Call it Rio Redux. Anglo American, the diversified mining group being stalked by its Swiss-based rival Xstrata, seems to be taking a leaf out of the blood-spattered Rio Tinto defence playbook. Having rebuffed Xstrata's proposed nil-premium merger last week, Anglo is now seeking to demonstrate the standalone value of its assets and boost confidence in a bedraggled management team lacking a chairman. Step one is an auction of a minority stake in MMX Minas-Rio, the Brazilian iron ore producer for which it overpaid only last year and lacks the cash to develop.
我們不妨稱(chēng)之為力拓(Rio Tinto)歸來(lái)。多元化礦業(yè)公司英美資源集團(tuán)(Anglo American)面對(duì)競(jìng)爭(zhēng)對(duì)手瑞士斯特拉塔(Xstrata)的步步逼近，似乎正在模仿鮮血四濺的力拓防守場(chǎng)景。繼上周回絕了斯特拉塔提出的零溢價(jià)收購(gòu)之后，英美資源集團(tuán)現(xiàn)在正試圖證明其資產(chǎn)的卓越價(jià)值，并提升人們對(duì)于這個(gè)董事長(zhǎng)缺位的殘缺管理團(tuán)隊(duì)的信心。第一步就是拍賣(mài)所持MMX Minas-Rio的少數(shù)股權(quán)。英美資源去年高價(jià)買(mǎi)下了這家巴西鐵礦石生產(chǎn)商的股份，此后一直缺乏現(xiàn)金來(lái)拓展這家公司。