司雅化國際投資發展有限公司(“雅化國際”)擬以每股0.75澳元的價格認購澳大利亞ABY公司(Abyssinian Metals Limited，“ABY公司”)370萬股股份，佔ABY公司IPO前總股本的3.4%。2022年2月27日，雙方共同簽署了《投資與股份認購協議》和《承購及銷售協議》。
公吿顯示，ABY公司是一家註冊在澳大利亞的電池金屬公司，在蘇丹和埃塞俄比亞等非洲國家擁有礦產資源，ABY的創始人和核心團隊擁有非洲主要礦山開發的豐富經驗，核心資產主要為埃塞俄比亞的Kenticha鋰礦(持有51%股權)。其中Kenticha鋰礦於1990年開始採礦，該區域具有高度礦化鋰銫鉭(LCT)偉晶巖，擁有已探明6740萬噸鋰資源量，Li2O平均品位1.03%，正進一步勘探開發已確定礦化的，總資源量範圍在8000-11000萬噸鋰資源量，摺合Li2O達100萬噸以上；南部、北部保留區的資源未來增長潛力大，整體資源規模可與澳大利亞泰利森、Wodgina等項目偉晶巖相媲美。Kenticha鋰礦整體技術、運營團隊來自原澳大利亞銀河鋰業，與雅化集團有着長期的良好合作，一期20萬噸/年(摺合成Li2CO3當量3萬噸/年)產線的鋰精礦將在2023年2季度開始交付，預計礦山壽命超過18年。
肯蒂查項目的產品預計首次生產開始前6個月，雅化國際承諾不可撤銷支付預付款4000萬美金給ABY公司；雙方將在支付預付款之前，另行協商該預付款抵扣貨款的詳細時間進度計劃表。
ABY公司每12個月度合同年提供不低於12萬噸鋰精礦。如ABY公司未來有多餘鋰精礦，雙方可按書面同意的條件為雅化國際提供額外數量的鋰精礦。
隨着肯蒂查項目的投產，此次IPO前股權認購及獲取鋰精礦包銷權將為公司在鋰產業上游資源端開拓新的保障渠道，同時還能分享澳大利亞ABY公司上市後的超額收益，對公司未來經營業績產生積極影響，符合公司及股東的利益。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
