Anglo American Aktie

Ein sehr informativer Bericht zur Lage und Ausrichtung von Anglo:

https://www.miningmx.com/top-story/56175-anglo-review-raises-familiar-themes-as-it-looks-to-regain-market-trust/

Finnish Minerals Group and Anglo American to explore joint opportunities to further support Finland’s battery strategy

Finnish Minerals Group and Anglo American, one of the largest mining companies globally, have signed a memorandum of understanding (“MoU”) to work together to explore opportunities to further support Finland’s battery strategy.

Finnish Minerals Group and Anglo American jointly explore the potential of the Finnish mining industry and strengthen the companies' capabilities to build a battery value chain and the required responsible mining operations in Finland. The collaboration enables to combine international experience and resources with Finnish know-how and understanding of local conditions.

Domestic mining is an opportunity for Finland to provide a stable, secure, resource efficient source of the metals and minerals needed for the world to decarbonise. As one of the few countries in the world investing across the entire battery value chain, from mineral extraction to recycling, Finland is well positioned to respond to the increase in demand for responsibly sourced critical raw materials, as countries prioritise resilience and sustainable access to these minerals with increased urgency and focus.

Jani Kiuru, SVP Raw Materials at Finnish Minerals Group, says: ”Exploring joint opportunities with Anglo American is a natural choice for us as they already know the Finnish operational environment. In addition, the company has a long history in mining and is a forerunner in sustainability. We believe this collaboration reinforces both parties by combining local and global know-how in sustainability and technological development, thus maximising the value of Finnish minerals responsibly. We see there is a mutual understanding on the vast possibilities and importance of Finnish minerals for the green transition.”

Alison Atkinson, Projects & Development Director at Anglo American, says: “Finland is a highly attractive investment destination and has a strong heritage in both mining and innovation. We look forward to working with Finnish Minerals Group, whose mission is to responsibly maximise the value of Finnish minerals, to explore the wealth of opportunities that our agreement could offer. This agreement further strengthens our commitment to Finland as well as to our Sakatti project, a true polymetallic orebody very much aligned to Finland’s and the EU’s critical minerals priorities. Sakatti is designed as the next generation of FutureSmart Mining™, building on what we have learned in terms of minimal surface footprint and using technology and innovation to deliver ever better environmental and social outcomes, whilst producing essential raw materials needed to transition to a greener, low carbon energy future.”
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https://www.mineralsgroup.fi/topical/news/finnish-minerals-group-and-anglo-american-to-explore-joint-opportunities-to-further-support-finlands-battery-strategy.html

Anglo American stärkt seine Präsenz in Finnland durch eine Vereinbarung über die Wertschöpfungskette bei Batterien

(Alliance News) - 12. Februar 2024 - Anglo American PLC hat am Montag eine Absichtserklärung mit der Finnish Minerals Group unterzeichnet, um Möglichkeiten zur Unterstützung der finnischen Batteriestrategie zu prüfen.

Das in London ansässige Bergbauunternehmen sagte: "Finnland ist ein äußerst attraktives Investitionsziel und verfügt über ein starkes Erbe sowohl im Bergbau als auch in der Innovation".

Alison Atkinson, Direktorin für Projekte und Entwicklung, sagte: "Diese Vereinbarung stärkt unser Engagement in Finnland und in unserem Sakatti-Projekt, einem echten polymetallischen Erzkörper, der den Prioritäten Finnlands und der EU im Bereich der kritischen Mineralien entspricht".

AA Sakatti Mining Oy ist die finnische Tochtergesellschaft von Anglo American, die in Sodankyla tätig ist.

Sakatti ist eine Multimetall-Lagerstätte mit "exzellentem" Explorationspotenzial. Neben den wichtigen Basismetallen wie Kupfer, Nickel und Kobalt enthält die Lagerstätte auch Platin, Palladium, Gold und Silber.
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https://de.marketscreener.com/kurs/aktie/ANGLO-AMERICAN-PLC-4007113/news/Anglo-American-starkt-seine-Prasenz-in-Finnland-durch-eine-Vereinbarung-uber-die-Wertschopfungsk-45930014/

Das könnte aufgrund einiger gewichtiger Rohstoffpreise ggf. den Kurs noch weiter nach unten ziehen, was sich die potenziellen Nachkäufer für die nächsten Monate wohl erhoffen dürfen. Rohstoffe zusammen mit den Diamanten, welch phantastisches Gemisch.

LONDON, Feb 8 (Reuters) - Global miner Anglo American on Thursday reported a 24% rise in copper production last year to 826,000 metric tons, lower than a previously forecast range of 830,000-870,000 tons.

The company left its 2024 copper output guidance at 730,000-790,000 tons. The metal is used for electric vehicles and renewable infrastructure, key planks of the energy transition.

Analysts have forecast a copper deficit from this year after Panama ordered the closure of a First Quantum mine with capacity of 350,000 tons per year and as major producers including Anglo, Glencore , Codelco and Vale Base Metals expect lower supply from their operations.

London-listed Anglo in December announced $1.8 billion of spending cuts by 2026, which it is prepared to deepen in the event of worsening demand for the metals it mines.

"Various operational challenges remain, but 2024 guidance - which has been reiterated - is achievable," Jefferies analysts said in a note.

Production of rough diamonds at the company's De Beers unit fell 8% to 31.9 million carats in 2023. Diamond demand in major consumer China dropped last year as an economic slowdown curbed appetite for luxury items.

"Whilst there has been some improvement coming into 2024, the prospects for economic growth in many major economies remain uncertain and it may take some time for rough diamond demand to fully recover, which has led to the Group currently assessing its carrying value of De Beers," Anglo said in a statement.

Iron ore production rose by 1%, while platinum group metals (PGMs) registered a 5% output drop, it said.
https://www.reuters.com/markets/commodities/anglo-american-posts-24-rise-annual-copper-output-2024-02-08/

CAPE TOWN, Feb 5 (Reuters) - Anglo American is in the early stages of exploring for copper and cobalt in Zambia's North-Western province, its Chief Executive Officer Duncan Wanblad said on Monday.

"Zambia's mining sector appears to be on track for renewed activity - and that is good for Zambia and African mining," Wanblad told delegates at the African Mining Indaba in Cape Town.

"I am pleased that we are progressing with early-stage exploration in Zambia's North-Western Province to identify potential copper and cobalt opportunities."

However, Wanblad also said much more needed to be done to make a compelling argument for Africa given intense global competition.

"We sometimes forget this simple truth: mining jurisdictions across the world are competing for every dollar of investment. Capital is highly mobile and, increasingly, as we are all seeing, the best capital will go to those countries that are set on making themselves competitive for the long term."

Anglo American aims to cut capital expenditure by $1.8 billion by 2026, as it grapples with a fall in demand for most of the metals it mines and a writedown for its British fertiliser project.
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https://finance.yahoo.com/news/1-anglo-american-explores-copper-133809747.html

The diamond sector in Antwerp is preparing to apply the newly agreed sanctions against Russian diamonds.

After months of deliberation, the new measures agreed between the G7 and EU countries will start working progressively from January 1.

The first to be hit will be rough diamonds, of which Russia is the largest exporter globally, with 30% of the total production by volume.
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https://www.euronews.com/my-europe/2023/12/21/diamond-sector-in-antwerp-prepares-for-fresh-sanctions-against-russia

Erste Stimmen reden sogar von einer möglichen Übernahme:

https://www.mining.com/anglo-americans-falling-shares-fuel-takeover-rumours/?utm_source=Daily_Digest&utm_medium=email&utm_campaign=MNG-DIGESTS&utm_content=anglo-americans-falling-shares-fuel-takeover-rumours