Australia's South32 (ASX, LON, JSE: S32) inevakawana inenge hafu yemugodhi mukuru wemhangura weSierra Gordakuchamhembe kweChile, ruzhinji-rwemugodhi wekuPoland KGHM (WSE: KGH) yemadhora bhiriyoni 1.55.
Sumitomo Metal Mining yekuJapan uye Sumitomo Corp, iyo pamwe chete inobata chikamu che45%, yakanga ineakadaro gore rakaperakuti vanga vachifunga kusiya basa mushure memakore ekurasikirwa.
Sumitomo Metal yakati mutengo wechibvumirano uchasanganisira kuendesa mari inosvika bhiriyoni imwe nemazana maviri emadhora uye mubhadharo wemhangura wakabatana nemutengo unosvika mazana matatu nemakumi mashanu emamiriyoni emadhora.
"Kutsvaga kugadzirwa kwemhangura yemhando iyi kutengeswa hakusi nyore, asi South32 yakazviita," BMO Metals and Mining muongorori David Gagliano akanyora neChina.
Chibvumirano ichi chinoratidza kupinda kwemugodhi wePerth munyika huru kwazvo inogadzira mhangura pamberi pezvinotarisirwa kudiwa zvesimbi.
Sierra Gorda iri munzvimbo ine migodhi yakawanda yeAntofagasta muChile, Gagliano akacherekedza, uye ine hunyanzvi hwekugadzira hunosvika zviuru zana nemakumi mashanu ezviuru zvematani emhangura uye zviuru zvinomwe zvematani emolybdenum.
"Iyo pfuma yehupenyu hurefu, ine sulfide reserves ye1.5Bt pa 0.4% mhangura (ine ~ 5.9Mt mhangura) uye inogona kuwedzera mberi," akadaro muongorori.
KGHM inotsigirwa neHurumende Polska Miedz SA, iyo ine chikamu che55% chekushanda muSierra Gorda, yave.yakashoropodzwa nekuda kwekudyara kwakapihwakugadzira mugodhi weChile ($5.2 bhiriyoni uye kuverenga).
Sierra Gorda, izvoyakatanga kugadzirwa muna 2014, yagara ichitadza kuzadzisa tarisiro nekuda kwekunetsa kwesimbi uye kuomerwa kwekushandisa mvura yegungwa pakugadziriswa.
Mugodhi wePolish, uyo arikutsvaga kutengesa migodhi yekunzeuye kudzoreredza mari mumabasa ayo epamba, yati haina hurongwa hwekuisa Sierra Gorda padanho rekucheka.KGHM, zvisinei, ineakabvisa mukanayekutora muridzi wakazara.
Mugodhi wegomba wakavhurika uri pakakwirira nemamita 1,700 uye une simbi inokwana kutsigira angangoita makore makumi maviri ekuchera.South32 inotarisira kuburitsa 180,000 matani emhangura yemhangura uye zviuru zvishanu zvematani emolybdenum gore rino.
Kutorwa kwemugodhi wekuAustralia kweSierra Gorda ndicho chibvumirano chechipiri pakukura kwayakaita kubva payakanyorwa muna 2015, mushure.kuburitswa kubva muBHP.
Maodzanyemba32 akabhadhara madhora bhiriyoni 1.3 muna 2018 ye83% yeArizona Mining, iyoyakanga ine zinc, lead uye sirivheri chirongwa muUS.
Nzira yakaoma
KGHM yakatora kutonga kwemhangura uye molybdenum chirongwa muna 2012, mushurekupedzisa kutorwa kwemukwikwidzi weCanada Quadra FNX, mune yaive yakakura-yakambotorwa kunze kwenyika nekambani yekuPoland.
Mucheri uyu anga aronga kuwedzera Sierra Gorda kare, asi 2015-2016 rout mumitengo yezvinhu yakamanikidza kambaniisa purojekiti pane backburner.
Makore maviri gare gare, KGHMyakachengetedzwa mvumo yezvakatipoteredzazve a$ 2 bhiriyoni kuwedzera uye kusimudzirayemugodhi wekuwedzera hupenyu hwawo hwekuita ne21 makore.
Sarudzo dzekuwedzera kugadzirwa dzinosanganisira kuvaka oxide wedunhu uye kupeta kaviri kubuda kwechirimwa chesulphide.Kubuda kwakarongwa kuSierra Gorda kwanga kuri matani zana nemakumi mana ezviuru zveore pazuva, asi asset yakangoendesa matani zviuru zana negumi nembiri mugore rayo rakanakisa rekushanda kusvika parizvino.
Kuwedzera kweokisijeni kwaizowedzera 40,000 matani eore pazuva kwemakore masere, uye kuwedzera sulfide imwe 116,000, BMO Metals inofungidzira.
Nepo Sierra Gorda iri yakaderera-giredhi dhipoziti, chimwe chezvainokwezva zvikuru kuve ne "yakanyanya kupfava giredhi mbiri," iyo inotarisirwa kuramba yakatenderedza 0.34% mune ramangwana rinoonekwa.Izvi, vaongorori veBMO vakati munguva yakapfuura, zvingangogona kufambisa mugodhi kubva padanho rechina kuenda pachikamu cheviri nenguva.
Kana chibvumirano chapera, Sierra Gorda inogona kuwedzera pakati pe70,000 ne80,000 matani emhangura kuSouth32's portfolio.
Nguva yekutumira: Oct-18-2021