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亞太資源(01104.HK)收購Novagold若干股份 拓展黃金開採業務
格隆匯 05-09 22:53

格隆匯5月9日丨亞太資源(01104.HK)公吿,於2025年5月8日(紐約時區),附屬公司根據公開發售接納獲配發250萬股Novagold股份(相當於本公吿日期Novagold已發行股本總額約0.63%),涉及款額約為9,375,000美元(不包括交易成本),即每股股份約3.75美元(相當於約29.15港元)。

於2025年5月8日(紐約時區),附屬公司透過在美國紐交所進行場內交易收購20萬股Novagold股份(相當於本公吿日期Novagold已發行股本總額約0.05%),總代價約為762,300美元(不包括交易成本),即每股股份約3.81美元(相當於約29.63港元)。

公司專注於天然資源領域的戰略投資,強調採礦機會,特別是採礦業。Novagold作為領先的黃金開採企業,過往曾持有阿拉斯加Donlin Gold項目("Donlin")50%權益。該項目屬世界級資源,擁有約3,900萬盎司探明及控制級別黃金資源量,平均品位達2.24克╱噸。

過去數年間,由於合資者Barrick Mining Corporation戰略聚焦於銅等其他大型項目,開發進度較為緩慢。Novagold近期宣佈斥資10億美元收購Barrick所持50%權益,其中Novagold出資2億美元將持股比例提升至60%,PaulsonAdvisors("Paulson")以8億美元收購40%權益。Donlin項目已形成新的股權結構,雙方股東均有意推進項目開發。Novagold及Paulson的合資企業目標於二零二七年前取得最終環評批文並更新2021年可融資可行性研究報吿,而更新的經濟評估料將受惠於顯著走高的金價。

鑑於各國央行持續買入黃金、地緣政治局勢緊張、經濟不確定性加劇,以及近期去美元化與美元資產流走的新趨勢,公司對黃金的前景保持樂觀。這將為Donlin項目未來幾年的最終開發創造有利條件,而建設及生產進程的推進可望重塑Novagold股份價值。董事認為,此項投資不僅能創造豐厚回報,亦高度契合公司價值創造的戰略重點。

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