Rio Tinto - ein wenig beachteter Rohstoffriese (Seite 15)

[Oginvest]

RIO TINTO TO INVEST $40.4 MILLION AND BECOME A 15% STRATEGIC INVESTOR IN SOVEREIGN

Rio Tinto to make an investment of A$40.4 million in Sovereign resulting in an initial 15% shareholding

Investment proceeds will be used to advance the Kasiya Rutile-Graphite Project in Malawi

Rio Tinto’s investment represents a significant step towards unlocking a major new supply of low-CO2-footprint natural rutile and flake graphite

Under the Investment Agreement, Rio Tinto will provide assistance and advice on technical and marketing aspects of Kasiya including with respect to Sovereign’s graphite co-product, with a primary focus on spherical purified graphite for the lithium-ion battery anode market

Issue of 83,095,592 new Shares of Sovereign to Rio Tinto at a price of A$0.486 per share represents a 10% premium to the 45-day volume weighted average price on the ASX as at close 14th July 2023

Rio Tinto also issued with 34,549,598 options to increase its shareholding by an additional 4.99% to potentially 19.99% of Sovereign within 12 months

Rio Tinto’s 34.5 million options have an exercise price of A$0.535 per Share, representing a 21% premium to the 45-day volume weighted average price on the ASX as at close 14th July 2023, for additional proceeds of up to $18.5 million (if all options are exercised)

>> https://www.investi.com.au/api/announcements/svm/66db5ffa-56…

[Miraflor]

Antwort auf Beitrag Nr.: 74.159.210 von Shanghai2006 am 15.07.23 04:14:49

Rio verschafft sich mehr und mehr ein weiteres Standbein für die elementare Versorgung der E-Mobilität.
Dazu passt auch fogende Meldung auf Miningscout:
"Rio Tinto sichert sich Option auf Azimut-Projekte
Der Rohstoffriese Rio Tinto hat Optionsvereinbarungen mit Azimut Exploration über den anteiligen Kauf der Kaanaayaa-Lithiumkonzessionsgebiete abgeschlossen.
Wie Azimut via Pressemeldung berichtet, sieht die Vereinbarung mit einem Gesamtwert von bis zu 115,7 Millionen CAD in Form von Investitionen und Barzahlungen vor, dass Rio Tinto über einen Zeitraum von vier Jahren eine anfängliche 50-%-Beteiligung an jedem der Konzessionsgebiete von Azimut erwerben kann.
Dafür muss Rio Tinto pro Konzessionsgebiet 7 Millionen USD in Explorationsausgaben investieren und eine zusätzliche Barzahlung von 850.000 USD leisten. Mit weiteren Aufwendungen von 50 Millionen USD pro Projekt kann Rio Tinto zudem über fünf Jahre eine zusätzliche Beteiligung von 20 % erwerben. Weitere 5 % stehen Rio Tinto zu, falls Azimut das Recht auf ein besichertes Darlehen zur Produktionsfinanzierung in Anspruch nimmt."

[Shanghai2006]

Rio Tinto announces manufacturing research lab in Australia as it charges ahead with batteries push
Article by Kerry Hebden, Research & Development 14th July 2023

RIO TINTO is building a battery manufacturing laboratory at its research facility in Bundoora, Melbourne, the latest move in the company’s efforts to make headway in the global battery metals sector.

Speaking at the World Mining Congress (WMC) in Brisbane, Rio’s minerals boss Sinead Kaufman said the firm was constructing the end-to-end battery laboratory in order to improve its understanding of battery production, manufacturing, and chemistry. WMC is an international forum for the global mining and resources sectors.

Kaufman said: "At this lab we will build our own batteries, allowing us to test how our minerals and other products will perform in real-world applications, such as in electric-vehicle batteries.”

Building up a battery business
The laboratory, which is expected to be operational by November, is the latest development in Rio’s expansion of its battery materials business.

In 2019, Rio started pilot production of lithium from waste rock at its Boron mine site in California, and two years later, it announced that it would support the development of a “battery ecosystem” in Europe with an investment in electric vehicle battery producer Inobat.

Last year Rio bought the Rincon lithium project in Argentina for AU$825m (US$568m).

Rincon is a large, undeveloped lithium-brine project located in the heart of the “lithium triangle” in the Salta Province of Argentina – an area Rio sees as “an emerging hub for greenfield projects”.

The project includes a small, starter battery-grade lithium carbonate plant with a capacity of 3,000 t/y which could be extended to support a full-scale operation, including power line and associated substations, construction camp and airstrip, Rio said.

The firm also planned to establish lithium extraction in Jadar, Serbia after discovering lithium in a new mineral now known as jadarite. Rio invested AU$2.4bn in what it called “Europe’s biggest lithium mine”, in Jadar Valley, however the Serbian government cancelled Rio’s spatial plan for the Jadar lithium-borates project and revoked its licences. The company says it is consulting with stakeholders to “explore all options related to the project’s future”.

The global demand for lithium batteries is expected to surge more than five-fold by 2030, while the IEA says the world could face lithium shortages as early as 2025. Rio said it is aiming to meet this growing demand for lithium over the next decade with its growing portfolio of lithium projects. “Rincon strengthens our battery materials business and positions Rio Tinto to meet the double-digit growth in demand for lithium over the next decade, at a time when supply is constrained,” said Rio Tinto chief executive, Jakob Stausholm.

https://www.thechemicalengineer.com/news/rio-tinto-announces…

[vonHS]

Spannende Projekte (Wasserstoff/Kupfermine) lassen die Aussichten für Rio Tinto gut erscheinen:

https://www.deraktionaer.de/artikel/aktien/rio-tinto-hier-si…

[Oginvest]

CREDIT SUISSE stuft RIO TINTO auf 'Outperform'

ZÜRICH 05.07.2023 (dpa-AFX Analyser) - Die schweizerische Bank Credit Suisse hat Rio Tinto nach einem Besuch der Förderstätte Oyu Tolgoi in der Mongolei auf "Outperform" mit einem Kursziel von 7400 Pence belassen. Nach etlichen Problemen an dem wichtigen Standort sei dort im März endlich die Produktion richtig angelaufen, schrieb Analystin Danielle Chigumira in einer am Mittwoch vorliegenden Studie. Diese sollte bis 2028 noch steigen. Chigumira bevorzugt den Bergbaukonzern Rio Tinto weiterhin gegenüber Konkurrent BHP.

https://www.wallstreet-online.de/nachricht/17108467-credit-s…

[Rainer944]

Dividende

Am 27. Juli gibt Rio Tinto die Dividendenhöhe bekannt.
https://www.dividendmax.com/united-kingdom/london-stock-exch…

[Ben95]

Hallo, wisst ihr wie viel Dividente Rio im August auszahlt? Ich habe leider nichts gefunden :/

[aktienkunta]

Antwort auf Beitrag Nr.: 74.097.283 von vonHS am 03.07.23 14:16:11

ich hatte ja die Hoffnung, dass wir nochmal auf 50€ absacken zwecks Nachkauf... war leider nix und wird wohl erstmal auch nix werden... ich bin gespannt auf die nächsten Zahlen, werden dann ggf mein Nachkauflimit auf 55€ erhöhen, aber das wird wohl auch nix...🙂

[vonHS]

Der Aktienkurs von Rio Tinto wurde durch einen Rückgang der Rohstoffpreise beeinflusst, der sich auf die Fähigkeit des Unternehmens auswirkt, Dividenden zu erzielen. Aber Rio Tinto kann mit sich verändernden Märkten umgehen:

https://seekingalpha.com/article/4614901-rio-tinto-can-handl…

[Oginvest]

Miners tap waste for critical minerals

...

Rio Tinto has been working to find ways to take traditional mining waste and turn it into useful products, head of minerals Sinead Kaufman said at the conference.

Some 85% of Rio’s waste material, or around 400,000 tonnes, from its aluminum operations in Canada is used to make new products.

It has also begun producing tellurium, used in solar panels, from waste generated by refining copper at its US Kennecott operation.

The critical mineral is difficult to mine at scale because it is usually found in small, sparse rock deposits. Rio is now ramping up its output to become the world’s sixth biggest producer.

“As a result we have become one of only two producers of the critical minerals used in solar panels and other critical equipment in the US,” Kaufman said.

...

Zitat von Oginvest: Extracting copper, nickel, cobalt and other minerals from mine waste could provide a key new source of the minerals needed for the energy transition while at the same time cleaning up old mine sites, mining executives said at a conference.

Australia by some estimates has more than 50,000 old mine sites. Its government last month released a map of 1,050 tailings sites as potential sources of metals for which demand is set to boom over coming decades for green energy products including batteries and wind turbines.

BHP estimates the world will need an additional $100 billion annually in capital investment in the resources sector to get on track to meet the Paris aligned 1.5C scenario, or twice as much copper, steel and potash and four times as much nickel in the next 30 years as it used in the past 30.

As resources with high metal content get harder to find and develop, mine waste could be an important source for metals.

“The sub 0.5% copper resources of tomorrow will be just as attractive as the 2% copper resources of yesterday, delivering the critical minerals the world needs to decarbonise at low cost,” said Laura Tyler, chief technical officer at top global miner BHP.

...
https://www.mining.com/web/miners-tap-waste-for-critical-min…