다시 합병 얘기 나오는 Teck

Teck Resources Ltd., a Canadian miner, is attracting significant attention from major mining companies after selling its coal business to Glencore Plc. Teck's copper assets are particularly appealing as the industry shifts focus towards metals crucial for decarbonization.

Key points:

1. Anglo American and Vale SA's base-metals business are seen as potential merger partners for Teck.
2. Larger companies like BHP, Rio Tinto, and Freeport-McMoRan are also watching Teck closely.
3. Teck's founding family, which opposed a previous bid from Glencore, still controls the company.
4. New Canadian regulations restricting foreign takeovers may pose challenges to potential deals.
5. Vale Base Metals and Anglo American have internally studied potential deals with Teck.
6. BHP and Rio Tinto are monitoring the situation, with Rio considering potential targets after BHP's failed bid for Anglo American.
7. Any takeover would face scrutiny from the Canadian government, which has expressed reluctance to allow foreign takeovers of major Canadian mining firms.

The article highlights a renewed interest in dealmaking within the global mining industry, particularly focused on copper assets, as companies reposition themselves for the transition to a low-carbon economy.

 

생각보다 쉽진 않을 것 같은데 그래도 주가는 계속 꾸역꾸역 오른다.