CORRECT: Brazil 800 Million Metric Ton International Iron Ore Mine Sale Soon-Report
17 April 2009 - 6:27AM
Dow Jones News
Brazilian mining exploration company GME4 will start a global
road show in the next few days to sell a majority stake in an 800
million metric ton iron ore mine in northeast Brazil, the Estado
newspaper reported Thursday.
"Our aim is to sell around 80% of the mine," said one of GME4's
partners, Joao Carlos Cavalcanti. The other partner is Brazil's
Banco Opportunity.
The iron ore deposits, valued at $2.4 billion and located in the
south of Piaui State, will be presented to potential buyers in
Shanghai, London and New York.
Cavalcanti estimated production costs at $21 to $23 per ton and
annual output at 20 million tons a year of pellet feed.
Credit Suisse is advising GME4 on the sale.
GME4 already has had one successful iron ore deposit sale to
date. Three years ago, it sold Indian investor Pramod Agarwal a
mine in neighboring Bahia State for $360 million. Agarwal is
believed to be a representative of steel mogul Lakshimi Mittal.
Piaui and Bahia States aren't traditional iron ore mining
regions. The Piaui deposits are within 20 kilometers of the route
of the Transnordestina railroad, which is expected to be
operational in 2011. The railroad will connect two relatively new
deepwater ports: Suape near Recife, and Pecem, near Fortaleza.
Cavalcanti said he has already signed an energy supply contract
for the mine from the Sobradinha dam, the largest in northeast
Brazil.
According to Brazil's Mineral Production Department, other
mining companies have also applied to prospect in Piaui, including
Companhia Vale do Rio Doce (RIO), BHP Billiton Ltd. (BHP), MMX
Mineracao e Metalicos SA (MMXM3M.BR) and Bahia Mineracao.
-By John Kolodziejski, Dow Jones Newswires; 55-21-2586-6086;
john.kolodiejski@dowjones.com