Anglo American PLC

Is Anglo American PLC (AGL) cheap or a value trap? Been going back and forth on this one.

AGL is my main Resources exposure. R80400.00, happy to average down.

Anglo down 1.08% today at R80k, but with all the commodity noise lately is this a buying opportunity or should we wait for clearer skies?

Grabbed another tranche of AGL at R81,598 this morning because that modest 0.47% pop suggests the market's still digesting the dividend story, and with resources cyclicals, patience on quality balance sheets usually pays when sentiment shifts.

The 0.33% tick higher on AGL masks what's happening beneath the surface: commodity price weakness and currency headwinds could compress both volume growth and margins if we see a sustained rand depreciation spike, which is precisely the tail risk most equity analysts seem to be d

Took profits on half my AGL position this morning after that 2.48% spike, because when commodities cycle turns and everyone's suddenly remembering iron ore, that's precisely when I'm lightening exposure rather than chasing the move higher.

Anglo's +2.48% pop today tracking the copper complex, but with the Kumba spin-off now done and Amplats at 50%, is the remaining diversified portfolio actually trading at a valuation discount that justifies holding, or should we be stress-testing the coking coal and crop nutrients

AGL up nearly 3% today, probably commodity prices helping out. Not sure if that's enough to make up for the longer term struggles though - might just stick with buying the whole index instead of trying to time these resource plays.

AGL up 1.20% to R80200 today, but I'm trying not to get too excited about a single day move. Been burnt before jumping in on small bounces in the resources sector.

The 43bp gain on AGL masks the underlying weakness in iron ore and thermal coal spreads, and with leverage back above 2.5x net debt to EBITDA, I'd want to see material deleveraging before treating this as anything other than noise in a structurally challenged commodity cycle.

Why is Anglo American jumping up today? 📈 Is it just the resources sector being lekker or is there actual news I'm missing?

Anglo's down 1.54% on a day the broader market held steady. Has anyone else noticed the deterioration in their effective tax rate disclosures, or am I reading too much into the shift towards more opaque jurisdictional reporting structures that conveniently reduce headline ETR?

Anglo American getting smashed another 1.39% today at R82120 is honestly par for the course when you're carrying the weight of a conglomerate discount and commodity headwinds. The real question isn't whether it bounces short-term, but whether management's capital allocation disci

AGL trading at R82234 down 1.25% today, and I'm wondering if anyone's still holding this as a core JSE position or if you've shifted commodity exposure offshore where currency risk at least flows the other way. The dividend yield looks tempting on paper, but between operational l

AGL down 1.52% today but I remember when crypto would drop 20% before breakfast. Is this the kind of normal volatility I should just ignore and hold, or is there something about resources I'm still not getting?

Anglo at 83k is honestly a heavy hitter in resources but man the commodity prices are making me nervous for the long game, like will mining stay profitable or will it crash again? 📉 I'm thinking maybe I should just hold and see what happens over the next year or so because these

Anglo American trading at R83,235 down 1.57% while caught in a bidding war is precisely the governance mess we should expect when a board has failed to articulate clear strategic direction for years. Management's inability to drive organic value creation means the company now bec

Wait so Anglo is getting bid on by other companies? Does that mean the share price should go up or am I missing something 😅

Anglo's capital allocation framework remains structurally sound despite today's 1.52% pullback to R83,280, with the dividend yield offsetting cyclical commodity volatility as long as their leverage ratio stays below 1.5x net debt to EBITDA. The structural shift toward higher-marg

AGL dropping 1.82% to R83,023 but the daily candle is forming a potential hammer pattern off support, so I'm holding my position and watching for a bounce confirmation at the open tomorrow.