{"id":5848,"date":"2022-09-28T00:17:46","date_gmt":"2022-09-28T00:17:46","guid":{"rendered":"\/\/smallcapscn.x5view.co\/?p=5848"},"modified":"2023-08-29T17:55:41","modified_gmt":"2023-08-29T17:55:41","slug":"syrah-halts-mozambique-santos-sell-png-lng-stake-core-lithium-spodumene-shipment","status":"publish","type":"post","link":"https:\/\/smallcapscn.x5view.co\/?p=5848","title":{"rendered":"Syrah \u505c\u6b62Mozambique\u4e1a\u52a1\uff0cSantos \u5c06\u51fa\u552e 5% \u7684 PNG LNG \u80a1\u4efd\uff0cCore Lithium \u7684\u76ee\u6807\u662f\u5e74\u5e95\u524d\u9996\u6b21\u51fa\u8d27\u9502\u8f89\u77f3"},"content":{"rendered":"<p>Syrah Resources (ASX: SYR) \u5df2\u505c\u6b62\u5176\u5728\u83ab\u6851\u6bd4\u514b (Mozambique) Balama \u77f3\u58a8\u77ff\u7684\u8fd0\u8425\uff0c\u539f\u56e0\u662f\u8be5\u77ff\u573a\u53d1\u751f\u4e86\u6d89\u53ca\u5de5\u4eba\u548c\u627f\u5305\u5546\u7684\u201c\u975e\u6cd5\u5de5\u4e1a\u884c\u52a8\u201d\u3002<\/p>\n<p>\u5728\u786e\u8ba4\u201c\u4e00\u5c0f\u90e8\u5206\u5f53\u5730\u5458\u5de5\u548c\u627f\u5305\u5546\u201d\u5728\u5df4\u62c9\u9a6c\u63d0\u51fa\u5b89\u5168\u95ee\u9898\u7684\u6d88\u606f\u540e\uff0c\u8be5\u516c\u53f8\u4e8e\u5468\u4e00\u9000\u51fa\u4ea4\u6613\u6682\u505c\u3002<\/p>\n<p>\u7531\u4e8e\u8fd9\u79cd\u60c5\u51b5\uff0cSyrah \u4e8e\u4e0a\u5468\u4e8c\u505c\u6b62\u4e86\u5de5\u4f5c\u5e76\u5c06\u5176\u4eba\u5458\u64a4\u79bb\u73b0\u573a\u3002<\/p>\n<p>\u8be5\u516c\u53f8\u6b63\u5728\u4e0e\u591a\u65b9\u5408\u4f5c\uff0c\u4e0e\u73b0\u573a\u7684\u5185\u90e8\u5de5\u4f1a\u59d4\u5458\u4f1a\uff0c\u751a\u81f3\u83ab\u6851\u6bd4\u514b\u653f\u5e9c\u4ee3\u8868\u4e00\u8d77\u89e3\u51b3\u5305\u62ec\u5b89\u5168\u5728\u5185\u7684\u5c40\u52bf\u3002<\/p>\n<p>Syrah \u6b63\u5728\u540c\u65f6\u534f\u8c03\u5458\u5de5\u548c\u627f\u5305\u5546\u7684\u8fd4\u56de\uff0c\u4ee5\u201c\u5c3d\u5feb\u201d\u6062\u590d\u5176\u5728\u8be5\u5730\u533a\u7684\u4e1a\u52a1\u3002<\/p>\n<p>\u8fc4\u4eca\u4e3a\u6b62\uff0cSyrah \u5728 Balama \u7684\u5b63\u5ea6\u5df2\u751f\u4ea7\u4e86 38,000 \u5428\u77f3\u58a8\uff0c\u9500\u552e\u989d\u4e5f\u8fbe\u5230\u4e86 54,000 \u5428\u3002<\/p>\n<h2>Santos<\/h2>\n<p>\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u5de8\u5934 Santos (ASX: STO) \u5df2\u6536\u5230\u5df4\u5e03\u4e9a\u65b0\u51e0\u5185\u4e9a\u56fd\u6709\u7684 Kumul Petroleum \u4ee5 14 \u4ebf\u7f8e\u5143\uff0821 \u4ebf\u6fb3\u5143\uff09\u7684\u8981\u7ea6\u6536\u8d2d\u5df4\u5e03\u4e9a\u65b0\u51e0\u5185\u4e9a\u6db2\u5316\u5929\u7136\u6c14\u9879\u76ee (PNG LNG) 5% \u7684\u80a1\u4efd\u3002<\/p>\n<p>\u4e3a\u4e86\u9501\u5b9a\u8d2d\u4e70\uff0cKumul \u5df2\u5411 Santos \u652f\u4ed8\u4e86 5500 \u4e07\u7f8e\u5143\u4f5c\u4e3a\u62bc\u91d1\u3002<\/p>\n<p>\u6536\u8d2d\u5b8c\u6210\u540e\uff0cKumul \u5c06\u62e5\u6709\u8be5\u9879\u76ee 22.8% \u7684\u80a1\u6743\uff0c\u800c Santos \u4ecd\u5c06\u662f\u6700\u5927\u7684\u6301\u6709\u8005\uff0c\u5c3d\u7ba1\u5176\u4efd\u989d\u964d\u81f3 37.5%\u3002<\/p>\n<p>\u8bb8\u591a\u4eba\u8ba4\u4e3a\uff0c\u5305\u62ec Kumul \u7684\u8463\u4e8b\u603b\u7ecf\u7406 Wapu Sonk\uff0c\u8fd9\u7b14\u4ea4\u6613\u201c\u4e3a\u56fd\u5bb6\u5e26\u6765\u4e86\u5de8\u5927\u7684\u7ecf\u6d4e\u548c\u793e\u4f1a\u6548\u76ca\u201d\u3002<\/p>\n<p>Santos\u65e9\u5728 8 \u6708\u5c31\u8bc1\u5b9e\uff0c\u5b83\u8ba1\u5212\u4ece\u51fa\u552e\u5176 5% \u7684 PNG LNG \u80a1\u4efd\u4e2d\u83b7\u5f97\u6536\u76ca\uff0c\u201c\u7b26\u5408\u5e02\u573a\u666e\u904d\u7684\u4f30\u503c\u201d\uff0c\u4f30\u8ba1\u7ea6\u4e3a 15 \u4ebf\u7f8e\u5143\u3002<\/p>\n<p>Santos\u8463\u4e8b\u603b\u7ecf\u7406\u517c\u9996\u5e2d\u6267\u884c\u5b98Kevin Gallagher\u8868\u793a\uff0c\u51fa\u552e\u8be5\u9879\u76ee\u7684\u80a1\u4efd\u5c06\u4e3a\u672a\u6765\u63d0\u4f9b\u66f4\u5927\u7684\u673a\u4f1a\u3002<\/p>\n<p>\u201cPNG LNG \u662f\u4e00\u79cd\u4f4e\u6210\u672c\u548c\u4f4e\u6392\u653e\u5f3a\u5ea6\u7684\u8d44\u4ea7\uff0c\u53ef\u4e3a\u9879\u76ee\u53c2\u4e0e\u8005\u5e26\u6765\u5f3a\u52b2\u7684\u73b0\u91d1\u6d41\uff0c\u5e76\u4e3a\u56fd\u5bb6\u5e26\u6765\u7ecf\u6d4e\u548c\u793e\u4f1a\u6548\u76ca\uff0c\u201d\u4ed6\u8bf4\u3002<\/p>\n<p>\u201cSantos 40 \u591a\u5e74\u6765\u4e00\u76f4\u662f PNG \u7684\u5fe0\u5b9e\u5408\u4f5c\u4f19\u4f34\uff0c\u53c2\u4e0e\u4e86 30 \u591a\u4e2a\u4e0d\u540c\u7684\u8bb8\u53ef\u8bc1\uff0c\u5e76\u5728\u5168\u56fd\u8303\u56f4\u5185\u62e5\u6709\u91cd\u8981\u7684\u793e\u533a\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u548c\u9879\u76ee\u3002\u201d<\/p>\n<h2>Costa Group<\/h2>\n<p>\u6fb3\u5927\u5229\u4e9a\u9886\u5148\u7684\u6c34\u679c\u548c\u852c\u83dc\u79cd\u690d\u5546 Costa Group (ASX: CGC) \u7684\u9996\u5e2d\u6267\u884c\u5b98 Sean Hallahan \u5728\u4e0a\u4efb\u4ec5 18 \u4e2a\u6708\u540e\u5378\u4efb\uff0c\u5e76\u5e26\u9886\u516c\u53f8\u5ea6\u8fc7\u4e86\u5927\u6d41\u884c\u4e2d\u65ad\u548c\u201c\u6781\u7aef\u201d\u7684\u201c\u6311\u6218\u201d\u65f6\u671f\u5929\u6c14\u72b6\u51b5\u3002<\/p>\n<p>\u968f\u7740\u516c\u53f8\u5f00\u59cb\u5bfb\u627e\u65b0\u7684\u9996\u5e2d\u6267\u884c\u5b98\uff0c\u524d\u9996\u5e2d\u6267\u884c\u5b98\u548c\u54c8\u91cc\u00b7\u5fb7\u5e03\u5c3c\u5c06\u62c5\u4efb\u4e34\u65f6\u804c\u4f4d\u3002<\/p>\n<p>Costa \u4e3b\u5e2d Neil Chatfield \u8868\u793a\uff0cHallahan \u5148\u751f\u5728\u5176\u4efb\u804c\u671f\u95f4\u5728\u516c\u53f8\u7684\u53d1\u5c55\u4e2d\u53d1\u6325\u4e86\u91cd\u8981\u4f5c\u7528\u3002<\/p>\n<p>\u201c\u6211\u4eec\u4e86\u89e3\u5230\uff0c\u8fc7\u53bb\u4e24\u5e74\uff0c\u7279\u522b\u662f\u5728\u7ef4\u591a\u5229\u4e9a\u5dde\uff0c\u5bf9\u4e2a\u4eba\u7684\u5546\u4e1a\u548c\u4e2a\u4eba\u751f\u6d3b\u9020\u6210\u4e86\u5de8\u5927\u635f\u5931\uff0c\u201d\u4ed6\u8bf4\u3002<\/p>\n<p>\u201c\u5728 Sean \u7684\u9886\u5bfc\u4e0b\uff0cCosta \u5728\u5145\u6ee1\u6311\u6218\u7684\u65f6\u671f\u8868\u73b0\u975e\u5e38\u51fa\u8272\uff0c\u5168\u7403 COVID \u4e2d\u65ad\u548c\u6781\u7aef\u5929\u6c14\u6761\u4ef6\u5f97\u5230\u6210\u529f\u5e94\u5bf9\uff0c\u8d22\u52a1\u72b6\u51b5\u826f\u597d\u3002\u201d<\/p>\n<p>\u9274\u4e8e Debney \u5148\u751f\u4e4b\u524d\u62c5\u4efb\u516c\u53f8\u9996\u5e2d\u6267\u884c\u5b98 11 \u5e74\uff0c\u6700\u8fd1\u62c5\u4efb\u975e\u6267\u884c\u8463\u4e8b\uff0cChatfield \u5148\u751f\u8ba4\u4e3a\u8bf4\u662f\u5e2e\u52a9\u9886\u5bfc\u5c42\u8fc7\u6e21\u7684\u5408\u9002\u4eba\u9009\u3002<\/p>\n<p>\u201c\u54c8\u5229\u5bf9\u516c\u53f8\u6709\u6df1\u5165\u7684\u4e86\u89e3\uff0c\u88ab\u8ba4\u4e3a\u662f\u6fb3\u5927\u5229\u4e9a\u56ed\u827a\u754c\u7684\u9886\u5bfc\u8005\u4e4b\u4e00\uff0c\u201d\u4ed6\u8bf4\u3002<\/p>\n<h2>Ramsay Healthcare<\/h2>\n<p>Ramsay Healthcare (ASX: RHC) \u7684\u80a1\u4ef7\u518d\u6b21\u66b4\u8dcc\uff0c\u539f\u56e0\u662f\u672c\u5468\u6709\u6d88\u606f\u79f0\u4e0e KKR \u7275\u5934\u7684\u91d1\u878d\u6295\u8d44\u8005\u8d22\u56e2\u7684\u6536\u8d2d\u8c08\u5224\u5df2\u6b63\u5f0f\u7ec8\u6b62\u3002<\/p>\n<p>\u672c\u6708\u65e9\u4e9b\u65f6\u5019\uff0c\u4e3a\u4e86\u56de\u5e94 Ramsay \u7684 2022 \u8d22\u5e74\u4e1a\u7ee9\uff0cKKR \u4ecd\u7136\u575a\u79f0\u65e0\u6cd5\u6539\u8fdb\u5176\u201c\u66ff\u4ee3\u63d0\u6848\u201d\u7684\u6761\u6b3e\u3002<\/p>\n<p>\u62c9\u59c6\u9f50\u5ba3\u5e03\u66ff\u4ee3\u62a5\u4ef7\u4e0d\u5408\u9002\u2014\u2014\u5c06\u5176\u6807\u8bb0\u4e3a\u201c\u5b9e\u8d28\u4e0a\u52a3\u8d28\u201d\u3002<\/p>\n<p>\u7531\u4e8e\u65e0\u6cd5\u8fbe\u6210\u4e2d\u95f4\u7acb\u573a\uff0c\u8c08\u5224\u5df2\u7ecf\u7ec8\u6b62\u3002<\/p>\n<p>Ramsay\u5728\u5468\u4e00\u7684\u58f0\u660e\u4e2d\u8868\u793a\uff0c\u5982\u679c\u80a1\u4e1c\u7684\u9002\u5f53\u4ef7\u503c\u5f97\u5230\u627f\u8ba4\u5e76\u4e14\u53ef\u4ee5\u5728\u5408\u7406\u7684\u65f6\u95f4\u5185\u5b8c\u6210\uff0c\u8fdb\u4e00\u6b65\u6536\u8d2d\u63d0\u8bae\u7684\u5927\u95e8\u4ecd\u7136\u655e\u5f00\uff0c\u4f46\u627f\u8ba4\u5728\u4e0d\u4e45\u7684\u5c06\u6765\u201c\u4e0d\u592a\u53ef\u80fd\u201d\u3002<\/p>\n<p>Ramsay\u7684\u80a1\u4ef7\u5728\u8fc7\u53bb\u4e00\u4e2a\u6708\u5185\u4e0b\u8dcc\u4e86 18% \u4ee5\u4e0a\u2014\u2014\u4ec5\u672c\u5468\u5c31\u4e0b\u8dcc\u4e86 8.61%\u3002<\/p>\n<h2>Core Lithium<\/h2>\n<p>\u5728\u4e1a\u52a1\u66f4\u65b0\u4e2d\uff0cCore Lithium (ASX: CXO) \u5ba3\u5e03\u6b63\u5728\u4e3a 2022 \u5e74\u5e95\u4e4b\u524d\u4ece Finniss \u8fd0\u9001\u7b2c\u4e00\u6279 Direct Ship Ore (DSO) \u9502\u8f89\u77f3\u505a\u51c6\u5907\u3002<\/p>\n<p>\u7b2c\u4e00\u4e2a\u9502\u8f89\u77f3\u662f\u4ece\u9879\u76ee\u5185\u7684 Grants Pit \u5f00\u91c7\u51fa\u6765\u7684\uff0c\u7834\u788e\u548c\u7b5b\u5206\u5382\u6709\u671b\u5728 DSO \u9500\u552e\u4e4b\u524d\u8fdb\u884c\u8c03\u8bd5\u3002<\/p>\n<p>\u7531\u4e8e\u5bf9 Finniss \u77ff\u77f3\u7684\u9700\u6c42\uff0cDSO \u8d27\u7269\u5c06\u901a\u8fc7\u4f7f\u7528\u6570\u5b57\u4ea4\u6613\u5e73\u53f0\u7684\u62db\u6807\u7a0b\u5e8f\u51fa\u552e\uff0c\u7c7b\u4f3c\u4e8e Pilbara Minerals (ASX: PLS)\u3002<\/p>\n<p>\u540c\u6837\u5728\u58f0\u660e\u4e2d\uff0cCore \u900f\u9732\u201c\u542b\u9ad8\u54c1\u4f4d\u9502\u8f89\u77f3\u7684\u4f1f\u6676\u5ca9\u201d\u5df2\u88ab<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Syrah Resources (ASX: SYR) \u5df2\u505c\u6b62\u5176\u5728\u83ab\u6851\u6bd4\u514b (Mozambique) Balama \u77f3\u58a8\u77ff\u7684\u8fd0\u8425\uff0c\u539f\u56e0\u662f\u8be5\u77ff\u573a\u53d1\u751f\u4e86\u6d89\u53ca\u5de5\u4eba\u548c\u627f\u5305\u5546\u7684\u201c\u975e\u6cd5\u5de5\u4e1a\u884c\u52a8\u201d\u3002 \u5728\u786e\u8ba4\u201c\u4e00\u5c0f\u90e8\u5206\u5f53\u5730\u5458\u5de5\u548c\u627f\u5305\u5546\u201d\u5728\u5df4\u62c9\u9a6c\u63d0\u51fa\u5b89\u5168\u95ee\u9898\u7684\u6d88\u606f\u540e\uff0c\u8be5\u516c\u53f8\u4e8e\u5468\u4e00\u9000\u51fa\u4ea4\u6613\u6682\u505c\u3002 \u7531\u4e8e\u8fd9\u79cd\u60c5\u51b5\uff0cSyrah \u4e8e\u4e0a\u5468\u4e8c\u505c\u6b62\u4e86\u5de5\u4f5c\u5e76\u5c06\u5176\u4eba\u5458\u64a4\u79bb\u73b0\u573a\u3002 \u8be5\u516c\u53f8\u6b63\u5728\u4e0e\u591a\u65b9\u5408\u4f5c\uff0c\u4e0e\u73b0\u573a\u7684\u5185\u90e8\u5de5\u4f1a\u59d4\u5458\u4f1a\uff0c\u751a\u81f3\u83ab\u6851\u6bd4\u514b\u653f\u5e9c\u4ee3\u8868\u4e00\u8d77\u89e3\u51b3\u5305\u62ec\u5b89\u5168\u5728\u5185\u7684\u5c40\u52bf\u3002 Syrah \u6b63\u5728\u540c\u65f6\u534f\u8c03\u5458\u5de5\u548c\u627f\u5305\u5546\u7684\u8fd4\u56de\uff0c\u4ee5\u201c\u5c3d\u5feb\u201d\u6062\u590d\u5176\u5728\u8be5\u5730\u533a\u7684\u4e1a\u52a1\u3002 \u8fc4\u4eca\u4e3a\u6b62\uff0cSyrah \u5728 Balama \u7684\u5b63\u5ea6\u5df2\u751f\u4ea7\u4e86 38,000 \u5428\u77f3\u58a8\uff0c\u9500\u552e\u989d\u4e5f\u8fbe\u5230\u4e86 54,000 \u5428\u3002 Santos \u77f3\u6cb9\u548c\u5929\u7136\u6c14\u5de8\u5934 Santos (ASX: STO) \u5df2\u6536\u5230\u5df4\u5e03\u4e9a\u65b0\u51e0\u5185\u4e9a\u56fd\u6709\u7684 Kumul Petroleum \u4ee5 14 \u4ebf\u7f8e\u5143\uff0821 \u4ebf\u6fb3\u5143\uff09\u7684\u8981\u7ea6\u6536\u8d2d\u5df4\u5e03\u4e9a\u65b0\u51e0\u5185\u4e9a\u6db2\u5316\u5929\u7136\u6c14\u9879\u76ee (PNG LNG) 5% \u7684\u80a1\u4efd\u3002 \u4e3a\u4e86\u9501\u5b9a\u8d2d\u4e70\uff0cKumul \u5df2\u5411 Santos \u652f\u4ed8\u4e86 5500 \u4e07\u7f8e\u5143\u4f5c\u4e3a\u62bc\u91d1\u3002 \u6536\u8d2d\u5b8c\u6210\u540e\uff0cKumul \u5c06\u62e5\u6709\u8be5\u9879\u76ee 22.8% \u7684\u80a1\u6743\uff0c\u800c Santos \u4ecd\u5c06\u662f\u6700\u5927\u7684\u6301\u6709\u8005\uff0c\u5c3d\u7ba1\u5176\u4efd\u989d\u964d\u81f3 37.5%\u3002 \u8bb8\u591a\u4eba\u8ba4\u4e3a\uff0c\u5305\u62ec Kumul \u7684\u8463\u4e8b\u603b\u7ecf\u7406 Wapu&hellip; <a class=\"more-link\" href=\"https:\/\/smallcapscn.x5view.co\/?p=5848\">Continue reading <span class=\"screen-reader-text\">Syrah \u505c\u6b62Mozambique\u4e1a\u52a1\uff0cSantos \u5c06\u51fa\u552e 5% \u7684 PNG LNG \u80a1\u4efd\uff0cCore Lithium \u7684\u76ee\u6807\u662f\u5e74\u5e95\u524d\u9996\u6b21\u51fa\u8d27\u9502\u8f89\u77f3<\/span><\/a><\/p>\n","protected":false},"author":11,"featured_media":16911,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[881,92,961,908,447],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v17.3 (Yoast SEO v21.0) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Syrah \u505c\u6b62Mozambique\u4e1a\u52a1\uff0cSantos \u5c06\u51fa\u552e 5% \u7684 PNG LNG \u80a1\u4efd\uff0cCore Lithium \u7684\u76ee\u6807\u662f\u5e74\u5e95\u524d\u9996\u6b21\u51fa\u8d27\u9502\u8f89\u77f3<\/title>\n<meta name=\"description\" content=\"Syrah Resources (ASX: SYR) \u5df2\u505c\u6b62\u5176\u5728\u83ab\u6851\u6bd4\u514b (Mozambique) Balama 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