面白いニュースが飛び込んできました。
東芝や仏アレバ、英ウラン濃縮会社買収を検討!!
業界関係筋が明らかにしたところによると、仏原子力大手アレバ(AREVA)や東芝(Toshiba)が英ウラン濃縮会社ウレンコ(Urenco)の買収を検討している。ただ、ウレンコに共同出資する英独、オランダの間では同社の今後をめぐり見解が分かれているという。
英国は保有するウレンコ株３３％の売却に前向きで、ドイツの電力・エネルギー大手RWE(RWEG.DE)とエーオン(EONGn.DE)も共同で保有する３３％株式について買い手候補と協議しているが、オランダ政府は売却を検討していない。
アナリストはウレンコの企業価値を２５億から３６億ユーロと試算しているが、売り手の間では最大１２０億ユーロでの売却を狙う向きも見られる。アレバと、米原子力大手ウエスチングハウスを傘下に置く東芝はいずれもコメントを差し控えた。ウレンコは１９７１年のアルメロ条約に基づいて設立され、その形態上、いかなる取引にも３カ国の合意が必要となる。
ある業界筋は、ウレンコ株主の間で活発に議論が行われているものの、各国の思惑の違いや条約に絡む複雑な問題を踏まえれば、年内に事態が進展しない可能性は十分あると述べた。
英民間企業・技術革新・技能省の報道官は、英国がウレンコ株の売却を検討していることを明らかにし、政府として他の株主と選択肢について話し合っているとした上で、現時点で正式な立場は固まっていないと述べた。買い手候補からの打診についてはコメントを差し控えた。オランダ経済省の報道官は独ＲＷＥとエーオンがウレンコ株売却に向けて買い手と協議していると明らかにする一方、オランダ政府としては保有するウレンコ株３３％の売却は検討していないと述べた。エーオンとＲＷＥはコメントを差し控えた。
＜強い関心 ＰＥも取得名乗りか＞
株主間の見解の相違にもかかわらず、複数の関係筋によれば、ウレンコには既に強い関心が集まっている。ある業界筋によると、仏アレバはウレンコへの出資に前向きで、野村をアドバイザーに起用した。既に関心は表明しているものの、株式売却のプロセスが正式に始まっていないことを踏まえ、買収提案や実質的な接触にはまだ踏み切っていないという。
また、２０日付の英紙サンデー・タイムズは、東芝がウレンコへの買収提案を検討していると伝えた。業界専門家は、東芝にとってウレンコ買収は極めて論理的であり、高値での取得も辞さない可能性があるとの見方を示した。
原子炉から燃料、廃棄物処理まで手掛けるアレバとは異なり、東芝傘下の米ウエスチングハウス（ＷＨ）は原子炉を事業の中核としている。フランスのベテラン原子力業界関係者は「ＷＨは間違いなく、核サイクル全体を通じたサービス提供を求めている」と述べた。
一方、金融市場筋はプライベートエクイティのコールバーグ・クラビス・ロバーツ（ＫＫＲ）(KKR.N)とＣＶＣもウレンコに関心を持っていると話した。アレバ株は２１日、１．６７％高の１４．６４５ユーロで引けた。
http://jp.reuters.com/article/businessNews/idJPTYE90K05U20130121
英語の原文です。
UPDATE 2-Areva, Toshiba eye nuclear fuel producer Urenco-sources
By Karolin Schaps and Christoph Steitz
LONDON/BERLIN, Jan 21 (Reuters) - France"s Areva and Japan"s Toshiba Corp are considering bids for nuclear fuel producer Urenco, but British, German and Dutch authorities disagree over what to do with the ultra-secret firm, industry sources said.
Britain is keen to sell its 33 percent stake, and German utilities RWE and E.ON are talking to potential buyers over their combined 33 percent, but the Dutch government is not considering a sale.
Analysts estimate that the Buckinghamshire, UK-based uranium enrichment firm is worth 2.5 billion to 3.6 billion euros, but some of the sellers are hoping for as much as 12 billion euros.
Both Areva and Toshiba, which owns U.S. reactor vendor Westinghouse, declined to comment.
Any transaction would require an agreement between the three governments due to the firm"s unique corporate structure. It was set up by the 1971 Treaty of Almelo, which governs technology transfers and the company"s ownership.
An industry source close to the situation said that there has been a lot of discussion among Urenco shareholders, but given their different motivations and the complications of the treaty, it is very well possible that nothing will happen this year.
A spokesman for the UK"s Department for Business, Innovation and Skills said on Monday that Britain was considering a sale of its Urenco stake and that the government was discussing its options with Urenco"s other shareholders but that no formal position had been taken yet.
He declined to comment on indications of interest the government had received from any bidders.
A spokeswoman for the Dutch ministry for economic affairs said that German utilities RWE and E.ON are seeking to sell their Urenco stakes and are talking to potential buyers but added that the Dutch government is not considering a sale of its 33 percent stake.
E.ON and RWE declined to comment.
STRONG INTEREST
Despite the apparent disagreement between shareholders, several sources said there was already strong interest in Urenco.
Urenco, which had 2011 sales of 1.3 billion euros and net income of 359 million, is the second-largest of four major nuclear fuel producers, behind Russia"s Tenex but ahead of U.S. firm USEC Inc and Areva, according to World Nuclear Association data.
French nuclear reactor builder Areva is keen to buy into Urenco and has appointed Nomura to advise it, an industry source close to the deal said.
The source said that Areva had expressed an interest but not yet made a bid or any substantive approach, given that the process has not formally opened.
Areva already has a joint venture with Urenco and uses its uranium centrifuge technology at its new Georges Besse II plant in Tricastin, southern France. The French company has closed an older plant, which used the gaseous diffusion technology to enrich uranium and which previously supplied a quarter of the world"s reactors with fuel.
A stake in Urenco would give Areva greater control over the centrifuge technology and wider market access.
Toshiba is also weighing a bid for Urenco, according to the Sunday Times.
A stake in Urenco would have a powerful logic for Toshiba, and could push it to pay top dollar, sector specialists said.
Unlike Areva, which is a one-stop shop for reactors, nuclear fuel and waste recycling services, Westinghouse focuses mainly on reactors, and that weakens its hand in public tenders, in which provision of fuel is an advantage.
“Westinghouse absolutely wants to be able to provide services across the entire nuclear cycle,” a French nuclear industry veteran said.
A financial markets source close to the discussions said that private equity houses KKR and CVC were also interested in striking a deal for Urenco.
http://www.reuters.com/article/2013/01/21/urenco-sale-idUSL6N0AQ8MQ20130121
Urencoの公式サイト
http://www.urenco.com/custom/1/homepage/default.aspx
これは驚きました。Urencoはあまり聞いたことがないと思いますが核燃料関連最大手、世界15カ国に工場があります。前回自分が立てたスレの中にも少しだけ出てきていました。
最新原発技術を持つのは日本だけ!!
/jp/exchange/photo/read.php?uid=13340&fid=13340&thread=1000000&idx=1&page=4&tname=exc_board_53&number=9904
濃縮のところにUrencoとあると思います。
Urenco-wiki
The Urenco Group is a nuclear fuel company operating several uranium enrichment plants in Germany, the Netherlands, the United Kingdom, and the United States. It supplies nuclear power stations in about 15 countries, and states that it had a 29% share of the global market for enrichment services in 2011. Urenco uses centrifuge enrichment technology.
Subsidiaries
Urenco Deutschland GmbH, Urenco UK Ltd and Urenco Nederland BV are 100% subsidiaries of Urenco Enrichment Company Ltd. They operate enrichment plants at Gronau, Westphalia, Germany, at Capenhurst, Cheshire, United Kingdom and at Almelo, Overijssel, the Netherlands.
In the United States, where Urenco is represented by its marketing subsidiary Urenco, Inc., the Urenco USA facility became operational in spring 2010. This National Enrichment Facility is located 5 miles (8.0 km) east of Eunice, New Mexico, operated by Louisiana Energy Services (LES), a subsidiary of Urenco.
Urenco also owns a 50% interest in Enrichment Technology Company (ETC), a company jointly owned with Areva. ETC provides enrichment-plant design services and gas-centrifuge technology for enrichment plants through its subsidiaries in the UK (Capenhurst), Germany (Gronau and Jülich), the Netherlands (Almelo), France (Tricastin) and the U.S. (Eunice, New Mexico).
Ownership
Urenco is owned in three equal parts by Ultra-Centrifuge Nederland NV (owned by the Government of the Netherlands), Uranit GmbH (owned equally by German energy companies E.ON and RWE) and Enrichment Holdings Ltd (owned by the Government of the United Kingdom and managed by the Shareholder Executive).The company was setup in 1971 pursuant to the Treaty of Almelo, which restricts the sale of ownership stakes.As of 2012, the owners are considering a potential sale.
http://en.wikipedia.org/wiki/Urenco_Group
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事の発端はドイツが脱原発になったことと、英国の財政問題でしょう。
「英国は保有するウレンコ株３３％の売却に前向きで、ドイツの電力・エネルギー大手ＲＷＥとエーオンも共同で保有する３３％株式について買い手候補と協議しているが、オランダ政府は売却を検討していない。」
E.ONはドイツに本社を置くヨーロッパ最大級の公益事業運営企業であり、世界最大の民営エネルギー供給事業会です。FORTUNE500では16位、ドイツ国内で3位、サムスンより大きな企業です。
RWEはドイツ第二位の電力会社で、ドイツほか、ドイツ国外では中欧・イギリス・アメリカ合衆国で電力・ガス・水道会社の大型買収を進めた結果、世界有数の公益事業会社となりました。FORTUNE500では124位でドイツ国内で12位の企業です。
ウレンコはアルメロ条約に基づいて設立され、その形態上、いかなる取引にも３カ国（英、独、蘭）の合意が必要ですから簡単にはいかないでしょう。
でも最高120億ユーロって・・・・円に換算するとすごい額ですね。
東芝はアレバのスマートグリッドの買収に6000億円提示してましたし、
そもそもWHも買収ですからね。お金ありますね。
재미있는 뉴스가 뛰어들어 왔습니다.
토시바나 프랑스 아레바, 영우라늄 농축 회사 매수를 검토!!
업계 관계자가 분명히 한바에 의하면, 부츠바루자력 대기업 아레바(AREVA)나 토시바(Toshiba)가 영우라늄 농축 회사 우렌코(Urenco)의 매수를 검토하고 있다.단지, 우렌코에 공동출자 하는 영국독일, 네델란드의 사이에서는 동사의 향후를 둘러싸 견해가 나뉘고 있다고 한다.
영국은 보유하는 우렌코주 33％의 매각에 적극적이고, 독일의 전력·에너지 대기업 RWE(RWEG.DE)와 A 온(EONGn.DE)도 공동으로 보유하는 33％주식에 대해 구매자 후보라고 협의하고 있지만, 네델란드 정부는 매각을 검토하지 않았다.
어널리스트는 우렌코의 기업 가치를 25억에서 36억 유로라고 시산하고 있지만, 판매자의 사이에서는최대 120억 유로로의 매각을 노리는 방향도 볼 수 있다.아레바와 미원자력 대기업 웨스팅 하우스를 산하에 두는 토시바는 모두 코멘트를 삼갔다.우렌코는 1971년의 아르메로 조약에 근거해 설립되어 그 형태상, 어떠한 거래에도 3개국의 합의가 필요하다.
어느 업계 관계자는, 우렌코 주주의 사이에 활발하게 논의를 하고 있지만, 각국의 기대의 차이나 조약에 관련되는 복잡한 문제를 근거로 하면, 연내에 사태가 진전하지 않을 가능성은 충분히 있다고 말했다.
영민간기업·기술 혁신·기능성의 보도관은, 영국이 우렌코주의 매각을 검토하고 있는 것을 밝혀, 정부로서 다른 주주와 선택사항에 대해 서로 이야기하고 있다고 한 다음, 현시점에서 정식적 입장은 굳어지지 않다고 말했다.구매자 후보로부터의 타진에 대해서는 코멘트를 삼갔다.네델란드 경제부의 보도관은 독일 RWE와 A 온이 우렌코주 매각을 향해서 구매자라고 협의하고 있다고 밝히는 한편, 네델란드 정부로서는 보유하는 우렌코주 33％의 매각은 검토하지 않다고 말했다.A 온과 RWE는 코멘트를 삼갔다.
＜강한 관심 PE도 취득 이름 밝히기인가＞
주주 사이의 견해의 상위에도 불구하고, 복수의 관계자에 의하면, 우렌코에는 이미 강한 관심이 모여 있다.어느 업계 관계자에 의하면,프랑스 아레바는 우렌코에의 출자에 적극적이고, 노무라를 어드바이저에게 기용했다.이미 관심은 표명하고 있지만, 주식 매각의 프로세스가 정식으로 시작되지 않은 것을 밟아 매수 제안이나 실질적인 접촉에게는 아직 단행하지 않다고 한다.
또, 20 일자의 영국신문 선데이·타임즈는,토시바가 우렌코에의 매수 제안을 검토하고 있는이라고 전했다.업계 전문가는,토시바에 있어서 우렌코 매수는 지극히 논리적이고, 고가로의 취득도 불사할 가능성이 있는이라는 견해를 나타냈다.
원자로로부터 연료, 폐기물 처리까지 다루는 아레바와는 달라, 토시바 산하의 미 웨스팅 하우스(WH)는 원자로를 사업의 핵심으로 하고 있다.프랑스의 베테랑 원자력 업계 관계자는 「WH는 틀림없고, 핵사이클 전체를 통한 서비스 제공을 요구하고 있다」라고 말했다.
한편, 금융시장관계는 프라이빗 에퀴티(equity)의 코르바그·곳간 나사·로버츠(KKR)(KKR.N)와 CVC도 우렌코에 관심을 가지고 있다고 이야기했다.아레바주는 21일, 1.67％고의 14.645 유로로 위축되었다.
http://jp.reuters.com/article/businessNews/idJPTYE90K05U20130121
영어의 원문입니다.
UPDATE 2-Areva, Toshiba eye nuclear fuel producer Urenco-sources
By Karolin Schaps and Christoph Steitz
LONDON/BERLIN, Jan 21 (Reuters) - France"s Areva and Japan"s Toshiba Corp are considering bids for nuclear fuel producer Urenco, but British, German and Dutch authorities disagree over what to do with the ultra-secret firm, industry sources said.
Britain is keen to sell its 33 percent stake, and German utilities RWE and E.ON are talking to potential buyers over their combined 33 percent, but the Dutch government is not considering a sale.
Analysts estimate that the Buckinghamshire, UK-based uranium enrichment firm is worth 2.5 billion to 3.6 billion euros, but some of the sellers are hoping for as much as 12 billion euros.
Both Areva and Toshiba, which owns U.S. reactor vendor Westinghouse, declined to comment.
Any transaction would require an agreement between the three governments due to the firm"s unique corporate structure. It was set up by the 1971 Treaty of Almelo, which governs technology transfers and the company"s ownership.
An industry source close to the situation said that there has been a lot of discussion among Urenco shareholders, but given their different motivations and the complications of the treaty, it is very well possible that nothing will happen this year.
A spokesman for the UK"s Department for Business, Innovation and Skills said on Monday that Britain was considering a sale of its Urenco stake and that the government was discussing its options with Urenco"s other shareholders but that no formal position had been taken yet.
He declined to comment on indications of interest the government had received from any bidders.
A spokeswoman for the Dutch ministry for economic affairs said that German utilities RWE and E.ON are seeking to sell their Urenco stakes and are talking to potential buyers but added that the Dutch government is not considering a sale of its 33 percent stake.
E.ON and RWE declined to comment.
STRONG INTEREST
Despite the apparent disagreement between shareholders, several sources said there was already strong interest in Urenco.
Urenco, which had 2011 sales of 1.3 billion euros and net income of 359 million, is the second-largest of four major nuclear fuel producers, behind Russia"s Tenex but ahead of U.S. firm USEC Inc and Areva, according to World Nuclear Association data.
French nuclear reactor builder Areva is keen to buy into Urenco and has appointed Nomura to advise it, an industry source close to the deal said.
The source said that Areva had expressed an interest but not yet made a bid or any substantive approach, given that the process has not formally opened.
Areva already has a joint venture with Urenco and uses its uranium centrifuge technology at its new Georges Besse II plant in Tricastin, southern France. The French company has closed an older plant, which used the gaseous diffusion technology to enrich uranium and which previously supplied a quarter of the world"s reactors with fuel.
A stake in Urenco would give Areva greater control over the centrifuge technology and wider market access.
Toshiba is also weighing a bid for Urenco, according to the Sunday Times.
A stake in Urenco would have a powerful logic for Toshiba, and could push it to pay top dollar, sector specialists said.
Unlike Areva, which is a one-stop shop for reactors, nuclear fuel and waste recycling services, Westinghouse focuses mainly on reactors, and that weakens its hand in public tenders, in which provision of fuel is an advantage.
"Westinghouse absolutely wants to be able to provide services across the entire nuclear cycle," a French nuclear industry veteran said.
A financial markets source close to the discussions said that private equity houses KKR and CVC were also interested in striking a deal for Urenco.
http://www.reuters.com/article/2013/01/21/urenco-sale-idUSL6N0AQ8MQ20130121
Urenco의 공식 사이트
http://www.urenco.com/custom/1/homepage/default.aspx
이것은 놀랐습니다.Urenco는 너무 (들)물었던 적이 없다고 생각합니다만 핵연료 관련 최대기업, 세계 15개국에 공장이 있습니다.전회 자신이 세운 스레안에도 약간 나와 있었습니다.
최신 원자력 발전 기술을 가지는 것은 일본만!!
농축의 곳에 Urenco와 있다고 생각합니다.
Urenco-wiki
The Urenco Group is a nuclear fuel company operating several uranium enrichment plants in Germany, the Netherlands, the United Kingdom, and the United States. It supplies nuclear power stations in about 15 countries, and states that it had a 29% share of the global market for enrichment services in 2011. Urenco uses centrifuge enrichment technology.
Subsidiaries
Urenco Deutschland GmbH, Urenco UK Ltd and Urenco Nederland BV are 100% subsidiaries of Urenco Enrichment Company Ltd. They operate enrichment plants at Gronau, Westphalia, Germany, at Capenhurst, Cheshire, United Kingdom and at Almelo, Overijssel, the Netherlands.
In the United States, where Urenco is represented by its marketing subsidiary Urenco, Inc., the Urenco USA facility became operational in spring 2010. This National Enrichment Facility is located 5 miles (8.0 km) east of Eunice, New Mexico, operated by Louisiana Energy Services (LES), a subsidiary of Urenco.
Urenco also owns a 50% interest in Enrichment Technology Company (ETC), a company jointly owned with Areva. ETC provides enrichment-plant design services and gas-centrifuge technology for enrichment plants through its subsidiaries in the UK (Capenhurst), Germany (Gronau and Jülich), the Netherlands (Almelo), France (Tricastin) and the U.S. (Eunice, New Mexico).
Ownership
Urenco is owned in three equal parts by Ultra-Centrifuge Nederland NV (owned by the Government of the Netherlands), Uranit GmbH (owned equally by German energy companies E.ON and RWE) and Enrichment Holdings Ltd (owned by the Government of the United Kingdom and managed by the Shareholder Executive).The company was setup in 1971 pursuant to the Treaty of Almelo, which restricts the sale of ownership stakes.As of 2012, the owners are considering a potential sale.
http://en.wikipedia.org/wiki/Urenco_Group
일의 발단은 독일이 탈원자력 발전이 된 것과 영국의 재정 문제지요.
「영국은 보유하는우렌코주 33％의 매각에 적극적이고, 독일의 전력·에너지 대기업RWE와 A 온도 공동으로 보유하는 33％주식에 대해 구매자 후보라고 협의하고 있지만, 네델란드 정부는 매각을 검토하지 않았다.」
E.ON는 독일에 본사를 두는 유럽 최대급의 공익 사업 운영 기업이며, 세계 최대의 민영 에너지 공급 사업회입니다.FORTUNE500에서는 16위, 독일 국내에서 3위, 삼성보다 큰 기업입니다.
RWE는 독일 제2위의 전력회사에서, 독일 외 , 독일 국외에서는 중부 유럽·영국·아메리카 합중국에서 전력·가스·수도 회사의 대형 매수를 진행시킨 결과, 세계 유수한 공익 사업회사가 되었습니다.FORTUNE500에서는 124위로 독일 국내에서 12위의 기업입니다.
우렌코는 아르메로 조약에 근거해 설립되어 그 형태상, 어떠한 거래에도 3개국(영, 독일, 난초)의 합의가 필요하기 때문에 간단하지는 않을 것입니다.
그렇지만 최고 120억 유로는····엔으로 환산하면 대단한 액이군요.
토시바는 아레바의 스마트 구라두의 매수에 6000억엔 제시하고 있었습니다 해,
원래 WH도 매수니까요.돈 있네요.