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

Philip Morrish

Value Indicator - UK Basic Resources 12112018

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

Philip Morrish

Value Indicator - UK Main Market 12112018

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

Philip Morrish

Value Indicator - UK Basic Resources 05112018

Currently '(TM)Value Indicator - 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 05112018

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

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.

Anglo American plc and Glencore plc: Peer comparison - Both miners' credit quality has recovered but we expect Glencore's to remain stronger

We expect Glencore will remain the stronger credit over the next 12 to 18 months following the recovery of both companies from the commodities downturn.

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

Compares key performance metrics against industry peers.

Anglo American plc: Update following outlook change to positive

Credit opinion update following the change of Anglo American's outlook to positive from stable.

Anglo American plc: Anglo American's derisking of the Quellaveco copper project is credit positive; Baa3 rating and stable outlook unchanged

Reducing the stake in Quellaveco to 60% is credit positive as it reduces future capital investment requirements

Anglo American plc - December 2017 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Jean-Christophe Dourret

AngloAmerican : Anglo American - 22 Oct 2018

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Jean-Christophe Dourret

AngloAmerican : AngloAmerican - 22 oct 2018

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Mathew Hodge

Morningstar | Bulk Commodity Prices Defying Longer-Term Risks and Major Miners Remain Overvalued

We still see significant risks for the miners and think the stocks overall are overvalued. Buoyant commodity and share prices do not reflect the inevitable shift in China’s economic growth toward less commodity-consuming activities, and the market has taken too much comfort from the stimulus-fuelled recovery. The underlying sources of instability--poor-quality lending in China and growing leverage are yet to be addressed. We see the greatest overvaluation among the bulk miners--those exposed to iron ore, coking coal, and thermal coal. Prices for those commodities remain elevated. Overall, we ...

Mathew Hodge

Bulk Commodity Prices Defying Longer-Term Risks and Major Miners Remain Overvalued

We still see significant risks for the miners and think the stocks overall are overvalued. Buoyant commodity and share prices do not reflect the inevitable shift in China’s economic growth toward less commodity-consuming activities, and the market has taken too much comfort from the stimulus-fuelled recovery. The underlying sources of instability--poor-quality lending in China and growing leverage are yet to be addressed. We see the greatest overvaluation among the bulk miners--those exposed to ...

Mathew Hodge

Morningstar | Significant platinum and diamond exposure makes Anglo American unique among global miners.

As China rebalances away from infrastructure and construction-led growth, long-lagging Anglo American is better positioned than most diversified peers. The company has greater exposure to consumption-oriented commodities like platinum and diamonds (about half of revenue), which should enjoy better demand growth than investment-oriented commodities like iron ore and copper that prospered most in the past decade. Anglo's platinum business should benefit as rising household incomes bolster Chinese demand for automobiles and jewelry, categories that collectively account for roughly 80% to 90% of p...

1 director sold

A director at Anglo American sold 41,857 shares at 1,625p and the significance rating of the trade was 96/100. 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...

Philip Morrish

Value Indicator - UK Basic Resources 12112018

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

Philip Morrish

Value Indicator - UK Main Market 12112018

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

Philip Morrish

Value Indicator - UK Basic Resources 05112018

Currently '(TM)Value Indicator - 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 05112018

Currently '(TH)Valule Indicator - Main market' is a value analysis of the Basic Resources, Construction & Materials, Telecoms and Utilities sectors 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 Basic Resources 291012018

Currently '(TM)Value Indicator - 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 user with indicative long-erm target prices.

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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