（外媒）印度最大铁矿石生产商NMDC计划投资25亿美元收购巴西矿山股权

概述：据悉印度最大的铁矿石生产商NMDC计划投资25亿美元收购巴西FerrousResources公司50%的股权。为了满足印度本国的铁矿石需求，这是NMDC第一次在海外进行并购活动。Ferrous公司在巴西拥有4个铁矿石正在开发项目和两个处在勘探阶段的项目，铁矿石总储量30亿吨，平均品位在35.6%。其中位于MinasGerais州的Viga项目将在2013下半年投产，届时该项目的年生产能力将达到1千万吨67%的铁精粉（2千5百万吨原矿）。

原文：State-owned National Mineral Development Corporation (NMDC), India's largest iron ore producer is set to make its first venture outside of the country, reportedly agreeing to pay US$2.5 billion to acquire a 50% stake in Ferrous Resources Brazilian iron ore operations.

India's Economic Times reported that Ferrous will issues shares worth $2.5 billion over the next several years with the funds to be used for developing mines and building infrastructure according to an unidentified senior executive.

After the acquisition is completed, the Times said the partners will list the joint venture on the LSE and sell a 20% stake to raise another $1 billion.

Ferrous owns four mining development and two exploration-stage properties in Brazil. The Viga project in the State of Minas Gerais is expected to begin production in the second half of 2013 at a rate of 25 million tonnes per year of iron ore that could be converted into 10-million tonnes of high 67% Fe grade iron ore concentrate.

The total reserves of Ferrous's Brazilian properties are believed to be 3 billion tonnes of iron ore with a 35.6% grade (Fe) content.

The company is also developing a new sea port to export its iron ore products. The mines are located within 300 kilometers from the sea and are close to Brasilia.

The Press Trust of India quoted "an official in the know" who reportedly said the companies hope to mine 50 million tonnes of saleable ore from two Brazilian mining projects.

NMDC has already announced it will divest an 8.38% stake through an IPO next month.

The company also plans to introduce a new pricing mechanism when it re-negotiates iron ore supply contracts with Indian steel manufacturers next month. The new pricing mechanism will eliminate the existing system of fixing iron ore prices against an international price benchmark.

London's CRU Consultants has been hired to work on the new pricing mechanism.

NDMC produces about 28 million tonnes of iron ore annually with 85% sold to India's steel industry.

The Press Trust reported NMDC is "eyeing six overseas properties."  The company recently reportedly entered into a strategic alliance with Tata Steel, ArcelorMittal and Rio Tinto.

"According to the investment bankers involved, global mining firms are visiting NMDC with JV proposals every week and make presentations on their mineral properties," The Press Trust said.（Mineweb)