AUSBRUCH bei austr. AZS
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ISIN: AU000000AZS2 · WKN: A0LG22 · Symbol: AZRMF
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SQM und Gina Rinehart kaufen Azure Minerals
SQM (WKN: 895007, ISIN: US8336351056) und die australische Milliardärin Gina Rinehart bzw. deren Hancock Prospecting Pty Ltd bieten zusammen auf Azure Minerals (WKN: A0LG22, ISIN: AU000000AZS2) und unterbreiteten am Montag ein gemeinsames Angebot über 3,70 AUD pro Aktie für Übernahme im Wege eines "Scheme of Arrangement". Sollte dieses nicht erfolgreich sein, besteht alternativ das Angebot für eine außerbörsliche Übernahme zu 3,65 AUD pro Aktie. Das Angebot ersetzt die bestehende SQM-Offerte vom 26.10. über 3,52 AUD pro Aktie. Der gebotene Preis entspricht einer Prämie von 63,9% auf den 10-Tage-VWAP von 2,26 AUD pro Azure-Aktie bis zum 20.10.23. Zwei der Hauptaktionäre von Azure, die Creasy Group und die Delphi Group, unterstützen die Übernahme.
SQM & Gina Rinehart’s Hancock agree to buy Azure for US$1.1 bil
Chilean lithium giant SQM has partnered with iron ore billionaire Gina Rinehart to make a sweetened A$1.7 billion (US$1.1 billion) cash offer for Azure Minerals Ltd, ending two months of uncertainty over the deal after Australia’s richest woman crashed an earlier bid.
Rinehart’s Hancock Prospecting Pty and Sociedad Quimica & Minera de Chile SA, as SQM is formally known, will offer A$3.70 for each share in the Perth-based miner, a proposal already recommended by Azure’s board, the two sides said on Tuesday. The offer represents a more than 50% premium to the October undisturbed price, before the previous proposal.
SQM had earlier offered A$3.52 per Azure share, under a similar scheme of arrangement structure, representing a 44% premium. But that bid was immediately thrown into question when Rinehart built a near-blocking 18% stake.
Mineral Resources Ltd, led by mining veteran Chris Ellison, followed, with a 12% holding in Azure. His intentions are not yet clear.
At least two other major shareholders, Creasy Group and Delphi Group, have indicated that they intend to sell all of their shares to the joint bidders, handing SQM and Hancock another 23% to add to their collective 37.8%, and all but securing the bid. Creasy owns 40% of Azure’s promising Andover lithium project in West Australia.
Azure shares, however, gained as much as 2.2% in early trade on Tuesday, rising to A$3.71, just above the improved offer - indicating at least some in the market are betting the lithium miner could yet attract more attention.
Rinehart’s credibility in developing bulk commodity businesses - as well as her political sway in and around the Pilbara - likely played into SQM’s willingness to partner with Hancock, said Jon Bishop, analyst at Jarden Securities.
“The alternative would’ve been Chris and Gina getting in the way of the deal and frustrating it,” Bishop said. “My view would be that SQM would look at all of those things on balance and say - well, we could go it alone as a foreigner, or we could have a situation where we can work with a party that probably makes development eminently easier.”
The lithium industry has seen a flurry of acquisition offers and deals over the past months, as the crucial role of the battery metal in the energy transition and optimistic expectations around long-term demand prompt producers and investors to bet on new sources of supply. Interest in small and mid-sized producers in Western Australia, one of the world’s most promising new lithium regions, has surged, even as prices for the metal are now at their lowest since 2021.
Rinehart added to the frenzy, stepping into a bid for Liontown Resources Ltd and gradually building a 19.9% stake in the miner. That was enough to prompt top global producer Albemarle Corp to withdraw its A$6.6 billion offer in October. The Australian target was left scrambling to find alternative funds for its flagship Kathleen Valley project.
The outlook for the battery material isn’t expected to improve any time soon, as a wave of new production comes online and slower growth in electric-vehicle sales in China creates oversupply in the short term, raising questions over whether some deals in the sector are too expensive.
But the current deal gives Rinehart, who has built an iron ore empire, a stake in a metal feeding the energy transition. SQM, meanwhile, gains supply outside of Chile, where the company’s current operating contract expires in 2030.
The revised deal does not contain any minimum acceptance conditions, though the takeover is contingent on more than 50% of all shareholders voting in favor of the joint bid.
If the scheme of arrangement structure is not successful, SQM and Hancock have also proposed an off-market takeover offer for a cash amount of A$3.65 per Azure share.
SQM (WKN: 895007, ISIN: US8336351056) und die australische Milliardärin Gina Rinehart bzw. deren Hancock Prospecting Pty Ltd bieten zusammen auf Azure Minerals (WKN: A0LG22, ISIN: AU000000AZS2) und unterbreiteten am Montag ein gemeinsames Angebot über 3,70 AUD pro Aktie für Übernahme im Wege eines "Scheme of Arrangement". Sollte dieses nicht erfolgreich sein, besteht alternativ das Angebot für eine außerbörsliche Übernahme zu 3,65 AUD pro Aktie. Das Angebot ersetzt die bestehende SQM-Offerte vom 26.10. über 3,52 AUD pro Aktie. Der gebotene Preis entspricht einer Prämie von 63,9% auf den 10-Tage-VWAP von 2,26 AUD pro Azure-Aktie bis zum 20.10.23. Zwei der Hauptaktionäre von Azure, die Creasy Group und die Delphi Group, unterstützen die Übernahme.
SQM & Gina Rinehart’s Hancock agree to buy Azure for US$1.1 bil
Chilean lithium giant SQM has partnered with iron ore billionaire Gina Rinehart to make a sweetened A$1.7 billion (US$1.1 billion) cash offer for Azure Minerals Ltd, ending two months of uncertainty over the deal after Australia’s richest woman crashed an earlier bid.
Rinehart’s Hancock Prospecting Pty and Sociedad Quimica & Minera de Chile SA, as SQM is formally known, will offer A$3.70 for each share in the Perth-based miner, a proposal already recommended by Azure’s board, the two sides said on Tuesday. The offer represents a more than 50% premium to the October undisturbed price, before the previous proposal.
SQM had earlier offered A$3.52 per Azure share, under a similar scheme of arrangement structure, representing a 44% premium. But that bid was immediately thrown into question when Rinehart built a near-blocking 18% stake.
Mineral Resources Ltd, led by mining veteran Chris Ellison, followed, with a 12% holding in Azure. His intentions are not yet clear.
At least two other major shareholders, Creasy Group and Delphi Group, have indicated that they intend to sell all of their shares to the joint bidders, handing SQM and Hancock another 23% to add to their collective 37.8%, and all but securing the bid. Creasy owns 40% of Azure’s promising Andover lithium project in West Australia.
Azure shares, however, gained as much as 2.2% in early trade on Tuesday, rising to A$3.71, just above the improved offer - indicating at least some in the market are betting the lithium miner could yet attract more attention.
Rinehart’s credibility in developing bulk commodity businesses - as well as her political sway in and around the Pilbara - likely played into SQM’s willingness to partner with Hancock, said Jon Bishop, analyst at Jarden Securities.
“The alternative would’ve been Chris and Gina getting in the way of the deal and frustrating it,” Bishop said. “My view would be that SQM would look at all of those things on balance and say - well, we could go it alone as a foreigner, or we could have a situation where we can work with a party that probably makes development eminently easier.”
The lithium industry has seen a flurry of acquisition offers and deals over the past months, as the crucial role of the battery metal in the energy transition and optimistic expectations around long-term demand prompt producers and investors to bet on new sources of supply. Interest in small and mid-sized producers in Western Australia, one of the world’s most promising new lithium regions, has surged, even as prices for the metal are now at their lowest since 2021.
Rinehart added to the frenzy, stepping into a bid for Liontown Resources Ltd and gradually building a 19.9% stake in the miner. That was enough to prompt top global producer Albemarle Corp to withdraw its A$6.6 billion offer in October. The Australian target was left scrambling to find alternative funds for its flagship Kathleen Valley project.
The outlook for the battery material isn’t expected to improve any time soon, as a wave of new production comes online and slower growth in electric-vehicle sales in China creates oversupply in the short term, raising questions over whether some deals in the sector are too expensive.
But the current deal gives Rinehart, who has built an iron ore empire, a stake in a metal feeding the energy transition. SQM, meanwhile, gains supply outside of Chile, where the company’s current operating contract expires in 2030.
The revised deal does not contain any minimum acceptance conditions, though the takeover is contingent on more than 50% of all shareholders voting in favor of the joint bid.
If the scheme of arrangement structure is not successful, SQM and Hancock have also proposed an off-market takeover offer for a cash amount of A$3.65 per Azure share.
Antwort auf Beitrag Nr.: 74.742.038 von Oginvest am 03.11.23 12:17:09Verstehst du die Strategie von der Trulla? Bei Liontown hat sie jetzt über 500 mio AussieDollar Verlust, Azure Minerals ist damit die zweite Übernahme die sie verhindert, aber mit welchem Ziel???
Australia's Mineral Resources raises stake in lithium miner Azure Minerals
(Reuters) - Australia's Mineral Resources (MinRes) MIN.AX on Friday bought additional shares in lithium miner Azure Minerals, raising its stake to 12.29%.
This comes a week after Hancock Prospecting, an iron ore miner owned by Gina Rinehart, Australia’s richest person, built up an 18.3% stake in Azure.
Hancock has previously threatened to torpedo a buyout deal worth A$1.63 billion ($1.05 billion) by Chile’s SQM for Azure.
https://www.reuters.com/article/azureminerals-mineral-resour…
(Reuters) - Australia's Mineral Resources (MinRes) MIN.AX on Friday bought additional shares in lithium miner Azure Minerals, raising its stake to 12.29%.
This comes a week after Hancock Prospecting, an iron ore miner owned by Gina Rinehart, Australia’s richest person, built up an 18.3% stake in Azure.
Hancock has previously threatened to torpedo a buyout deal worth A$1.63 billion ($1.05 billion) by Chile’s SQM for Azure.
https://www.reuters.com/article/azureminerals-mineral-resour…
Australia’s richest woman Gina Rinehart’s Hancock Prospecting said on Friday it had acquired 18% of Azure Minerals (ASX: AZS) in a strategic move aimed at deranging Chilean lithium giant SQM’s (NYSE: SQM) A$1.63 billion ($1bn) bid for the junior.
https://www.mining.com/rinehart-buys-18-in-azure-minerals-to…
https://www.mining.com/rinehart-buys-18-in-azure-minerals-to…
Die Zahlen waren einfach zu gut und SQM hatte eh schon einen 19.99% stake...
Azure Enters Binding Transaction Implementation Deed With SQM
Azure Minerals (ASX: AZS) is pleased to announce that it has entered into a binding Transaction Implementation Deed (“TID”) with SQM Australia Pty Ltd (“SQM”), a whollyowned subsidiary of Sociedad Química y Minera de Chile S.A., under which it is proposed that SQM
will acquire 100% of the shares in Azure by way of a scheme of arrangement for a cash amount of $3.52 per Azure Share, and a simultaneous conditional offmarket takeover offer for a cash amount of $3.50 per Azure Share should the Scheme not be successful.
Highlights
• The Scheme Consideration of A$3.52 per Azure share implies a fully-diluted equity value
for Azure of ~A$1.63 billion1 and represents a premium of:
– 44.3% to the last closing price of A$2.44 per Azure share on Friday, 20 October 2023;
– 55.9% to the 10-day VWAP of A$2.26 per Azure share up to and including Friday, 20
October 2023;
– 52.4% premium to SQM’s previous proposal of A$2.31 per Azure share as announced
to the ASX on 15 August 2023; and
– 46.7% to the offer price of A$2.40 per Azure share from Azure’s most recent equity
raising announced to the ASX on 21 August 2023.
Azure Enters Binding Transaction Implementation Deed With SQM
Azure Minerals (ASX: AZS) is pleased to announce that it has entered into a binding Transaction Implementation Deed (“TID”) with SQM Australia Pty Ltd (“SQM”), a whollyowned subsidiary of Sociedad Química y Minera de Chile S.A., under which it is proposed that SQM
will acquire 100% of the shares in Azure by way of a scheme of arrangement for a cash amount of $3.52 per Azure Share, and a simultaneous conditional offmarket takeover offer for a cash amount of $3.50 per Azure Share should the Scheme not be successful.
Highlights
• The Scheme Consideration of A$3.52 per Azure share implies a fully-diluted equity value
for Azure of ~A$1.63 billion1 and represents a premium of:
– 44.3% to the last closing price of A$2.44 per Azure share on Friday, 20 October 2023;
– 55.9% to the 10-day VWAP of A$2.26 per Azure share up to and including Friday, 20
October 2023;
– 52.4% premium to SQM’s previous proposal of A$2.31 per Azure share as announced
to the ASX on 15 August 2023; and
– 46.7% to the offer price of A$2.40 per Azure share from Azure’s most recent equity
raising announced to the ASX on 21 August 2023.
Trading Spotlight
Antwort auf Beitrag Nr.: 74.602.604 von Dirkix am 07.10.23 20:35:28Sorry, das mit Wildcat gehört hier nicht rein! Mea culpa!
Antwort auf Beitrag Nr.: 74.601.485 von sassoon am 07.10.23 12:44:27Weißt du wie es mit der Finanzierung bzw. dem Cashbestand aussieht,
Cash müsste mehr als genug da sein, die haben doch gerade erst mit dem Share Purchase Plan 120mio geraised. Hab ich nicht genau nachgerechnet was jetzt auf dem Konto ist:
Oversubscribed Share Purchase Plan to Close Early
Azure Minerals Limited (Azure or the Company) is pleased to advise that the share purchase plan (SPP) announced on 21 August 2023, has received applications exceeding the targeted raising amount of $10 million. The strong demand for fully paid ordinary shares in the Company (Shares) under the SPP follows the successful completion of tranche 1 of the placement which raised approximately $100 million at the same issue price of $2.40 per Share. Tranche 2 of the placement, which includes the issue of Shares subject to shareholder approval is set to raise approximately $20 million.
In light of the positive response to the SPP and to minimise the scale back of applications for Shares under the SPP the Directors of the Company have agreed to close the SPP early at 3:00pm AWST on 8 September 2023 (Revised Closing Date) in accordance with the terms of the SPP.
The Company advises that any further applications received after the Revised Closing Date will not be accepted under the SPP, and those application monies will be returned in full to the applicant (without interest).
The Company will undertake a scale back of applications received prior to the Revised Closing Date in accordance with the terms of the SPP.
https://stocknessmonster.com/announcements/azs.asx-6A1167048…
...könnte demnächst evtl. noch eine KE kommen?
Könnte klar, aber nicht weil sie Geld brauchen sondern weil eine größere Adresse anruft und über ein Placement einsteigen will. SQM hält auch schon 19.99%
Und wann soll es in die Produktion gehen?
Nächsten Dienstag um halb elf!
Aktueller Status:
- erstmal läuft ein 100,000m exploration & resource definition drilling, das nächste Ziel ist ein Mineral Resource Estimate in Q1 2024
- nebenher noch das ganze andere Gedöns: Metallurgy, geotechnical, mining, heritage, environmental & hydrological studies
- Scoping Study soll noch 2024 fertig werden;
- IMO mit gutem Management, schnellen Genehmigungen (Umwelt und so) und gesicherter CapEx Finanzierung 2026 - ansonsten 2028
Wie siehst du hier den Vergleich mit Winsome Resources, was hat deiner Meinung nach mehr Potenzial??
Die Frage klingt so nach entweder oder, ich würde sagen sowohl als auch! Grades sind vergleichbar, bei Andover tendenziell sogar noch besser, klimatisch hat auch Azure die Nase vorn; auf der anderen Seite baut NorthVolt gerade ein Werk in Quebec, was wieder für Winsome spricht! Ich halte es so:
You can't only pick winners because the intangibles are so unpredictable, all you can do is pick potential winners, and then let the winners appear.
Ich bin auch gerade noch dabei mir die drill results genau anzusehen. WC8 ist ein prima Beispiel für die langen Intervalle, da haben sie 218m intercept aber true width sind es nur 53m - immer auf dip und azimuth achten:
Cash müsste mehr als genug da sein, die haben doch gerade erst mit dem Share Purchase Plan 120mio geraised. Hab ich nicht genau nachgerechnet was jetzt auf dem Konto ist:
Oversubscribed Share Purchase Plan to Close Early
Azure Minerals Limited (Azure or the Company) is pleased to advise that the share purchase plan (SPP) announced on 21 August 2023, has received applications exceeding the targeted raising amount of $10 million. The strong demand for fully paid ordinary shares in the Company (Shares) under the SPP follows the successful completion of tranche 1 of the placement which raised approximately $100 million at the same issue price of $2.40 per Share. Tranche 2 of the placement, which includes the issue of Shares subject to shareholder approval is set to raise approximately $20 million.
In light of the positive response to the SPP and to minimise the scale back of applications for Shares under the SPP the Directors of the Company have agreed to close the SPP early at 3:00pm AWST on 8 September 2023 (Revised Closing Date) in accordance with the terms of the SPP.
The Company advises that any further applications received after the Revised Closing Date will not be accepted under the SPP, and those application monies will be returned in full to the applicant (without interest).
The Company will undertake a scale back of applications received prior to the Revised Closing Date in accordance with the terms of the SPP.
https://stocknessmonster.com/announcements/azs.asx-6A1167048…
...könnte demnächst evtl. noch eine KE kommen?
Könnte klar, aber nicht weil sie Geld brauchen sondern weil eine größere Adresse anruft und über ein Placement einsteigen will. SQM hält auch schon 19.99%
Und wann soll es in die Produktion gehen?
Nächsten Dienstag um halb elf!
Aktueller Status:
- erstmal läuft ein 100,000m exploration & resource definition drilling, das nächste Ziel ist ein Mineral Resource Estimate in Q1 2024
- nebenher noch das ganze andere Gedöns: Metallurgy, geotechnical, mining, heritage, environmental & hydrological studies
- Scoping Study soll noch 2024 fertig werden;
- IMO mit gutem Management, schnellen Genehmigungen (Umwelt und so) und gesicherter CapEx Finanzierung 2026 - ansonsten 2028
Wie siehst du hier den Vergleich mit Winsome Resources, was hat deiner Meinung nach mehr Potenzial??
Die Frage klingt so nach entweder oder, ich würde sagen sowohl als auch! Grades sind vergleichbar, bei Andover tendenziell sogar noch besser, klimatisch hat auch Azure die Nase vorn; auf der anderen Seite baut NorthVolt gerade ein Werk in Quebec, was wieder für Winsome spricht! Ich halte es so:
You can't only pick winners because the intangibles are so unpredictable, all you can do is pick potential winners, and then let the winners appear.
Ich bin auch gerade noch dabei mir die drill results genau anzusehen. WC8 ist ein prima Beispiel für die langen Intervalle, da haben sie 218m intercept aber true width sind es nur 53m - immer auf dip und azimuth achten:
Weißt du wie es mit der Finanzierung bzw. dem Cashbestand aussieht, könnte demnächst evtl. noch eine KE kommen?
Und wann soll es in die Produktion gehen?
Wie siehst du hier den Vergleich mit Winsome Resources, was hat deiner Meinung nach mehr Potenzial??
Danke schonmal!
Und wann soll es in die Produktion gehen?
Wie siehst du hier den Vergleich mit Winsome Resources, was hat deiner Meinung nach mehr Potenzial??
Danke schonmal!
Antwort auf Beitrag Nr.: 74.601.152 von sassoon am 07.10.23 10:38:21... Einbruch von 37% ...
Beim Volumen OTC habe ich 2 Shares angezeigt bekommen...
Ich kann über Sydney und New York (Nasdaq OTC) handeln. Habe aber noch nicht gekauft, ich warte auf einen Rücksetzer, der Share Purchase Plan vor 4 Wochen war schnell Oversubscribed und führte nicht zu einem Kursrückgang, vielleicht jetzt, Lithium ist gerade nicht sexy.
Azure lohnt sich daher nur in größerer Stückzahl (Auslandbörse), ist aber IMO ein ganz heißer Kandidat die nächste Liontown zu werden, Grade is King!!! Dazu Australien, politisch stabil, minenfreundlich, günstige klimatische Bedingungen für Bergbau...!
Beim Volumen OTC habe ich 2 Shares angezeigt bekommen...
Ich kann über Sydney und New York (Nasdaq OTC) handeln. Habe aber noch nicht gekauft, ich warte auf einen Rücksetzer, der Share Purchase Plan vor 4 Wochen war schnell Oversubscribed und führte nicht zu einem Kursrückgang, vielleicht jetzt, Lithium ist gerade nicht sexy.
Azure lohnt sich daher nur in größerer Stückzahl (Auslandbörse), ist aber IMO ein ganz heißer Kandidat die nächste Liontown zu werden, Grade is King!!! Dazu Australien, politisch stabil, minenfreundlich, günstige klimatische Bedingungen für Bergbau...!
Weiß denn jemand wie man die Aktie am OTC handelt, hat das schonmal jemand gemacht?
Mein Broker zeigt mir nur Sydney als einzige Möglichkeit an.
Mein Broker zeigt mir nur Sydney als einzige Möglichkeit an.
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