Lindian Resources已将其在哈萨克斯坦SARECO混合稀土碳酸盐处理厂的股权从原定的51%提升至100%全资控制[1]。此次交易价格最高达2000万美元[1],使该公司避免了超过5亿澳元的绿地建设投资[1]。执行主席Robert Martin表示,"SARECO的全面所有权代表了对Lindian及其股东的最佳成果"[1]。
该收购交易使Lindian成为少数拥有完整矿产到市场战略的非中国稀土生产商[1]。公司计划将马拉维Kangankunde项目的精矿在哈萨克斯坦加工,随后从新加坡进行全球营销[1]。根据澳大利亚核科学和技术组织(ANSTO)的测试结果,该处理厂在高价值钕和镨提取方面的成功率达98%,最终产品总回收率约96%[1]。Lindian预计该处理厂将在2026年第四季度首次投产[1]。Kangankunde项目拥有261百万吨稀土资源[1],配套处理设施面积约15,500平方米[1]。近12个月内,Lindian的股价涨幅超过500%[1]。
Lindian Resources has increased its ownership stake in Kazakhstan's SARECO hydrometallurgical processing facility from an initially planned 51% to full 100% ownership, with the deal valued at up to USD 20 million [1]. The acquisition positions Lindian as one of the few non-Chinese rare earth producers to operate a complete pipeline from mineral extraction to market, eliminating the need for over AUD 500 million in greenfield construction investment [1].
Under the expanded agreement, Lindian plans to process concentrate from its Kangankunde project in Malawi at the SARECO facility in Kazakhstan before distributing the refined rare earths globally from Singapore [1]. The Kangankunde deposit contains 261 million tonnes of rare earth resources [1]. Testing demonstrated extraction rates of 98% for high-value neodymium and praseodymium, with an overall final product recovery rate of approximately 96% [1].
Lindian's Executive Chairman Robert Martin stated that "full ownership of SARECO represents the best outcome for Lindian and its shareholders" [1]. The company targets first production in the fourth quarter of 2026 [1]. Lindian's stock has surged more than 500% over the past 12 months [1].