Anglo American PLC Action Forum

Earnings summary this morning 👇🏼

$ULVR (+0,62 %) | Unilever Q3 2024 Earnings

Rev €15.25B (est €15.398B)

DIV/SHR €O.4396

Underlying Volume 3.6% (est 3.1%)

Underlying Sales 4.5%, (est 4.25%)

Still Sees FY Underlying Sales To 5% (est 4.2%)

Still Sees FY Underlying Oper. Margin At Least 18%

2024 FY Outlook Unchanged

$BARC (-0,26 %) | Barclays Q3 2024 Earnings

Pretax Profit £2.23B (est £1.96B)

Net Interest Income £3.31B (est £3.11B)

Investment Banking £594M (est £552.3M)

FICC Rev. £1.18B (est £1.13B)

Sees FY Cost To Income Ratio About

Sees FY UK Net Interest Income About £6.5B

$AAL (-5,82 %) | Anglo American Q3 2024 Earnings

Diamond Prod 5.6M Carats (est 5.6M)

Copper Output 181,000 tons (est 181,334)

American Sees Fy Diamond Prod 23M to 26M Carats

De Beers To Continue To Assess Options To Lower Output

PGMS Demerger Is On Track To Complete By Mid 2025

$RMS (-3,64 %) | Hermes International Q3 2024 Earnings

Rev €3.70B (est €3.68B)

Sales At Constant FX 11.3% (est 10.5%)

Leather Goods Sales At Constant FX 14% (est 12.8%)

CFO: Sees No Change In Global Trends Early Q4

CFO: China Higher Basket Spend Made Up For Lower Traffic

$005380 | Hyundai reports a 6.5% drop in profits in the third quarter despite an increase in sales, leading to a fall in the Seoul share price of almost 5%. Operating profit falls to 3.6 trillion won, while the operating margin drops to 8.3%.

$BN (-0,89 %) | Danone increases its turnover in the third quarter by 4.2% to 6.9 billion euros, exceeding analysts' expectations. Demand is particularly high in North America and Asia.

$RNO (+0,26 %) | Renault increases sales by 1.8% to 10.7 billion euros in the third quarter, but falls short of analysts' expectations. Exchange rate effects have a dampening effect on the result, without which a 5% increase in sales would have been possible.

$SY1 (+1,32 %) | Symrise raises its forecast for organic growth in 2024 to around 7 % after strong sales growth in the first nine months. Sales rose by 6 % to 3.8 billion euros, driven by petcare and fragrance products.

$WAF (-1,43 %) | Siltronic raises 2024 EBITDA margin guidance to 24-26% as acceptance of new Singapore factory is delayed. Third-quarter sales rise 2.3% to EUR 357m, exceeding expectations, while profit falls to EUR 19m.

$BEI (-0,46 %) | Beiersdorf records organic sales growth of 6.5% to 7.5 billion euros, but falls short of analysts' expectations. Sales of the luxury brand La Prairie fall by over 7% in China, while the annual targets for 2024 are confirmed.

No news about $GLEN (-5,64 %)

While it is exciting at $ABHPG and $AAL (-5,82 %) who is taking over what here now.

So I'm quietly on my way to filling my position.

After the sale following the takeover bid, another small bonus today. You don't treat yourself to anything else!

Different courses at $AAUKF and $AAL (-5,82 %)

I decided to invest in Anglo American at the time and simply bought the "normal" $AAUKF bought. Now I see here that the PLC version has a different price trend and was also extremely fueled by the takeover fantasies of BHP, while my normal $AAUKF shares are even in the red today😅

Can someone shed some light on what this is all about?

Heading south again. So I took the profit for the time being. Nobody has become poor yet!

Light at the end of the tunnel! After $AAL (-5,82 %) has already performed well since the beginning of the year, today there was a further substantial boost following the confirmation of takeover interest by $BHP (-3,74 %) the takeover interest.

The picture below was taken during my last vacation in South Africa. You can see me there at the Venetia mine.

I've been flirting with a financial entry for a while now, after I managed the physical entry quite well on my vacation.

So why wait for a good annual resolution when I can just get in now?

Expansion of the existing position after yesterday's price decline.

Share of mining companies ($GLEN (-5,64 %)
$AAL (-5,82 %)
$WPM (+2,06 %) ) in the total portfolio is now just under 6%.

𝗴𝗲𝘁𝗾𝘂𝗶𝗻 𝗗𝗮𝗶𝗹𝘆 𝗦𝘂𝗺𝗺𝗮𝗿𝘆 𝟮𝟭.𝟬𝟰.𝟮𝟬𝟮𝟮

Hello dear getquin community,

No more Solarisbank after all? +3% despite lowered profit forecast? Read about it now in your Daily Summary!

𝗗𝗲𝘂𝘁𝘀𝗰𝗵𝗹𝗮𝗻𝗱🇩🇪:

𝟭. 𝗧𝗿𝗮𝗱𝗲 𝗥𝗲𝗽𝘂𝗯𝗹𝗶𝗰 𝘄𝗲𝗰𝗵𝘀𝗲𝗹𝘁 𝘇𝘂𝗿 𝗗𝗲𝘂𝘁𝘀𝗰𝗵𝗲𝗻 𝗕𝗮𝗻𝗸

The German unicorn and neo-bank Trade Republic has changed its partner bank from Solarisbank to Deutsche Bank $DBK (-2,66 %) switched. Trade Republic users received the news via email today. The reasons remain unclear, especially since the partnership between Neobank and the "banking as a service" provider seemed more "natural".

🟩 Deutsche Bank:11,39€ (🔼+1,57%)

Click here for the article: https://bit.ly/3OlT0uR

𝟮. 𝗖𝗼𝗻𝘁𝗶𝗻𝗲𝗻𝘁𝗮𝗹 𝘀𝗲𝗻𝗸𝘁 𝗚𝗲𝘄𝗶𝗻𝗻𝗽𝗿𝗼𝗴𝗻𝗼𝘀𝗲 𝗳ü𝗿 𝟮𝟬𝟮𝟮 𝗱𝗲𝘂𝘁𝗹𝗶𝗰𝗵

In view of the Ukraine war and the Corona lockdown in China, it was only a matter of time before the first companies from the automotive industry had to revise their profit targets downward. Continental too $CON (-2,61 %) had to adjust its profit forecast.

🟩 Continental: €68.46 (🔼+3.04%)

You can find the article here: https://bit.ly/37uB3K3

𝗪𝗲𝗹𝘁🌎🌏🌍:

𝟯. 𝐓𝐞𝐬𝐥𝐚 𝐐𝐮𝐚𝐫𝐭𝐚𝐥𝐬𝐳𝐚𝐡𝐥𝐞𝐧

In Q1, Tesla $TSLA (+9,97 %) delivered over 310,000 vehicles, according to its own figures. In the process, the company generated Q1 revenue of $18.8 billion and the company's Q1 2022 profit was $3.3 billion.

🟩 Tesla: €1,052.60 (🔼+7.72%)

Tesla 🚀: https://bit.ly/3jW9dJ5

𝙎𝙩𝙤𝙘𝙠 𝙤𝙛 𝙩𝙝𝙚 𝙙𝙖𝙮:

🟩 TOP, $UAL (+3,22 %) United Airlines Holding Inc (🔼+11.91%)

🟥 FLOP, $AAL (-5,82 %) Anglo American PLC (🔽-8.26%)

🟥 Most searched, $NVDA (-0,03 %) Nvidia (🔽-0.84%)

🟥 Most traded, $NFLX (+0,37 %) Netflix Inc (🔽-6.38%)

🟩 S&P500, $4,482.72 (🔼+0.54%)

🟩 DAX, 14,527.79€ (🔼+1.15%)

🟩 $BTC (+0,46 %) ₿, $42,452.50 (🔼+2.60%)

🟩 $AAPL (+0,65 %) Apple Inc, $170.27 (🔼+1.82%)

Time: 17:00 CEST

What a day... That's all I'm going to say! Feel free to share your thoughts in the comments!