Harmony Gold expects write-down on PNG mine

Tue June 18 2013

 

South Africa's Harmony Gold said on Tuesday it expected to write down a portion of the carrying value of its Hidden Valley mine in Papua New Guinea because of lower gold and silver prices and a poor operating performance.

"It should be noted that the write-down of the carrying value of Hidden Valley will reduce the net profit of the company, but will not have an impact on reported cash balances and free cash flow," Harmony said in a statement.

 

The company, which will report annual results in August, said it would advise the market on the size of the impairment towards the end of July. The company's share price fell over 5.5 percent on Tuesday, bringing its decline in the year to date to around 50 percent. Investors could punish the stock further as Harmony's plans to diversify out of South Africa are centered on Papua New Guinea.

 

The company's share price has fallen faster than bigger Johannesburg-listed rivals such as AngloGold Ashanti, the world No. 3 bullion producer, which has lost about 39 percent since the start of the year. But Harmony is much more exposed to South Africa, where costs and political risks are high, labour strife is rife, and the mines are deep and dangerous.

 

Harmony gets over 90 percent of its output from South Africa and its plans to expand its production profile outside of the country depend on Hidden Valley and its huge Wafi-Golpu project in Papua New Guinea.

 

Source: Reuters