GB00B1XZS820 - Anglo American

(Reuters) -BHP Group is considering making an improved offer for Anglo American after its $39 billion initial proposal was rejected by the London-listed miner, a source familiar with the matter told Reuters.

https://finance.yahoo.com/news/...roved-proposal-anglo-151117063.html  

For Now It’s Less than the Sum of Its Parts

https://finance.yahoo.com/news/anglo-worth-now-less-sum-130109215.html

Anglo’s shares are trading about 8% above the price implied by BHP’s initial proposal, which was swiftly and firmly rejected, and Bloomberg reported on the weekend that the larger firm was considering an improved offer.

But how high can BHP go? The world’s biggest miner needs to thread the needle with an offer that can win over Anglo investors while maintaining the support of its own shareholders — especially given the company’s history of disastrous dealmaking.

And while BHP’s bid is driven by its interest in Anglo’s huge copper business, the company produces a hodgepodge of other commodities from diamonds to platinum and coal — each with different market dynamics and degrees of attractiveness. BHP wants Anglo to spin off its majority stakes in two South African miners even before a deal takes place, and has suggested it would put other unwanted pieces up for sale as well.  

(Bloomberg) -- South Africa’s biggest labor union federation urged local shareholders, including the powerful Public Investment Corp., to oppose BHP Group Ltd.’s bid to buy Anglo American Plc.

https://finance.yahoo.com/news/...an-unions-urge-anglo-093452030.html  

https://finance.yahoo.com/news/...o-had-considered-bid-032716452.html

 

Der Bericht stammt noch vom 16. August 2024, aber ich stelle ihn der Vollständigkeit halber doch nochmal ein, da es seit Mai ruhig im Thread blieb.  

 

 

 

Anglo expects binding offers for Australian coal assets by mid-November

Reuters | September 26, 2024 | 8:20 am  Top Companies Australia Coal 

 

JPMorgan senkt Bewertung von Anglo American auf neutral, erhöht Kursziel

Edito Natashya Angelica

Veröffentlicht am 10.10.2024, 16:55

 

Activist Elliott says its long-term view on Anglo American is ‘very much intact’

Hedge fund’s partner Nabeel Bhanji says BHP approach during its stake building was ‘genuinely annoying’

Costas Mourselas and Camilla Hodgson in London

October 8 2024

 

Anglo American plc (LON:AAL) Given Consensus Recommendation of "Moderate Buy" by Analysts

Written by MarketBeat

October 22, 2024

 

Produktionsbericht für das 3. Quartal 2024
https://www.angloamerican.com/media/press-releases/2024/24-10-2024
Was sagt Ihr zu den Zahlen?  

"Happy BHP day! From midnight tonight, the Australian miner is free under UK market rules to make another bid for Anglo American, after the latter spurned a complex £39bn all-share offer in May."
https://www.ft.com  

https://www.ariva.de/chart/_print?img=/chart/...%257C%2520Performance  

Anglo American steht oben auf der Liste  

 

Copper market grows wary of what follows its US tariff rush: Andy Home

By Andy Home

April 2, 20252:01 AM GMT+2Updated 6 days ago

 

 

@Hobbytrader79 - denke auch, daß hier noch einiges drin ist. Habe die aktuellen Kursrücksetzer genutzt, mir gestern früh (10.4.) noch ein paar Stücke nachzukaufen. Zielbestand damit jetzt endgültig erreicht, etwaige weitere Rücksetzer gedenke ich auszusitzen. Man kann den Markt nicht timen, aber eins steht fest: Jeder Baisse folgt die nächste Hausse. Die Frage ist nicht ob, sondern wann - und bisher war es unterm Strich noch immer so, daß die Kurse der Folgehausse höher ausfielen als die der davor.