ASX上市:优德煤业资产与资本运作驶入快车道
近两年全球煤炭行业进入低谷,煤价下滑明显,煤炭企业盈利目标受到重大冲击。对此刘浩先生向本网记者表示,优德煤业从现有JORC认证资源分析,煤种齐全,既有动力煤(电煤),又有焦煤,还有澳洲相对稀缺的无烟煤。以2014年计划投产的MDS项目为例,商品煤的成本很低,即使在目前煤价很低的情况下,预计盈利空间也非常可观。
做企业风险和机遇任何时候都是并存的。优德煤业在市场低迷时进入澳洲煤炭行业通过降低进入成本和运作成本,已经把风险降到最低。而且在市场低迷情况下项目财务模型仍是盈利的。
除资产及盈利能力方面的优势外,刘浩先生表示,优德煤业大股东河南能源化工集团将在资金、技术、人才、中国煤炭市场销售及管理等方面有强大后盾及支持,有利于优德煤业的稳定和可持续发展。优德煤业的发展符合河南能源化工集团的国际化战略体系,与集团有协同发展效应。
对于煤市前景,他指出,澳洲乃至全球的煤炭及证券市场都是周期波浪形向上发展的,市场煤价长期低于煤炭行业生产成本的情况是不可能长期持续的。随着高生产成本的煤炭企业被淘汰整合,在接下来的某个时间点煤炭价格必将走出低谷,迎来新高。
对于优德而言,目前紧锣密鼓进行中的新股发行和上市,将使其跻身澳洲证券交易所并成为一家公众公司,此举不仅为优德的煤炭项目的战略开发实施提供了资本舞台,亦将提供中国国有煤炭企业海外分支境外上市的成功案例。此外,对于优德的控股股东——河南能源化工集团而言,上市的优德煤业也有望成为河南能源化工这一世界500强企业海外拓展的重要平台和载体。
本网将于近日全文刊登优德煤业CEO刘浩先生专访内容,请保持关注。
刘浩先生作为煤矿工程师,拥有30年的丰富行业经验。他于2011年作为义马煤业集团的代表来到澳大利亚,对澳大利亚的煤炭行业项目进行投资。刘先生目前担任坤谦公司(优德煤业的主要股东)董事,同时还担任优德集团的总经理。在来澳之前,刘浩先生自1984起在义马煤业集团开始工作,先后担任中联润世新疆煤矿公司副总工程师和生产技术部经理,青海义海能源公司副总经理和木里煤矿生产技术与安全部经理。
Mr Hao Liu is a coal mining engineer with over 30 years’ experience in the coal industry. Mr Liu first came to Australia in 2011, as a representative of Yima Coal Industry Group, to investigate mining opportunities in Australia. Mr Liu is a Director of KQ (a major shareholder of the Company), and is the founding CEO of the U&D Group. Prior to coming to Australia, Mr Liu had been employed by Yima since 1984. He has held various positions including as deputy chief engineer and manager of the Production Technology department, in the Zhonglianrunshi Xinjiang Coal Mining Co., Ltd; Deputy General Manager in Qinghai Yihai Energy Co., Ltd.; and a general manager of Production Technology and Safety at the Muli coal mine.
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