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Posted by
Two Blokes Jul 12 -
Filed in
Stock
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7 views
Anglo American's portfolio simplification is nearly complete, focusing on copper, premium iron ore, and crop nutrients while divesting non-core assets like platinum, diamonds, and coal. The company's streamlined structure and leadership are set to improve EBITDA margins, cash conversion, and returns on capital, with copper as a key growth driver. Valuation remains attractive with upside potential as portfolio changes are reflected in reported metrics; further asset sales could unlock even more value.
