Anglo American Share Discussion Threads

[waldron] 17/5/2019 17:32

Rio Tinto
4,673 +1.39%


Anglo American
1,964.4 -0.39%


Glencore
276.7 -1.23%

(BHP) - 05/17 04:30:00 pm
1796.7 GBp +0.41%


Gold COMEX 1,276.50 -0.75%
Silver COMEX 14.40 -0.96%
Copper COMEX 2.73 -0.51%
Brent Crude Oil NYMEX 72.01 -0.84%
Gasoline NYMEX 2.01 -1.03%
Natural Gas NYMEX 2.64 -0.04%

[waldron] 16/5/2019 16:59

Rio Tinto
4,606 +1.91%


Anglo American
1,972 +3.03%



Glencore
280.6 +0.81%

CHUCKLE, OUR GLEN HAS JUST MANAGED TO CLAW ITS WAY BACK INTO THE 280 to 310p box
to be confirmed tomorrow

(BHP) Real-time Quote. Real-time CHI-X - 05/16 04:30:00 pm
1789.6 GBp +2.26%


Gold COMEX 1,285.10 -0.98%
Silver COMEX 14.55 -1.80%
Copper COMEX 2.76 +0.55%
Brent Crude Oil NYMEX 73.00 +1.71%
Gasoline NYMEX 2.03 +2.27%
Natural Gas NYMEX 2.63 +1.27%

[sarkasm] 16/5/2019 09:13

Metals
May 16, 2019 06:28 UTC (0) (0)
Evolving battery technology will alter demand for raw materials

Ahead of the S&P Global Platts Global Metals Awards in London, on May 16, The Barrel presents a special series of articles looking at the global metals trade. Emmanuel Latham and Felix Maire take a look at how changing battery chemistries will affect markets for metals like cobalt, nickel and lithium.

[waldron] 15/5/2019 17:24

Rio Tinto
4,519.5 +0.32%%

Anglo American
1,914 +0.20%

Glencore
278.35 +0.


(BHP) 05/15 04:30:00 pm
1752.7 GBp +0.30%

Gold COMEX 1,296.80 +0.04%
Silver COMEX 14.81 -0.05%
Copper COMEX 2.75 +0.92%
Brent Crude Oil NYMEX 72.17 +1.31%
Gasoline NYMEX 1.99 +2.14%
Natural Gas NYMEX 2.62 -1.54%

[waldron] 14/5/2019 17:13

Rio Tinto
4,505 +3.14%


Anglo American
1,910.2 +2.48%


Glencore
277 +1.95%


(BHP) - 05/14 04:30:00 pm
1743.5 GBp +1.77%

Gold COMEX 1,295.20 -0.51%
Silver COMEX 14.81 +0.19%
Copper COMEX 2.72 +0.06%
Brent Crude Oil NYMEX 71.37 +1.62%
Gasoline NYMEX 1.98 +0.94%
Natural Gas NYMEX 2.65 +1.07%

[foxy22] 14/5/2019 14:05

Kumba iron ore/anglos i/o interim profit to double

[sarkasm] 14/5/2019 13:49

Glencore PLC GLEN Credit Suisse Outperform 420.00 Reiterates

Anglo American PLC AAL Credit Suisse Outperform 2,710.00 Reiterates

BHP Billiton PLC BLT Credit Suisse Neutral 1,930.00 Reiterates

Rio Tinto PLC RIO Credit Suisse Neutral 4,340.00 Reiterates

[foxy22] 14/5/2019 08:26

Credit Suisse raises Anglo to 27.10?!Kumba iron ore subsidiary of Anglo up 3% jseIron ore ....not so affected by trade wars it seems...rather a beneficiary...Chinese stimulus

[a13878713] 13/5/2019 15:35

I don't buy in between a range as I like to maximise full profit in that range, so £17.75 can happen very quickly, in a climate when most sectors are falling.

[andy flower] 13/5/2019 14:16

Clearly 19 didn't hold. Do you still believe 17.75 is realistic? RSI is 28ish.

[foxy22] 08/5/2019 20:24

Barclays 20.00 price target

[foxy22] 08/5/2019 09:17

Clearly we are not alone in seeing further upside for Anglo....We feel that the only means by which we can seeArgawal gaining control of Anglo is thro an all cash offer,so the question then comes:what price ought to tempt anglo shareholders to part with their stock?We see a strong argument for this to be at least double todays share price ....Bernstein research

[foxy22] 03/5/2019 08:18

Upgrade cs outperform 23.50Balbains dont discount trade deal maybe next friday announcementAnd arghawal and blackrock making takeover bid .....then sell

[a13878713] 02/5/2019 16:39

If £19 does not hold, looking to get back in at circa £17.75.

[v11slr] 02/5/2019 15:45

I would have thought the cheaper it gets the more interested he will be. If the board wants to stay independant the best defence is a high share price.

[cheshire pete] 02/5/2019 15:34

Most miners down Balbains. Downgrade on AAL by JP Morgan, questor 'sell' in DT. Out at £21.28, also looking for re-entry now. Don't think Agarwal is likely to lose interest somehow.

[balbains324] 02/5/2019 15:28

Hi guys, not upto speed here took my eye off the ball first time in 15 years! Wasnt going to buy back in but looks tempting any one give me a brief summary why its dropping?

[foxy22] 02/5/2019 15:10

Ft article Deloitte replaces as auditor and intention to appoint Sa director...mentions that arghawal prefers Sa mining opps than Brazilian

[foxy22] 01/5/2019 10:47

Correction...it seems that objections to him are going to be put to shareholders for a vote...it does seem that his Brazilian background is the problem

[foxy22] 01/5/2019 10:34

He said he wanted a South African non exec Director if I'm not mistaken..anyway his objections were ignored and this director was appointed

[crossing_the_rubicon] 01/5/2019 08:40

”AGM address to shareholders”

Finally, I am pleased to introduce Marcelo Bastos, a new member of the Board who joined us on 1 April.  Marcelo is Brazilian and brings to Anglo American more than 30 years of operational and project experience in the mining industry across numerous commodities and geographies, particularly throughout South America.




"Wonder what the problem Agarwal has with Bastos is - possibly the Latam focus and Agarwal wants Anglo to beef up operations in Sarf Africa.

Rather they expanded in Latam myself. Sarf Africa is trouble worker relations side at the best of times"

[crossing_the_rubicon] 30/4/2019 21:00

"Agarwal votes against Anglo American director at investor meeting"

The decision to vote against the appointment of Marcelo Bastos is the latest sign of discord from the Indian billionaire, who controls more than 19 per cent of the UK-listed company through his family trust, Volcan. It follows reports that Mr Agarwal is working with advisers at JPMorgan on how to finance a bid for the company, a rival to his Vedanta Resources.




Interesting indeed.
:)