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 Construction & Materials 15052019

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 15052019

Curretly ' (TM) Value Indicaotro - Uk 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.

Mathew Hodge

Morningstar | Vale’s Misfortune Priced into the Iron Ore Miners but Value Emerging in Base Metals and Coal

Iron ore and gold prices are flying but we don’t think either will last. Iron ore is benefiting from unusually strong demand and supply disruptions while gold is rising with negative interest rates. The global miners remain overvalued. The sector trades at an average 10% premium to our fair value estimates, versus a 20% premium three months ago. The iron ore miners--BHP, Rio Tinto, Fortescue and Vale, on average are at a 30% premium, while the rest of our coverage is only at a 4% premium. The coal miners have been soft and New Hope and Whitehaven now stand out as being relatively undervalued. ...

Mathew Hodge

Vale’s Misfortune Priced into the Iron Ore Miners but Value Emerging in Base Metals and Coal

Iron ore and gold prices are flying but we don’t think either will last. Iron ore is benefiting from unusually strong demand and supply disruptions while gold is rising with negative interest rates. The global miners remain overvalued. The sector trades at an average 10% premium to our fair value estimates, versus a 20% premium three months ago. The iron ore miners--BHP, Rio Tinto, Fortescue and Vale, on average are at a 30% premium, while the rest of our coverage is only at a 4% premium. The co...

Mathew Hodge

Morningstar | Anglo American's Exposure to Iron Ore and Coking Coal Sees the Shares Overvalued

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...

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

Compares key performance metrics against industry peers.

Anglo American plc: Key Facts and Statistics - H1 June 2018

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

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.

Mathew Hodge

Morningstar | Vale’s Misfortune Priced into the Iron Ore Miners but Value Emerging in Base Metals and Coal

Iron ore and gold prices are flying but we don’t think either will last. Iron ore is benefiting from unusually strong demand and supply disruptions while gold is rising with negative interest rates. The global miners remain overvalued. The sector trades at an average 10% premium to our fair value estimates, versus a 20% premium three months ago. The iron ore miners--BHP, Rio Tinto, Fortescue and Vale, on average are at a 30% premium, while the rest of our coverage is only at a 4% premium. The coal miners have been soft and New Hope and Whitehaven now stand out as being relatively undervalued. ...

Mathew Hodge

Vale’s Misfortune Priced into the Iron Ore Miners but Value Emerging in Base Metals and Coal

Iron ore and gold prices are flying but we don’t think either will last. Iron ore is benefiting from unusually strong demand and supply disruptions while gold is rising with negative interest rates. The global miners remain overvalued. The sector trades at an average 10% premium to our fair value estimates, versus a 20% premium three months ago. The iron ore miners--BHP, Rio Tinto, Fortescue and Vale, on average are at a 30% premium, while the rest of our coverage is only at a 4% premium. The co...

Mathew Hodge

Morningstar | Anglo American's Exposure to Iron Ore and Coking Coal Sees the Shares Overvalued

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...

Mathew Hodge

Anglo American's Exposure to Iron Ore and Coking Coal Sees the Shares Overvalued

Steel-making materials stocks, those exposed to iron ore and coking coal, have markedly outperformed our near-term expectations. The key reasons have been continued strong steel demand growth, particularly in China, and more recently, Vale’s tragic tailings dam failure and Cyclone Veronica. Iron ore supply losses this year are material, about 6% of global iron ore supply and some of that will bleed into 2020. Coking coal supply has also been impacted in the near term by increased safety inspecti...

Alain William

ODDO : Still no light at the end of the tunnel

After the strong margin compression in H1 2019, European steelmaker fundamentals are likely to remain complicated in H2. The lack of visibility as to the timing of a recovery is likely to deter investors from returning to the segment despite historically low valuations. We reiterate our Buy rating on ArcelorMittal, which is the most exposed to spot prices (“the first to pick up”). Conversely, we downgrade Voestalpine, which fully played its role as the most defensive stock in the...

1 director bought

A director at Anglo American bought 4,650 shares at 2,157p 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 m...

Alain William ...
  • Alfred Glaser
  • Delphine Brault
  • Johanna Jourdain
  • Matthias Desmarais
  • Olfa Taamallah
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/09/2019

While we were expecting a slowdown in the IT services market, the Q1 earnings releases were reassuring, with growth maintained at +4.0% year-on-year. Moreover, the leading indicators improved significantly in recent quarters, which reassures us about the outlook. The sector’s valuation levels have eased, which offers an attractive entry point and is conducive to M&A. Our preference goes to Devoteam, in addition to Atos and Capgemini for which we have revised up our target prices. - Cf....

Alain William ...
  • Alfred Glaser
  • Delphine Brault
  • Jean-François Granjon

ODDO BHF Small & MIDCAP MORNING NEWS - 07/09/2019

While we were expecting a slowdown in the IT services market, the Q1 earnings releases were reassuring, with growth maintained at +4.0% year-on-year. Moreover, the leading indicators improved significantly in recent quarters, which reassures us about the outlook. The sector’s valuation levels have eased, which offers an attractive entry point and is conducive to M&A. Our preference goes to Devoteam, in addition to Atos and Capgemini for which we have revised up our target prices. - Cf. ...

Alain William ...
  • Alfred Glaser
  • Delphine Brault
  • Jean-François Granjon

ODDO BHF Small & MIDCAP MORNING NEWS - 09/07/2019

Tandis que nous nous attendions à un ralentissement du marché des Services IT, les publications du T1 ont été rassurantes, avec une croissance qui s’est maintenue à +4.0% yoy. De plus, les indicateurs avancés se sont améliorés au cours des derniers trimestres, ce qui nous rassure sur les perspectives, alors que les niveaux de valorisation du secteur se sont détendus, ce qui offre un point d’entrée attractif et favorise le M&A. Nous privilégions Devoteam ainsi qu'Atos et Capgemini sur ...

Alain William ...
  • Alfred Glaser
  • Delphine Brault
  • Johanna Jourdain
  • Matthias Desmarais
  • Olfa Taamallah
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 09/07/2019

Tandis que nous nous attendions à un ralentissement du marché des Services IT, les publications du T1 ont été rassurantes, avec une croissance qui s’est maintenue à +4.0% yoy. De plus, les indicateurs avancés se sont améliorés au cours des derniers trimestres, ce qui nous rassure sur les perspectives, alors que les niveaux de valorisation du secteur se sont détendus, ce qui offre un point d’entrée attractif et favorise le M&A. Nous privilégions Devoteam ainsi qu'Atos et Capgemini sur ...

Alain William ...
  • Anis Zgaya
  • Aurelien Sivignon
  • Christophe-Raphaël Ganet
  • Fatma Agnès Hamdani
  • Hana Maalej
  • Jean-François Granjon
  • Jeremy Garnier
  • Khaled Ben Amor
  • Nicolas Thorez

ODDO BHF Small & MIDCAP MORNING NEWS - 03/27/2019

...

Philip Morrish

Value Indicator - UK Construction & Materials 15052019

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 15052019

Curretly ' (TM) Value Indicaotro - Uk 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 08072019

Currently' (TM)Value Indicator - UK 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 provides the reader with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Main Market 08072019

Currently '(TM)Value Indicator - UK main market' is a value analysis of the Basic Resources, Construction & Materials, Telcoms 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 01072019

Currently '(TM)Value Indicator - UK Basic Resoources' 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.

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 ...

MarketLine Department

Evraz Plc - Strategy, SWOT and Corporate Finance Report

Summary Evraz 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 Evraz Plc (Evraz) is a vertically integrated steel company that carries out the production of steel, coal and vanadium products. Its portfolio of products include semi-finished steel products, pipes, raw materials, coking coal concentrate, raw coking coal, tubular products and vanadium. The compan...

MarketLine Department

Freeport-McMoRan Inc - Strategy, SWOT and Corporate Finance Report

Summary Freeport-McMoRan Inc - 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 Freeport-McMoRan Inc (FCX) is a metals and mining company that carries out the production of gold, copper, cobalt, and oil and natural gas. Its portfolio of products includes specialty copper products, continuous cast copper rods, copper cathodes, copper concentrates, gold, copper elect...

MarketLine Department

Peabody Energy Corp - Strategy, SWOT and Corporate Finance Report

Peabody Energy Corp - Strategy, SWOT and Corporate Finance Report Summary Peabody Energy Corp - 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 Peabody Energy Corp (Peabody) is one of the largest private sector coal companies in the world. It produces, markets, trades, and engages in brokerage of coal. The company’s product portfolio includes bituminous coal, sub...

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...

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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