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

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

Compares key performance metrics against industry peers.

Philip Morrish

Value Indicator - UK Main Market 16092019

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 reader with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Basic Resources 16092019

Currently '(TM)Value Indicator - UK basic resources' is a value analysis of the 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 Basic Resources 09092019

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 09092019

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 reader with indicative longer-term target providers

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.

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.

Alain William ...
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Johanna Jourdain
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Olivier Lebrun
  • Roland Pfaender
  • Sylvain Goyon

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 19/07/2019

A plus de 3 écarts types de la moyenne 10 ans, l’écart de PE value-growth n’a jamais été aussi important. La rotation est-elle imminente ? Non si l’on parle d’une rotation « classique » car les moteurs de la surperformance de la croissance (érosion croissance BPA, taux faibles, ralentissement macro) sont encore allumés. Oui si l’on change de perspective en favorisant le segment « value » de l’univers croissance/ qualité. Notre scoring met en avant Personal & Household goods, Healthcar...

Alain William ...
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Johanna Jourdain
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Olivier Lebrun
  • Sylvain Goyon

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/19/2019

At over three standard deviations from the 10-year average, the P/E value-growth gap has never been so great. Is rotation imminent? Not if we speak about a “classic” rotation since the drivers causing growth to outperform (erosion in EPS growth, low rates and a macroeconomic slowdown) are still running. But the answer is yes if we change perspective by favouring the “value” segment of the growth-quality universe. Our scoring highlights personal & household goods, healthcare, oil, util...

Alain William

AngloAmerican Plc : Production undershot expectations but an improvement in weaker performing activities

>Production undershot expectations - Anglo American’s production report was disappointing even though copper equivalent production rose by 2%. The pleasant surprise came from Minas Rio, whose ramp-up exceeded management's expectations (5.9Mt in Q2 vs 4.9Mt in Q2 and ODDO BHF: 4.5Mt). The copper division (20% of the 2018 EBITDA) also performed better thanks to the Los Bronces (higher grades) and Collahuasi (high yield from the facility) mines. All other activities unde...

Alain William

AngloAmerican Plc : Une production en dessous des attentes mais un bon mix d’amélioration

>Une production en dessous des attentes - Le rapport de production d’Anglo American a été décevant même si la production en cuivre équivalent a progressé de 2%. La bonne surprise est venue de Minas Rio dont la montée en régime dépasse les attentes du management (5,9Mt au T2 vs 4,9Mt au T2 et ODDO BHF : 4,5Mt). La division Copper (20% de l’EBITDA 2018) a également fait mieux grâce aux mines de Los Bronces (teneurs plus élevées) et Collahuasi (bon rendement de l’usine)....

Alain William ...
  • Alfred Glaser
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Martial Descoutures
  • Matthias Desmarais
  • Pierre Corby
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/18/2019

...

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...

Ahmed Ben Salem ...
  • Alain William
  • Alexandre Iatrides
  • Alfred Glaser
  • Baptiste Lebacq
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Johanna Jourdain
  • Laurence Hofmann
  • Louis Boujard
  • Manuel Martin
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Pierre Corby
  • Roland Pfaender
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/07/2019

...

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 ...

Philip Morrish

Value Indicator - UK Main Market 16092019

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 reader with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Basic Resources 16092019

Currently '(TM)Value Indicator - UK basic resources' is a value analysis of the 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 Basic Resources 09092019

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 09092019

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 reader with indicative longer-term target providers

Philip Morrish

Value Indicator - UK Main Market 02092019

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 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...

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.

ResearchPool Subscriptions

Get the most out of your insights

Get in touch