ANGLO AMERICAN WKN: A0MUKL ISIN: GB00B1XZS820 Kürzel: AAL Forum: Aktien Thema: Hauptdiskussion

https://www.miningweekly.com/article/de-beers-capitulates-on-diamond-strategy-with-big-price-cuts-2024-12-02 ----- "The slump in the diamond market comes at a difficult time for De Beers. Its owner, Anglo American, is looking to exit the business as part of a radical restructuring after fending off a $49-billion bid from BHP Group earlier this year."

https://www.miningweekly.com/article/lure-of-anglos-copper-mines-could-test-bhps-spending-resolve-2024-12-20 ---- "BHP wants Anglo's prized copper assets in Chile and Peru. Its $49-billion attempt failed in May, but BHP did not rule out a renewed offer. Investors and banking sources say at least a £15 to £20 a share premium to its current value of around £23 a share, including a cash component, is needed to make any offer compelling."

https://www.miningweekly.com/article/bhp-will-not-make-a-fresh-bid-for-anglo-american-in-the-near-term-ft-reports-2025-01-27 ----- "BHP will not be making a fresh bid for rival miner Anglo American in the near term because its shares have become too expensive, the Financial Times reported on Saturday, citing three people close to the situation."

https://www.miningweekly.com/article/mmg-to-acquire-anglo-americans-nickel-business-for-500m-2025-02-18

Wo stehen wir in 2025?

"Diversified miner Anglo American has signed a new polyhalite fertiliser agreement with Cefetra Group, a wholly owned subsidiary of BayWa, further reinforcing the companies’ European partnership." ----- https://www.miningweekly.com/article/anglo-american-cefetra-reinforce-european-fertiliser-partnership-2024-11-14 ----- "POLY4 is the commercial name for Anglo’s granular multi-nutrient, low-carbon polyhalite fertiliser product. Anglo is developing its next generation of FutureSmart mine at Woodsmith – a low environmental-impact underground mine in the north-east of England to access the world’s largest known deposit of the natural polyhalite product."

"Anglo American Continues Coal Selloff With Australian Disposal The company sold its stake in two Australian steelmaking-coal mines for around $1.1 billion" ----- https://www.wsj.com/business/anglo-american-sells-stake-in-australian-coal-mines-for-around-1-billion-f25d2b83

"Anglo was able to convince investors during BHP's approach that it had a better plan to grow value, focused on shedding underperforming platinum, diamonds and coal to focus on copper, a metal key for the energy transition." ------ https://www.miningweekly.com/article/can-anglos-copper-pivot-help-thwart-renewed-takeover-bid-2024-10-25

"Anglo is selling coal assets as well as nickel mines in Brazil to trim the business after fending off a takeover bid from bigger rival BHP earlier this year. The miner is also divesting its platinum business in South Africa and weighing whether to sell or demerge its diamonds business." ----- https://www.miningweekly.com/article/anglo-expects-binding-offers-for-australian-coal-assets-by-mid-november-2024-09-26

Bin hier letzte Woche bei knapp unter 25 rein, neben Rio Tinto eine weitere Rohstoffaktie bei mir. AA ist bei mir aber bislang nur eine sehr kleine Position. Habe noch Pulver übrig. Mal schauen, ob/wann ich noch erhöhe.

https://www.wallstreet-online.de/nachricht/18306954-milliarden-abschreibung-anglo-american-rutscht-verlustzone-minenfeuer-belastet

Ist AA aus eurer Sicht auch ein Übernahmekandidat?

Meiner Meinung nach werden wir mehr Platin benötigen, da die Rüstungsindustrie weiterhin an Bedeutung gewinnt.

Ich hoffe die zerlegen die Firma nicht komplett, ich fand die Kombination der verschiedenen Rohstoffe eigentlich ziemlich cool.