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Downturn dulls De Beers' sparkle

Feb 11 2010 11:07

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Johannesburg - Diamond producer De Beers posted a $220m underlying loss after facing what it called "challenging trading conditions" in 2009.

Releasing its results for the year ended December 31 2009 on Thursday, the company - 45% owned by Anglo-American - announced a $1bn rights issue.

"Shareholders have shown strong support by agreeing to subscribe for additional equity capital of $1bn in proportion to their existing equity holdings, which will enable a reduction in overall debt and strengthen the De Beers Group balance sheet," the company said in a statement.

The company said banks had also given credit approval for the refinancing of a 1.5bn facility after months of negotiations.

It said 2009 had presented some of the most challenging trading conditions the diamond industry had ever experienced.

However, De Beers said demand for rough diamonds had much improved at the first sight of the year and it expected this to continue at the upcoming February sight.

A sight is the term used by the diamond industry to refer to the occasion when a company such as De Beers Diamond Trading Company offers uncut diamonds rough for sale to a specific list of diamond manufacturers.

"De Beers will continue to take a cautious and prudent approach to production and sales levels for 2010," it said.

Consumer demand for diamond jewellery was beginning to recover, driven in part by the strength of the developing markets of China and India.

"However, with the fragility of the world economy and perceived weakness of the global recovery post recession, the company would only expect a gradual increase in production levels, sales and prices."

De Beers said the desire for diamonds remained strong and, given the improvement of industry fundamentals, its directors were cautiously optimistic about medium-term prospects.

"In the longer-term, the fundamental supply-demand dynamics of diamonds remain highly attractive.

"Future demand growth for diamond jewellery, driven by the emerging markets of China and India, is expected to outpace what is forecast to be lower levels of diamond supply for many years to come, providing a sound foundation for future profitability," the company said.

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