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Mogale K.@mogale_morning·Neutral
Spent some time on the financials last night, balance sheet holding up decent
Anglogold Ashanti (JSE: ANG) share price, discussion & sentiment
Last tradedOpenR 1 294,00
Prev CloseR 1 251,55
Day HighR 1 366,11
Day LowR 1 293,87
Volume1.16M
What the community is saying
Investors discussed Anglogold Ashanti's volatile trading with the stock being hammered down by algos and stage 6 load-shedding concerns, though some noted gold price tailwinds and expressed optimism about the company finding its footing.
Summarized from 8 posts · updated nightly
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Thuli N.@thuli_dd·Bullish
Looking at ANG's last results, the all-in sustaining cost came in around 1050 per ounce which gives decent buffer at current gold prices. The real question for me is whether they can actually grow production again or if we're just managing decline at the SA operations. Domestic electricity costs are brutal but that's the same problem everyone here faces. At 1358.89 I reckon there's value if you believe gold stays elevated and they execute on the exploration upside in West Africa.
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Rawssy@rawssy_links·Neutral
Been through the latest SENS notes. Balance sheet holding up better than expected given the rand moves.
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JA
Replying to Lindi M. on $ANG“1251.55 now, yho. Stage 6 tonight so might get worse.”
Janet M.@jozi_janet·Bullish
Come on ANG let's go!
NI
Replying to Lindi M. on $ANG“1251.55 now, yho. Stage 6 tonight so might get worse.”
Nico van D.@nico_the_analyst·Bullish
1332.40, finally some air to breathe
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Rawssy@rawssy_links·Neutral
Pulled the latest SENS filing, gold price tailwinds looking decent for the quarter
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CoachBombay@bombay_coach·Bullish
Costs are the real issue here, not the gold price. Harmony's managing their all-in sustaining costs way better than ANG at the moment, and that's what matters when spot pulls back. At 1251.55 you're basically betting the rand stays weak forever, which is a risky thesis. Give me a quarter or two where they actually show cost discipline and I'd look again.
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Sextant SA@sextant_za·Bearish
Gold's been holding up reasonably well against the rand, which is helping the numbers, but ANG's cost per ounce keeps creeping up while peers like Harmony are managing theirs better. At 1251.55 the yield is there if you believe in the longer cycle, but I need to see some discipline on the operational side before I add more conviction to this one.
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GUPPY@guppy_jse·Bullish
Gold's holding up but ANG needs to show the cost side is under control, otherwise even at 1251.55 you're just chasing the metal price. Patience looks like a real good idea until we see where the rand settles and whether they can actually trim opex without cutting corners on safety.
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Replying to trpine on $ANG“Gold's been holding up okay globally, and ANG's still got those solid assets in SA even with the load-shedding noise. At 1251.55 it's not cr…”
P. Steyn@sceptic_pieter·Neutral
@trpine_patient ja, holding beats chasing at these levels.
Fundamentals
Valuation
Market Cap
R909.83BP/E Ratio
10.16EPS (TTM)
N/ADividend Yield
0.36%Price Range
52W Low R 0,0052W High R 0,00
Current R 1 358,89 — 50% of range
Performance
Return on Equity
44.73%Debt / Equity
0.54Trading
Volume
1.16MSector
GoldIndustry
Gold MiningFundamentals sourced from JSE disclosures. Updated quarterly.
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