Wednesday, April 19, 2017

Anglo American AAL LN

Cheatsheet

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

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