UPDATE: Sundance Shares Soar After Hanlong's A$1.44 Billion Offer
July 17 2011 - 10:48PM
Dow Jones News
Shares in Central Africa-focused iron ore developer Sundance
Resources Ltd. (SDL.AU) soared as much as 28.8% Monday after
Chinese investor Sichuan Hanlong Group announced a 1.44 billion
Australia dollar (US$1.52 billion) offer for the company.
Sundance said Hanlong Mining Investment Pty. Ltd. had offered
A$0.50 for each Sundance share through a scheme of arrangement, a
25% premium to the shares' close on Friday. Around A$1.1 million in
shares traded above that price Monday morning at levels up to 51.5
Australian cents, suggesting that investors expect Hanlong may have
to raise its offer, or that another buyer could join the fray.
Hanlong already holds an 18.6% stake in the company, which it
purchased in March from the investment vehicle of Sundance's late
director Ken Talbot.
"The board considers that the terms of the offer do not provide
adequate value or certainty to Sundance shareholders in respect to
possible joint venture, financing and offtake arrangements,"
Sundance said in a statement. It added that it would continue to
advance talks with strategic partners in the project.
Hanlong's managing director Xiao Hui said in a statement that he
looks forward to discussing the deal further with Sundance.
The move from Hanlong emphasises a shift by Chinese investment
groups away from direct investment in Australia.
Australia's opaque foreign investment approval process, rising
cost pressures, and the introduction of new mining and carbon taxes
over the past 18 months has been blamed for deterring overseas
investment, although deals such as Peabody Energy Corp.'s (BTU) and
ArcelorMittal's (MT) joint A$4.73 billion offer for Macarthur Coal
Ltd. (MCC.AU) last week suggest that takeover appetites remain
strong.
"With Australian projects facing headwinds in recent times, we
believe West Africa presents investors with a new and attractive
landscape to invest in iron ore projects," Foster Stockbroking said
in a note.
Sundance hopes to produce 35 million tons a year of iron ore
from its Mbalam project on the borders of Cameroon and the Republic
of Congo, with construction due to start before the end of this
year. Talbot and five other Sundance executives were visiting the
remote project last year when they were killed in a light plane
crash.
Sundance plans to keep ownership of Mbalam while bringing in
funding and development partners from China. The company took
several parties on a tour of the operations to finalise due
diligence last month.
"Sundance has shortlisted the preferred potential partners and
has entered into commercial negotiations," the company said in a 29
June update.
The project would involve construction of a 510 kilometer rail
line and a port on the coast of Cameroon capable of handling 35
million tons a year. The entire two-stage project would cost
US$7.79 billion in capital spending, Sundance estimates.
Sichuan Hanlong is a privately-owned group with interests in
infrastructure and resources, mostly in China's southwestern
Sichuan province.
The company last year took control of Australian molybdenum
developer Moly Mines Ltd. (MOL.AU) and announced plans to become a
"fourth force" in Australian iron ore mining, to rival Rio Tinto
PLC (RIO), BHP Billiton Ltd. (BHP) and Fortescue Metals Group Ltd.
(FMG.AU).
Last week it also unveiled a A$143 million bid for
Namibia-focused uranium developer Bannerman Resources Ltd.
(BMN.AU).
-By David Fickling, Dow Jones Newswires; +61 2 8272 4689;
david.fickling@dowjones.com