IM 2019 April 19 | Page 32

EQUIPMENT FINANCE, RENTAL AND LEASING With cash still king, mining companies are looking at multiple ways to procure the equipment and services they need to improve their bottom lines while retaining their financial fire power. Dan Gleeson speaks to some of the big equipment finance and rental companies to get a read on current market trends The financial evolution n the last decade or so, there has been a big change in the way mining companies source equipment for new and existing operations. As the China-charged commodity upswing came to an end, miners took a good look at their balance sheets and focused their efforts on generating cash flow to deleverage; pay back disgruntled shareholders; or, in the case of some bolder companies, acquire competitors. Splashing out on the newest piece of equipment, regardless of the impact it could have on the cost and profitability of operations, figured low down their priority lists. This cash-flow focus also led many of the companies that previously employed mining contractors – which tend to come on site with new, shiny equipment – to terminate their agreements, instead bringing those services in- house to reduce spending. This created a void in the equipment industry that needed filling. Along came banks and financial institutions with a ‘mining equipment finance specialism’, looking to provide funding on suitable terms to companies either looking to refresh their fleet or acquire equipment for new operations. The equipment companies also reacted, with several major original equipment manufacturers (OEMs) either establishing captive equipment financing arms or offering more flexible solutions for new and used machinery. Others looked to find another niche, providing a rental service for equipment that I 30 International Mining | APRIL 2019 could potentially speed up delivery of key equipment and improve its utilisation. This led to new equipment continuing to be purchased, fleets continuing to be updated and equipment manufacturers’ order books, once again, continuing to fill up. Cash and complexity Fast forward to today, and cash flow is still king, meaning mining equipment finance, rental and leasing is big and competitive business. Shawn McGill, Business Manager, Epiroc Financial Solutions USA, the US financing arm of equipment manufacturer Epiroc, explained the link. “What is important to them (mining companies) is cash flow. That comes hand in hand with financing and leasing; the affordability of being able to make a monthly or quarterly payment, or some sort of special structure that gets them to where they can afford the equipment over the longer term,” he told IM. Björn van den Berg, Director Customer Finance, Sandvik Mining & Rock Technology, said consolidation in the industry is also leading mining companies down this financing route. “Acquisitions and mergers often demand substantial cash to be available. With equipment finance, you can unlock the value embedded in the fleet and free up cash for activities that will generate a higher return,” he said. And, with plenty of finance, leasing and rental The introduction of new technology, such as automation, has led to equipment finance becoming a much more complex product, according to Sandvik Mining & Rock Technology’s Björn van den Berg options out there, mining companies are asking more of both the equipment and the finance or rental package that comes alongside it, according to van den Berg. “In the past, customers had an OEM that would supply them with the machine and maybe some after-market services and they would own and use the machine until it fell apart,” he said. “We are shifting more and more towards where the customer is not necessarily looking for an OEM that can provide a piece of equipment or machine. They are looking for a partner than can provide a solution, preferably for the duration the customer requires.” These demands are leading to the introduction of several different products from the OEMs’ equipment financing arms, van den Berg said. This includes finance-leases, asset- backed loans and trade finance solutions. “What we also see is an increased demand for operational leases, or short-term, rental-type of solutions, including or excluding services,” he said. Bob Bennes, Vice President with responsibility for Cat Mining Finance, the financing arm of leading mining OEM Caterpillar, also saw increasing demand for flexible finance solutions.