Weak 2023 results; with the negatives now priced in, time to evaluate the positives
23/02/24 -"The context for materially weak 2023 results was set in late-2023, when the management acknowledged various (production) issues. While these numbers look weak vs. the strong 2021-22, they aren’t that ..."
Pages
94
Language
English
Published on
23/02/24
You may also be interested by these reports :
12/11/26
Anglo American has witnessed a strong rerating on the back of copper emerging as its biggest-value creator, and anticipated benefits from the merger ...
12/11/26
We have revised downwards our estimates for FY26/27 after the release of the Q326 results. As such, the latter were decent, but we take a more ...
10/11/26
In the light of higher earnings, our target price resets some 14% higher. It also benefits from a higher premium to peers (20% vs 10% previously), ...
10/11/26
We have substantially cut our forecasts after the release of the Q326 numbers. They showed a rather muted picture, but worse, the outlook given for ...