Anglo American plc

Public consensus   -   Last updated 06/07/21

Reporting currency: USD
Reporting unit: Millions
 
NO. OF
FORECASTS
H1 FY21
CONSENSUS
06/07/21
Revenue (incl. share of associates) ($m)
Platinum Group Metals
12
8,125
De Beers
12
2,622
Copper
12
4,219
Nickel
12
341
Iron Ore - Kumba
12
3,996
Iron Ore - Brazil
12
2,269
Samancor
12
377
Met Coal Australia
12
800
Thermal Coal South Africa
12
778
Thermal Coal Colombia
12
227
Crop Nutrients, Corporate and other
11
35
Total
12
23,786
EBITDA (incl. share of associates) ($m)
Platinum Group Metals
12
3,576
De Beers
12
498
Copper
12
1,858
Nickel
12
169
Iron Ore - Kumba
12
2,818
Iron Ore - Brazil
12
1,643
Samancor
12
189
Met Coal Australia
12
3
Thermal Coal South Africa
12
145
Thermal Coal Colombia
12
85
Crop Nutrients
12
(8)
Exploration
11
(57)
Corporate activities and unallocated costs
12
(46)
Total ($m)
12
10,879
Group:
EBIT (incl. share of associates) (enter positive for income) ($m)
12
9,274
Net finance costs incl. associates/JVs (enter negative for expense) ($m)
12
(245)
Income Tax Expense incl. associates/JVs (enter negative for expense) ($m)
12
(2,820)
Profit attributable to minorities (enter negative) ($m)
12
(1,603)
Underlying Earnings (sum of EBIT, finance cost, tax, MI) ($m)
12
4,606
Underlying EPS (Underlying earnings ÷ no. shares) ($)
12
3.70
DPS in relation to the period (policy of 40% pay-out of EPS) ($)
12
1.80
Net debt reconciliation ($m) (enter positive for cash inflows/negative for outflows)
Opening net debt
11
(5,576)
Underlying EBITDA from subsidiaries and joint operations (excl. associates)
11
10,368
Working capital cash movement
11
(433)
Cash tax paid
11
(2,687)
Net finance costs - cash paid
11
(270)
Capex
11
(2,883)
Dividends received from associates/JVs (Samancor, Cerrejon, Jellinbah)
11
105
Dividends paid to non-controlling interests (Kumba, Platinum, De Beers, AA Sur)
11
(748)
Dividend paid to AAplc shareholders
11
(931)
Structural changes (acquisitions/disposals)
10
(74)
Other net debt movements (purchase of treasury shares, bond buyback costs, FX m…
11
(134)
Closing net debt
11
(3,504)
Commodity & Currency Forecasts - current year
Platinum ($/oz)
12
1,186
Palladium ($/oz)
12
2,605
Rhodium ($/oz)
12
24,568
De Beers realised price ($/ct)
12
121
Copper (c/lb)
12
418
Nickel (c/lb)
12
785
Thermal Coal (API4) FOB South Africa ($/t)
12
84
Met Coal - HCC ($/t)
12
127
Iron Ore – Fe 62% CFR China ($/t)
12
175
ZAR/US$
12
14.57
A$/US$
12
1.31
BRL/US$
11
5.41
CLP/US$
11
719.59
Production
Platinum - Metal in concentrate (m oz)
12
1.0
Palladium - Metal in concentrate (m oz)
11
0.7
Diamonds (m carats)
12
15.5
Copper (kt)
12
326
Nickel (kt)
12
21
Iron Ore
Kumba (mt)
12
20.1
Iron Ore Brazil (mt)
12
12.0
Manganese ore (mt)
12
1.8
Coal Australia (mt)
Export metallurgical coal (mt)
12
6.6
Export thermal coal (mt)
11
0.7
Coal South Africa - Thermal (mt)
Export (mt)
12
6.3
Total domestic (mt)
12
5.13
Coal Colombia - Thermal (mt)
12
3.4