Transaction Strengthens Alcoa’s Leadership in
Global Market
New “AAI” CDIs Listed on ASX
Alcoa Corporation (NYSE: AA; ASX: AAI) (“Alcoa” or the
“Company”) today announced the successful completion of its
acquisition of Alumina Limited (“Alumina”). This strategic move
positions Alcoa to further strengthen its market leadership as a
pure play, upstream aluminum company.
“Alcoa is proud to announce the completion of our first major
acquisition. The acquisition of Alumina Limited strengthens Alcoa's
position as one of the world’s largest bauxite and alumina
producers and is expected to result in long-term value creation
from greater financial and operational flexibility,” said William
F. Oplinger, Alcoa’s President and CEO. “I want to thank both the
Alcoa and Alumina Limited teams, and our advisors, for full
cooperation and diligence in closing this transformational
transaction on a very tight schedule.”
With Alcoa’s acquisition of Alumina, the Alcoa World Alumina and
Chemicals (AWAC) joint venture is now fully owned and controlled by
Alcoa. Alcoa previously held a 60 percent ownership interest in
AWAC. AWAC consists of a number of affiliated entities that own,
operate or have an interest in bauxite mines and alumina refineries
in Australia, Brazil, Spain, Saudi Arabia and Guinea. AWAC also has
a 55 percent interest in an aluminum smelter in Victoria,
Australia.
Alcoa completed the acquisition of all ordinary shares of
Alumina, through a wholly owned subsidiary, AAC Investments
Australia 2 Pty Ltd. Under the all-scrip, or all-stock,
transaction, Alumina shareholders received consideration of 0.02854
Alcoa shares for each Alumina share. Based on Alcoa’s closing share
price as of July 26, 2024, the consideration implies an equity
value of approximately $2.8 billion for Alumina.
Alumina shareholders’ interests in Alcoa shares are generally in
the form of Clearing House Electronic Sub-register System (“CHESS”)
Depositary Interests (“CDIs”) that represent a unit of beneficial
ownership in a share of Alcoa common stock, which allows Alumina
shareholders to trade Alcoa common stock via CDIs on the Australian
Stock Exchange (“ASX”). Alcoa has established a secondary listing
on the ASX with the ticker of “AAI.” The CDIs will begin trading on
the ASX on a normal basis on August 2, 2024.
Key Benefits of the Acquisition
Market Leadership: The combined entity solidifies Alcoa's
position as a leading global supplier of alumina, enhancing its
competitive edge in key markets. The acquisition increases Alcoa’s
economic exposure to its core, tier-1 bauxite and alumina business,
and provides Alumina shareholders with exposure to Alcoa’s global
aluminum business.
Operational Efficiency: By integrating Alumina's
interests, Alcoa anticipates achieving synergies through simplified
corporate governance, resulting in greater operational flexibility
and strategic optionality.
Commitment to Western Australia: Alcoa operations in
Western Australia are a key component of the Company’s portfolio,
and this acquisition deepens that commitment.
About Alcoa Corporation
Alcoa (NYSE: AA; ASX: AAI) is a global industry leader in
bauxite, alumina and aluminum products with a vision to reinvent
the aluminum industry for a sustainable future. With a values-based
approach that encompasses integrity, operating excellence, care for
people and courageous leadership, our purpose is to Turn Raw
Potential into Real Progress. Since developing the process that
made aluminum an affordable and vital part of modern life, our
talented Alcoans have developed breakthrough innovations and best
practices that have led to greater efficiency, safety,
sustainability and stronger communities wherever we operate.
Cautionary Statement on Forward-Looking Statements
This news release contains statements that relate to future
events and expectations and as such constitute forward-looking
statements within the meaning of the Private Securities Litigation
Reform Act of 1995. Forward-looking statements include those
containing such words as “aims,” “ambition,” “anticipates,”
“believes,” “could,” “develop,” “endeavors,” “estimates,”
“expects,” “forecasts,” “goal,” “intends,” “may,” “outlook,”
“potential,” “plans,” “projects,” “reach,” “seeks,” “sees,”
“should,” “strive,” “targets,” “will,” “working,” “would,” or other
words of similar meaning. All statements by Alcoa that reflect
expectations, assumptions or projections about the future, other
than statements of historical fact, are forward-looking statements,
including, without limitation, statements regarding forecasts
concerning global demand growth for bauxite, alumina, and aluminum,
and supply/demand balances; statements, projections or forecasts of
future or targeted financial results, or operating performance
(including our ability to execute on strategies related to
environmental, social and governance matters); statements about
strategies, outlook, and business and financial prospects; and
statements about capital allocation and return of capital. These
statements reflect beliefs and assumptions that are based on
Alcoa’s perception of historical trends, current conditions, and
expected future developments, as well as other factors that
management believes are appropriate in the circumstances.
Forward-looking statements are not guarantees of future
performance and are subject to known and unknown risks,
uncertainties, and changes in circumstances that are difficult to
predict. Although Alcoa Corporation believes that the expectations
reflected in any forward-looking statements are based on reasonable
assumptions, it can give no assurance that these expectations will
be attained and it is possible that actual results may differ
materially from those indicated by these forward-looking statements
due to a variety of risks and uncertainties. Such risks and
uncertainties include, but are not limited to: (1) the impact of
global economic conditions on the aluminum industry and aluminum
end-use markets; (2) volatility and declines in aluminum and
alumina demand and pricing, including global, regional, and
product-specific prices, or significant changes in production costs
which are linked to London Metal Exchange (LME) or other
commodities; (3) the disruption of market-driven balancing of
global aluminum supply and demand by non-market forces; (4)
competitive and complex conditions in global markets; (5) our
ability to obtain, maintain, or renew permits or approvals
necessary for our mining operations; (6) rising energy costs and
interruptions or uncertainty in energy supplies; (7) unfavorable
changes in the cost, quality, or availability of raw materials or
other key inputs, or by disruptions in the supply chain; (8) our
ability to execute on our strategy to be a lower cost, competitive,
and integrated aluminum production business and to realize the
anticipated benefits from announced plans, programs, initiatives
relating to our portfolio, capital investments, and developing
technologies; (9) our ability to integrate and achieve intended
results from joint ventures, other strategic alliances, and
strategic business transactions; (10) economic, political, and
social conditions, including the impact of trade policies and
adverse industry publicity; (11) fluctuations in foreign currency
exchange rates and interest rates, inflation and other economic
factors in the countries in which we operate; (12) changes in tax
laws or exposure to additional tax liabilities; (13) global
competition within and beyond the aluminum industry; (14) our
ability to obtain or maintain adequate insurance coverage; (15)
disruptions in the global economy caused by ongoing regional
conflicts; (16) legal proceedings, investigations, or changes in
foreign and/or U.S. federal, state, or local laws, regulations, or
policies; (17) climate change, climate change legislation or
regulations, and efforts to reduce emissions and build operational
resilience to extreme weather conditions; (18) our ability to
achieve our strategies or expectations relating to environmental,
social, and governance considerations; (19) claims, costs, and
liabilities related to health, safety and environmental laws,
regulations, and other requirements in the jurisdictions in which
we operate; (20) liabilities resulting from impoundment structures,
which could impact the environment or cause exposure to hazardous
substances or other damage; (21) our ability to fund capital
expenditures; (22) deterioration in our credit profile or increases
in interest rates; (23) restrictions on our current and future
operations due to our indebtedness; (24) our ability to continue to
return capital to our stockholders through the payment of cash
dividends and/or the repurchase of our common stock; (25) cyber
attacks, security breaches, system failures, software or
application vulnerabilities, or other cyber incidents; (26) labor
market conditions, union disputes and other employee relations
issues; (27) a decline in the liability discount rate or
lower-than-expected investment returns on pension assets; and (28)
the other risk factors discussed in Alcoa’s Annual Report on Form
10-K for the fiscal year ended December 31, 2023 and other reports
filed by Alcoa with the SEC, including those described in this
report. Alcoa cautions readers not to place undue reliance upon any
such forward-looking statements, which speak only as of the date
they are made. Alcoa disclaims any obligation to update publicly
any forward-looking statements, whether in response to new
information, future events or otherwise, except as required by
applicable law. Market projections are subject to the risks
described above and other risks in the market. Neither Alcoa nor
any other person assumes responsibility for the accuracy and
completeness of any of these forward-looking statements and none of
the information contained herein should be regarded as a
representation that the forward-looking statements contained herein
will be achieved.
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version on businesswire.com: https://www.businesswire.com/news/home/20240731942298/en/
Investor Contact: Jim Dwyer 412-992-5450
James.Dwyer@alcoa.com
Media Contact: Courtney Boone 412-527-9792
Courtney.Boone@Alcoa.com
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