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 18032019

Currently '(TM)Value Indicator - UK Basic Resources' is a value analysis of the Basic Resources suer 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 18032019

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.

ANGLO AMERICAN PLC. sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of ANGLO AMERICAN PLC. (GB), a company active in the General Mining industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date March 12, 2019, the closing price was GBp 1,997.20 and its potential was estimated at GBp 2,242.19.

Philip Morrish

Value Indicator - UK Main Market 11032019

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 11032019

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

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.

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

Mathew Hodge

Morningstar | Strong Cost Performance from Anglo American, Raising our FVE to GBX 1,400

Anglo American’s adjusted net profit after tax, or NPAT, of USD 3.2 billion was flat compared with 2017 but beat our USD 3.0 billion forecast. The stronger than expected profit was underpinned by an impressive performance on costs and better profitability in the copper and diamond divisions. Adjusted EBITDA rose 5% to USD 9.2 billion primarily with higher prices which added USD 0.9 billion to EBITDA. Favourable currency moves added a further USD 0.2 billion and volumes USD 0.8 billion. Inflation and the loss of earnings from the Minas-Rio iron ore mine in Brazil reduced EBITDA by USD 0.6 billi...

Mathew Hodge

Morningstar | Strong Cost Performance from Anglo American, Raising our FVE to GBX 1,400. See Updated Analyst Note from 28 Feb 2019

Anglo American’s adjusted net profit after tax, or NPAT, of USD 3.2 billion was flat compared with 2017 but beat our USD 3.0 billion forecast. The stronger than expected profit was underpinned by an impressive performance on costs and better profitability in the copper and diamond divisions. Adjusted EBITDA rose 5% to USD 9.2 billion primarily with higher prices which added USD 0.9 billion to EBITDA. Favourable currency moves added a further USD 0.2 billion and volumes USD 0.8 billion. Inflation and the loss of earnings from the Minas-Rio iron ore mine in Brazil reduced EBITDA by USD 0.6 billi...

Mathew Hodge

Strong Cost Performance from Anglo American, Raising our FVE to GBX 1,400

Anglo American’s adjusted net profit after tax, or NPAT, of USD 3.2 billion was flat compared with 2017 but beat our USD 3.0 billion forecast. The stronger than expected profit was underpinned by an impressive performance on costs and better profitability in the copper and diamond divisions. Adjusted EBITDA rose 5% to USD 9.2 billion primarily with higher prices which added USD 0.9 billion to EBITDA. Favourable currency moves added a further USD 0.2 billion and volumes USD 0.8 billion. Inflation...

Alain William

ODDO : Upward revision to our forecasts for iron ore

The tragedy which struck the Brumadinho complex (state of Minas Gerais in Brazil) belonging to mining giant Vale has radically changed the fundamentals underpinning supply and demand in the iron ore market. Accordingly we are revising up our price scenario for 2019-2021 by 15% on average and are adopting a Neutral recommendation on Rio Tinto (vs Reduce) which has the greatest exposure. We are sticking with our Buy recommendation on ArcelorMittal. - >The Brumadinho tragedy ...

Alain William

ODDO : Révision à la hausse de nos attentes sur le minerai de fer

La tragédie du complexe minier de Brumadinho (Etat du Minas Gerais au Brésil) appartenant au géant minier Vale change radicalement les fondamentaux offre/demande du marché du minerai de fer. Aussi, nous relevons en moyenne de 15% notre scénario de prix pour 2019/2021e et adoptons une opinion Neutre sur Rio Tinto (vs Alléger) qui y est le plus exposé. Nous maintenons notre Achat sur ArcelorMittal. - >La tragédie de Brumadinho change la donne - La rupture d’un barrage s...

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...

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

...

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 – COMMENTAIRES DETAILLES 21/02/2019

...

Ahmed Ben Salem ...
  • Alain William
  • Alexandre Iatrides
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Jerôme Bodin
  • Martial Descoutures
  • Olivier Lebrun
  • Pierre Tegner
  • Pierre Corby
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/01/2019

...

Alain William ...
  • Aurelien Sivignon
  • Fatma Agnès Hamdani
  • Jeremy Garnier
  • Jerôme Bodin
  • Olivier Lebrun
  • Oussema Denguir
  • Pierre Corby

ODDO BHF Small & MIDCAP MORNING NEWS - 02/01/2019

Tecnicas Reunidas’ very specific positioning on the onshore and downstream business activities, with significant exposure to the Middle East makes it a prime player to play the resilience of investment by Middle Eastern NOC (National Oil Companies). Alongside this future inflation of the backlog, the group will likely post a rebound in its EBIT margin of close to 240bp after several tough quarters (problem of contract phasing and strained trade relations on some projects currently bei...

Ahmed Ben Salem ...
  • Alain William
  • Alexandre Iatrides
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Jerôme Bodin
  • Martial Descoutures
  • Olivier Lebrun
  • Pierre Tegner
  • Pierre Corby
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 01/02/2019

...

Philip Morrish

Value Indicator - UK Basic Resources 18032019

Currently '(TM)Value Indicator - UK Basic Resources' is a value analysis of the Basic Resources suer 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 18032019

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.

ANGLO AMERICAN PLC. sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of ANGLO AMERICAN PLC. (GB), a company active in the General Mining industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date March 12, 2019, the closing price was GBp 1,997.20 and its potential was estimated at GBp 2,242.19.

Philip Morrish

Value Indicator - UK Main Market 11032019

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 11032019

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

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...

MarketLine Department

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

Summary Marketline's Horizonte Minerals 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 Horizonte Minerals 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 advan...

MarketLine Department

MMC Norilsk Nickel - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's MMC Norilsk Nickel 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 MMC Norilsk Nickel 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...

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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