IM 2019 April 19 | Page 36

EQUIPMENT FINANCE, RENTAL AND LEASING Among the package of “strategic core assets” was 240-t haul trucks and Cat D10/D11 dozers. Emeco paid a A$20 million deposit to secure this haul truck and dozer fleet, with the recently acquired Force Equipment workshops playing a pivotal role in getting these assets ready for work, it said. The company said: “Emeco currently has very high utilisation in these asset classes – demand outweighs supply,” it said, adding that rental agreements were in place for most of these assets prior to them arriving in Australia. Contractors It is no longer just mining companies receiving new equipment today. In specific markets, mine contractors have made a comeback as mine owners have realised the dearth of new operational talent that is available on the market and the amount that it costs to build up and retain their own in-house mining teams. This was evident in Bennes’ breakdown of Cat sales: “Generally, about 15-25% of Cat Mining Equipment sales are related to greenfield/ brownfield projects with the remainder being expansions of existing mines as well as replacement business. Mining contractors are a significant portion of the market…[they] can be a higher portion…in some countries, such as in Australia and Indonesia.” Companies like Thiess and PT Pamapersada Nusantara have significant open-pit mining contracts in Indonesia with the big coal miners, for instance. van den Berg had a similar perception of underground mining contractors, which, he said, often have a “totally different cash position to mines”. “That’s one of the reasons why we see increased demand for different types of finance options – a trend we have seen occurring over a mining companies, contractors or rental companies, is technology and, specifically, the pace of change going on in that space. “It has had a significant impact and requires a different perspective from our side,” van den Berg said. “I mentioned an example before where a customer might be operating a mine with an older fleet and we come in, as Sandvik, and evaluate the situation with a plan for new equipment. “That often also includes software, automation, remotely-operated vehicles, for example. Then it is not just a machine we are financing; we are financing the plan that Sandvik has proposed to improve the mine. “From a financing perspective, we need to have a different look at the collateral compared with the past. In the past, it was one machine and one financial product. Now, it is becoming a much more complex financial product,” he said. It is the speed of change that is causing the complexity. With many companies acquiring or looking to acquire ‘automation-ready’ equipment, the finance providers must be prepared to use financing packages that can adapt to the clients’ longer period of time,” he said. And, he agreed with Bennes that one of the markets where contractor demand was high was changing technology needs. For example, if a company paying off a finance package for a drill rig based on metres drilled per Australia. “Australia is our second largest market (after the US and Canadian market) – the main reason there being it is a contractor-focused market and month were to shift a machine from manual to autonomous mode, the finance package would need amending to account for the expected contractors are often in need of financial support for the purchase of products.” This complicates the equipment finance issue again, as contractors generally receive term contracts at mine sites where they carry out particularly services over a set period. The equipment finance package to be provided needs to reflect that reality. Technology gaining traction But the biggest change for all these companies providing finance, rental or leasing solutions to 34 International Mining | APRIL 2019 increase in productivity. There is also a complicating transition taking place underground – and to a lesser degree on surface – with fleet electrification. How does an OEM’s financing arm design a package for a company looking to immediately buy diesel- fuelled LHDs with a plan to eventually transition to battery-electric loaders? It is a difficult question to answer and a complicated change to plan for. While popular opinion may indicate the OEMs and their captive finance arms are much better prepared to deal with this changing technology Cat D11 dozers were among the package of “strategic core assets” Emeco Holdings recently acquired environment, National Group’s Ackroyd clearly thinks rental companies like the one he fronts can continue to compete. “National Group plans to keep pace with mining’s ever-expanding automation push with a pivot towards new technologies and innovations in 2019. That’s a big focus of ours going forward. We want to position ourselves in the market going into technology and innovation,” he said. The company’s aim is backed up by plans to acquire a contractor that offers a variety of dozer push, excavation and rehabilitation services in Queensland and New South Wales, he added. “Adding this contractor to the National Group will allow us to deliver additional services in autonomous operations; it is the direction the mining industry and the National Group is heading into the near future,” he said. While finance, leasing and rental packages may be complicated by the ongoing technology evolution, Epiroc’s McGill can see it paying off for his company. “Obviously, there is a price for that and, with that, the addition of investment needed to provide this latest technology. In the end, these innovative solutions are going to help the mine in terms of better use of equipment, less downtime, a better safety record, better fuel efficiencies, better use of its money, etc. But, unfortunately, there is an upfront cost for that. “I have seen more customers enquiring because of the costs involved in that technology, asking for finance or leasing in order to delay having to put the cash up front for that. They will stream the cost of the technology out to afford it, which in the long run – five to 10 years out – will save them a lot of money.” Against this backdrop, finance, leasing and rental companies are now being asked for more than just funding; they are required to provide solutions. IM