Anglo American – carving a new portfolio
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Operational excellence
- PGMs – relatively straightforward in specie distribution in 2025
- Diamonds – Origins strategy to deliver exit through listing or sale
- Coal – sale at premium likely, Grosvenor complicates timeline
- Nickel – strategic suitors could emerge for consistent cash generators
- Making the most of strategic alternatives will position the company for growth
Tables and charts
This report includes the following images and tables:
- Wood Mackenzie base case rationalisation assumptions
- De Beers retail stores history and forecast
- De Beers Other financial results since 2016
- De Beers retail comparable valuation metrics
- De Beers group carbon emissions projection
- De Beers Group EBITDA by function forecast and margin
- Recent metallurgical coal transactions involving diversified miners
What's included
This report contains:
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