<p>彭博社報道，格倫科爾收購泰克資源煤炭部門的交易即將獲得批准。這一備受期待的批准為英國礦業巨頭的煤炭業務的未來做出了重要決定。據最近一篇彭博文章報道，格倫科爾打算就此事與股東進行磋商，磋商過程預計將在收購完成後立即展開。</p>
<p>股東磋商的原因在於格倫科爾收到了一些最具影響力的投資者的回應。包括前首席執行官伊萬·格拉森伯格、卡塔爾投資局和黑石集團在內的幾位知名股東認為，格倫科爾應該保留其煤炭資產，而不是像之前計劃的那樣將其剝離。這種情緒可能會對公司在煤炭業務上的下一步行動產生影響。</p>
<p>近年來，格倫科爾的煤炭業務一直是其利潤的重要貢獻者，推動了創紀錄的回報。然而，公司決定退出化石燃料行業，並在紐約上市一家新公司，代表了現任首席執行官加里·納格爾的戰略轉變。然而，這一立場遭到了投資者的抵制，特別是那些支持將煤礦保留在公司內部的投資者。</p>
<p>預計收購泰克煤礦的交易將在 2024 年第三季度完成。完成後，格倫科爾將與股東進行磋商。如果大多數股東支持保留煤炭業務，格倫科爾將不會進行投票。相反，如果磋商結果指向相反方向，將進行一次具有約束力的投票。這種做法使格倫科爾有可能繞過一些可能被要求反對公司提議的股東，如果他們希望保留煤炭資產。</p>
<p>格倫科爾決定與股東磋商，表明了其致力於解決投資者關切並確保公司順利過渡的承諾。作為全球最大的熱煤運輸商，市值約 750 億美元，格倫科爾對這一局勢的處理無疑將受到行業和投資者的密切關注。</p>
<p>[1] https://www.bloomberg.com/news/articles/2024-05-29/glencore-to-consult-investors-on-coal-spinoff-after-teck-deal</p>
<p>[2] https://www.bnnbloomberg.ca/glencore-finally-does-a-deal-with-teck-the-london-rush-1.1998269</p>
<p><img src="https://imageproxy.pbkrs.com/https://lh-prod-oper-pub-opercenter.s3.amazonaws.com/discovery-image/compress-191ae222e6938001.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://lh-prod-oper-pub-opercenter.s3.amazonaws.com/discovery-image/compress-191ae222e6938001.png"/></p>

泰克資源

<p>Glencore 收購泰克資源的煤炭業務已獲批准，為決定 Glencore 煤炭業務未來走向鋪平了道路。收購完成後將進行股東諮詢，一些有影響力的投資者認為 Glencore 應該保留其煤炭資產，而不是將其剝離。是否保留煤炭業務的決定將由股東支持來決定。行業和投資者將密切關注 Glencore 對這一情況的處理方式</p>

<p>Glencore deal for teck unit to be approved - Bloomberg</p>
<p>The highly anticipated approval of Glencore's deal to acquire Teck Resources' coal units has set the stage for a significant decision regarding the future of the British mining giant's coal business. According to a recent Bloomberg article [1], Glencore intends to consult with its shareholders on the matter, with the consultation process expected to commence immediately after the acquisition's closing.</p>
<div class="lb-trans"><p>彭博社報道，格倫科爾收購泰克資源煤炭部門的交易即將獲得批准。這一備受期待的批准為英國礦業巨頭的煤炭業務的未來做出了重要決定。據最近一篇彭博文章報道，格倫科爾打算就此事與股東進行磋商，磋商過程預計將在收購完成後立即展開。</p>
</div><p>The reason for this shareholder consultation is rooted in the response Glencore has received from some of its most influential investors. Several prominent shareholders, including former CEO Ivan Glasenberg, the Qatar Investment Authority, and BlackRock Inc., believe that Glencore should retain its coal assets instead of spinning them off as previously intended [1]. This sentiment could potentially influence the company's next move on coal.</p>
<div class="lb-trans"><p>股東磋商的原因在於格倫科爾收到了一些最具影響力的投資者的回應。包括前首席執行官伊萬·格拉森伯格、卡塔爾投資局和黑石集團在內的幾位知名股東認為，格倫科爾應該保留其煤炭資產，而不是像之前計劃的那樣將其剝離。這種情緒可能會對公司在煤炭業務上的下一步行動產生影響。</p>
</div><p>Glencore's coal business has been a significant contributor to its profitability in recent years, driving record returns [1]. However, the company's decision to exit the fossil fuel sector and list a new company in New York represented a strategic pivot under current CEO Gary Nagle. This stance, however, has been met with resistance from investors, particularly those who support keeping the coal mines within the company [1].</p>
<div class="lb-trans"><p>近年來，格倫科爾的煤炭業務一直是其利潤的重要貢獻者，推動了創紀錄的回報。然而，公司決定退出化石燃料行業，並在紐約上市一家新公司，代表了現任首席執行官加里·納格爾的戰略轉變。然而，這一立場遭到了投資者的抵制，特別是那些支持將煤礦保留在公司內部的投資者。</p>
</div><p>The deal to acquire Teck's coal mines is expected to close in the third quarter of 2024 [1]. Once completed, Glencore will engage in consultations with its shareholders. Should a majority support keeping the coal business, Glencore will not proceed with a vote. Conversely, if the consultation indicates otherwise, a binding vote will be held. This approach allows Glencore to potentially bypass some shareholders who may have been required to vote against the company's proposal if they wished to retain coal assets [1].</p>
<div class="lb-trans"><p>預計收購泰克煤礦的交易將在 2024 年第三季度完成。完成後，格倫科爾將與股東進行磋商。如果大多數股東支持保留煤炭業務，格倫科爾將不會進行投票。相反，如果磋商結果指向相反方向，將進行一次具有約束力的投票。這種做法使格倫科爾有可能繞過一些可能被要求反對公司提議的股東，如果他們希望保留煤炭資產。</p>
</div><p>Glencore's decision to consult with its shareholders demonstrates its commitment to addressing investor concerns and ensuring a smooth transition for the company. As the world's largest shipper of thermal coal with a market capitalization of approximately $75 billion [2], Glencore's handling of this situation will undoubtedly be closely watched by the industry and investors alike.</p>
<div class="lb-trans"><p>格倫科爾決定與股東磋商，表明了其致力於解決投資者關切並確保公司順利過渡的承諾。作為全球最大的熱煤運輸商，市值約 750 億美元，格倫科爾對這一局勢的處理無疑將受到行業和投資者的密切關注。</p>
</div><p>[1] https://www.bloomberg.com/news/articles/2024-05-29/glencore-to-consult-investors-on-coal-spinoff-after-teck-deal</p>
<p>[2] https://www.bnnbloomberg.ca/glencore-finally-does-a-deal-with-teck-the-london-rush-1.1998269</p>
<div class="lb-trans"><p>[1] https://www.bloomberg.com/news/articles/2024-05-29/glencore-to-consult-investors-on-coal-spinoff-after-teck-deal</p>
<p>[2] https://www.bnnbloomberg.ca/glencore-finally-does-a-deal-with-teck-the-london-rush-1.1998269</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://lh-prod-oper-pub-opercenter.s3.amazonaws.com/discovery-image/compress-191ae222e6938001.png" alt="" original-src="https://lh-prod-oper-pub-opercenter.s3.amazonaws.com/discovery-image/compress-191ae222e6938001.png"/></p>

彭博社報道：嘉能可收購泰克資源子公司交易將獲批准