智通财经APP讯，亚太资源(01104)发布公告，于2024年12月10日，附属公司透过在澳交所进行场内交易合共收购10万股Paladin Energy股份(相当于Paladin Energy于本公告日期全部已发行股本约0.03%)，总代价约为76.71万澳元(相当于约381.6万港元)(不包括交易成本)，即每股股份约7.67澳元(相当于约38.16港元)。
本公司专注于天然资源领域的战略投资，强调能源与采矿机会。Paladin Energy(一名领先的铀生产商)在纳米比亚经营Langer Heinrich Mine (LHM)。最近，LHM遇到经营上的挑战，包括供水中断及库存矿石品位的变化，导致其2025财政年度U3O8产量指引由4.0 至450万磅下调至300至360万磅。该等问题导致Paladin Energy的股价大幅下跌，为投资提供一个具吸引力的切入点。尽管遇到该等挫折，Paladin Energy已实施多项措施，如计划中的运营升级及于2025年年中左右过渡至原煤进料，并仍有信心于2025历年结束前实现每年600万磅的生产运作率。全球趋向更清洁能源的转变已带动铀价格升至多年高位，Paladin Energy将从此趋势中获益，并提高其盈利能力。因此，董事相信此项投资为产生优厚回报的绝佳机会，并与本公司创造价值的策略重点一致，因此，董事相信该等收购事项为具吸引力的投资，并可提升本公司的投资回报。
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