Cheatsheet
20% upside, restructuring story, good assets, De Beers
DCF
DCF 3.3x
Segments
Segments
Diamonds 25% of EBITDA but 40% of OP
FCF - average USD 1bn but can be 2-2.5bn in 2018-2020
Wednesday, April 19, 2017
Anglo American AAL LN
Cheatsheet
20% upside, restructuring story, good assets, De Beers
DCF
Segments
Diamonds 25% of EBITDA but 40% of OP
FCF - average USD 1bn but can be 2-2.5bn in 2018-2020
20% upside, restructuring story, good assets, De Beers
DCF
Segments
Diamonds 25% of EBITDA but 40% of OP
FCF - average USD 1bn but can be 2-2.5bn in 2018-2020
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