Anglo American Share Discussion Threads

[philanderer] 18/6/2020 09:56

Upgrade from RBC

18th june RBC 'outperform' tp 2200p

[waldron] 17/6/2020 17:15

Iron Ore 103.18-0.28(-0.27%)
Gold COMEX 1,732.20 -0.16%
Silver COMEX 17.72 +0.36%
Platinum NYMEX 838.10 -0.69%
Copper COMEX 2.58 +0.70%
Brent Crude Oil NYMEX 40.77 -0.46%
Gasoline NYMEX 1.22 +2.11%
Natural Gas NYMEX 1.71 +0.59%
(WTI) 37.883 USD +0.34%

FTSE 100
6,253.25 +0.17%
Dow Jones
26,260.33 -0.11%
CAC 40
4,995.97 +0.88%
SBF 120
3,934.24 +0.71%
Euro STOXX 50
3,265.68 +0.63%
DAX
12,382.14 +0.54%
Ftse Mib
19,586.86 -0.20%


Rio Tinto
4,585.5 +0.10%



Bhp
1,648 -0.02%



Anglo American
1,813.4 -0.45%


Glencore
172.1 -0.16%

[waldron] 16/6/2020 17:20

Iron Ore 103.46 + 0.39(0.38%)
Gold COMEX 1,733.80 +0.12%
Silver COMEX 17.60 +1.13%
Platinum NYMEX 842.10 +2.48%
Copper COMEX 2.56 -0.43%
Brent Crude Oil NYMEX 40.15 +1.08%
Gasoline NYMEX 1.19 +1.22%
Natural Gas NYMEX 1.71 -2.78%
WTI 37.148 USD +0.12%

FTSE 100
6,242.79 +2.94%
Dow Jones
26,283.51 +2.02%
CAC 40
4,952.46 +2.84%
SBF 120
3,906.41 +2.80%
Euro STOXX 50
3,242.65 +3.28%
DAX
12,315.66 +3.39%
Ftse Mib
19,647.2 +3.57%



Rio Tinto
4,581 +2.24%



Bhp
1,648.4 +2.19%



Anglo American
1,821.6 +2.74%



Glencore
172.38 +2.62%

[waldron] 15/6/2020 17:16

Iron Ore 103.07-0.52(-0.50%)
Gold COMEX 1,726.00 -0.65%
Silver COMEX 17.34 -0.81%
Platinum NYMEX 816.10 -0.35%
Copper COMEX 2.56 -1.67%
Brent Crude Oil NYMEX 38.73 +0.00%
Gasoline NYMEX 1.15 +1.06%
Natural Gas NYMEX 1.77 -2.75%
WTI 36.054 USD +1.53%


FTSE 100
6,064.7 -0.66%
Dow Jones
25,243.6 -1.41%
CAC 40
4,832.55 -0.14%
SBF 120
3,799.89 -0.38%
Euro STOXX 50
3,139.54 -0.17%
DAX
11,911.35 -0.32%
Ftse Mib
18,996.2 +0.57%


Rio Tinto
4,480.5 -2.51%



Bhp
1,613 -3.26%


Anglo American
1,773 -2.86%


Glencore
167.98 -2.53%

[waldron] 12/6/2020 17:18

Iron Ore103.59 +0.84(0.81%)
Gold COMEX 1,744.00 +0.59%
Silver COMEX 17.65 -1.34%
Platinum NYMEX 826.80 +0.71%
Copper COMEX 2.60 +1.07%
Brent Crude Oil NYMEX 38.93 +1.59%
Gasoline NYMEX 1.14 +1.35%
Natural Gas NYMEX 1.86 -2.05%
WTI 36.175 USD +1.59%


FTSE 100
6,105.18 +0.47%
Dow Jones
25,483.76 +1.42%
CAC 40
4,839.26 +0.49%
SBF 120
3,814.36 +0.53%
Euro STOXX 50
3,153.74 -0.17%
DAX
11,949.28 -0.18%
Ftse Mib
18,833.56 +0.14%



Rio Tinto
4,596 +2.25%


Bhp
1,667.4 +1.10%


Anglo American
1,825.2 +2.71%


Glencore
172.34 +2.16%

[waldron] 11/6/2020 17:07

Iron Ore 102.75-0.14(-0.14%)
Gold COMEX 1,741.80 -0.35%
Silver COMEX 17.94 +0.78%
Platinum NYMEX 823.70 -4.32%
Copper COMEX 2.59 -2.35%
Brent Crude Oil NYMEX 38.85 -5.77%
Gasoline NYMEX 1.12 -7.70%
Natural Gas NYMEX 1.89 +0.32%
WTI 36.513 USD -5.32%

FTSE 100
6,076.7 -3.99%
Dow Jones
25,857.15 -4.20%
CAC 40
4,815.6 -4.71%
SBF 120
3,794.39 -4.69%
Euro STOXX 50
3,159.23 -4.33%
DAX
11,970.29 -4.47%
Ftse Mib
18,873.95 -4.47%

Rio Tinto
4,495 -1.82%



Bhp
1,649.2 -4.05%


Anglo American
1,777 -4.88%

Glencore
168.7 -5.62%

[philanderer] 11/6/2020 09:53

10th june Deutsche buy tp 2300p up from 2150p

[waldron] 10/6/2020 16:56

Iron Ore 102.89-0.09(-0.09%)
Gold COMEX 1,723.30 +0.20%
Silver COMEX 17.94 +0.79%
Platinum NYMEX 847.40 -1.53%
Copper COMEX 2.66 +2.25%
Brent Crude Oil NYMEX 40.98 -0.49%
Gasoline NYMEX 1.20 -1.15%
Natural Gas NYMEX 1.86 +0.27%
WTI 38.752 USD +1.27%

FTSE 100
6,329.13 -0.10%
Dow Jones
27,119.71 -0.56%
CAC 40
5,053.42 -0.82%
SBF 120
3,981.07 -0.91%
Euro STOXX 50
3,302.32 -0.66%
DAX
12,530.16 -0.70%
Ftse Mib
19,806.68 -0.62%



Rio Tinto
4,578.5 +1.18%



Bhp
1,718.8 +0.40%


Anglo American
1,868.2 +0.15%


Glencore
178.74 +0.82%

[waldron] 10/6/2020 16:56

RNS Number : 5234P

Anglo American PLC

10 June 2020


10 June 2020


Anglo American Platinum update on ACP Phase B repair

Anglo American plc notes the announcement by Anglo American Platinum Limited released today to the Johannesburg stock exchange. The text of the announcement is copied below:

Anglo American Platinum announced on 3 June 2020 that a water leak had been detected in the high-pressure cooling section of the Anglo Converter Plant (ACP) Phase B unit. All employees were safely evacuated as a precaution. The Company took the decision to temporarily close the ACP Phase B unit to secure a safe operating environment, protect employees and protect the integrity of the plant.

The detailed technical investigation into the cause of the water leak shows localised damage to a single cooler tube that is now being replaced and confirms that this leak is unconnected to the repair work recently completed on the ACP Phase B unit. Other maintenance is being carried out and additional controls put in place whilst the ACP Phase B unit is off-line in order to provide greater operational stability. The repair work is expected to be completed next week, and recommissioning will then start once a detailed risk-based assurance process has confirmed it is safe to do so.

A prudent approach will be taken to safely ramp up the ACP Phase B unit. Increased monitoring will likely result in intermittent stoppages to inspect the plant until the repairs to the ACP Phase A unit are completed. The repairs to the ACP Phase A unit are progressing well and are now expected to complete towards the end of 2020 due to the successful accelerated procurement of key long-lead time items.

Anglo American Platinum will continue to receive concentrate from third parties and joint ventures under the purchase of concentrate and toll agreements and will continue to deliver metal to customers.

The stoppage of the ACP Phase B for repairs of this water leak is not expected to have any impact on full year refined production guidance, which remains at between 3.1 - 3.6 million PGM ounces.

[waldron] 09/6/2020 16:58

Iron Ore 102.98-0.43(-0.42%)
Gold COMEX 1,723.60 +1.08%
Silver COMEX 17.86 -0.18%
Platinum NYMEX 862.60 +0.16%
Copper COMEX 2.60 +1.25%
Brent Crude Oil NYMEX 40.70 -0.25%
Gasoline NYMEX 1.19 -0.14%
Natural Gas NYMEX 1.87 -2.10%
(WTI) 38.253 USD -0.84%

FTSE 100
6,335.72 -2.11%
Dow Jones
27,307.92 -0.96%
CAC 40
5,095.11 -1.55%
SBF 120
4,017.83 -1.59%
Euro STOXX 50
3,324.1 -1.44%
DAX
12,617.99 -1.57%
Ftse Mib
19,934.47 -1.47%




Rio Tinto
4,525 -0.82%



Bhp
1,712 -0.88%



Anglo American
1,865.4 -0.07%


Glencore
177.28 -2.45%

[philanderer] 09/6/2020 00:02

Jefferies list of global companies that screened as winners among value stocks:

U.S.: ViacomCBS Inc., Energy Transfer LP, American International Group, Inc., Synchrony Financial, Citigroup Inc.

Europe: Royal Bank of Scotland Group Plc, ING Groep N.V., Aviva Plc, Traton SE, Anglo American Plc

Japan: Jtekt Corp., Yamaha Motor Co Ltd., Tokyu Fudosan Holdings Corp., Sumitomo Mitsui Financial Group Inc., Hitachi Ltd.

Asia Pacific (excluding Japan): Oil and Natural Gas Corporation Ltd., Standard Chartered Plc, United Tractors Tbk, Posco, Mirvac Group

[waldron] 08/6/2020 16:57

Iron Ore103.41 +3.15(3.05%)
Gold COMEX 1,695.50 +0.74%
Silver COMEX 17.70 +1.26%
Platinum NYMEX 856.90 +3.19%
Copper COMEX 2.56 +0.33%
Brent Crude Oil NYMEX 41.04 -2.98%
Gasoline NYMEX 1.20 -1.11%
Natural Gas NYMEX 1.88 -0.48%
WTI 38.194 USD -5.39%


FTSE 100
6,472.59 -0.18%
Dow Jones
27,355.59 +0.90%
CAC 40
5,175.52 -0.43%
SBF 120
4,082.61 -0.42%
Euro STOXX 50
3,372.64 -0.39%
DAX
12,819.59 -0.22%
Ftse Mib
20,239.02 +0.26%


Rio Tinto
4,562.5 +0.27%


Bhp
1,727.2 +0.30%



Anglo American
1,866.8 +0.05%


Glencore
181.74 +0.42%

[la forge] 08/6/2020 11:40

RIO JP Morgan Cazenove Neutral up from 4,560.00 to5,140.00 Reiterates

GLEN JP Morgan Cazenove Underweight up from 170.00 to 180.00 Reiterates

BHP JP Morgan Cazenove Overweight up from 1,780.00 to 1,830.00 Reiterates

AAL JP Morgan Cazenove Overweight up from 2,500.00 to2,650.00 Reiterates

[foxy22] 08/6/2020 08:04

Jon raises target to 26.50

[waldron] 05/6/2020 17:11

Iron Ore100.68 +1.83(1.82%)
Gold COMEX 1,681.00 -2.69%
Silver COMEX 17.49 -3.16%
Platinum NYMEX 827.90 -4.29%
Copper COMEX 2.57 +3.07%
Brent Crude Oil NYMEX 42.06 +5.18%
Gasoline NYMEX 1.20 +4.53%
Natural Gas NYMEX 1.90 -0.84%
(WTI) 39.131 USD +5.25%


FTSE 100
6,484.3 +2.25%
Dow Jones
27,234.76 +3.63%
CAC 40
5,197.79 +3.71%
SBF 120
4,099.95 +3.42%
Euro STOXX 50
3,385.9 +3.85%
DAX
12,847.68 +3.36%
Ftse Mib
20,178.69 +2.77%



FTSE 100
6,484.3 +2.25%
Dow Jones
27,234.76 +3.63%
CAC 40
5,197.79 +3.71%
SBF 120
4,099.95 +3.42%
Euro STOXX 50
3,385.9 +3.85%
DAX
12,847.68 +3.36%
Ftse Mib
20,178.69 +2.77%



Rio Tinto
4,550 +1.79%


Bhp
1,722 +3.18%



Anglo American
1,865.8 +4.80%



Glencore
180.98 +6.99%

nice to see

to see nice

such a positive end to the week

Have a great weekend

enjoy but do be careful

[waldron] 29/5/2020 17:20

Iron Ore 92.54 + 0.49(0.53%)
Gold COMEX 1,751.10 +1.14%
Silver COMEX 18.42 +2.93%
Platinum NYMEX 874.10 +1.29%
Copper COMEX 2.42 +0.66%
Brent Crude Oil NYMEX 35.82 -0.67%
Gasoline NYMEX 1.03 -0.21%
Natural Gas NYMEX 1.77 -2.80%
WTI 33.473 USD -0.04%

FTSE 100
6,076.6 -2.29%
Dow Jones
25,221.66 -0.70%
CAC 40
4,695.44 -1.59%
SBF 120
3,710.32 -1.58%
Euro STOXX 50
3,050.2 -1.67%
DAX
11,586.85 -1.65%
Ftse Mib
18,206.97 -0.79%



Rio Tinto
4,313 +0.57%



Bhp
1,581.2 -0.54%



Anglo American
1,700.6 -0.67%



Glencore
149.82 -4.72%

[waldron] 28/5/2020 17:18

Iron Ore 92.05 +0.24(0.26%)
Gold COMEX 1,737.00 +0.59%
Silver COMEX 18.02 +1.45%
Platinum NYMEX 860.20 -2.04%
Copper COMEX 2.40 +0.82%
Brent Crude Oil NYMEX 35.77 +0.90%
Gasoline NYMEX 1.02 +0.28%
Natural Gas NYMEX 1.85 -1.49%
WTI 33.236 USD +4.62%


FTSE 100
6,218.79 +1.21%
Dow Jones
25,669.95 +0.48%
CAC 40
4,771.39 +1.76%
SBF 120
3,769.72 +1.63%
Euro STOXX 50
3,094.47 +1.54%
DAX
11,781.13 +1.06%
Ftse Mib
18,325.38 +2.32%



Rio Tinto
4,288.5 +0.69%



Bhp
1,589.8 +1.15%


Anglo American
1,712 +2.50%



Glencore
157.24 +0.43%

[waldron] 27/5/2020 17:12

Iron Ore 91.81 +0.17(0.19%)
Gold COMEX 1,713.10 -1.89%
Silver COMEX 17.50 -0.74%
Platinum NYMEX 874.20 +0.10%
Copper COMEX 2.37 -1.70%
Brent Crude Oil NYMEX 35.40 -3.65%
Gasoline NYMEX 1.02 -4.43%
Natural Gas NYMEX 1.92 -0.72%
WTI 32.779 USD -3.74%

FTSE 100
6,144.25 +1.26%
Dow Jones
25,186.22 +0.76%
CAC 40
4,688.74 +1.79%
SBF 120
3,709.25 +1.52%
Euro STOXX 50
3,047.46 +1.37%
DAX
11,657.69 +1.33%
Ftse Mib
17,879.23 +0.11%


Rio Tinto
4,259 +1.90%



Bhp
1,571.8 +1.52%



Anglo American
1,670.2 +3.07%



Glencore
156.56 +2.26%

[waldron] 26/5/2020 17:06

Iron Ore 91.6 +40.22(0.24%)
Gold COMEX 1,727.40 -0.47%
Silver COMEX 17.63 -0.38%
Platinum NYMEX 875.50 -2.20%
Copper COMEX 2.41 +0.90%
Brent Crude Oil NYMEX 35.44 -0.23%
Gasoline NYMEX 1.06 -0.40%
Natural Gas NYMEX 1.93 +4.09%
WTI West Texas Intermediate crude futures gained 2.3%, or 74 cents, to trade at $3402.


FTSE 100
6,067.76 +1.24%
Dow Jones
25,091.89 +2.56%
CAC 40
4,606.24 +1.46%
SBF 120
3,653.69 +1.52%
Euro STOXX 50
2,999.22 +1.14%
DAX
11,504.65 +1.00%
Ftse Mib
17,833.74 +1.35%


Rio Tinto
4,179.5 -1.95%


Bhp
1,548.2 -0.12%


Anglo American
1,620.4 +3.24%


Glencore
153.1 +3.36%

[waldron] 22/5/2020 16:59

Iron Ore 87.47 -3.73(-4.26%)
Gold COMEX 1,730.30 +0.49%
Silver COMEX 17.58 +1.22%
Platinum NYMEX 883.10 +1.92%
Copper COMEX 2.38 -2.06%
Brent Crude Oil NYMEX 34.73 -3.69%
Gasoline NYMEX 1.04 -2.27%
Natural Gas NYMEX 1.88 +0.64%
WTI 32.704 USD -3.74%



FTSE 100
5,993.28 -0.37%
Dow Jones
24,352.84 -0.50%
CAC 40
4,444.56 -0.02%
SBF 120
3,517.86 +0.13%
Euro STOXX 50
2,906.77 +0.08%
DAX
11,073.87 +0.07%
Ftse Mib
17,306.15 +1.28%



Rio Tinto
4,262.5 +1.22%


Bhp
1,550 +0.36%



Anglo American
1,569.6 -1.99%


Glencore
148.12 -1.61%

[maywillow] 22/5/2020 09:35

UBS Neutral DOWN FROM 2,000.00 TO 1,650.00 Reiterates

[waldron] 21/5/2020 17:00

Iron Ore 91.20 + 0.07(0.08%)
Gold COMEX 1,722.50 -1.69%
Silver COMEX 17.45 -3.22%
Platinum NYMEX 863.80 -7.57%
Copper COMEX 2.43 -1.10%
Brent Crude Oil NYMEX 36.07 +0.90%
Gasoline NYMEX 1.06 +0.23%
Natural Gas NYMEX 1.84 -3.61%
WTI 33.697 USD +0.51%


FTSE 100
6,015.25 -0.86%
Dow Jones
24,508.77 -0.27%
CAC 40
4,445.45 -1.15%
SBF 120
3,513.22 -1.10%
Euro STOXX 50
2,904.34 -1.41%
DAX
11,065.93 -1.41%
Ftse Mib
17,075.06 -0.80%





Rio Tinto
4,211 -1.76%


Bhp
1,544.4 -1.00%


Anglo American
1,601.4 -2.28%



Glencore
150.54 -2.11%

[waldron] 20/5/2020 16:54

Iron Ore 91.13 +0.48(0.53%)
Gold COMEX 1,752.00 +0.37%
Silver COMEX 18.05 +0.83%
Platinum NYMEX 937.40 +5.37%
Copper COMEX 2.46 +1.70%
Brent Crude Oil NYMEX 35.63 +3.10%
Gasoline NYMEX 1.06 +0.31%
Natural Gas NYMEX 1.94 -0.82%

FTSE 100
6,067.16 +1.08%
Dow Jones
24,620.05 +1.71%
CAC 40
4,496.98 +0.87%
SBF 120
3,552.37 +0.88%
Euro STOXX 50
2,946.01 +1.36%
DAX
11,223.71 +1.34%
Ftse Mib
17,232.39 +1.16%



Rio Tinto
4,286.5 +0.40%


Bhp
1,560 +1.17%


Anglo American
1,638.8 +1.80%



Glencore
153.78 -0.14%