WSJ:Newmont Mining, Sumitomo Ordered To Sell 17% Stake In Unit
April 01 2009 - 8:46AM
Dow Jones News
An international arbitration panel ordered Newmont Mining Corp.
(NEM) and Sumitomo Corp. (SSUMY) of Japan to sell a 17% stake in a
subsidiary that runs one of the world's largest gold and copper
mines in Indonesia but affirmed Newmont's right to operate the
mine.
Newmont and Sumitomo must divest the stake in PT Newmont Nusa
Tenggara to the Indonesian "government or its designee" within 180
days, Denver-based Newmont said in a statement.
The arbitration panel of experts in Geneva also found
Indonesia's government has no right to terminate the Newmont unit's
contract to operate the massive Batu Hijau mine on Sumbawa Island,
it added.
"We are currently reviewing the decision and look forward to
outlining a path forward with the government to implement the
arbitration panel's decision," said Richard O'Brien, Newmont's
president and chief executive.
(This story and related background material will be available on
The Wall Street Journal Web site, WSJ.com)
The dispute over the sale of the stake, which erupted last year,
is the latest contract dispute between the Indonesian government
and foreign mining companies. Amid concerns among miners over legal
uncertainties related to operating in Indonesia, the country has
failed to draw any major new mining investments in the past decade,
despite being home to some of the world's largest untapped reserves
of coal, copper and nickel.
Newmont's original contract with Indonesia's Energy Ministry,
which allows it to operate the mine until 2030, stipulates the
company has to divest a 51% stake in its local unit to Indonesian
investors in stages by 2010, with the government having first right
of refusal.
The U.S. company claims it offered to sell a 3% stake for $109
million in 2006 and 7% for $282 million in 2007. But the government
did not go through with the purchase due to a lack of budget funds,
Newmont said. Indonesian officials have not commented on why they
didn't buy.
Local governments in Sumbawa then moved to purchase a stake, but
Newmont declined to sell to those parties, claiming they were
funded by unnamed private businesses at a time when the discussions
were still supposed to be between governments. In the end, Newmont,
a year ago, sold a 2% stake to one of the local governments in
Sumbawa.
Indonesia's Energy Ministry claimed Newmont had broken its
contract in failing to sell the stakes according to the timetable
and threatened to withdraw its right to operate the mine. Both
sides filed for arbitration.
Energy Minister Purnomo said the arbitration ruling showed that
Newmont had to divest the stakes and "the source of the funds to be
used to buy those shares is not (Newmont's) business."
Now, the missed stake sales from 2006 and 2007 plus a further 7%
due for sale in 2008 - worth around a combined $700 million, based
on previous agreements between the government and Newmont over
pricing - must be offloaded within 180 days, the panel ruled.
Newmont also has to sell a further 14% stake over the next two
years, according to the timetable laid down in the original
contract. (Currently Newmont has a 45% stake in Newmont Nusa
Tenggara, while Sumitomo holds 35% and PT Pukuafu Indah, a local
Indonesian investor, 20%).
The Batu Hijau mine, which has estimated reserves of one billion
metric tons of copper, one of the largest in the world, would be a
prize for a number of Indonesian mining companies. Large
state-owned mining companies or listed companies like PT Bumi
Resources, which is controlled by Indonesia's welfare minister,
Aburizal Bakrie, could attempt to buy the stakes, analysts
said.
Bumi Resources successfully won control of Indonesia's PT Kaltim
Prima Coal amid a similar dispute over divestiture in 2003. BP PLC
(BP) and Rio Tinto PLC (RTP), who originally controlled the
company, sold their entire stakes after a drawn-out fight involving
local authorities over the divestment of a 51% stake.
For Newmont, its latest problems add to a series of recent
entanglements with Indonesian authorities. In 2007, a district
court acquitted an American expatriate working for Newmont of
charges that another mine run by the company, on Indonesia's
Sulawesi Island, had polluted local waters with mercury, poisoning
local villagers. Public prosecutors are appealing that ruling at
the nation's Supreme Court.
-Deden Sudrajat also contributed to this story