Added to YB: 2026-09-09
Pitch date: 2026-09-07
GLEN.L [bullish]
Glencore plc
+3.51%
current return
Author Info
No bio for this author
Company Info
Glencore plc engages in the production, refinement, processing, storage, transport, and marketing of metals and minerals, and energy products in the Americas, Europe, Asia, Africa, and Oceania.
Market Cap
GBP 95.5B
Pitch Price
GBP 6.08
Price Target
N/A
Dividend
2.09%
EV/EBITDA
8.68
P/E
18.07
EV/Sales
0.44
Sector
Metals and Mining
Category
value
Some more coal ideas - Glencore ($GLEN.L)
GLEN.L: Glencore trades at roughly 5x annualized EBITDA, while copper could be worth more than US$50bn and the capital-light marketing business near US$50bn — together approximating its US$100bn market value and potentially leaving coal priced at zero. Coal offers substantial upside to higher prices, while the October ASX listing could support a rerating; however, the high-cost Elk Valley mines have generated almost no cash flow since acquisition.
Read full article (2 min)