Anglo American Share Discussion Threads

[theapiarist] 13/1/2025 14:50

25th April 2024 the highest intraday bid was 2580 give or take a penny.

Or 5% higher than current share price

[juliemara] 13/1/2025 09:08

Can anyone remember what the intraday high was on the bid announcement back in April?

[cobourg1] 12/1/2025 14:19

hazi - the article can't be opened, it is hidden behind a paywall. Does it give any new information?

[hazl] 12/1/2025 10:24

Do not hold here but important bit in the Times business that you might want to read.

IMO

[pvpower] 10/1/2025 12:45

I heard that Rachel's papers are not in order, some fault or other on her CV and work experience, and the chinese are going to detain her indefinitely................

[roguetraderuk] 09/1/2025 15:30

rachael from accounts still expected to fly to china this weekend with cap in hand despite uk gilt mkt falling apart around her ears. thats whats boosted uk miners today.

[cobourg1] 09/1/2025 15:26

Six mentions on Market Buzz and now rated moderate buy by the six analysts covering it.

It has also been mentioned in the South African press as a takeover. I got that from Interactive Investor but the reference now seems to have been withdrawn. I know not why. If anything leaks it will probably be from the South African end.

Still no smoke without ............................ It's enough to make me sink a few more of my hard earned in it. Buy on the rumour, sell on the fact.

[vas007] 09/1/2025 13:13

Thanks 4 the update. I am still in it for the long term .

[tuftymatt] 09/1/2025 11:12

Hey VAS, I think there is a shift towards sectors that have been hit hard as some profit is taken out of big tech.

It's clear that big tech AI growth requires more data centres to be built and with US growth in general remaining strong then raw materials / copper will be needed which is all good news for the mining sector.

Added to that I think BHP may return or someone else could make a bid so that will help support the share price I feel.

Good luck all 👍🏻

[vas007] 09/1/2025 10:46

Tufty positive rise all good . But what's the update on this rise?

[tuftymatt] 06/1/2025 12:34

Trump tariff news / "detail" is my guess for the spike up by miners today.

Good luck all 👍🏻

[juliemara] 06/1/2025 11:57

Is this causing or following the day's rise in mining SPs?

[tuftymatt] 22/12/2024 20:04

Yes I read the other day about BHP needing to pay a decent size premium to get the deal done this time around.

I hope that's true and they are looking to get something going soon. Would make my Christmas if tomorrow or Tuesday something positive broke about it.

Good luck all 👍🏻

[vas007] 04/12/2024 10:29

Take a look at this article that might interest you https://ii.co.uk/news/top-news-anglo-american-seals-acquisition-of-vales-iron-ore-project-al1733211800100229900

[pcok] 04/12/2024 10:06

As one who also got into Sirius very early doors and felt smug about how clever I had been I agree. I got wiped out whilst the potential for large century long gains remained. That is why I swallowed my pride and followed the poly 4 story and bought in here. It will cost a lot but what mine does not. The difference here is the growing demand and the longevity of the project. A sleeping jewel in the Anglo crown.

[theapiarist] 04/12/2024 08:21

I agree with your comments on Poly4, Troc.

An agronomist friend tells me that it is superior to anything else currently available.

Unfortunately he invested too soon and lost his money on Sirius. A lesson in the perils of investing in early stage mining developments, no matter how promising they seem!

[troc1958] 03/12/2024 15:04

In my opinion Bhp will be hard pressed buying AA at the previous bid price of around 29.5 gbp made (and rejected by AA) earlier in 2024. Once the sale of Anglo plats and demerger of De Beers diamonds is complete, I can see BHP paying a huge premium, way above 30gbp for AA, to get their hands on their CU assets. I also think the premium Iron ore deal with Vale will eventually generate exceptional value for AA.I just hope that the Woodside crop nutrient project won't continue to drain the coffers too much before it comes into production. For those who don't know much about the prospects of polyhalite fertiliser, I suggest you do some research, as it's going to revolutionise the fertiliser industry with the crop yields achievable. Personally I'm very happy that AA have held onto this project.

[pander45] 01/12/2024 23:17

29-30 coming here

[tuftymatt] 30/11/2024 08:49

Jefferies have raised AAL from hold to buy with a 2850 price target.

Explains yesterday but at the same time will make the likes of BHP sit up and take notice.

Good luck all 👍🏻

[vas007] 29/11/2024 16:31

Well, tufty, it's broken freeeeeee of 2500.Happy days coming soon.

[tuftymatt] 29/11/2024 15:50

Yeah it's cleaning up its act and the likes of BHP have got to be taking notice.

DLG has been a pain trade for me, until a few days ago, and AAL has been too really so maybe there is a chance takeover news could return here very soon also 🤞🏻

Good luck all 👍🏻