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20260910_BUMI_Tanggapan atas Permintaan Penjelasan Bursa_32147265_lamp1.pdf
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Penjelasan PT Bumi Resources Tbk Explanation of PT Bumi Resources Tbk
(“Perseroan”) (“Perseroan”)
1. Dasar nilai penentuan nilai Transaksi akuisisi 1. Basis for determining the Transaction value of
LM senilai AUD79.069.731,75 atau LM acquisition worth AUD79,069,731.75 or
Rp3.208.743.000.000. Rp3,208,743,000,000.
Jawaban: Answer:
Koreksi nilai transaksi dalam Rupiah. Correction to the transaction value in Rupiah.
Sebagai klarifikasi, nilai transaksi akuisisi LM For clarification, the value of the LM acquisition
adalah sebesar AUD79.069.731,75 atau setara transaction is AUD 79,069,731.75, equivalent to
dengan Rp1.004.742.244.136,50 (berdasarkan kurs Rp1,004,742,244,136.50 (based on the Bank
tengah Bank Indonesia per tanggal Indonesia middle exchange rate as of
1 September 2026 dimana 1 AUD = Rp12.707,04). September 1, 2026, where 1 AUD = Rp12,707.04).
Dasar penentuan harga. Basis for determining the price.
Nilai transaksi tersebut ditentukan berdasarkan The transaction value was determined based on the
hasil uji tuntas (due diligence) hukum, keuangan, findings of legal, financial, tax, and technical due
perpajakan, dan teknis yang dilaksanakan oleh diligence conducted by the Company’s independent
penasihat independen Perseroan dan negosiasi yang advisors, as well as negotiations between the
dilakukan antara Perseroan dan LM. Company and LM.
2. Sumber dana akuisisi LM. 2. Sources of funding for the LM acquisition.
Jawaban: Answer:
Sumber dana yang digunakan Perseroan untuk The sources of funds used by the Company for the
akuisisi LM berasal dari: acquisition of LM are as follows:
1. Sejumlah USD54.000.000 atau setara dengan 1. An amount of USD54,000,000, or equivalent
Rp958.284.000.000 (berdasarkan kurs tengah to IDR958,284,000,000 (based on the Bank
Bank Indonesia tanggal 1 September 2026 Indonesia middle exchange rate on
sebesar Rp17.746 per USD), yang berasal dari September 1, 2026, of IDR17,746 per USD),
pinjaman yang diberikan oleh Glencore derived from a loan provided by Glencore
Australia Holdings Pty Limited (pihak ketiga) Australia Holdings Pty Limited (a third party)
berdasarkan Facility Agreement tanggal under the Facility Agreement dated
24 Agustus 2026; dan August 24, 2026; and.
2. Sisanya sejumlah Rp46.458.244.136,50 yang 2. The remainder of Rp46.458.244.136,50
berasal dari kas internal Perseroan. derived from the Company’s internal cash.
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3. Alasan Perseroan mengakuisisi LM, setelah 3. The reason the Company acquired LM,
pada tahun-tahun sebelumnya mengakuisisi following its acquisitions in previous years of
beberapa Perusahaan Australia lainnya seperti several other Australian companies, such as
Wolfram Limited (Oktober 2025) dan Jubilee Wolfram Limited (October 2025) and Jubilee
Metals (bertahap tahun 2025-2026) yang didanai Metals (in phases from 2025 to 2026), which
oleh PUB I Obligasi Perseroan. were funded by the Company’s PUB I (Public
Offering of Shelf Registered Bonds I).
Jawaban: Answer:
Keekonomian proyek. Project economics.
Penilaian internal Perseroan atas LM yang The Company’s internal valuation of LM, supported
didukung oleh hasil uji tuntas, menghasilkan NPV by due diligence findings, indicates a positive NPV
positif dan IRR di atas ambang minimum investasi and an IRR exceeding the Company’s minimum
Perseroan. investment threshold.
Sinergi geografis dan operasional. Geographical and operational synergies.
Aset LM, Wolfram Limited, dan Jubilee Metals The assets of LM, Wolfram Limited, and Jubilee
berada di wilayah Queensland, sehingga Perseroan Metals are located in Queensland; consequently, the
merencanakan sinergi dalam operasional, Company plans to leverage synergies across
infrastruktur pengolahan, tenaga kerja teknis, operations, processing infrastructure, technical
kontraktor pertambangan, dan jalur logistik, serta workforce, mining contractors, and logistics
kesamaan struktur perizinan dan pemenuhan networks, as well as benefit from shared licensing
kewajiban lingkungan dalam satu yurisdiksi. structures and environmental compliance
frameworks within a single jurisdiction.
Kesesuaian dengan strategi Perseroan. Alignment with the Company’s strategy.
Akuisisi ini mendukung sasaran Perseroan untuk This acquisition supports the Company’s objective of
mencapai bauran EBITDA dari kegiatan usaha non- achieving an EBITDA mix derived from non-thermal
batubara termal di atas 50% pada tahun 2031. coal business activities above 50% by 2031.
4. Apakah LM masih dalam tahap eksplorasi atau 4. Is LM still in the exploration phase or has it
sudah dalam tahap operasi produksi? Jelaskan. already entered the production phase? Please
explain.
Jawaban: Answer:
LM merupakan perusahaan induk yang memiliki 4 LM is a holding company with four subsidiaries that
anak usaha pemegang konsesi pertambangan sebagai hold mining concessions, as follows:
berikut:
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• Highway Copper Gold Pty Ltd (HCG) • Highway Copper Gold Pty Ltd (HCG):
dimiliki 100% oleh LM. HCG saat ini telah 100% owned by LM. HCG currently holds a
memegang Izin Operasi Produksi dan Production Operation License, and based on
berdasarkan data geologi yang tersedia telah available geological data, it is sufficient to
memadai untuk memulai tahapan operasi commence the production operation stage.
produksi.
• Trieste Lithium Ltd dan HWY4 Lithium Ltd • Trieste Lithium Ltd and HWY4 Lithium
masing-masing dimiliki 100% oleh LM. Ltd: each 100% owned by LM. The
Konsesi yang dimiliki masih berada pada tahap concessions held are currently in the exploration
eksplorasi. stage.
• American Consolidated Lithium dimiliki • American Consolidated Lithium: 49%-
49% oleh LM. Konsesi yang dimiliki masih owned by LM. The concession held is still in the
berada pada tahap eksplorasi. exploration stage.
5. Periode dampak akuisisi LM terhadap LK 5. The period during which the acquisition of LM
Perseroan. will impact the Company’s financial
statements.
Jawaban: Answer:
Akuisisi LM akan memberikan dampak terhadap The acquisition of LM will impact the Company's
laporan keuangan Perseroan untuk periode yang financial statements for the period ending on
berakhir pada tanggal 30 September 2026. September 30, 2026.
6. Berdasarkan informasi yang didapatkan pada 6. Based on information obtained from the
laman investors.loyalmetals.com, didapatkan investors.loyalmetals.com website, several facts
beberapa informasi mengenai LM antara lain about LM were found, including the following:
bahwa:
• Perseroan memiliki proyek Highway • The Company owns the Highway Reward
Reward Copper-Gold Mine, salah satu Copper-Gold Mine project, one of the
tambang tembaga berkadar tertinggi di highest-grade copper mines in the world;
dunia; produksi historis 3,65 Mt @ 5,7% Cu historical production totals 3.65 Mt @ 5.7%
dan 260 kt @ 4,5 g/t Au. Namun demikian, Cu and 260 kt @ 4.5 g/t Au. However, no
tidak ada eksplorasi sejak operasi berhenti exploration has taken place since operations
Juli 2005. ceased in July 2005.
• Perseroan juga memiliki beberapa proyek • The Company also has several other lithium
lithium lainnya, antara lain Trieste Lithium projects, among others, the Trieste Lithium
Project, Hidden Lake Lithium Project, dan Project, the Hidden Lake Lithium Project,
Scotty Lithium Project (telah dilepas and the Scotty Lithium Project (majority
kepemilikan mayoritasnya). stake has been divested).
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Bursa meminta penjelasan: The IDX requests clarifications:
a. Apakah proyek-proyek tersebut akan a. Will these projects directly contribute
langsung mengontribusikan pendapatan revenue to the Company, or will they
bagi Perseroan atau masih akan menjadi continue to be a cost contributor for the
kontributor beban bagi Perseroan secara Company as a group? Please explain.
grup? Jelaskan.
Jawaban: Answer:
Kontribusi pendapatan atau beban. Revenue or expense contribution.
Proyek-proyek tersebut belum dapat These projects have not yet directly contributed
memberikan kontribusi pendapatan secara revenue to the Company, as they still require
langsung kepada Perseroan karena masih further infrastructure development.
membutuhkan pengembangan infrastruktur
lebih lanjut.
b. Dalam hal proyek-proyek di atas belum b. If the above projects will not yet contribute
akan mengontribusikan pendapatan bagi revenue to the Company, please explain
Perseroan, agar dijelaskan kapan proyek- when these projects are expected to start
proyek ini akan mengontribusikan contributing revenue to the Company as a
pendapatan bagi Perseroan secara grup. group.
Jawaban: Answer:
Waktu kontribusi pendapatan. Timing of revenue contribution.
Untuk Highway Reward Copper-Gold Mine, For the Highway Reward Copper-Gold Mine,
kontribusi pendapatan ditargetkan pada tahun revenue contribution is targeted for the second
ke-2 sejak dilakukannya akuisisi. Untuk aset year following the acquisition. For the lithium
lithium, target waktu kontribusi pendapatan assets, the target timeframe for revenue
akan dapat ditentukan setelah kegiatan contribution will be determined once exploration
eksplorasi dan evaluasi selesai dilakukan. and evaluation activities are completed.
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7. Berdasarkan informasi yang juga didapatkan 7. Also Based on the website, there was
pada laman, didapatkan informasi mengenai financial information of LM as of 31
keuangan LM per 31 Desember 2025 bahwa: December 2025 that:
a. LM belum membukukan pendapatan, a. LM has not yet booked any revenue, has
mengalami penurunan signifikan other experienced a significant decline in other
income, dan masih mencatatkan rugi, sebagai income, and is still recording a loss, as
berikut: follows:
b. LM masih berada dalam kondisi defisit b. LM is still experiencing retained earnings
saldo laba dan mengalami peningkatan, deficit, which has increased as follows:
sebagai berikut:
Bursa meminta penjelasan: The IDX requests explanations regarding:
a. Rasionalisasi Perseroan mengakuisisi LM. a. The Company’s rationale for acquiring LM.
Jawaban: Answer:
Rasionalisasi akuisisi. Rationale for the acquisition.
Kerugian yang dibukukan oleh LM karena The losses recorded by LM are due to the fact that
belum berproduksi secara komersial seperti it has not yet commenced commercial
yang dijelaskan pada jawaban nomor 6. production, as explained in the response to
Penilaian Perseroan atas LM berdasarkan nilai question number 6. The Company’s valuation of
kandungan mineral yang dapat menghasilkan LM is based on the value of mineral content
arus kas di masa depan. capable of generating future cash flows.
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b. Value added akuisisi LM pada Grup b. The value added from the acquisition of LM
Perseroan. to the Company’s Group.
Jawaban: Answer:
Value added bagi Grup. Value added for the Group:
Keekonomian proyek yang memenuhi ambang Project economics that meets the Company’s
investasi Perseroan; sinergi geografis dan investment thresholds; Geographic and
operasional dengan Wolfram Limited dan operational synergies with Wolfram Limited and
Jubilee Metals di North Queensland; serta Jubilee Metals in North Queensland; and as a
dukungan terhadap sasaran bauran EBITDA support for the target of achieving a non-thermal
non-batubara termal di atas 50% pada 2031. coal EBITDA mix above 50% by 2031.
c. Sumber pendanaan Perseroan untuk c. The Company’s sources of funding to
membiayai kegiatan usaha dan finance LM’s operations and business
pengembangan bisnis LM. Apakah development. Will the Company issue debt
kedepannya Perseroan akan menerbitkan securities and/or undertake other corporate
surat utang dan/atau melakukan aksi actions in the future? Please explain.
Korporasi lainnya? Jelaskan.
Jawaban: Answer:
Sumber pendanaan. Funding sources.
Pada saat ini, Perseroan sedang The Company is currently evaluating the most
mempertimbangkan berbagai opsi pendanaan effective and efficient funding options to finance
yang paling efektif dan efisien untuk membiayai LM’s business operations and development.
kegiatan usaha dan pengembangan bisnis LM.
8. Perkembangan terkini atas bisnis dan 8. Latest developments regarding the business
operasional Entitas Anak Grup Perseroan and operations of the Company’s other Group
lainnya yang berada di Australia (Jubilee subsidiaries located in Australia (Jubilee Metals
Metals Limited dan Wolfram Limited). Limited and Wolfram Limited).
Jawaban: Answer:
1. Wolfram Limited telah berkontribusi terhadap 1. Wolfram Limited has contributed to the
pendapatan Perseroan melalui produksi Company's revenue through its initial
pertamanya pada bulan Mei 2026. production in May 2026.
2. Jubilee Metals Limited saat ini berada dalam 2. Jubilee Metals Limited is currently in the
tahap konstruksi pabrik Carbon-in-Leach (CIL). construction phase of the Carbon-in-Leach
Kegiatan penambangan pada dasarnya telah (CIL) plant. Mining operations are essentially
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siap untuk dimulai dan diperkirakan akan ready to commence and are expected to begin
berjalan setelah pabrik CIL selesai dibangun. once the CIL plant construction is completed.
9. Informasi, fakta material atau kejadian penting 9. Any other material Information, facts, or events
lainnya yang material dan dapat that are material and may affect the Company’s
mempengaruhi kelangsungan usaha business continuity and may influence the
perusahaan serta dapat mempengaruhi harga Company’s stock price.
saham Perusahaan.
Jawaban: Answer:
Sampai dengan tanggal surat ini, selain informasi As of the date of this letter, other than the
yang telah diungkapkan Perseroan melalui information previously disclosed by the Company
keterbukaan informasi sebelumnya dan penjelasan through public disclosures and the explanations
dalam surat ini, tidak terdapat informasi, fakta provided herein, there is no other material and
material, atau kejadian penting lainnya yang dapat significant information, fact, or event that could
mempengaruhi kelangsungan usaha Perseroan affect the Company's business continuity or share
maupun harga saham Perseroan yang belum price not yet disclosed to the public.
diungkapkan kepada publik.
Perseroan berkomitmen untuk menyampaikan setiap The Company is committed to disclosing any
informasi atau fakta material kepada Bursa dan material information or material to both IDX and
Otoritas Jasa Keuangan sesuai dengan ketentuan OJK in accordance with applicable laws and
peraturan perundang-undangan yang berlaku. regulations.
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Names mentioned 11 people and organisations named in the text · linked when the evidence is strong
unresolved
org
Bank Indonesia
p.2
unresolved
org
Glencore Australia Holdings Pty Limited
p.2
unresolved
org
Australia Holdings Pty Limited
p.2
unresolved
org
Wolfram Limited
p.3 ×10
unresolved
org
Highway Copper Gold Pty Ltd
p.4 ×2
unresolved
org
Trieste Lithium Ltd
p.4 ×2
unresolved
org
Lithium Ltd
p.4
unresolved
org
Jubilee Metals Metals Limited
p.7
unresolved
org
Jubilee Metals Limited
p.7 ×2
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