中国铝业持有的RIO股票受到雷曼兄弟倒闭影响

黑山老妖

根据伦敦邮报报道：中国铝业正在和香港的公司资产清理人谈判，希望把它通过雷曼兄弟属下公司保管的12%Rio Tinto股份转到其他管理公司。
据称这件事情已经升级到政府层面，中国政府正在向香港政府施压。
今年二月份的时候中铝联合Alcoa一起通过新加坡的Shining Prospect购买了这些股份，然后这些股份由一个雷曼兄弟的管理账户持有。中铝占了这部分股份的大多数。
这12%的RIO Tinto股份在2月份还价值140亿，但是现在连一般都不到了。


Chinalco's Rio stake hit by Lehman collapse
http://business.smh.com.au/busin ... -20081016-51w4.html

    * Jamie Freed
    * October 16, 2008 - 12:47PM

Chinalco is in urgent talks with liquidators in Hong Kong to try to retrieve its 12% stake in Rio Tinto's UK arm it bought together with Alcoa in February, according to a report in London's Telegraph.

The Herald understands the substance of the report is correct.

After receiving advice from lawyers, Alcoa spokesman Kevin Lowery told the Herald: "We fully expect to get the shares.'' But he could not yet clarify a timeframe.

In its online edition, the Telegraph said the row had escalated to senior levels of government, with Beijing putting pressure on Hong Kong to hand over the stake, citing unnamed sources.

The liquidator had not released the holding and might decide Chinalco only ranks along with other creditors in the bank's break-up. In a worse-case scenario, this could see Chinalco suffering a substantial loss on its holding, the paper writes.

Rio shares were down 14.1% at $67.41 in midday trade today after it last night said it was likely to delay major growth projects and planned asset sales due to the weak market environment.

Chinalco and Alcoa, both aluminium producers, own the shares in Rio through a Singapore-based vehicle called Shining Prospect. Chinalco owns the majority of the stake. The stake was in a Lehman custodian account. Chinalco is understood to be trying to move the holding to another custodian.

The stake, worth $US14 billion in February, has more than halved in value.

A Chinalco spokesman in Sydney said the company had no comment.

Chinalco swooped on the shares in Rio because it wanted to have a say in the hostile takeover battle for the mining company by the world's largest listed mining company, BHP Billiton.

If Chinalco is unable to retrieve its stake in Rio there could be an impact on possible deal between BHP and Rio. The stake in Rio's London-listed arm was large enough to block compulsory acquisition.

thomass620

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