Earnings Alerts

Anglo American Platinum (AMS) Earnings: Key Insights and Market Expectations

By February 6, 2025 No Comments
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  • Anglo American’s diamond production outperformed expectations in the fourth quarter, reaching 5.83 million carats, against an estimate of 4.63 million carats.
  • Copper production was 197,500 tons, slightly above the estimated 191,414 tons.
  • Platinum Group Metals (PGM) production was marginally below expectations, at 876,000 ounces compared to an estimate of 877,104 ounces.
  • The company maintains its forward production guidance for copper, anticipating growth in 2026 due to higher grades in Chile, with the same production level maintained in 2027.
  • De Beers has adjusted its diamond production guidance for 2025 and 2026, focusing on value, working capital efficiency, and cash generation amidst challenging rough diamond trading conditions.
  • A significant increase in the free float of Anglo American Platinum (AAP), by more than 50%, is expected to help mitigate flowback upon the demerger, anticipated by mid-2025.
  • A second bookbuild offering of AAP shares was completed, along with a prior placement, generating approximately $0.9 billion.
  • Analysts’ recommendations for Anglo American are split into 8 buys, 8 holds, and 5 sells.

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A look at Anglo American Platinum Smart Scores

FactorScoreMagnitude
Value3
Dividend3
Growth2
Resilience5
Momentum4
OVERALL SMART SCORE3.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Anglo American Platinum Limited, the holding company for a group of platinum mining companies, has received a mix of Smartkarma Smart Scores indicating its long-term outlook. With a score of 3 for Value and Dividend, the company shows stability in its financials and willingness to reward shareholders. While Growth scored 2, the company shines in terms of Resilience with a high score of 5, indicating its ability to weather economic uncertainties. Furthermore, Momentum scored 4, suggesting positive market sentiment towards the company’s future prospects.

Recognized for mining platinum group metals beyond just platinum, including palladium, rhodium, and nickel among others, Anglo American Platinum Limited has a diverse portfolio. The company’s Smart Scores portray a promising overall outlook, with particular strengths in resilience and market momentum that bode well for its future performance in the industry.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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