Anglo American PLC

Anglo American is a global mining company with a portfolio of mining operations and undeveloped resources. Co. is focused on diamonds, copper, platinum group metals (PGMs), and bulk commodities and other minerals. Co.'s segments include: De Beers, which produces rough and polished diamonds; Copper, which produces copper; Platinum, which produces PGMs; Iron Ore and Manganese, which produces iron ore, manganese ore and alloys; Coal, which produces metallurgical coal and thermal coal; and Nickel, which produces nickel.
  • TickerAAL
  • ISINGB00B1XZS820
  • ExchangeLondon Stock Exchange
  • SectorMining
  • CountryUnited Kingdom

Analysts

Alain William

AngloAmerican Plc : Focus on the Bulks division: the group’s cash machine

>The Bulks business is the group’s cash machine - AngloAmerican (AA) organised a CMD in Australia devoted to its Bulks division ($ 3.4bn of EBITDA in H1 2019), i.e. around 60% of the group’s EBITDA and FCF. The CEO, Seamus French, provided an update on the effort to transform the division's portfolio, which includes the iron ore businesses; Kumba ($ 1.4bn, i.e. 40% of divisional EBITDA in H1 2019) and Minas Rio ($ 670m, i.e. 20% of EBITDA), metallurgical coal ($ 906m,...

Alain William

AngloAmerican Plc : Focus sur la division Bulks : la cash machine du groupe

>L’activité Bulks est la « cash machine » du groupe - AngloAmerican (AA) a organisé un CMD en Australie consacré à sa division Bulks (3,4 Md$ d’EBITDA au S1 2019) soit environ 60% de l’EBITDA et du FCF groupe. Le CEO, Seamus French, est revenu sur la transformation du portefeuille de sa division qui comprend les activités dans le minerai de fer ; Kumba (1,4 Md$ soit 40% de l’EBITDA de la division au S1 2019) et Minas Rio (670 M$ soit 20% de l’EBITDA), Metallurgical C...

Alain William ...
  • François Maury
  • Georges Dieng
  • Jerôme Bodin

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/19/2019

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Alain William ...
  • François Maury
  • Georges Dieng
  • Jerôme Bodin

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 19/11/2019

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Philip Morrish

Value Indicator - UK Basic Resources 18112019

Currently '(TM)Value Indicator - UK basic resources' is a value analysis of th Basic Resources sector of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term target prices.

Anglo American plc: Update following affirmation of Baa2 ratings with stable outlook

Our credit view of Anglo American reflecting its strong position in the Baa2 rating category.

Anglo American plc: Key Facts and Statistics - H1 June 2019

A summary company profile, detailing Anglo American’s business operations and financial highlights.

Anglo American plc - June 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Anglo American plc: Anglo American’s improved H1 2019 results offset $1 billion share buyback; credit metrics expected to remain strong

Announcement of $1 billion share buyback is offset by strong cash generation in H1 2019.

Anglo American plc - December 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Alain William

AngloAmerican Plc : Focus on the Bulks division: the group’s cash machine

>The Bulks business is the group’s cash machine - AngloAmerican (AA) organised a CMD in Australia devoted to its Bulks division ($ 3.4bn of EBITDA in H1 2019), i.e. around 60% of the group’s EBITDA and FCF. The CEO, Seamus French, provided an update on the effort to transform the division's portfolio, which includes the iron ore businesses; Kumba ($ 1.4bn, i.e. 40% of divisional EBITDA in H1 2019) and Minas Rio ($ 670m, i.e. 20% of EBITDA), metallurgical coal ($ 906m,...

Alain William

AngloAmerican Plc : Focus sur la division Bulks : la cash machine du groupe

>L’activité Bulks est la « cash machine » du groupe - AngloAmerican (AA) a organisé un CMD en Australie consacré à sa division Bulks (3,4 Md$ d’EBITDA au S1 2019) soit environ 60% de l’EBITDA et du FCF groupe. Le CEO, Seamus French, est revenu sur la transformation du portefeuille de sa division qui comprend les activités dans le minerai de fer ; Kumba (1,4 Md$ soit 40% de l’EBITDA de la division au S1 2019) et Minas Rio (670 M$ soit 20% de l’EBITDA), Metallurgical C...

Alain William

AngloAmerican Plc : Q3 operating performance validates the group’s progress

>A decent operating performance in Q3 2019 - Production at Anglo American (AA) rose by 4% on a copper equivalent basis in Q3 2019. This is the strongest growth in our coverage. Management seems to be on track to achieve its production targets for the year, with revised up guidance for Minas-Rio (20-22 Mt vs 19-21 Mt). The group is expected to meet its production target for thermal coal but at the lower end of the range of 630-650Kt for copper (ODDO-BHF: 634Kt) due not...

Alain William

AngloAmerican Plc : La performance opérationnelle du T3 entérine les progrès du groupe

>Une performance opérationnelle honorable au T3 2019 - La production d’Anglo American (AA) a augmenté de 4% en cuivre équivalent au T3 2019. C'est la croissance la plus forte de notre couverture. Le management semble en bonne voie pour atteindre ses objectifs de production pour l’année, avec une guidance relevée chez Minas-Rio (20-22 Mt vs 19-21 Mt). Le groupe devrait atteindre son objectif de production pour le charbon thermique tandis que la production de cuivre dev...

Alain William ...
  • Azza Khalfallah
  • Christophe-Raphaël Ganet
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Oussema Denguir

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/22/2019

A return to top-line growth at the fixed and mobile activities, normalisation of net-adds, value-creating infrastructure deals, Iliad has gone to great pains to reinvent itself, enabling the group to restore an intrinsic value (target price € 180) that far outstrips its current share price. - ...

1 director sold

A director at Anglo American sold 42,465 shares at 2,038p and the significance rating of the trade was 74/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board me...

Alain William ...
  • François Maury
  • Georges Dieng
  • Jerôme Bodin

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/19/2019

...

Alain William ...
  • François Maury
  • Georges Dieng
  • Jerôme Bodin

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 19/11/2019

...

Alain William ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Baptiste Lebacq
  • Benoit Valleaux
  • Charles Lepetitpas
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Khaled Ben Amor
  • Louis Boujard, CFA
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Rémi Adam
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/25/2019

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Alain William ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Baptiste Lebacq
  • Benoit Valleaux
  • Charles Lepetitpas
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Khaled Ben Amor
  • Louis Boujard, CFA
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Rémi Adam
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/10/2019

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Alain William ...
  • Cecile De Coincy
  • Fehmi Ben Naamane
  • Jerôme Bodin
  • Louis Boujard, CFA
  • Matthias Desmarais
  • Philippe Ourpatian
  • Pierre Tegner

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/15/2019

Insurers are better equipped than a few years ago to cope with the low interest rate environment. With earnings per share set to continue to grow, the market is likely to focus primarily on solvency margin levels. We believe that they should remain within the target ranges as long as the German 10-year rate does not fall below -1.5%. We reiterate our Buy rating on AXA (target price of € 28). - Cf. company report published last evening. - ...

Philip Morrish

Value Indicator - UK Basic Resources 18112019

Currently '(TM)Value Indicator - UK basic resources' is a value analysis of th Basic Resources sector of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Main Market 18112019

Currently '(TM)Value Indicator - UK main market' is a value analysis of the Basic Resources, Construction & Materials, Telecoms and Utilities sectors of quoed companies on the London Stock Exchange's main market that provides the reader with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Basic Resources 04112019

Currently '(TM)Value Indicator - UK basic resources' is a value analysis of the Basic Resources super sector of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Main Market 04112019

Currently '(TM) Value Indicator - UK main market' is a value analysis of the Basic Resources, Construction & Materials, Telecoms and Utilities sectors of quuoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Basic Resources 21102019

Currently '(TM)Value Indicator - UK basic resources' is a value analysis of the Basic Resources super sector of quoted companies on the the London Stock Exchange's main market that provides the user with indicative longer-term target prices.

MarketLine Department

Bhp Billiton Limited - Mergers & Acquisitions (M&A), Partnerships & Alliances And Investments

Summary Marketline's Bhp Billiton Limited Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Bhp Billiton Limited since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantag...

MarketLine Department

MMC Norilsk Nickel - Strategy, SWOT and Corporate Finance Report

Summary MMC Norilsk Nickel - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. KeyHighlights MMC Norilsk Nickel (Norilsk Nickel) is an integrated metal and mining company in Russia. The company is engaged in prospecting, mining, exploration, concentration and processing of minerals. It also processes, markets and sells precious and base metals. The company’s product portfolio incl...

MarketLine Department

Antofagasta Plc - Strategy, SWOT and Corporate Finance Report

Summary Antofagasta Plc - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. KeyHighlights Antofagasta plc (Antofagasta) is a copper mining company. It explores, mines, processes, transports and markets a range of products, spanning bulk commodities and base metals. The company's portfolio of mining assets and resources include copper, gold, molybdenum and silver. It is also the pr...

MarketLine Department

Gem Diamonds Limited - Strategy, SWOT and Corporate Finance Report

Summary Gem Diamonds Limited - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Gem Diamonds Limited (GEMD) is a global diamond mining company, based in the UK. The company operates and manages Letseng mine in Lesotho and the Ghaghoo mine in Botswana. It produces blue, yellow, pink and white diamonds from its Letseng Mine. The company’s Ghaghoo mine is involved in ...

MarketLine Department

Glencore Plc - Strategy, SWOT and Corporate Finance Report

Summary Glencore Plc - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Glencore Plc (Glencore) is a diversified metals and mining company that carries out the production and marketing of various commodities. It also carries out the refinement, processing, storage and transportation of crude oil and oil products, coal and agricultural products. It explores various ...

Expert Corporate Governance Service (ECGS)

Anglo American - AGM 30 April 2019

Item 14: Re-appoint the auditors The auditor's tenure exceeds our tenure limit of 10 years.  Deloitte LLP and its predecessor have served as the groupns external auditor since 1999.  Information on when a tender of the audit contract was last undertaken is one of the recommendations of the UK Code; however, the Company has not provided this detail.  The Company plans to put the auditor out to tender no later than after completion of the 2019 audit. The new external auditor will be appointed for the 2020 financial year onwards.  More than 10% of shareholders opposed the reappointment of the au...

Ango American – Proxinvest Corporate Governance Rating ® : B

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Expert Corporate Governance Service (ECGS)

Etude de l'AG du 24/04/2017

gregate time commitments as he also serves as Chairman of Pennon Group plc and Non-executive Director of Airbus Group SE, Carnival Corp & Carnival plc, Stichting Administratiekantoor EADS and White Ensign Association Ltd.Item 16: Approve the Remuneration Report. The structure of remuneration is considered unsatisfactory, total variable remuneration exceeded guidelines, the salary is in the top of the peer groups and there is a potential for excessive remuneration.As part of its asset sales program and its effort to focus on other commodities, Anglo American announced on April 10, 2017, the sal...

Jérôme VINERIER

Analyse court terme - ANGLO AMERICAN : Les cours progressent encore.

La tendance est haussière. Les cours progressent encore, mais la tendance s'affaiblit. La prochaine résistance est à 1 885,00 p. La rupture de 1 438,00 p mettrait la tendance en danger.

Jérôme VINERIER

Short term view - ANGLO AMERICAN : Prices are still making progress.

The trend is bullish. Prices are still making progress but the trend is slowing down. The next resistance is at 1,885.00 p. The break of 1,438.00 p would endanger the trend.

Jérôme VINERIER

Short term view - ANGLO AMERICAN : Rising consolidation.

The background trend is clearly bearish. The negative MACD confirms the trend. The rise is a consolidation that will soon bump against the level at 1,885.00 p. The next target is at 1,550.00 p, then 1,438.00 p. Passing 1,978.00 p would question the continuation of the fall.

Jérôme VINERIER

Analyse court terme - ANGLO AMERICAN : La reprise est une consolidation.

La tendance de fond est clairement orientée à la baisse. Le MACD est négatif, il confirme cette tendance. La reprise est une consolidation qui va buter sur 1 885,00 p prochainement. Le prochain objectif est à 1 550,00 p, puis 1 438,00 p. Le franchissement de 1 978,00 p remettrait en cause la suite de la baisse.

Valérie GASTALDY

Medium term view - ANGLO AMERICAN : The background trend is clearly bullish.

The background trend is clearly bullish. The correction is gaining traction. It is too early to qualify this action as a bearish reversal. The trend would be invalidated below the support at 1,223.00 p.

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