Anglo American Share Discussion Threads

[waldron] 18/5/2020 10:46

Dow futures jump nearly 300 points, rebounding from last week’s losses

Published Sun, May 17 20206:08 PM EDT

Updated 21 min ago

Thomas Franck
@tomwfranck

Futures contracts tied to the major U.S. stock indexes rose early Monday as investors weighed comments by Federal Reserve Chairman Jerome Powell on the state of the economy against signs of optimism as states began to reopen for business over the weekend.

Dow Jones Industrial Average futures implied an opening gain of more than 270 points. S&P 500 and Nasdaq futures also pointed to gains at the open.

[waldron] 18/5/2020 10:12

Upcoming events on ANGLO AMERICAN PLC

july/16/2020 Interim 2020 Sales and Revenue Release - Production Report

july/30/2020 Interim 2020 Earnings Release

[waldron] 18/5/2020 10:07

The does seem to be a trading range foxy

with a strong resistence lets say at 1550 and seemly a support at 1350 fwiw

[foxy22] 18/5/2020 10:02

Do u think it's in a trading range nowRecovery in iron ore priceChines stimuluscoming Friday

[la forge] 16/5/2020 08:48

12 May 2020
Mark Cutifani presentation to Bank of America Global Metals,
Mining and Steel Conference


Anglo American Chief Executive, Mark Cutifani, today presents an overview of how Anglo American is "Delivering through volatile times" at Bank of America's annual Global Metals, Mining and Steel Conference.

Mr Cutifani said: "We continue to focus on delivering across the many facets of our business. Most immediately, we are proactively managing the health, social and economic effects of the pandemic, considering the entire ecosystem of our business.

Our global WeCare programme supports both lives and livelihoods - of our people, their families and our host communities, spanning four pillars: physical health, mental health, living with dignity, and community response. Our operations and host communities must both be healthy to prosper on a sustainable basis.

"The significant and broad-based improvements we have made to our business stand us in good stead, both during this uncertain time and as we move towards the economic recovery phase.

Our portfolio and asset quality position us well for the recovery, leveraging our technical, operational and product marketing capabilities to deliver the best returns from our asset base.

We see further transformational improvements ahead through our P101 and FutureSmart Mining(TM) programmes, including driving our operations towards carbon neutrality before 2040.

In combination with our ongoing portfolio evolution - with Quellaveco in copper, and Woodsmith in crop nutrients, and our expected exit from our thermal coal operations in South Africa in the next two to three years - we are well positioned for future demand themes and the needs of modern consumers and society."





Mark Cutifani's presentation can be found at www.angloamerican.com/investors/investor-presentations

[corlis] 16/5/2020 08:01

Morning Foxy & all, great rises last few days.
I'm watching this very closely but as yet not re-bought.

[waldron] 15/5/2020 17:25

Iron Ore 89.50 + 0.76(0.85%)
Gold COMEX 1,758.00 +0.98%
Silver COMEX 17.00 +5.22%
Platinum NYMEX 816.10 +5.30%
Copper COMEX 2.34 -0.47%
Brent Crude Oil NYMEX 32.14 +2.32%
Gasoline NYMEX 0.97 +3.81%
Natural Gas NYMEX 1.87 +0.11%
WTI 29.167 USD +4.00%


FTSE 100
5,799.77 +1.01%
Dow Jones
23,528.07 -0.41%
CAC 40
4,277.63 +0.11%
SBF 120
3,397.7 +0.35%
Euro STOXX 50
2,770.7 +0.59%
DAX
10,465.17 +1.24%
Ftse Mib
16,885.45 +0.10%


Rio Tinto
3,922 +4.39%



Bhp
1,413.2 +4.28%


Anglo American
1,433.8 +5.10%



Glencore
141.28 +3.50%

[waldron] 14/5/2020 16:54

Iron Ore 85.78-2.57(-3.00%)
Gold COMEX 1,741.20 +1.44%
Silver COMEX 16.06 +2.48%
Platinum NYMEX 772.20 +0.31%
Copper COMEX 2.34 -0.19%
Brent Crude Oil NYMEX 30.12 +3.19%
Gasoline NYMEX 0.92 +3.77%
Natural Gas NYMEX 1.92 +1.75%
WTI 26.709 USD +2.61%


FTSE 100
5,741.54 -2.75%
Dow Jones
23,175.82 -0.31%
CAC 40
4,273.13 -1.65%
SBF 120
3,385.9 -1.77%
Euro STOXX 50
2,754.52 -1.96%
DAX
10,337.02 -1.95%
Ftse Mib
16,844.15 -1.97%


Rio Tinto
3,757 +0.71%


Bhp
1,355.2 +0.82%



Anglo American
1,364.2 -0.97%



Glencore
136.5 -1.42%

[florenceorbis] 14/5/2020 10:11

RIO Deutsche Bank Hold 4,100.00 - Reiterates

KAZ Deutsche Bank Hold 410.00 - Reiterates

ANTO Deutsche Bank Hold 760.00 - Reiterates

BHP Deutsche Bank Buy 1,450.00 - Reiterates

AAL Deutsche Bank Buy 2,150.00 - Reiterates

GLEN Deutsche Bank Buy 220.00 - Reiterates

[waldron] 13/5/2020 17:10

Iron Ore 88.35 +0.54(0.61%)
Gold COMEX 1,716.90 +0.59%
Silver COMEX 15.67 -0.25%
Platinum NYMEX 771.60 -0.75%
Copper COMEX 2.35 -0.36%
Brent Crude Oil NYMEX 29.68 -1.00%
Gasoline NYMEX 0.90 -3.89%
Natural Gas NYMEX 1.89 -3.82%
WTI 25.971 USD +0.72%


FTSE 100
5,904.05 -1.51%
Dow Jones
23,279.14 -2.04%
CAC 40
4,344.95 -2.85%
SBF 120
3,446.94 -2.72%
Euro STOXX 50
2,810.55 -2.72%
DAX
10,542.66 -2.56%
Ftse Mib
17,190.32 -2.10%



Rio Tinto
3,730.5 +0.46%

Bhp
1,344.2 -0.72%


Anglo American
1,377.6 -4.23%


Glencore
138.46 -6.09%

[waldron] 12/5/2020 17:02

RNS Number : 5620M

Anglo American PLC

12 May 2020


12 May 2020
Mark Cutifani presentation to Bank of America Global Metals,
Mining and Steel Conference


Anglo American Chief Executive, Mark Cutifani, today presents an overview of how Anglo American is "Delivering through volatile times" at Bank of America's annual Global Metals, Mining and Steel Conference.

Mr Cutifani said: "We continue to focus on delivering across the many facets of our business. Most immediately, we are proactively managing the health, social and economic effects of the pandemic, considering the entire ecosystem of our business. Our global WeCare programme supports both lives and livelihoods - of our people, their families and our host communities, spanning four pillars: physical health, mental health, living with dignity, and community response. Our operations and host communities must both be healthy to prosper on a sustainable basis.

"The significant and broad-based improvements we have made to our business stand us in good stead, both during this uncertain time and as we move towards the economic recovery phase. Our portfolio and asset quality position us well for the recovery, leveraging our technical, operational and product marketing capabilities to deliver the best returns from our asset base. We see further transformational improvements ahead through our P101 and FutureSmart Mining(TM) programmes, including driving our operations towards carbon neutrality before 2040. In combination with our ongoing portfolio evolution - with Quellaveco in copper, and Woodsmith in crop nutrients, and our expected exit from our thermal coal operations in South Africa in the next two to three years - we are well positioned for future demand themes and the needs of modern consumers and society."





Mark Cutifani's presentation can be found at www.angloamerican.com/investors/investor-presentations

[waldron] 12/5/2020 17:00

Iron Ore 87.8 +11.12(1.28%)
Gold COMEX 1,711.20 +0.78%
Silver COMEX 15.80 +0.77%
Platinum NYMEX 779.70 -0.20%
Copper COMEX 2.37 -0.50%
Brent Crude Oil NYMEX 30.07 +1.48%
Gasoline NYMEX 0.93 -1.02%
Natural Gas NYMEX 2.00 -4.03%
WTI 6.091 USD +2.68%


FTSE 100
5,994.77 +0.93%
Dow Jones
24,212.15 -0.04%
CAC 40
4,472.5 -0.39%
SBF 120
3,543.38 -0.38%
Euro STOXX 50
2,884.2 +0.02%
DAX
10,819.5 -0.05%
Ftse Mib
17,560.28 +1.03%



Rio Tinto
3,713.5 +1.08%


Bhp
1,354 +0.24%


Anglo American
1,438.4 +0.77%


Glencore
147.44 -0.51%

[waldron] 11/5/2020 16:56

Iron Ore 86.69-0.15(-0.17%)
Gold COMEX 1,696.40 -1.02%
Silver COMEX 15.60 -1.13%
Platinum NYMEX 778.70 -1.34%
Copper COMEX 2.37 -1.41%
Brent Crude Oil NYMEX 29.98 -3.20%
Gasoline NYMEX 0.95 -1.11%
Natural Gas NYMEX 2.09 +0.39%
WTI 25.554 USD -1.00%

FTSE 100
5,939.73 +0.06%
Dow Jones
24,178.81 -0.63%
CAC 40
4,490.22 -1.31%
SBF 120
3,556.78 -1.33%
Euro STOXX 50
2,883.6 -0.87%
DAX
10,824.99 -0.73%
Ftse Mib
17,388.29 -0.29%



Rio Tinto
3,674 -1.38%



Bhp
1,350.8 -1.87%



Anglo American
1,427.4 -2.70%


Glencore
148.2 +0.01%

[adrian j boris] 11/5/2020 09:16

RIO Barclays Capital Underweight 3,200.00 - Reiterates

KAZ Barclays Capital Overweight 600.00 - Reiterates

GLEN Barclays Capital Overweight 220.00 - Reiterates

FRES Barclays Capital Equal weight up from 600.00 to 681.00 Reiterates

BHP Barclays Capital Overweight 1,550.00 - Reiterates

ANTO Barclays Capital Underweight 740.00 - Reiterates

AAL Barclays Capital Overweight 2,400.00 - Reiterates

[waldron] 07/5/2020 17:11

Iron Ore 85.93 + 2.64(3.07%)
Gold COMEX 1,715.60 +1.60%
Silver COMEX 15.45 +2.90%
Platinum NYMEX 779.00 +1.76%
Copper COMEX 2.38 +1.41%
Brent Crude Oil NYMEX 30.62 +3.03%
Gasoline NYMEX 0.95 +6.74%
Natural Gas NYMEX 2.16 -0.74%
WTI 26.508 USD +4.03%

FTSE 100
5,935.98 +1.40%
Dow Jones
24,089.78 +1.80%
CAC 40
4,501.44 +1.54%
SBF 120
3,559.89 +1.45%
Euro STOXX 50
2,880.6 +1.27%
DAX
10,759.27 +1.44%
Ftse Mib
17,208.81 +0.29%


Rio Tinto
3,725.5 +3.37%


Bhp
1,376.6 +2.93%



Anglo American
1,467 +7.02%



Glencore
148.18 +2.29%

[waldron] 06/5/2020 17:33

Iron Ore 83.29 + 0.23(0.28%)
Gold COMEX 1,685.50 -1.47%
Silver COMEX 15.05 -0.43%
Platinum NYMEX 763.30 -2.73%
Copper COMEX 2.34 +0.43%
Brent Crude Oil NYMEX 28.98 -6.43%
Gasoline NYMEX 0.87 -5.09%
Natural Gas NYMEX 2.19 -5.23%
WTI 24.793 USD -10.20%


FTSE 100
5,853.76 +0.07%
Dow Jones
23,830.25 -0.22%
CAC 40
4,433.38 -1.11%
SBF 120
3,509.17 -1.00%
Euro STOXX 50
2,843.76 -1.15%
DAX
10,606.2 -1.15%
Ftse Mib
17,167.38 -1.27%


Rio Tinto
3,604 +0.15%


Bhp
1,337.4 +1.32%



Anglo American
1,370.8 -0.84%



Glencore
144.86 +0.78%

[waldron] 05/5/2020 17:40

Iron Ore 83.06+ 0.91(1.10%)
Gold COMEX 1,707.50 -0.34%
Silver COMEX 15.08 +1.89%
Platinum NYMEX 785.10 +0.85%
Copper COMEX 2.33 +0.89%
Brent Crude Oil NYMEX 30.35 +11.58%
Gasoline NYMEX 0.90 +7.61%
Natural Gas NYMEX 2.35 +5.25%
WTI 26.012 USD +10.00%


FTSE 100
5,849.42 +1.66%
Dow Jones
24,162.84 +1.74%
CAC 40
4,483.13 +2.40%
SBF 120
3,544.63 +2.47%
Euro STOXX 50
2,875.91 +2.25%
DAX
10,729.46 +2.51%
Ftse Mib
17,365.86 +1.94%



Rio Tinto
3,598.5 +1.17%



Bhp
1,320 +2.74%



Anglo American
1,382.4 +2.07%



Glencore
143.74 +4.49%

[waldron] 05/5/2020 08:22

Anglo American Platinum to restart PGM, base metals production

Tue, 5th May 2020 07:41
ShareCast

(Sharecast News) - Anglo American Platinum said on Tuesday that it has "safely and successfully" completed the repair of the Anglo Converter Plant (ACP) phase B unit ahead of schedule, meaning it can now restart production of its platinum group metals and base metals.
The ACP and full downstream processing operations are completing a safe ramp-up and should be fully operational from 12 May, the company said, adding that a force majeure to suppliers of concentrate will be lifted on that date.

Chief executive officer Natascha Viljoen said: "We have carried out substantial testing to ensure the stability of the ACP Phase B unit, and as we complete the ramp-up, we are engaging with suppliers of concentrate to lift force majeure imminently. All temporary commercial arrangements applicable during the force majeure period will revert to normal commercial terms."

The estimated cost of repairs is about 150 million rand, in line with the lower end of Anglo's guidance.

The company said repair work on the ACP Phase A unit continues and is progressing in line with the project plan. All orders for long lead items have been placed and the dismantling work started on site. Due to the time taken to refine the respective platinum group and base metals, the force majeure notice remains in effect for refined metal customers.

"Given the collective uncertainty around the start-up of ACP, the ramp-up of mining operations and the potential impact of Covid-19, Anglo American Platinum retains its current guidance and will provide an update as appropriate when we have further information and clarity on production," it said.

The ACP phase A converter plant at the Waterval smelter complex in Rustenburg was damaged after an explosion within the converter on 10 February. The phase B unit was commissioned to take over from the phase A plant and was in the process of ramping up to steady state when water was detected in the furnace.

[waldron] 04/5/2020 17:18

Iron Ore 82.15-0.35(-0.43%)
Gold COMEX 1,712.20 +0.66%
Silver COMEX 14.88 -0.42%
Platinum NYMEX 777.60 +0.48%
Copper COMEX 2.31 +0.00%
Brent Crude Oil NYMEX 26.63 +0.72%
Gasoline NYMEX 0.80 +1.44%
Natural Gas NYMEX 2.20 +3.00%
WTI 22.206 USD +3.95%


FTSE 100
5,753.78 -0.16%
Dow Jones
23,537.96 -0.78%
CAC 40
4,378.23 -4.24%
SBF 120
3,459.11 -4.19%
Euro STOXX 50
2,812.58 -3.94%
DAX
10,466.8 -3.64%
Ftse Mib
17,075.24 -3.48%



Rio Tinto
3,557 -1.59%


Bhp
1,284.8 -0.42%



Anglo American
1,354.4 -0.56%

Glencore
137.56 -1.59%

[waldron] 01/5/2020 17:03

Iron Ore 82.50-1.34(-1.62%)
Gold COMEX 1,706.70 +0.74%
Silver COMEX 15.05 +0.48%
Platinum NYMEX 783.00 -3.69%
Copper COMEX 2.31 -1.54%
Brent Crude Oil NYMEX 26.10 -1.44%
Gasoline NYMEX 0.78 -3.53%
Natural Gas NYMEX 2.13 -1.80%
WTI 19.091 USD -2.00%

FTSE 100
5,756.83 -2.45%
Dow Jones
23,861.85 -1.99%


Rio Tinto
3,614.5 -1.90%



Bhp
1,290.2 -3.44%



Anglo American
1,345.2 -4.95%



Glencore
139.78 -4.98%

[waldron] 30/4/2020 17:50

Iron Ore 83.840.01(0.01%)
Gold COMEX 1,698.70 -0.86%
Silver COMEX 15.05 -1.73%
Platinum NYMEX 803.20 +0.45%
Copper COMEX 2.34 -1.22%
Brent Crude Oil NYMEX 25.72 +6.15%
Gasoline NYMEX 0.77 +2.65%
Natural Gas NYMEX 1.89 +1.34%
WTI 17.61 USD +10.65%


FTSE 100
5,901.21 -3.50%
Dow Jones
24,262.17 -1.51%
CAC 40
4,572.18 -2.12%
SBF 120
3,610.57 -2.00%
Euro STOXX 50
2,927.93 -2.38%
DAX
10,861.64 -2.22%
Ftse Mib
17,676.92 -2.16%



Rio Tinto
3,684.5 -6.56%


Bhp
1,336.2 -4.69%



Anglo American
1,415.2 -6.80%



Glencore
147.1 -4.93%

[philanderer] 30/4/2020 10:18

30th april JP Morgan Caz 'overweight' tp 2500p up from 2300p

[waldron] 29/4/2020 17:13

Iron Ore 83.83-0.05(-0.06%)
Gold COMEX 1,717.00 -0.30%
Silver COMEX 15.48 +0.99%
Platinum NYMEX 802.00 +0.80%
Copper COMEX 2.38 +1.49%
Brent Crude Oil NYMEX 24.34 +7.04%
Gasoline NYMEX 0.78 +10.41%
Natural Gas NYMEX 1.88 -3.54
WTI 16.139 USD +23.35%

FTSE 100
6,115.25 +2.63%
Dow Jones
24,609.66 +2.11%
CAC 40
4,671.11 +2.22%
SBF 120
3,684.29 +2.29%
Euro STOXX 50
2,999.45 +2.40%
DAX
11,107.74 +2.89%
Ftse Mib
18,062.31 +2.18%


Rio Tinto
3,943 +4.53%



Bhp
1,402 +5.13%



Anglo American
1,518.4 +4.67%



Glencore
154.72 +6.29%