reports
Anglo American: 1 director
A director at Anglo American sold 4,267 shares at 2,391p and the significance rating of the trade was 59/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly show...
- Carole Braudeau
- Carole Braudeau
- Ahmed Ben Salem
AC ACCOR SA
EQNR EQUINOR ASA
DG VINCI SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
KNEBV KONE OYJ CLASS B
ORA ORANGE SA
SK SEB SA
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
RCO REMY COINTREAU SA
SW SODEXO SA
ENI ENI S.P.A.
SAN SANOFI
SAF SAFRAN S.A.
SY1 SYMRISE AG
BOL BOLLORE SA
BKT BANKINTER SA
MOCORP METSO OUTOTEC OYJ
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
SIK SIKA AG
DSY DASSAULT SYSTEMES SA
EPI A EPIROC AB
SGSN SGS SA
FER FERROVIAL SA
- Ahmed Ben Salem
AC ACCOR SA
EQNR EQUINOR ASA
DG VINCI SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
KNEBV KONE OYJ CLASS B
ORA ORANGE SA
SK SEB SA
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
RCO REMY COINTREAU SA
SW SODEXO SA
ENI ENI S.P.A.
SAN SANOFI
SAF SAFRAN S.A.
SY1 SYMRISE AG
BOL BOLLORE SA
BKT BANKINTER SA
MOCORP METSO OUTOTEC OYJ
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
SIK SIKA AG
DSY DASSAULT SYSTEMES SA
EPI A EPIROC AB
SGSN SGS SA
FER FERROVIAL SA
- Emna Ben Bdira
- Maxime Kogge
AngloAmerican Plc : Another quality quarter, disposal agenda on track
>Solid production in most businesses, but De Beers casts a shadow - Following on from a good first half, Anglo has reported strong Q3 production, enabling it in our view to target the middle or upper end of its production objectives in most of its activities.The performance was again strong in the two main divisions that will make up the bulk of the group’s future scope:Copper production (43% of 2024e EBITDA) was slightly below our expectations, but the grou...
- Emna Ben Bdira
- Maxime Kogge
AngloAmerican Plc : Un nouveau trimestre de qualité, processus de cess...
>Une production solide dans la plupart des activités, De Beers assombrit le tableau - Dans la continuité d’un bon S1, Anglo a publié une production T3 solide qui lui permet de viser le milieu ou la partie haute de ses objectifs de production dans la plupart de ses activités.La performance a de nouveau été solide dans les deux divisions principales qui constitueront l’essentiel du périmètre futur du groupe :La production de Cuivre (43% de l’EBITDA 2024e) a ét...
- Benoit Valleaux
- Steven Gould
AXA AXA
INFINEON INFINEON TECHNOLOGIES AG
RR. ROLLS-ROYCE HOLDINGS PLC
ENGI ENGIE SA.
AAL ANGLO AMERICAN PLC
MTX MTU AERO ENGINES AG
UTDI UNITED INTERNET AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
RWE RWE AG
IBE IBERDROLA SA
REY REPLY S.P.A.
LIN LINDE PUBLIC LIMITED COMPANY
- Benoit Valleaux
- Steven Gould
AXA AXA
INFINEON INFINEON TECHNOLOGIES AG
RR. ROLLS-ROYCE HOLDINGS PLC
ENGI ENGIE SA.
AAL ANGLO AMERICAN PLC
MTX MTU AERO ENGINES AG
UTDI UNITED INTERNET AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
RWE RWE AG
IBE IBERDROLA SA
REY REPLY S.P.A.
LIN LINDE PUBLIC LIMITED COMPANY
- Emna Ben Bdira
- Maxime Kogge
AngloAmerican Plc : Major progress on operating front, less so on asse...
>Progress on costs and cash flow in H1, copper as a support - After announcing on 18 July robust Q2 production figures, Anglo reported on the 25 H1 earnings showing clear progress marked by good cost control and a sharply higher cash flow. We found the performance from the main Copper division particularly convincing thanks to high production (despite generally unfavourable mining sequences) and initial proceeds from cost reduction plans. Los Bronces and El Soldado, ...
- Emna Ben Bdira
- Maxime Kogge
AngloAmerican Plc : Gros progrès sur l’opérationnel, moins sur les ces...
>Progrès sur les coûts et le cash-flow au S1, le cuivre en support - Après avoir communiqué le 18 juillet des chiffres de production T2 solides, Anglo a publié le 25 des résultats S1 en net progrès marqués par une bonne maîtrise des coûts et une forte hausse du cash-flow. Nous avons jugé particulièrement probante la performance de la principale division Cuivre grâce à une production élevée (en dépit d’une séquence minière défavorable) et aux premiers bénéfices des pl...
- Jerôme Bodin
FP TOTAL SE
AC ACCOR SA
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
JMT JERONIMO MARTINS SGPS S.A.
CA CARREFOUR SA
DB1 DEUTSCHE BOERSE AG
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
ROG ROCHE HOLDING LTD
SK SEB SA
SSAB A SSAB AB CLASS A
NOVN NOVARTIS AG
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
CPG COMPASS GROUP PLC
NESN NESTLE S.A.
VIV VIVENDI SE
NRG NRJ GROUP SA
RF EURAZEO SA
KER KERING SA
ELE ENDESA S.A.
SAN SANOFI
VER VERBUND AG CLASS A
EZJ EASYJET PLC
REP REPSOL SA
SOI SOITEC SA
SIX2 SIXT SE
MOCORP METSO OUTOTEC OYJ
MONC MONCLER SPA
IBE IBERDROLA SA
AZN BANCO SANTANDER S.A.
VOD ASTRAZENECA PLC
STM VODAFONE GROUP PLC
BESI STMICROELECTRONICS NV
ULA BE SEMICONDUCTOR INDUSTRIES N.V.
ERF UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
STLA EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
UMG STELLANTIS N.V.
DSY UNIVERSAL MUSIC GROUP NV
ML DASSAULT SYSTEMES SA
GSK COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 GSK PLC
SGSN DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
NOVO B SGS SA
NOVO NORDISK A/S
- Jerôme Bodin
FP TOTAL SE
AC ACCOR SA
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
JMT JERONIMO MARTINS SGPS S.A.
CA CARREFOUR SA
DB1 DEUTSCHE BOERSE AG
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
ROG ROCHE HOLDING LTD
SK SEB SA
SSAB A SSAB AB CLASS A
NOVN NOVARTIS AG
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
CPG COMPASS GROUP PLC
NESN NESTLE S.A.
VIV VIVENDI SE
NRG NRJ GROUP SA
RF EURAZEO SA
KER KERING SA
ELE ENDESA S.A.
VER SANOFI
EZJ VERBUND AG CLASS A
REP EASYJET PLC
SOI REPSOL SA
SIX2 SOITEC SA
MOCORP SIXT SE
MONC METSO OUTOTEC OYJ
IBE MONCLER SPA
SAN IBERDROLA SA
AZN BANCO SANTANDER S.A.
VOD ASTRAZENECA PLC
STM VODAFONE GROUP PLC
BESI STMICROELECTRONICS NV
ULA BE SEMICONDUCTOR INDUSTRIES N.V.
ERF UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
STLA EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
UMG STELLANTIS N.V.
DSY UNIVERSAL MUSIC GROUP NV
ML DASSAULT SYSTEMES SA
GSK COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 GSK PLC
SGSN DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
NOVO B SGS SA
NOVO NORDISK A/S
- Emna Ben Bdira
- Maxime Kogge
AngloAmerican Plc : Compelling H1 results with high copper performance...
>Compelling H1 results once restated for one-offs - Anglo American just published better-than-expected H1 results with underlying EBITDA coming at $ 5.0bn, 5% above ODDO BHF and 9% above consensus. The beat was partly due to a $ 127m revaluation benefit for an iron ore royalty (booked by De Beers) ahead of its disposal planned by year-end but most divisions booked solid, above expectations results. Copper’s performance was particularly strong at $ 2bn, driven in part...
- Emna Ben Bdira
- Maxime Kogge
AngloAmerican Plc : Compelling H1 results with high copper performance...
>Compelling H1 results once restated for one-offs - Anglo American just published better-than-expected H1 results with underlying EBITDA coming at $ 5.0bn, 5% above ODDO BHF and 9% above consensus. The beat was partly due to a $ 127m revaluation benefit for an iron ore royalty (booked by De Beers) ahead of its disposal planned by year-end but most divisions booked solid, above expectations results. Copper’s performance was particularly strong at $ 2bn, driven in part...
- Benoit Valleaux
- Bruno Cavalier
- Steven Gould
DHL DHL GROUP
GALP GALP ENERGIA SGPS SA CLASS B
AAL ANGLO AMERICAN PLC
KNEBV KONE OYJ CLASS B
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
COV COVIVIO SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SAND SANDVIK AB
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
SCHP SCHINDLER HOLDING AG PREF
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
BKT BANKINTER SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
UMI UMICORE
EPI A EPIROC AB
ALIV SDB AUTOLIV INC.
- Benoit Valleaux
- Bruno Cavalier
- Steven Gould
DHL DHL GROUP
GALP GALP ENERGIA SGPS SA CLASS B
AAL ANGLO AMERICAN PLC
KNEBV KONE OYJ CLASS B
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
COV COVIVIO SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SAND SANDVIK AB
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
SCHP SCHINDLER HOLDING AG PREF
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
BKT BANKINTER SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
UMI UMICORE
EPI A EPIROC AB
ALIV SDB AUTOLIV INC.
- Emna Ben Bdira
- Maxime Kogge
AngloAmerican Plc : Robust Q2 auguring well for the rest of the year, ...
>Robust Q2 production despite challenges in steelmaking coal - Anglo has reported robust Q2 production figures (see our First Take published on Thursday) that, to date, have enabled it to exceed half of its full-year targets in most divisions. Performance is compelling in the two core Copper (41% 2024e EBITDA) and Iron Ore (32%) divisions which will make up the lion’s share of activity following the planned exit from most other assets. Among the downsides, we highligh...
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