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 20052019

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 povides the reader with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Main Market 20052019

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.

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

Compares key performance metrics against industry peers.

Philip Morrish

Value Indicator - UK Basic Resources 13052019

Currently '(TM)Value Indicator - Basic Resources' is a vale 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 13052019

Currently '(TM)Value Indicator - 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 user with indicative longer-term target prices.

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.

Alain William ...
  • Alfred Glaser
  • Baptiste Lebacq
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Johanna Jourdain
  • Matthias Desmarais
  • Sylvain Goyon

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/23/2019

Indices’ current momentum, which is largely due to the outperformance from cyclical stocks, seem to us to reflect 1/ a strong market expectations, namely the conclusion of an ambitious US-China trade agreement in early May and 2/ the belief in a re-acceleration of the US cycle. Our economists do not buy this possibility and instead see signs of a moderate slowdown. If this is confirmed by the US figures published on 26 April, European equities may have their say. Indeed, the turning ...

Alain William ...
  • Alfred Glaser
  • Baptiste Lebacq
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Johanna Jourdain
  • Matthias Desmarais
  • Sylvain Goyon

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 23/04/2019

La dynamique actuelle des indices, qui tient beaucoup à la surperformance des valeurs cycliques, nous semble refléter 1/ une attente forte du marché à savoir la conclusion d’un accord commercial ambitieux sino-américain début mai et 2/ la croyance en une réaccélération du cycle outre-Atlantique. Nos économistes n’achètent pas cette possibilité et entrevoient plutôt les signes d’un ralentissement modéré. Si celui-ci est confirmé par la publication des chiffres US le 26 avril prochain l...

Alain William

AngloAmerican Plc : Anglo reportedly preparing to fend off a bid by Volcan

>Anglo American said to have hired banks to fend off a bid by Volcan - According to the Telegraph, Anglo American (Neutral) has hired three banks to fend off a potential takeover bid from Volcan Investment. Volcan Investment is a holding vehicle controlled by Indian tycoon Anil Agarwal (61.7% stake). Note that Vulcan owns more than a 20% stake in Anglo American which was bought opportunistically in two tranches (March and September 2017) through a mandatory convertibl...

Mathew Hodge

Morningstar | Bulk Commodities Get Another Short-Term Boost from China. Major Miners Remain 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 inspections, closures and environmental regulation in China. Thermal coal supply has been added and was not ...

Mathew Hodge

Morningstar | Bulk Commodities Get Another Short-Term Boost from China. Major Miners Remain Overvalued. See Updated Analyst Note from 14 Apr 2019

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 inspections, closures and environmental regulation in China. Thermal coal supply has been added and was not ...

1 director maiden bought

A director at Anglo American maiden bought 940 shares at 2,119p and the significance rating of the trade was 52/100. 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 bo...

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

...

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 - 27/03/2019

...

Alain William ...
  • Christophe-Raphaël Ganet
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/27/2019

We are downgrading our recommendation on E.ON to Neutral after being on Buy since the tie-up with innogy was announced in March 2018. We currently believe that the official synergies (€ 600m-800m) are no longer a catalyst for creating value after the difficulties encountered by innogy over the past 18 months. As such, value creation for the shareholder is only possible via additional synergies (€ 150m-300m) and even then it would be limited to 2-16% compared to the current share price...

Alain William ...
  • Christophe-Raphaël Ganet
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 27/03/2019

Nous dégradons notre recommandation à Neutre après avoir été à l’Achat sur le titre depuis l’annonce du rapprochement avec innogy en mars 2018. Nous estimons à présent que les synergies officielles (600 à 800 M€) ne constituent plus un catalyseur de création de valeur après les difficultés rencontrées par innogy au cours des 18 derniers mois. Seule la prise en compte de synergies additionnelles (de 150 à 300 M€) permettrait de créer de la valeur pour l’actionnaire mais dans une propor...

Alain William ...
  • Alexandre Iatrides
  • Antoine Boivin-Champeaux
  • Baptiste Lebacq
  • Benoit Valleaux
  • Christophe Chaput
  • Florent Laroche-Joubert
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Jean Sassus
  • Johanna Jourdain
  • Louis Boujard
  • Matthias Desmarais
  • Olfa Taamallah
  • Philippe Ourpatian
  • Rémi Adam
  • Roland Pfaender
  • Steven Gould
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/21/2019

...

Philip Morrish

Value Indicator - UK Basic Resources 20052019

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 povides the reader with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Main Market 20052019

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 13052019

Currently '(TM)Value Indicator - Basic Resources' is a vale 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 13052019

Currently '(TM)Value Indicator - 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 user with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Basic Resources 07052019

Currently '(TM)Value Indicator - UK Basic Resourcres' 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

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...

MarketLine Department

Lonmin Plc - Strategy, SWOT and Corporate Finance Report

Lonmin Plc - Strategy, SWOT and Corporate Finance Report Summary Lonmin 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 Lonmin Plc (Lonmin) is one of the largest producers of platinum in the world. It is engaged in the discovery, acquisition, development, and marketing of platinum group metals (PGMs), includes platinum, palladium, ruthenium, iridium, rhodiu...

MarketLine Department

Ironveld Plc - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Ironveld Plc 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 Ironveld Plc 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 advantage. Key Highlight...

MarketLine Department

Petropavlovsk PLC - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Petropavlovsk PLC 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 Petropavlovsk PLC 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 advantage. Key...

MarketLine Department

Vast Resources Plc - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Vast Resources Plc 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 Vast Resources Plc 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 advantage. K...

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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