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

Jérôme VINERIER

Analyse court terme - ANGLO AMERICAN : La tendance est haussière.

La tendance est haussière. La progression des cours se poursuit. Les objectifs sont à 1 708,00 p puis 1 885,00 p. La rupture de 1 262,00 p mettrait la tendance en danger.

Jérôme VINERIER

Short term view - ANGLO AMERICAN : The trend is bullish.

The trend is bullish. Prices are making further progress. The targets are at 1,708.00 p and then 1,885.00 p. The break of 1,262.00 p would endanger the trend.

1 director bought

A director at Anglo American bought 1,000 shares at 291.647ZAR 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 boa...

Philip Morrish

Value Indicator - UK Main Market 17092018

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. The publication is also available upon request at

Valérie GASTALDY

Medium term view - ANGLO AMERICAN : The recent fall is getting more vigorous.

The trend is bullish. The recent fall is getting more vigorous. The next support is at 1,433.00 p. A break below 1,223.00 p would challenge the trend.

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.

Anglo American plc: Key Facts and Statistics - H1 June 2017

CORPORATES ISSUER PROFILE 4 October 2017 TABLE OF CONTENTS Company Overview 1 Business Description 2 Management Strategy 3 Financial Highlights 5 Capital Structure and Debt Maturity 7 Company Management 8 Ownership Structure 9 Peer Group 10 Related Websites and Information Sources 10

Mathew Hodge

Morningstar | Commodity Price Cycle Maturing for Anglo American, FVE Retained

We maintain our GBX 1,120 per share fair value estimate for no-moat-rated Anglo American. Adjusted first-half 2018 net profit of USD 1.6 billion was 2% ahead of first-half 2017 but below our expectations. We've lowered our full-year 2018 earnings forecast by 14% to USD 2.66 per share as a result. Cost inflation continues to emerge. Adverse currency and inflation movements reduced first-half EBITDA by approximately USD 0.4 billion or 9%. The outage from the Minas Rio pipeline failure also detracted from EBITDA by USD 0.3 billion. Depreciation was higher than expected, reflecting a greater propo...

Mathew Hodge

Commodity Price Cycle Maturing for Anglo American, FVE Retained

We maintain our GBX 1,120 per share fair value estimate for no-moat-rated Anglo American. Adjusted first-half 2018 net profit of USD 1.6 billion was 2% ahead of first-half 2017 but below our expectations. We've lowered our full-year 2018 earnings forecast by 14% to USD 2.66 per share as a result. Cost inflation continues to emerge. Adverse currency and inflation movements reduced first-half EBITDA by approximately USD 0.4 billion or 9%. The outage from the Minas Rio pipeline failure also detract...

Mathew Hodge

Morningstar | Raising Our FVE to GBX 1,120 per Share on Currency and Commodity Prices

We raise our fair value estimate for no-moat Anglo American by 8% to GBX 1,120 per share. About half of the increase reflects depreciation in the British pound/U.S. dollar exchange rate; the rest is due to minor increases in near- to medium-term commodity price assumptions. The thermal coal price has outperformed expectations with strong demand from Asia and supply constraints. Supply has been weaker, mainly on restrictions on domestic production in China. Domestic supply in India has also been outpaced by demand, increasing import demand. We have raised our near-term metallurgical coal prices...

Mathew Hodge

Morningstar | Raising Our FVE to GBX 1,120 per Share on Currency and Commodity Prices. See Updated Analyst Note from 23 Jul 2018

We raise our fair value estimate for no-moat Anglo American by 8% to GBX 1,120 per share. About half of the increase reflects depreciation in the British pound/U.S. dollar exchange rate; the rest is due to minor increases in near- to medium-term commodity price assumptions. The thermal coal price has outperformed expectations with strong demand from Asia and supply constraints. Supply has been weaker, mainly on restrictions on domestic production in China. Domestic supply in India has also been outpaced by demand, increasing import demand. We have raised our near-term metallurgical coal prices...

Mathew Hodge

Raising Our FVE to GBX 1,120 per Share on Currency and Commodity Prices

We raise our fair value estimate for no-moat Anglo American by 8% to GBX 1,120 per share. About half of the increase reflects depreciation in the British pound/U.S. dollar exchange rate; the rest is due to minor increases in near- to medium-term commodity price assumptions. The thermal coal price has outperformed expectations with strong demand from Asia and supply constraints. Supply has been weaker, mainly on restrictions on domestic production in China. Domestic supply in India has also been ...

1 director bought

A director at Anglo American bought 1,000 shares at 291.647ZAR 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 boa...

Philip Morrish

Value Indicator - UK Main Market 17092018

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. The publication is also available upon request at

Philip Morrish

Value Indicator - UK Basic Resources 10092018

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 provdes the reader with indicative longer-term target prices. The publication is available on request from www.intellisys.uk.com

Philip Morrish

Value Indicator - UK Main Market 10092018

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. The publication is alos available on request at

Philip Morrish

Value Indicator - UK Basic Resources 03092018

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 indicatoive longer-term target prices. The publication is also available on request at

Philip Morrish

Value Indicator - UK Main Market 03092018

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 that reader with indicative longer-term trading indicators nd indicatove target prices. The publication is also available on request at

MarketLine Department

Anglo American plc - Strategy, SWOT and Corporate Finance Report

Summary Anglo American 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 Findings - Detailed information on Anglo American plc required for business and competitor intelligence needs - A study of the major internal and external factors affecting Anglo American plc in the form of a SWOT analysis - An in-depth view of the business model of Anglo American plc including a brea...

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 : La tendance est haussière.

La tendance est haussière. La progression des cours se poursuit. Les objectifs sont à 1 708,00 p puis 1 885,00 p. La rupture de 1 262,00 p mettrait la tendance en danger.

Jérôme VINERIER

Short term view - ANGLO AMERICAN : The trend is bullish.

The trend is bullish. Prices are making further progress. The targets are at 1,708.00 p and then 1,885.00 p. The break of 1,262.00 p would endanger the trend.

Valérie GASTALDY

Medium term view - ANGLO AMERICAN : The recent fall is getting more vigorous.

The trend is bullish. The recent fall is getting more vigorous. The next support is at 1,433.00 p. A break below 1,223.00 p would challenge the trend.

Valérie GASTALDY

Analyse moyen terme - ANGLO AMERICAN : La baisse récente gagne en vigueur.

La tendance est haussière. La baisse récente gagne en vigueur. Le prochain support est à 1 433,00 p. La tendance serait remise en cause par la rupture de 1 223,00 p.

Valérie GASTALDY

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

La tendance est baissière. La reprise est une consolidation. La baisse risque de reprendre jusqu'à 1 436,10 p. La tendance de fond serait remise en cause en cas de franchissement de 1 752,00 p.

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