Sifting A1M M&A prospects, page-6

  1. 43 Posts.
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    Hi All,

    Some M&A/Transaction opportunities -
    - Mt Isa Mines Copper Mine (Glencore are closing, but could be opportunity for a smaller operator to takeover), AC has stitched together good transactions in the past
    - Capricorn Copper Gunpowder/Mt Morgan (29 metals - care and maintenance, but will be restarted soon) - grade is a little low, but with the right operator could work perhaps a merger of equals if A1M ramps production to 20-25kt p.a.)
    - Ernest Henry or North Parks - if EVN struggles or ever needs cash (e.g. EVN upgrades it's portfolio)
    - CSA
    - Tritton
    - Kanmantoo - Hillsgrove resources. A potential merger target.

    I wouldn't rule out a 3 way merger as per EVN. It's a good way to generate scale quickly. E.g. Kanmantoo + Gunpowder in a single transaction.

    AC and team have a track record of identifying quality mineralised systems. They know how to buy short mine lives, in good systems, invest in exploration and extend the life-of-asset while increasing profitability. I agree with other commentators that new-builds are not their style. As noted, regional consolidation (buying grade / tonnes) is a good strategy to increase LOM or production profile - hub and spoke, breathes new life into existing assets.

    I do like the suggestion of not stopping at 20kt p.a. and going for 30kt. The region would definitely support that and there is plenty of opportunity.
 
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Last
32.5¢
Change
-0.010(2.99%)
Mkt cap ! $233.5M
Open High Low Value Volume
33.5¢ 33.5¢ 32.5¢ $606.6K 1.838M

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No. Vol. Price($)
7 606645 32.5¢
 

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Price($) Vol. No.
33.0¢ 16230 1
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