Anglo American holds a copper-heavy portfolio anchored by Los Bronces and Quellaveco, leveraging it to energy-transition demand. A De Beers diamond-market recovery offers additional upside, and the company has carried a takeover-interest premium following BHP's approach. Portfolio simplification and copper output signals are the key drivers.
Thesis reviewed May 29, 2026
Anglo American Platinum Limited (Amplats) is headquartered in South Africa, which is currently showing moderate signals.
🇿🇦South Africa68NEUTRALView South Africa risk detail →⛏Mining6WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| AG | First Majestic Silver Corp. | 15 | +13% | ↓52% | EARLY |
| RIO | Rio Tinto plc | 15 | +10% | ↓52% | EARLY |
| SAND | Sandstorm Gold Royalties Ltd. | 15 | +10% | ↓52% | EARLY |
| CX | CEMEX S.A.B. de C.V. | 15 | +5% | ↓52% | NEUTRAL |
| GOLD | Barrick Gold Corporation | 15 | +11% | ↓52% | EARLY |
| NEM | Newmont Corporation | 15 | +10% | ↓52% | EARLY |
| FM | First Quantum Minerals Ltd. | 15 | -7% | ↓52% | AVOID |
Investors who hold NGLOY may also have indirect exposure through these country funds.
Anglo American copper portfolio draws strategic takeover interest
Quellaveco copper output ramps amid transition-metal demand
Estimates · Yahoo Finance · Not audited figures