🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

Congo's state miner seeks to dissolve Glencore venture over debts

Published 24/04/2018, 14:18
© Reuters. The logo commodities trader Glencore is pictured in Baar
HG
-
GLEN
-
KAT
-

By Aaron Ross

DAKAR (Reuters) - Congo's state miner Gecamines is starting legal proceedings to dissolve its Kamoto copper and cobalt joint venture with a subsidiary of Glencore , blaming the commodities giant for high debts that have weighed on the mine for more than 10 years.

Gecamines said on Tuesday that debts owed by Kamoto to Glencore (L:GLEN) and its subsidiaries at the end of 2017 topped $9 billion. It said the commodities group charged the venture interest rates on loans that were too high.

Kamoto, one of Democratic Republic of Congo's (DRC) biggest copper and cobalt mines, is 75 percent controlled by Katanga Mining (TO:KAT), in which Glencore has an 86 percent stake. Gecamines controls the remaining 25 percent.

Kinshasa is taking an increasingly confrontational stance towards foreign mining companies, including a new mining code passed last month that hikes royalties and taxes.

Gecamines said last year it planned to implement new controls to hold its joint venture partners accountable for poor financial performance at their mines.

"Through a series of intragroup financial and commercial agreements, the majority shareholders group implemented a policy that resulted in draining, to its own benefit, the treasury and the wealth of the joint company," Gecamines said in a statement.

A Glencore spokesman declined to comment.

Katanga Mining had said on Sunday it opposed dissolving Kamoto and was assessing options to address the mine's capital shortfall, including forgiving a portion of the debt.

Katanga said it had attempted to engage in talks with Gecamines about recapitalising the Kamoto mine but that the Congolese company unilaterally launched legal proceedings.

A court hearing on Gecamines' petition to dissolve Kamoto is scheduled for May 8 in Congo.

Gecamines said in its statement that annual interest rates on Kamoto's debts had reached 14 percent. It said Glencore and its subsidiaries were able to borrow funds far more cheaply than the level at which it lent on to the venture.

HSBC analysts were sanguine in a note on Monday about the impact of Gecamines' move, saying Katanga had several options to recapitalise the mine that were unlikely to impact the company's assets, liabilities and net assets.

However, Elisabeth Caesens, director of Resource Matters, a Brussels-based group that advocates better resource management, said Glencore and Katanga could have more serious concerns.

"Congolese authorities have cancelled fully operational projects in the past in less troubling circumstances. The scenario whereby the DRC court grants Gecamines relief should not be ruled out completely," she told Reuters.

Congo is Africa's top copper producer and the world's leading miner of cobalt, a key ingredient in electric batteries, but Gecamines is heavily indebted.

© Reuters. The logo commodities trader Glencore is pictured in Baar

Shares in Toronto-listed Katanga lost half their value on Monday in response to Sunday's original announcement.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.