EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Anglo American (AAL LN) & Glencore (GLEN LN) UK

Materials

Global Mining Research

With the Golden Age, when copious amounts of cash was returned to shareholders, now a distant memory, GMR examines where the diversified miners are, in terms of existing and prospective valuations, free cash flows, as well as exposure to preferred commodities. Averages are EV/EBITDA 5.2x, FCF Yield 7.2% and Dividend Yield 4.8% for 2025 on GMR forecasts (iron ore US$115/t, copper US$4.20/lb), with P/NPV10 a reasonable 1.0x. Cash + capex costs range from US$2.49/lb for BHP to US$3.89/lb for South32, on a copper equivalent basis. GLEN is upgraded to Buy, offering reasonable value with good FCF, with AAL reduced to Sell following share price run to £24.

Edition: 196

- 04 October, 2024


S&P/ASX Index Rebalance: High impact changes in March

Periscope Analytics

Brian Freitas forecasts 1 change for the ASX20 Index (South32 replaces James Hardie Industries), 2 for the ASX100 Index (nib holdings and Technology One replace Star Entertainment and ARB Corp), 4 changes for the ASX200 Index (including Syrah Resources and PolyNovo gaining entry at the expense of Adbri and SmartGroup) and 9 adds / 6 deletes for the ASX300 Index next month. Passive trackers will need to trade over 3 days of ADV on 13 stocks, over 5 days of ADV on 9 stocks and over 10x ADV on 4 stocks. Shorts have been covering positions on stocks where there are expected to be passive inflows and increasing positions on stocks that are expected to have passive outflows.

Edition: 153

- 03 February, 2023


South32 (S32)

Materials

Global Mining Research

Hermosa Taylor project value halves - GMR’s NPV for Taylor falls from US$1,120m to US$540m. Capex has increased from US$800m to US$1,700m with first production pushed back another year to FY27. The blowout for Taylor also draws into question market expectations for Ambler given harsher operating conditions in Alaska. S32 faces the difficulty of renewing most its asset base while trying to add or maintain value in a competitive world for M&A. While the shares offer exposure to alumina, met coal and manganese, GMR believes there are much better options elsewhere.

Edition: 127

- 21 January, 2022


Miners forced to become green power companies?

Global Mining Research

David Radclyffe reviews how mines with little access to green electricity will need to build capacity themselves or via a third party in order to meet emissions targets. Some will come under increasing scrutiny; Rio Tinto, South32, Southern Copper Corp, Freeport-McMoRan and Anglo American could all face increased capital/opex exposure. The potential capital costs associated with self-generation are massive, so investors should keep a close eye for opportunities present in the partial or full outsourcing of infrastructure.

Edition: 122

- 29 October, 2021