Anglo American is undergoing a transformational portfolio simplification post-BHP bid rejection, divesting De Beers, platinum (Amplats), and steelmaking coal to focus on copper, iron ore, and crop nutrients. The streamlined entity will be a copper-heavy major aligned with electrification demand. Quellaveco ramp and Woodsmith polyhalite project provide growth optionality. Re-rating to copper-pure-play multiples is the central thesis.
Thesis reviewed May 29, 2026
Anglo American plc is headquartered in United Kingdom, which is currently showing moderate signals.
π¬π§United Kingdom48NEUTRALView United Kingdom risk detail ββMining8WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| VALE | Vale S.A. | 16 | -8% | β86% | AVOID |
| AEM | Agnico Eagle Mines Limited | 16 | +18% | β86% | EARLY |
| FM | First Quantum Minerals Ltd. | 16 | -7% | β86% | AVOID |
| TECK | Teck Resources Limited | 16 | +19% | β86% | EARLY |
| AG | First Majestic Silver Corp. | 16 | +13% | β86% | EARLY |
| IVN | Ivanhoe Mines Ltd. | 16 | +17% | β86% | EARLY |
| GOLD | Barrick Gold Corporation | 16 | +11% | β86% | EARLY |
Investors who hold ANGPY may also have indirect exposure through these country funds.
Anglo completes Amplats demerger, copper share rises to 60% of EBITDA
BHP signals renewed interest if Anglo restructuring stalls
Estimates Β· Yahoo Finance Β· Not audited figures