Added to YB: 2026-06-29
Pitch date: 2026-06-25
AAL.L [neutral]
Anglo American plc
Author Info
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Company Info
Anglo American plc, a mining company, produces copper, iron ore, and crop nutrients in the United Kingdom and internationally.
Market Cap
GBP 52.7B
Pitch Price
N/A
Price Target
N/A
Dividend
0.47%
EV/EBITDA
10.72
P/E
-43.59
EV/Sales
3.67
Sector
Metals and Mining
Category
value
Anglo American (AAL UK): Keep an eye on copper
AAL.L (update): Copper now ~75% of underlying EBITDA after portfolio simplification, yet shares track sector sentiment not fundamentals. Strong structural copper demand (electrification, AI, grid) vs constrained supply. Watch Chile output recovery at Los Bronces, water/desal risks, weak iron ore. Diamond/nickel/coal disposals + Teck JV over next 18mo could make Anglo purest large-cap copper play.
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