Report
Emna Ben Bdira ...
  • Maxime Kogge

AngloAmerican Plc : Q2 preview: performance to show further stability, focus on coal, nickel exit

>Q2 should confirm the positive Q1operational performance - Anglo is due to report Q2 production figures on 18 July and interim results on 25 July. After an encouraging Q1, we expect the operational recovery to continue with Q2 production broadly stable in most divisions and up sharply in platinum group metals (PGMs). In copper (37% of 2024e EBITDA), production is expected to be down 5% vs Q1: Quellaveco in Peru is expected to remain constrained by grades ahead of an ...
Underlying
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.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Emna Ben Bdira

Maxime Kogge

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