Capstone Copper收购San Pietro项目:以超值价格解锁矿区增长潜力

投资观察
Aug 31

美东时间09:45,Capstone Copper已完成对San Pietro铜金铁钴项目铜资产的收购,此举以极具优势的价格为其Mantoverde-Santo Domingo矿区增添了规模。TD Cowen分析师Craig Hutchison指出,该矿区现总占地面积约6万公顷,其中San Pietro约占27%。此次并入带来了约44亿磅铜和77万盎司黄金的"可观资源基础"。Hutchison计算,以2500万美元的Capstone股票交易价格计,仅就铜资源而言,Capstone支付的价款不到每磅一美分,且尚未计入副产品抵扣。该分析师表示,尽管此项交易本身已具增值效应,但统一矿区控制、勘探潜力及矿区协同效应还将带来更多上行空间。

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