Antofagasta（FG1）株式概要アントファガスタは鉱業会社である。 詳細FG1 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績5/6財務の健全性4/6配当金2/6報酬当社が推定した公正価値より29.3%で取引されている 収益は年間12.03%増加すると予測されています 過去1年間で収益は51.6%増加しました リスク分析German市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るFG1 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW463,747 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA463,747 investors already sharing narrativesYour Fair Value€Current Price€43.040.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-7m14b2016201920222025202620282031Revenue US$13.5bEarnings US$2.4bAdvancedSet Fair ValueView all narrativesAntofagasta plc 競合他社AurubisSymbol: XTRA:NDAMarket cap: €7.5bBASFSymbol: XTRA:BASMarket cap: €44.3bHeidelberg MaterialsSymbol: XTRA:HEIMarket cap: €28.1bthyssenkruppSymbol: XTRA:TKAMarket cap: €7.9b価格と性能株価の高値、安値、推移の概要Antofagasta過去の株価現在の株価UK£43.0452週高値UK£51.3052週安値UK£24.07ベータ1.41ヶ月の変化-0.37%3ヶ月変化-6.80%1年変化78.81%3年間の変化157.19%5年間の変化150.89%IPOからの変化1,384.14%最新ニュースお知らせ • Aug 14+ 1 more updateAntofagasta plc Declares Interim Dividend for the Six Months Ended 30 June 2026, Payable on 30 September 2026The Board of Antofagasta plc has declared an interim dividend of 30.1 cents per ordinary share, which amounts to $296.7 million (2025 half year - 16.6 cents per ordinary share) for the six months ended 30 June 2026. The interim dividend will be paid on 30 September 2026 to ordinary shareholders that are on the register at the close of business on 4 September 2026.お知らせ • Aug 13Antofagasta plc Announces Board and Committee ChangesAntofagasta PLC announced that, with effect from August 31, 2026, Juan Claro, a Non-Executive Director since 2005, will resign from the Board of Directors of the Company. He will therefore step down as a member of the Sustainability and Stakeholder Management Committee with effect from the same date. With effect from September 1, 2026, Ignacio Bustamante, an Independent Non-Executive Director since July 1, 2025, will be appointed Chair of the Remuneration and Talent Management Committee and Francisca Castro (current Chair) will rotate off the Remuneration and Talent Management Committee. From September 1, 2026, the composition of the Committees shall be comprised as follows: Nomination and Governance Committee: Jean-Paul Luksic (Chair), Francisca Castro and Tony Jensen; Audit and Risk Committee: Tony Jensen (Chair), Heather Lawrence, Tracey Kerr and Ignacio Bustamante; Remuneration and Talent Management Committee: Ignacio Bustamante (Chair), Michael Anglin, Eugenia Parot and Heather Lawrence; Projects Committee: Michael Anglin (Chair), Ramón Jara, Eugenia Parot, Tony Jensen and Andrónico Luksic L.; and Sustainability and Stakeholder Management Committee: Eugenia Parot (Chair), Ramón Jara, Michael Anglin, Tracey Kerr and Andrónico Luksic L.お知らせ • Jul 24Antofagasta plc Provides Los Pelambres Operational UpdateAntofagasta plc confirmed that Los Pelambres continues to respond to the weather system and associated high levels of precipitation, which has affected several regions in Chile, with no safety incidents reported. The Group conducted an orderly shutdown of Los Pelambres' processing plant and mining operations following a period of intense precipitation and intermittent power outages that commenced late on 18 July. As of July 23, Los Pelambres has resumed operations and the Group's full year production guidance range remains unchanged. The Group will provide a further update on the resumption of activities at Los Pelambres.お知らせ • Jul 15Antofagasta plc Maintains Production Guidance for Fiscal Year 2026Antofagasta plc maintained production guidance for fiscal year 2026. For the year, the company announced that Production guidance for the year remains unchanged. Group copper production for the full year is expected to be in the range of 650,000 tonnes to 700,000 tonnes. Quarterly production is expected to increase sequentially throughout the remainder of the year.お知らせ • Mar 26Antofagasta plc, Annual General Meeting, May 07, 2026Antofagasta plc, Annual General Meeting, May 07, 2026. Location: church house westminster, deans yard, sw1p 3nz, london United Kingdomお知らせ • Mar 12Antofagasta plc Announces Changes to Board Committee Compositions Effective April 1, 2026Antofagasta PLC announces that with effect from April 1, 2026, Andrónico Luksic Lederer, a Non-Executive Director since March 1, 2026, will join both the Sustainability and Stakeholder Management Committee and the Projects Committee. From April 1, 2026, the composition of the Committees shall be as follows: Nomination and Governance Committee: Jean-Paul Luksic (Chair), Francisca Castro and Tony Jensen; Audit and Risk Committee: Tony Jensen (Chair), Heather Lawrence, Tracey Kerr and Ignacio Bustamante; Remuneration and Talent Management Committee: Francisca Castro (Chair), Michael Anglin, Eugenia Parot, Heather Lawrence and Ignacio Bustamante; Projects Committee: Michael Anglin (Chair), Ramón Jara, Eugenia Parot, Tony Jensen and Andrónico Luksic Lederer; Sustainability and Stakeholder Management Committee: Eugenia Parot (Chair), Ramón Jara, Juan Claro, Michael Anglin, Tracey Kerr and Andrónico Luksic Lederer.最新情報をもっと見るRecent updatesお知らせ • Aug 14+ 1 more updateAntofagasta plc Declares Interim Dividend for the Six Months Ended 30 June 2026, Payable on 30 September 2026The Board of Antofagasta plc has declared an interim dividend of 30.1 cents per ordinary share, which amounts to $296.7 million (2025 half year - 16.6 cents per ordinary share) for the six months ended 30 June 2026. The interim dividend will be paid on 30 September 2026 to ordinary shareholders that are on the register at the close of business on 4 September 2026.お知らせ • Aug 13Antofagasta plc Announces Board and Committee ChangesAntofagasta PLC announced that, with effect from August 31, 2026, Juan Claro, a Non-Executive Director since 2005, will resign from the Board of Directors of the Company. He will therefore step down as a member of the Sustainability and Stakeholder Management Committee with effect from the same date. With effect from September 1, 2026, Ignacio Bustamante, an Independent Non-Executive Director since July 1, 2025, will be appointed Chair of the Remuneration and Talent Management Committee and Francisca Castro (current Chair) will rotate off the Remuneration and Talent Management Committee. From September 1, 2026, the composition of the Committees shall be comprised as follows: Nomination and Governance Committee: Jean-Paul Luksic (Chair), Francisca Castro and Tony Jensen; Audit and Risk Committee: Tony Jensen (Chair), Heather Lawrence, Tracey Kerr and Ignacio Bustamante; Remuneration and Talent Management Committee: Ignacio Bustamante (Chair), Michael Anglin, Eugenia Parot and Heather Lawrence; Projects Committee: Michael Anglin (Chair), Ramón Jara, Eugenia Parot, Tony Jensen and Andrónico Luksic L.; and Sustainability and Stakeholder Management Committee: Eugenia Parot (Chair), Ramón Jara, Michael Anglin, Tracey Kerr and Andrónico Luksic L.お知らせ • Jul 24Antofagasta plc Provides Los Pelambres Operational UpdateAntofagasta plc confirmed that Los Pelambres continues to respond to the weather system and associated high levels of precipitation, which has affected several regions in Chile, with no safety incidents reported. The Group conducted an orderly shutdown of Los Pelambres' processing plant and mining operations following a period of intense precipitation and intermittent power outages that commenced late on 18 July. As of July 23, Los Pelambres has resumed operations and the Group's full year production guidance range remains unchanged. The Group will provide a further update on the resumption of activities at Los Pelambres.お知らせ • Jul 15Antofagasta plc Maintains Production Guidance for Fiscal Year 2026Antofagasta plc maintained production guidance for fiscal year 2026. For the year, the company announced that Production guidance for the year remains unchanged. Group copper production for the full year is expected to be in the range of 650,000 tonnes to 700,000 tonnes. Quarterly production is expected to increase sequentially throughout the remainder of the year.お知らせ • Mar 26Antofagasta plc, Annual General Meeting, May 07, 2026Antofagasta plc, Annual General Meeting, May 07, 2026. Location: church house westminster, deans yard, sw1p 3nz, london United Kingdomお知らせ • Mar 12Antofagasta plc Announces Changes to Board Committee Compositions Effective April 1, 2026Antofagasta PLC announces that with effect from April 1, 2026, Andrónico Luksic Lederer, a Non-Executive Director since March 1, 2026, will join both the Sustainability and Stakeholder Management Committee and the Projects Committee. From April 1, 2026, the composition of the Committees shall be as follows: Nomination and Governance Committee: Jean-Paul Luksic (Chair), Francisca Castro and Tony Jensen; Audit and Risk Committee: Tony Jensen (Chair), Heather Lawrence, Tracey Kerr and Ignacio Bustamante; Remuneration and Talent Management Committee: Francisca Castro (Chair), Michael Anglin, Eugenia Parot, Heather Lawrence and Ignacio Bustamante; Projects Committee: Michael Anglin (Chair), Ramón Jara, Eugenia Parot, Tony Jensen and Andrónico Luksic Lederer; Sustainability and Stakeholder Management Committee: Eugenia Parot (Chair), Ramón Jara, Juan Claro, Michael Anglin, Tracey Kerr and Andrónico Luksic Lederer.お知らせ • Feb 18Antofagasta plc Proposes Final Dividend for 2025, Payable on May 11, 2026Antofagasta plc Board of Directors has proposed a final dividend of 48.0 cents per share. If approved, the total dividends paid in respect of 2025 would be the equivalent of a 50% pay-out of underlying earnings per share, in line with the Company's dividend policy. This will be paid on 11 May 2026 to shareholders on the share register at the close of business on 17 April, 2026.お知らせ • Feb 03Antofagasta plc to Report First Half, 2026 Results on Aug 13, 2026Antofagasta plc announced that they will report first half, 2026 results on Aug 13, 2026お知らせ • Jan 29Antofagasta plc Announces Board ChangesAntofagasta plc announced that Andrónico Luksic Craig, a Non-Executive Director of the Company since 2013, has resigned from the Board of Directors of the Company (the "Board") with effect from 27 January 2026. Mr. Luksic Craig has not, and will not, receive any loss of office payments, nor will he be paid any further remuneration for his service as a director of the Company, other than that accrued up to 27 January 2026. The Company also announced that the Board has appointed Andrónico Luksic Lederer as a Non-Executive Director, with effect from 1 March 2026. Mr. Luksic Lederer joined the Company as an employee in 2006 and has been Vice President of Development and a member of the Executive Committee since 2015. Mr. Luksic Lederer has resigned from this executive role, with effect from 1 February 2026, to take up a new role as Deputy Chairman of the board of directors of Quiñenco S.A, with responsibility for Investments and Business Development. Mr. Luksic Lederer is currently a member of the board of directors of Compañía de Minas Buenaventura S.A.A. and Quiñenco S.A.お知らせ • Jan 06+ 1 more updateAntofagasta plc to Report Q2, 2026 Results on Jul 15, 2026Antofagasta plc announced that they will report Q2, 2026 results on Jul 15, 2026お知らせ • Oct 23Antofagasta plc Provides Production Guidance for the Fiscal Year 2026; Revises Production Guidance for the Fiscal Year 2025Antofagasta plc provided production guidance for fiscal year 2026. For the period 2026, the company expects copper production to be between 650,000 and 700,000 tonnes, with an incremental year-on-year gain in production expected at Los Pelambres. For the year 2025, The Group expects Fiscal Year 2025 copper production to be at the lower end of the guidance range (660-700Kt).お知らせ • Aug 16+ 1 more updateAntofagasta plc Declares Interim Dividend for the Half Year Ended June 30, 2025, Payable on 30 September 2025The Board of Antofagasta plc has declared an interim dividend of 16.6 cents per ordinary share for the 2025 half year ended June 30, 2025 (2024 half year - 7.9 cents per ordinary share). Dividends are declared and paid gross. Dividends actually paid in the period and recognised as a deduction from net equity under IFRS were 23.5 cents per ordinary share (2024 half year - 24.3 cents per ordinary share), representing the final dividend declared in respect of the previous year. The interim dividend will be paid on 30 September 2025 to ordinary shareholders that are on the register at the close of business on 5 September 2025. Shareholders can elect (on or before 8 September 2025) to receive this interim dividend in US Dollars, Pounds Sterling or Euro, and the exchange rate to be applied to interim dividends to be paid in Pounds Sterling or Euro will be set as soon as reasonably practicable after that date (which is currently anticipated to be on 10 September 2025).お知らせ • Aug 13Antofagasta plc Announces Changes to Board Committees, Effective 1 September 2025Antofagasta plc announced that with effect from 1 September 2025, Ignacio Bustamante, an Independent Non-Executive Director since 1 July 2025, will join both the Audit and Risk Committee and the Remuneration and Talent Management Committee. In addition, Francisca Castro, an Independent Non-Executive Director since November 2016, will rotate off the Audit and Risk Committee. From 1 September 2025, composition of the Committees shall be as follows: Nomination and Governance Committee: Jean-Paul Luksic (Chair), Francisca Castro and Tony Jensen; Audit and Risk Committee: Tony Jensen (Chair), Heather Lawrence, Tracey Kerr and Ignacio Bustamante; Remuneration and Talent Management Committee: Francisca Castro (Chair), Michael Anglin, Eugenia Parot, Heather Lawrence and Ignacio Bustamante; Projects Committee: Michael Anglin (Chair), Ramón Jara, Eugenia Parot and Tony Jensen; and Sustainability and Stakeholder Management Committee: Eugenia Parot (Chair), Ramón Jara, Juan Claro, Michael Anglin and Tracey Kerr.お知らせ • Jun 26Antofagasta plc Appoints Ignacio Bustamante as Independent Non-Executive Director, Effective Date Is July 1, 2025Antofagasta PLC announced that the Board of Directors has appointed Ignacio Bustamante as an Independent Non-Executive Director, effective July 1, 2025. Mr. Bustamante brings over 30 years of mining senior leadership experience in the Americas, with a strong focus on corporate strategy, operational excellence, sustainability, and business development. He currently serves as Head of Base Metals at Appian Capital Advisory LLP. Previously, Mr. Bustamante was CEO and Executive Director of Hochschild Mining plc, a London-listed silver and gold mining company with operations across the Americas. Prior to that, he held several senior executive positions in the Hochschild Mining plc group in areas including operations, finance, and business development. He has also served as a Non-Executive Director at Aclara Resources, Scotiabank Peru, and Profuturo AFP in Peru. Mr. Bustamante holds dual Bachelor of Science degrees in Business and Accounting from Universidad del Pacífico in Peru, and an MBA from Stanford University. For the purposes of the UK Corporate Governance Code, Mr. Bustamante is considered by the Board to be independent.お知らせ • Mar 27Antofagasta plc, Annual General Meeting, May 08, 2025Antofagasta plc, Annual General Meeting, May 08, 2025. Location: church house westminster, deans yard, sw1p 3nz, london United Kingdomお知らせ • Mar 07Antofagasta plc Announces Resignation of Vivianne Blanlot as Non-Executive Director and Member of Board Committees, Effective March 31, 2025Antofagasta plc announced that Vivianne Blanlot, a Non-Executive Director of the Company since 2014, has resigned from the Antofagasta plc board with effect from 31 March 2025, having served as a Director for 11 years. She will therefore step down as a Director of the Company, and a member of the Sustainability and Stakeholder Management and Projects Committees with effect from the same date. Ms. Blanlot has not and will not receive any loss of office payments, nor will she be paid any further remuneration for her service as a director of the Company, other than that accrued up to 31 March 2025.お知らせ • Feb 18Antofagasta plc Recommends Final Dividend for 2024, Payable on May 12, 2025Antofagasta plc announced that the Board has recommended a final dividend for 2024 of 23.5 cents per ordinary share, which amounts to $231.7 million and will be paid on 12 May 2025 to shareholders on the share register at the close of business on 22 April 2025.お知らせ • Jan 18+ 1 more updateAntofagasta plc to Report First Half, 2025 Results on Aug 14, 2025Antofagasta plc announced that they will report first half, 2025 results on Aug 14, 2025お知らせ • Jan 16Antofagasta plc Proivdes Production Guidance for the Year 2025Antofagasta plc provided production guidance for the year 2025. For the period, the Company expects Copper production of 660 kt to 700 kt, Gold production of 210 koz to 230 koz and Molybdenum production of 15.0 kt to 16.5 kt.お知らせ • Nov 27Antofagasta plc Announces Changes to Board Committee ChairAntofagasta plc announced that Independent Non-Executive Director Eugenia Parot will replace Vivianne Blanlot as Chair of the Sustainability and Stakeholder Management Committee (the "Committee") with effect from 1 January 2025. Ms. Blanlot will remain a member of the Committee. Ms. Parot has been a member of the Committee since 2021.お知らせ • Oct 16Antofagasta plc Provides Production Guidance for the Year 2024 and 2025Antofagasta plc provided production guidance for the year 2024. For the year, the company's Total production guidance for 2024 is unchanged, with full year output expected to be in the lower end of the Company's guidance range of 670-710,000 tonnes. For the year 2025, the company full-year Group copper production in 2025 is expected to be between 660,000 and 700,000 tonnes, with an incremental gain in production at Centinela Concentrates.Declared Dividend • Aug 22First half dividend of US$0.079 announcedShareholders will receive a dividend of US$0.079. Ex-date: 5th September 2024 Payment date: 30th September 2024 Dividend yield will be 1.4%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by earnings (42% earnings payout ratio) but not covered by cash flows (118% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 70% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 21First half 2024 earnings released: EPS: US$0.26 (vs US$0.34 in 1H 2023)First half 2024 results: EPS: US$0.26 (down from US$0.34 in 1H 2023). Revenue: US$2.96b (up 2.3% from 1H 2023). Net income: US$259.6m (down 21% from 1H 2023). Profit margin: 8.8% (down from 11% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Aug 20Antofagasta plc Declares Interim Dividend for the First Half of 2024, Payable on 30 September 2024Antofagasta plc has declared an interim dividend of 7.9 cents per ordinary share for the 2024 half year (2023 half year - 11.7 cents per ordinary share). The interim dividend will be paid on 30 September 2024 to ordinary shareholders that are on the register at the close of business on 6 September 2024. Shareholders can elect (on or before 9 September 2024) to receive this interim dividend in US Dollars, Pounds Sterling or Euro, and the exchange rate to be applied to interim dividends to be paid in Pounds Sterling or Euro will be set as soon as reasonably practicable after that date (which is currently anticipated to be on 12 September 2024).お知らせ • Aug 14Antofagasta plc Announces Tracey Kerr Joins Audit and Risk Committee with Effect from 1 September 2024Antofagasta plc announced that Tracey Kerr, an Independent Non-Executive Director since January 2024, will join the Audit and Risk Committee with effect from 1 September 2024.お知らせ • Jul 17Antofagasta plc Updates Production Guidance for the Year 2024Antofagasta plc updated production guidance for the year 2024. For the year, the company's total production is expected to be in the lower end of the Company's 670,000 tonne - 710,000 tonne guidance range.お知らせ • Apr 17Antofagasta plc Reaffirms Group Production Guidance for 2024Antofagasta plc reaffirmed group production guidance for 2024. Guidance for the year remains unchanged. Group copper production for the full year is expected to be in the range of 670-710,000 tonnes, as quarterly production increases over the year.Upcoming Dividend • Apr 11Upcoming dividend of US$0.24 per shareEligible shareholders must have bought the stock before 18 April 2024. Payment date: 10 May 2024. Payout ratio is a comfortable 42% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.0%).Reported Earnings • Mar 30Full year 2023 earnings released: EPS: US$0.85 (vs US$1.56 in FY 2022)Full year 2023 results: EPS: US$0.85 (down from US$1.56 in FY 2022). Revenue: US$6.32b (up 7.9% from FY 2022). Net income: US$835.1m (down 46% from FY 2022). Profit margin: 13% (down from 26% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 29Antofagasta plc to Report Fiscal Year 2023 Final Results on Mar 28, 2024Antofagasta plc announced that they will report fiscal year 2023 final results on Mar 28, 2024Declared Dividend • Feb 22Final dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 18th April 2024 Payment date: 10th May 2024 Dividend yield will be 1.7%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by earnings (42% earnings payout ratio) but not covered by cash flows (174% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Feb 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 13% Last year net profit margin: 26% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (174% cash payout ratio). Profit margins are more than 30% lower than last year (13% net profit margin).Reported Earnings • Feb 21Full year 2023 earnings released: EPS: US$0.85 (vs US$1.56 in FY 2022)Full year 2023 results: EPS: US$0.85 (down from US$1.56 in FY 2022). Revenue: US$6.32b (up 7.9% from FY 2022). Net income: US$835.1m (down 46% from FY 2022). Profit margin: 13% (down from 26% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Feb 20Antofagasta plc Recommends Final Dividend for 2023, Payable On10 May 2024Antofagasta plc has recommended a final dividend for 2023 of 24.3cents per ordinary share, which amounts to $239.6 million and will be paid on10 May 2024 to shareholders on the share register at the close of business on19 April 2024. The Board declared an interim dividend for the first half of 2023 of 11.7 cents per ordinary share, which amounted to $115.3 million.New Risk • Feb 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 15% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 15% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.お知らせ • Jan 30Antofagasta plc Announces Board ChangesAntofagasta plc announced that the Board of Directors (the "Board") of the Company has appointed Tracey Kerr as an independent Non-Executive Director with effect from 29 January 2024. Ms Kerr brings extensive experience in safety, sustainability, operations and exploration in global mining businesses, most recently serving as Group Head of Sustainable Development at Anglo American plc having previously held other senior executive roles at Anglo American plc, Vale S.A. and BHP Group Limited. Ms Kerr also has strong governance experience in UK-listed companies and currently serves as a Non-Executive Director at Hochschild Mining PLC, a precious metals mining company, Jubilee Metals Group plc, a metals processing company, and multinational engineering group Weir Group PLC. Previously Ms Kerr was a Non-Executive Director at Polymetal International Plc. Ms Kerr has a BSc Honours Science degree majoring in geophysics from the University of Sydney, Australia, a Masters' Degree in Economic Geology from the University of Tasmania, Australia, and a Diploma in Company Direction from the Institute of Directors, United Kingdom. She is a Fellow of the Australian Institute of Mining and Metallurgy and a member of the Institute of Directors. Board Committee Membership Changes: The Company also announces the following changes to the membership of its Committees, with effect from 1 February 2024. Tony Jensen has rotated off the Remuneration and Talent Management Committee, and joined the Projects Committee; Heather Lawrence has joined the Remuneration and Talent Management Committee; and Tracey Kerr has joined the Sustainability and Stakeholder Management Committee. The members of the Committees are now as follows: Nomination and Governance Committee: Jean-Paul Luksic (Chair), Francisca Castro and Tony Jensen; Audit and Risk Committee: Tony Jensen (Chair), Francisca Castro and Heather Lawrence; Remuneration and Talent Management Committee: Francisca Castro (Chair), Michael Anglin, Eugenia Parot and Heather Lawrence; Projects Committee: Michael Anglin (Chair), Ramón Jara, Eugenia Parot, Vivianne Blanlot and Tony Jensen; and Sustainability and Stakeholder Management Committee: Vivianne Blanlot (Chair), Juan Claro, Ramón Jara, Michael Anglin, Eugenia Parot and Tracey Kerr.お知らせ • Dec 21+ 2 more updatesAntofagasta plc to Report First Half, 2024 Results on Aug 20, 2024Antofagasta plc announced that they will report first half, 2024 results on Aug 20, 2024お知らせ • Dec 20Antofagasta plc Announces the Construction of the Centinela Second Concentrator ProjectAntofagasta plc announced that after an extensive review, the construction of the Centinela Second Concentrator Project has been approved. Critical path works will begin immediately with full construction expected to commence after definitive project finance documents have been executed during First Quarter 2024. Growth: Centinela Second Concentrator to produce an additional 170,000 tonnes of copper equivalent tonnes per annum, comprising of 144,000 tonnes of copper production, 130,000 ounces of gold production and 3,500 tonnes of molybdenum production, with a 36-year mine life based on Centinela's substantial ore reserve of two billion tonnes. · Lower net cash costs:Moving to first quartile C1 cost of production at Centinela through an increased focus on concentrator capacity that incorporates modern technologies, increased by-products and greater economies of scale. Net cash costs in the Centinela district are expected to be in the first quartile of the industry cost curve following the expansion. Capital investment:Project cost of $4.4 billion, including a new 95ktpd concentrator plant incorporating high pressure grinding rolls ("HPGRs") to reduce energy consumption, the expansion of the existing raw seawater pumping and transport system, a new tailings storage facility, capacity growth in energy and other input supply infrastructure, the expansion of outbound logistics networks such as the concentrate transport system and critical port infrastructure, additional loading equipment, autonomous hauling equipment and a truck-shop for the mine expansion at Esperanza Sur. Also included are camps, and ancillary civil infrastructure, which have been designed to fully integrate into the existing Centinela operation, to avoid any redundancy. This updated and approved capital cost estimate (previously $3.7 billion - announced in August 2022) is based on advanced detailed engineering and includes escalation for inflation during construction, a stronger local currency estimate, updates to local labour regulations and additional contingency provisions. The phasing of the project's capex is expected to be weighted towards2025, with similar expenditures in adjacent years. · Mining plan:The second concentrator will source ore initially from the recently opened Esperanza Sur pit and later from the Encuentro pit. The sulphide ore in the Encuentro pit lies under the Encuentro Oxides reserves, which are expected to be depleted by 2026. Fully exposing the sulphide ore in the optimal sequence required to initiate feed to the second concentrator from the Encuentro Pit is expected to require separate investments in infrastructure, mining equipment and mine development activities, which will materially commence half-way through the construction phase of the second concentrator and will span a period of 3-4 years. The combined investment in mine development and sustaining capital for the expansion of the Encuentro pit is estimated to be approximately $1 billion. This expansion in mining activities will further enable Centinela to achieve the development potential of its extensive mineral resource base. · Financing: Project to be financed by Centinela through a combination of direct funding from Centinela's shareholders (Antofagasta plc and Marubeni Corporation, representing approximately 40% of total funding), and project finance provided by lenders. Definitive project finance documents are expected to be executed during First Quarter 2024. · Water infrastructure: Detailed terms and conditions have been substantially completed for the option to provide water for Centinela's current and future operations by a third party acquiring the existing water supply system and building the new water pipeline expansion. The planned outsourcing of the water supply will only proceed if it improves the net present value of the project, with closure of this process scheduled to be made alongside the execution of definitive project finance documents during First Quarter 2024. If it goes ahead as planned, an estimated amount of $600 million in cash will be received for the divestment of the existing water infrastructure and the project cost will reduce by approximately $400 million, considering that the investment required to expand the existing water system to supply the Second Concentrator will be undertaken by a third party. · Project permitting: The Centinela Second Concentrator Project has all the relevant permits approved by the authorities in Chile for the project to proceed into the construction phase. · Timeline: Three-year construction schedule, with critical path works commencing immediately. First production is expected in 2027.New Risk • Dec 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.4% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.お知らせ • Dec 12Antofagasta plc Announces Resignation of Jorge Bande as Director, and Member of the Audit and Risk, Sustainability and Stakeholder Management and Projects CommitteesAntofagasta plc announced that Jorge Bande, an Independent Non-Executive Director of the Company since 2014, has resigned from the Antofagasta plc board with effect from 31 December 2023 having served as an independent Director for nine years, which is the recommended maximum tenure for independence according to the UK Corporate Governance Code. He will therefore step down as a Director of the Company, and a member of the Audit and Risk, Sustainability and Stakeholder Management and Projects Committees with effect from the same date.New Risk • Nov 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.お知らせ • Sep 07Antofagasta plc Announces Interim Dividend, Payable on September 29, 2023Antofagasta plc announced that the Sterling equivalent of the interim dividend of 11.7 US cents will be 9.3645 pence per ordinary share, based on an exchange rate of £1 = $1.2494, and the Euro equivalent will be 10.9264 Euro cents per ordinary share, based on an exchange rate of €1 = $1.0708. Payment of the dividend is scheduled for 29 September 2023.Upcoming Dividend • Aug 24Upcoming dividend of US$0.12 per share at 3.5% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (8.6%).お知らせ • Aug 10+ 1 more updateAntofagasta plc Announces Director ChangesAntofagasta plc announced that Francisca Castro, a Non-Executive Director of the Company since 2016, has been appointed Senior Independent Director with effect from 8 August 2023. Ms. Castro is the Chair of the Remuneration and Talent Management Committee and member of the Audit and Risk Committee and Nomination and Governance Committee. Ms. Castro succeeds Mr. Tony Jensen in this role. Mr. Jensen has served as the Senior Independent Director since 1 August 2021 and will continue to serve as Chair of the Audit and Risk Committee, and as a member of the Nomination and Governance Committee and Remuneration and Talent Management Committee.お知らせ • Jul 21Antofagasta plc Revises Production Guidance for the Year 2023Antofagasta plc revised production guidance for the year 2023. For the year, the company expects copper production to 640-670,000 tonnes (previously 670-710,000 tonnes), with output increasing quarter-on-quarter in H2 2023.Upcoming Dividend • Apr 13Upcoming dividend of US$0.51 per share at 3.0% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 12 May 2023. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.3%).Board Change • Apr 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Independent Non-Executive Director Ma Parot was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 31Full year 2022 earnings released: EPS: US$1.56 (vs US$1.31 in FY 2021)Full year 2022 results: EPS: US$1.56 (up from US$1.31 in FY 2021). Revenue: US$5.86b (down 22% from FY 2021). Net income: US$1.53b (up 19% from FY 2021). Profit margin: 26% (up from 17% in FY 2021). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.5% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 23Full year 2022 earnings released: EPS: US$1.56 (vs US$1.31 in FY 2021)Full year 2022 results: EPS: US$1.56 (up from US$1.31 in FY 2021). Revenue: US$5.86b (down 22% from FY 2021). Net income: US$1.53b (up 19% from FY 2021). Profit margin: 26% (up from 17% in FY 2021). Production and reserves: Copper Production: 0.394 Mt (0.325 Mt in FY 2021) Number of mines: 4 (4 in FY 2021) Molybdenum Production: 6,000 t (6,430 t in FY 2021) Number of mines: 2 (2 in FY 2021) Gold Production: 119.45 troy koz (171.22 troy koz in FY 2021) Number of mines: 2 (2 in FY 2021) Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 1.4% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 18Antofagasta plc Provides Group Production Guidance for 2023Antofagasta plc provided Group production guidance for 2023. For the period, the company is expected to be 670-710,000 tonnes of copper (as previously announced), 220-240,000 ounces of gold and 10-11,500 tonnes of molybdenum. Copper guidance reflects that the Los Pelambres desalination and concentrator plants will be in production during the second quarter of the year partly offset by lower grades at Centinela Cathodes. Gold and molybdenum guidance reflects the higher grades and recoveries expected at Centinela Concentrates.Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to €20.30, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total returns to shareholders of 99% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.91 per share.お知らせ • Dec 20+ 1 more updateAntofagasta plc to Report First Half, 2023 Results on Aug 10, 2023Antofagasta plc announced that they will report first half, 2023 results on Aug 10, 2023Upcoming Dividend • Apr 14Upcoming dividend of US$1.19 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 13 May 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.5%. Within top quartile of German dividend payers (3.9%). Lower than average of industry peers (7.7%).Reported Earnings • Apr 03Full year 2021 earnings released: EPS: US$1.31 (vs US$0.51 in FY 2020)Full year 2021 results: EPS: US$1.31 (up from US$0.51 in FY 2020). Revenue: US$7.47b (up 46% from FY 2020). Net income: US$1.29b (up 159% from FY 2020). Profit margin: 17% (up from 9.7% in FY 2020). The increase in margin was driven by higher revenue. Production and reserves: Gold Proved and probable reserves (ore): 2,640 Mt (2,749 Mt in FY 2020) Over the next year, revenue is expected to shrink by 6.5% compared to a 36% growth forecast for the mining industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to €19.49, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 6x in the Metals and Mining industry in Europe. Total returns to shareholders of 92% over the past three years.Reported Earnings • Feb 24Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$1.31 (up from US$0.51 in FY 2020). Revenue: US$7.47b (up 46% from FY 2020). Net income: US$1.29b (up 159% from FY 2020). Profit margin: 17% (up from 9.7% in FY 2020). The increase in margin was driven by higher revenue. Production and reserves: Copper Production: 0.325 Mt (0.323 Mt in FY 2020) Proved and probable reserves (ore): 1,400 Mt (4,251 Mt in FY 2020) Number of mines: 4 (4 in FY 2020) Gold Production: 171.22 troy koz (136.77 troy koz in FY 2020) Proved and probable reserves (ore): 1,400 Mt (2,749 Mt in FY 2020) Number of mines: 2 (2 in FY 2020) Molybdenum Production: 6,430 t (7,730 t in FY 2020) Proved and probable reserves (ore): 1,400 Mt (2,749 Mt in FY 2020) Number of mines: 2 (2 in FY 2020) Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 9.5% compared to a 13% growth forecast for the mining industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 19Antofagasta plc Provides Production Guidance for the Full Year 2022Antofagasta plc provided production guidance for the full year 2022. For the period, the company expected Copper production to be in the range of 660 to 690 kt, Gold production of 170 to 190 koz and Molybdenum production of 8.5 to 10.0.Upcoming Dividend • Aug 26Upcoming dividend of US$0.24 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 01 October 2021. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (6.5%).Reported Earnings • Aug 22First half 2021 earnings released: EPS US$0.68 (vs US$0.14 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$3.59b (up 68% from 1H 2020). Net income: US$665.3m (up 392% from 1H 2020). Profit margin: 19% (up from 6.3% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Executive Departure • Aug 04Senior Independent Director Manuel Lino De Sousa-Oliveira has left the companyOn the 31st of July, Manuel Lino De Sousa-Oliveira's tenure as Senior Independent Director ended after 9.8 years in the role. We don't have any record of a personal shareholding under Manuel Lino's name. Manuel Lino is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 6.75 years.Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to US$18.01, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total returns to shareholders of 58% over the past three years.お知らせ • Apr 30Antofagasta plc Announces Final Dividend for the Year 2020, Payable on 14 May 2021Antofagasta plc announced that the Sterling equivalent of the final dividend of 48.5 US cents will be 34.8344 pence per ordinary share, based on an exchange rate of £1 = US$1.3923, and the Euro equivalent will be EUR 40.0826 cents per ordinary share, based on an exchange rate of €1 = USD 1.2100. Payment of the dividend is scheduled for 14 May 2021.お知らせ • Apr 23Antofagasta plc Provides Production Guidance for the Second Half of Fiscal 2021Antofagasta plc provided production guidance for the second half of fiscal 2021. Production in the second half of the year is expected to be slightly stronger than in the first half.Upcoming Dividend • Apr 15Upcoming dividend of US$0.48 per shareEligible shareholders must have bought the stock before 22 April 2021. Payment date: 14 May 2021. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (4.6%).お知らせ • Mar 17Antofagasta plc Declares Final Dividend for 2020Antofagasta plc announced that the Board has declared a final dividend for 2020 of 48.5 cents per share, which together with the interim dividend of 6.2 cents per share amounts to a total dividend of 54.7 cents per share. This is equal to a 100% pay-out ratio.Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$20.00, the stock is trading at a trailing P/E ratio of 66.8x, up from the previous P/E ratio of 57.5x. This compares to an average P/E of 15x in the Metals and Mining industry in Europe. Total returns to shareholders over the past three years are 117%.Is New 90 Day High Low • Feb 12New 90-day high: €18.00The company is up 47% from its price of €12.27 on 13 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 61% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.23 per share.お知らせ • Jan 21Antofagasta plc to Report First Half, 2021 Results on Aug 19, 2021Antofagasta plc announced that they will report first half, 2021 results on Aug 19, 2021Is New 90 Day High Low • Jan 06New 90-day high: €16.60The company is up 50% from its price of €11.06 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 42% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.53 per share.Is New 90 Day High Low • Nov 16New 90-day high: €12.84The company is up 5.0% from its price of €12.25 on 18 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.69 per share.お知らせ • Nov 16+ 1 more updateAntofagasta plc, Annual General Meeting, May 12, 2021Antofagasta plc, Annual General Meeting, May 12, 2021.Is New 90 Day High Low • Oct 07New 90-day low: €10.72The company is down 1.0% from its price of €10.88 on 09 July 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.49 per share.株主還元FG1DE Metals and MiningDE 市場7D-8.8%-2.6%-0.8%1Y78.8%66.3%2.4%株主還元を見る業界別リターン: FG1過去 1 年間で66.3 % の収益を上げたGerman Metals and Mining業界を上回りました。リターン対市場: FG1過去 1 年間で2.4 % の収益を上げたGerman市場を上回りました。価格変動Is FG1's price volatile compared to industry and market?FG1 volatilityFG1 Average Weekly Movement8.0%Metals and Mining Industry Average Movement7.3%Market Average Movement5.2%10% most volatile stocks in DE Market12.8%10% least volatile stocks in DE Market2.6%安定した株価: FG1の株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: FG1の weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト18888,457Ivan Arriagada Herrerawww.antofagasta.co.ukアントファガスタ社は鉱業会社である。Los Pelambres、Centinela、Antucoya、Zaldívar、探鉱・評価、輸送部門の各セグメントを通じて事業を展開している。同社は銅カソードと銅精鉱、モリブデン精鉱、金と銀の副産物を生産している。また、チリ北部の鉱業顧客に鉄道・道路貨物サービスを提供している。さらに、様々な国で探鉱プロジェクトも行っている。同社は1888年に設立され、英国ロンドンに本社を置いている。Antofagasta plcはMetalinvest Anstaltの子会社である。もっと見るAntofagasta plc 基礎のまとめAntofagasta の収益と売上を時価総額と比較するとどうか。FG1 基礎統計学時価総額€42.64b収益（TTM）€1.42b売上高(TTM)€7.96b30.1xPER（株価収益率5.4xP/SレシオFG1 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計FG1 損益計算書（TTM）収益US$9.30b売上原価US$4.29b売上総利益US$5.01bその他の費用US$3.35b収益US$1.65b直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）1.68グロス・マージン53.83%純利益率17.79%有利子負債／自己資本比率49.1%FG1 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.3%現在の配当利回り47%配当性向FG1 配当は確実ですか？FG1 配当履歴とベンチマークを見るFG1 、いつまでに購入すれば配当金を受け取れますか？Antofagasta 配当日配当落ち日Sep 03 2026配当支払日Sep 30 2026配当落ちまでの日数12 days配当支払日までの日数39 daysFG1 配当は確実ですか？FG1 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/20 18:00終値2026/08/20 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Antofagasta plc 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。36 アナリスト機関Peter WardBarclaysIzak RossouwBarclaysWilliam DalbyBerenberg33 その他のアナリストを表示
お知らせ • Aug 14+ 1 more updateAntofagasta plc Declares Interim Dividend for the Six Months Ended 30 June 2026, Payable on 30 September 2026The Board of Antofagasta plc has declared an interim dividend of 30.1 cents per ordinary share, which amounts to $296.7 million (2025 half year - 16.6 cents per ordinary share) for the six months ended 30 June 2026. The interim dividend will be paid on 30 September 2026 to ordinary shareholders that are on the register at the close of business on 4 September 2026.
お知らせ • Aug 13Antofagasta plc Announces Board and Committee ChangesAntofagasta PLC announced that, with effect from August 31, 2026, Juan Claro, a Non-Executive Director since 2005, will resign from the Board of Directors of the Company. He will therefore step down as a member of the Sustainability and Stakeholder Management Committee with effect from the same date. With effect from September 1, 2026, Ignacio Bustamante, an Independent Non-Executive Director since July 1, 2025, will be appointed Chair of the Remuneration and Talent Management Committee and Francisca Castro (current Chair) will rotate off the Remuneration and Talent Management Committee. From September 1, 2026, the composition of the Committees shall be comprised as follows: Nomination and Governance Committee: Jean-Paul Luksic (Chair), Francisca Castro and Tony Jensen; Audit and Risk Committee: Tony Jensen (Chair), Heather Lawrence, Tracey Kerr and Ignacio Bustamante; Remuneration and Talent Management Committee: Ignacio Bustamante (Chair), Michael Anglin, Eugenia Parot and Heather Lawrence; Projects Committee: Michael Anglin (Chair), Ramón Jara, Eugenia Parot, Tony Jensen and Andrónico Luksic L.; and Sustainability and Stakeholder Management Committee: Eugenia Parot (Chair), Ramón Jara, Michael Anglin, Tracey Kerr and Andrónico Luksic L.
お知らせ • Jul 24Antofagasta plc Provides Los Pelambres Operational UpdateAntofagasta plc confirmed that Los Pelambres continues to respond to the weather system and associated high levels of precipitation, which has affected several regions in Chile, with no safety incidents reported. The Group conducted an orderly shutdown of Los Pelambres' processing plant and mining operations following a period of intense precipitation and intermittent power outages that commenced late on 18 July. As of July 23, Los Pelambres has resumed operations and the Group's full year production guidance range remains unchanged. The Group will provide a further update on the resumption of activities at Los Pelambres.
お知らせ • Jul 15Antofagasta plc Maintains Production Guidance for Fiscal Year 2026Antofagasta plc maintained production guidance for fiscal year 2026. For the year, the company announced that Production guidance for the year remains unchanged. Group copper production for the full year is expected to be in the range of 650,000 tonnes to 700,000 tonnes. Quarterly production is expected to increase sequentially throughout the remainder of the year.
お知らせ • Mar 26Antofagasta plc, Annual General Meeting, May 07, 2026Antofagasta plc, Annual General Meeting, May 07, 2026. Location: church house westminster, deans yard, sw1p 3nz, london United Kingdom
お知らせ • Mar 12Antofagasta plc Announces Changes to Board Committee Compositions Effective April 1, 2026Antofagasta PLC announces that with effect from April 1, 2026, Andrónico Luksic Lederer, a Non-Executive Director since March 1, 2026, will join both the Sustainability and Stakeholder Management Committee and the Projects Committee. From April 1, 2026, the composition of the Committees shall be as follows: Nomination and Governance Committee: Jean-Paul Luksic (Chair), Francisca Castro and Tony Jensen; Audit and Risk Committee: Tony Jensen (Chair), Heather Lawrence, Tracey Kerr and Ignacio Bustamante; Remuneration and Talent Management Committee: Francisca Castro (Chair), Michael Anglin, Eugenia Parot, Heather Lawrence and Ignacio Bustamante; Projects Committee: Michael Anglin (Chair), Ramón Jara, Eugenia Parot, Tony Jensen and Andrónico Luksic Lederer; Sustainability and Stakeholder Management Committee: Eugenia Parot (Chair), Ramón Jara, Juan Claro, Michael Anglin, Tracey Kerr and Andrónico Luksic Lederer.
お知らせ • Aug 14+ 1 more updateAntofagasta plc Declares Interim Dividend for the Six Months Ended 30 June 2026, Payable on 30 September 2026The Board of Antofagasta plc has declared an interim dividend of 30.1 cents per ordinary share, which amounts to $296.7 million (2025 half year - 16.6 cents per ordinary share) for the six months ended 30 June 2026. The interim dividend will be paid on 30 September 2026 to ordinary shareholders that are on the register at the close of business on 4 September 2026.
お知らせ • Aug 13Antofagasta plc Announces Board and Committee ChangesAntofagasta PLC announced that, with effect from August 31, 2026, Juan Claro, a Non-Executive Director since 2005, will resign from the Board of Directors of the Company. He will therefore step down as a member of the Sustainability and Stakeholder Management Committee with effect from the same date. With effect from September 1, 2026, Ignacio Bustamante, an Independent Non-Executive Director since July 1, 2025, will be appointed Chair of the Remuneration and Talent Management Committee and Francisca Castro (current Chair) will rotate off the Remuneration and Talent Management Committee. From September 1, 2026, the composition of the Committees shall be comprised as follows: Nomination and Governance Committee: Jean-Paul Luksic (Chair), Francisca Castro and Tony Jensen; Audit and Risk Committee: Tony Jensen (Chair), Heather Lawrence, Tracey Kerr and Ignacio Bustamante; Remuneration and Talent Management Committee: Ignacio Bustamante (Chair), Michael Anglin, Eugenia Parot and Heather Lawrence; Projects Committee: Michael Anglin (Chair), Ramón Jara, Eugenia Parot, Tony Jensen and Andrónico Luksic L.; and Sustainability and Stakeholder Management Committee: Eugenia Parot (Chair), Ramón Jara, Michael Anglin, Tracey Kerr and Andrónico Luksic L.
お知らせ • Jul 24Antofagasta plc Provides Los Pelambres Operational UpdateAntofagasta plc confirmed that Los Pelambres continues to respond to the weather system and associated high levels of precipitation, which has affected several regions in Chile, with no safety incidents reported. The Group conducted an orderly shutdown of Los Pelambres' processing plant and mining operations following a period of intense precipitation and intermittent power outages that commenced late on 18 July. As of July 23, Los Pelambres has resumed operations and the Group's full year production guidance range remains unchanged. The Group will provide a further update on the resumption of activities at Los Pelambres.
お知らせ • Jul 15Antofagasta plc Maintains Production Guidance for Fiscal Year 2026Antofagasta plc maintained production guidance for fiscal year 2026. For the year, the company announced that Production guidance for the year remains unchanged. Group copper production for the full year is expected to be in the range of 650,000 tonnes to 700,000 tonnes. Quarterly production is expected to increase sequentially throughout the remainder of the year.
お知らせ • Mar 26Antofagasta plc, Annual General Meeting, May 07, 2026Antofagasta plc, Annual General Meeting, May 07, 2026. Location: church house westminster, deans yard, sw1p 3nz, london United Kingdom
お知らせ • Mar 12Antofagasta plc Announces Changes to Board Committee Compositions Effective April 1, 2026Antofagasta PLC announces that with effect from April 1, 2026, Andrónico Luksic Lederer, a Non-Executive Director since March 1, 2026, will join both the Sustainability and Stakeholder Management Committee and the Projects Committee. From April 1, 2026, the composition of the Committees shall be as follows: Nomination and Governance Committee: Jean-Paul Luksic (Chair), Francisca Castro and Tony Jensen; Audit and Risk Committee: Tony Jensen (Chair), Heather Lawrence, Tracey Kerr and Ignacio Bustamante; Remuneration and Talent Management Committee: Francisca Castro (Chair), Michael Anglin, Eugenia Parot, Heather Lawrence and Ignacio Bustamante; Projects Committee: Michael Anglin (Chair), Ramón Jara, Eugenia Parot, Tony Jensen and Andrónico Luksic Lederer; Sustainability and Stakeholder Management Committee: Eugenia Parot (Chair), Ramón Jara, Juan Claro, Michael Anglin, Tracey Kerr and Andrónico Luksic Lederer.
お知らせ • Feb 18Antofagasta plc Proposes Final Dividend for 2025, Payable on May 11, 2026Antofagasta plc Board of Directors has proposed a final dividend of 48.0 cents per share. If approved, the total dividends paid in respect of 2025 would be the equivalent of a 50% pay-out of underlying earnings per share, in line with the Company's dividend policy. This will be paid on 11 May 2026 to shareholders on the share register at the close of business on 17 April, 2026.
お知らせ • Feb 03Antofagasta plc to Report First Half, 2026 Results on Aug 13, 2026Antofagasta plc announced that they will report first half, 2026 results on Aug 13, 2026
お知らせ • Jan 29Antofagasta plc Announces Board ChangesAntofagasta plc announced that Andrónico Luksic Craig, a Non-Executive Director of the Company since 2013, has resigned from the Board of Directors of the Company (the "Board") with effect from 27 January 2026. Mr. Luksic Craig has not, and will not, receive any loss of office payments, nor will he be paid any further remuneration for his service as a director of the Company, other than that accrued up to 27 January 2026. The Company also announced that the Board has appointed Andrónico Luksic Lederer as a Non-Executive Director, with effect from 1 March 2026. Mr. Luksic Lederer joined the Company as an employee in 2006 and has been Vice President of Development and a member of the Executive Committee since 2015. Mr. Luksic Lederer has resigned from this executive role, with effect from 1 February 2026, to take up a new role as Deputy Chairman of the board of directors of Quiñenco S.A, with responsibility for Investments and Business Development. Mr. Luksic Lederer is currently a member of the board of directors of Compañía de Minas Buenaventura S.A.A. and Quiñenco S.A.
お知らせ • Jan 06+ 1 more updateAntofagasta plc to Report Q2, 2026 Results on Jul 15, 2026Antofagasta plc announced that they will report Q2, 2026 results on Jul 15, 2026
お知らせ • Oct 23Antofagasta plc Provides Production Guidance for the Fiscal Year 2026; Revises Production Guidance for the Fiscal Year 2025Antofagasta plc provided production guidance for fiscal year 2026. For the period 2026, the company expects copper production to be between 650,000 and 700,000 tonnes, with an incremental year-on-year gain in production expected at Los Pelambres. For the year 2025, The Group expects Fiscal Year 2025 copper production to be at the lower end of the guidance range (660-700Kt).
お知らせ • Aug 16+ 1 more updateAntofagasta plc Declares Interim Dividend for the Half Year Ended June 30, 2025, Payable on 30 September 2025The Board of Antofagasta plc has declared an interim dividend of 16.6 cents per ordinary share for the 2025 half year ended June 30, 2025 (2024 half year - 7.9 cents per ordinary share). Dividends are declared and paid gross. Dividends actually paid in the period and recognised as a deduction from net equity under IFRS were 23.5 cents per ordinary share (2024 half year - 24.3 cents per ordinary share), representing the final dividend declared in respect of the previous year. The interim dividend will be paid on 30 September 2025 to ordinary shareholders that are on the register at the close of business on 5 September 2025. Shareholders can elect (on or before 8 September 2025) to receive this interim dividend in US Dollars, Pounds Sterling or Euro, and the exchange rate to be applied to interim dividends to be paid in Pounds Sterling or Euro will be set as soon as reasonably practicable after that date (which is currently anticipated to be on 10 September 2025).
お知らせ • Aug 13Antofagasta plc Announces Changes to Board Committees, Effective 1 September 2025Antofagasta plc announced that with effect from 1 September 2025, Ignacio Bustamante, an Independent Non-Executive Director since 1 July 2025, will join both the Audit and Risk Committee and the Remuneration and Talent Management Committee. In addition, Francisca Castro, an Independent Non-Executive Director since November 2016, will rotate off the Audit and Risk Committee. From 1 September 2025, composition of the Committees shall be as follows: Nomination and Governance Committee: Jean-Paul Luksic (Chair), Francisca Castro and Tony Jensen; Audit and Risk Committee: Tony Jensen (Chair), Heather Lawrence, Tracey Kerr and Ignacio Bustamante; Remuneration and Talent Management Committee: Francisca Castro (Chair), Michael Anglin, Eugenia Parot, Heather Lawrence and Ignacio Bustamante; Projects Committee: Michael Anglin (Chair), Ramón Jara, Eugenia Parot and Tony Jensen; and Sustainability and Stakeholder Management Committee: Eugenia Parot (Chair), Ramón Jara, Juan Claro, Michael Anglin and Tracey Kerr.
お知らせ • Jun 26Antofagasta plc Appoints Ignacio Bustamante as Independent Non-Executive Director, Effective Date Is July 1, 2025Antofagasta PLC announced that the Board of Directors has appointed Ignacio Bustamante as an Independent Non-Executive Director, effective July 1, 2025. Mr. Bustamante brings over 30 years of mining senior leadership experience in the Americas, with a strong focus on corporate strategy, operational excellence, sustainability, and business development. He currently serves as Head of Base Metals at Appian Capital Advisory LLP. Previously, Mr. Bustamante was CEO and Executive Director of Hochschild Mining plc, a London-listed silver and gold mining company with operations across the Americas. Prior to that, he held several senior executive positions in the Hochschild Mining plc group in areas including operations, finance, and business development. He has also served as a Non-Executive Director at Aclara Resources, Scotiabank Peru, and Profuturo AFP in Peru. Mr. Bustamante holds dual Bachelor of Science degrees in Business and Accounting from Universidad del Pacífico in Peru, and an MBA from Stanford University. For the purposes of the UK Corporate Governance Code, Mr. Bustamante is considered by the Board to be independent.
お知らせ • Mar 27Antofagasta plc, Annual General Meeting, May 08, 2025Antofagasta plc, Annual General Meeting, May 08, 2025. Location: church house westminster, deans yard, sw1p 3nz, london United Kingdom
お知らせ • Mar 07Antofagasta plc Announces Resignation of Vivianne Blanlot as Non-Executive Director and Member of Board Committees, Effective March 31, 2025Antofagasta plc announced that Vivianne Blanlot, a Non-Executive Director of the Company since 2014, has resigned from the Antofagasta plc board with effect from 31 March 2025, having served as a Director for 11 years. She will therefore step down as a Director of the Company, and a member of the Sustainability and Stakeholder Management and Projects Committees with effect from the same date. Ms. Blanlot has not and will not receive any loss of office payments, nor will she be paid any further remuneration for her service as a director of the Company, other than that accrued up to 31 March 2025.
お知らせ • Feb 18Antofagasta plc Recommends Final Dividend for 2024, Payable on May 12, 2025Antofagasta plc announced that the Board has recommended a final dividend for 2024 of 23.5 cents per ordinary share, which amounts to $231.7 million and will be paid on 12 May 2025 to shareholders on the share register at the close of business on 22 April 2025.
お知らせ • Jan 18+ 1 more updateAntofagasta plc to Report First Half, 2025 Results on Aug 14, 2025Antofagasta plc announced that they will report first half, 2025 results on Aug 14, 2025
お知らせ • Jan 16Antofagasta plc Proivdes Production Guidance for the Year 2025Antofagasta plc provided production guidance for the year 2025. For the period, the Company expects Copper production of 660 kt to 700 kt, Gold production of 210 koz to 230 koz and Molybdenum production of 15.0 kt to 16.5 kt.
お知らせ • Nov 27Antofagasta plc Announces Changes to Board Committee ChairAntofagasta plc announced that Independent Non-Executive Director Eugenia Parot will replace Vivianne Blanlot as Chair of the Sustainability and Stakeholder Management Committee (the "Committee") with effect from 1 January 2025. Ms. Blanlot will remain a member of the Committee. Ms. Parot has been a member of the Committee since 2021.
お知らせ • Oct 16Antofagasta plc Provides Production Guidance for the Year 2024 and 2025Antofagasta plc provided production guidance for the year 2024. For the year, the company's Total production guidance for 2024 is unchanged, with full year output expected to be in the lower end of the Company's guidance range of 670-710,000 tonnes. For the year 2025, the company full-year Group copper production in 2025 is expected to be between 660,000 and 700,000 tonnes, with an incremental gain in production at Centinela Concentrates.
Declared Dividend • Aug 22First half dividend of US$0.079 announcedShareholders will receive a dividend of US$0.079. Ex-date: 5th September 2024 Payment date: 30th September 2024 Dividend yield will be 1.4%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by earnings (42% earnings payout ratio) but not covered by cash flows (118% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 70% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 21First half 2024 earnings released: EPS: US$0.26 (vs US$0.34 in 1H 2023)First half 2024 results: EPS: US$0.26 (down from US$0.34 in 1H 2023). Revenue: US$2.96b (up 2.3% from 1H 2023). Net income: US$259.6m (down 21% from 1H 2023). Profit margin: 8.8% (down from 11% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Aug 20Antofagasta plc Declares Interim Dividend for the First Half of 2024, Payable on 30 September 2024Antofagasta plc has declared an interim dividend of 7.9 cents per ordinary share for the 2024 half year (2023 half year - 11.7 cents per ordinary share). The interim dividend will be paid on 30 September 2024 to ordinary shareholders that are on the register at the close of business on 6 September 2024. Shareholders can elect (on or before 9 September 2024) to receive this interim dividend in US Dollars, Pounds Sterling or Euro, and the exchange rate to be applied to interim dividends to be paid in Pounds Sterling or Euro will be set as soon as reasonably practicable after that date (which is currently anticipated to be on 12 September 2024).
お知らせ • Aug 14Antofagasta plc Announces Tracey Kerr Joins Audit and Risk Committee with Effect from 1 September 2024Antofagasta plc announced that Tracey Kerr, an Independent Non-Executive Director since January 2024, will join the Audit and Risk Committee with effect from 1 September 2024.
お知らせ • Jul 17Antofagasta plc Updates Production Guidance for the Year 2024Antofagasta plc updated production guidance for the year 2024. For the year, the company's total production is expected to be in the lower end of the Company's 670,000 tonne - 710,000 tonne guidance range.
お知らせ • Apr 17Antofagasta plc Reaffirms Group Production Guidance for 2024Antofagasta plc reaffirmed group production guidance for 2024. Guidance for the year remains unchanged. Group copper production for the full year is expected to be in the range of 670-710,000 tonnes, as quarterly production increases over the year.
Upcoming Dividend • Apr 11Upcoming dividend of US$0.24 per shareEligible shareholders must have bought the stock before 18 April 2024. Payment date: 10 May 2024. Payout ratio is a comfortable 42% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.0%).
Reported Earnings • Mar 30Full year 2023 earnings released: EPS: US$0.85 (vs US$1.56 in FY 2022)Full year 2023 results: EPS: US$0.85 (down from US$1.56 in FY 2022). Revenue: US$6.32b (up 7.9% from FY 2022). Net income: US$835.1m (down 46% from FY 2022). Profit margin: 13% (down from 26% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 29Antofagasta plc to Report Fiscal Year 2023 Final Results on Mar 28, 2024Antofagasta plc announced that they will report fiscal year 2023 final results on Mar 28, 2024
Declared Dividend • Feb 22Final dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 18th April 2024 Payment date: 10th May 2024 Dividend yield will be 1.7%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by earnings (42% earnings payout ratio) but not covered by cash flows (174% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Feb 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 13% Last year net profit margin: 26% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (174% cash payout ratio). Profit margins are more than 30% lower than last year (13% net profit margin).
Reported Earnings • Feb 21Full year 2023 earnings released: EPS: US$0.85 (vs US$1.56 in FY 2022)Full year 2023 results: EPS: US$0.85 (down from US$1.56 in FY 2022). Revenue: US$6.32b (up 7.9% from FY 2022). Net income: US$835.1m (down 46% from FY 2022). Profit margin: 13% (down from 26% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Feb 20Antofagasta plc Recommends Final Dividend for 2023, Payable On10 May 2024Antofagasta plc has recommended a final dividend for 2023 of 24.3cents per ordinary share, which amounts to $239.6 million and will be paid on10 May 2024 to shareholders on the share register at the close of business on19 April 2024. The Board declared an interim dividend for the first half of 2023 of 11.7 cents per ordinary share, which amounted to $115.3 million.
New Risk • Feb 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 15% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 15% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
お知らせ • Jan 30Antofagasta plc Announces Board ChangesAntofagasta plc announced that the Board of Directors (the "Board") of the Company has appointed Tracey Kerr as an independent Non-Executive Director with effect from 29 January 2024. Ms Kerr brings extensive experience in safety, sustainability, operations and exploration in global mining businesses, most recently serving as Group Head of Sustainable Development at Anglo American plc having previously held other senior executive roles at Anglo American plc, Vale S.A. and BHP Group Limited. Ms Kerr also has strong governance experience in UK-listed companies and currently serves as a Non-Executive Director at Hochschild Mining PLC, a precious metals mining company, Jubilee Metals Group plc, a metals processing company, and multinational engineering group Weir Group PLC. Previously Ms Kerr was a Non-Executive Director at Polymetal International Plc. Ms Kerr has a BSc Honours Science degree majoring in geophysics from the University of Sydney, Australia, a Masters' Degree in Economic Geology from the University of Tasmania, Australia, and a Diploma in Company Direction from the Institute of Directors, United Kingdom. She is a Fellow of the Australian Institute of Mining and Metallurgy and a member of the Institute of Directors. Board Committee Membership Changes: The Company also announces the following changes to the membership of its Committees, with effect from 1 February 2024. Tony Jensen has rotated off the Remuneration and Talent Management Committee, and joined the Projects Committee; Heather Lawrence has joined the Remuneration and Talent Management Committee; and Tracey Kerr has joined the Sustainability and Stakeholder Management Committee. The members of the Committees are now as follows: Nomination and Governance Committee: Jean-Paul Luksic (Chair), Francisca Castro and Tony Jensen; Audit and Risk Committee: Tony Jensen (Chair), Francisca Castro and Heather Lawrence; Remuneration and Talent Management Committee: Francisca Castro (Chair), Michael Anglin, Eugenia Parot and Heather Lawrence; Projects Committee: Michael Anglin (Chair), Ramón Jara, Eugenia Parot, Vivianne Blanlot and Tony Jensen; and Sustainability and Stakeholder Management Committee: Vivianne Blanlot (Chair), Juan Claro, Ramón Jara, Michael Anglin, Eugenia Parot and Tracey Kerr.
お知らせ • Dec 21+ 2 more updatesAntofagasta plc to Report First Half, 2024 Results on Aug 20, 2024Antofagasta plc announced that they will report first half, 2024 results on Aug 20, 2024
お知らせ • Dec 20Antofagasta plc Announces the Construction of the Centinela Second Concentrator ProjectAntofagasta plc announced that after an extensive review, the construction of the Centinela Second Concentrator Project has been approved. Critical path works will begin immediately with full construction expected to commence after definitive project finance documents have been executed during First Quarter 2024. Growth: Centinela Second Concentrator to produce an additional 170,000 tonnes of copper equivalent tonnes per annum, comprising of 144,000 tonnes of copper production, 130,000 ounces of gold production and 3,500 tonnes of molybdenum production, with a 36-year mine life based on Centinela's substantial ore reserve of two billion tonnes. · Lower net cash costs:Moving to first quartile C1 cost of production at Centinela through an increased focus on concentrator capacity that incorporates modern technologies, increased by-products and greater economies of scale. Net cash costs in the Centinela district are expected to be in the first quartile of the industry cost curve following the expansion. Capital investment:Project cost of $4.4 billion, including a new 95ktpd concentrator plant incorporating high pressure grinding rolls ("HPGRs") to reduce energy consumption, the expansion of the existing raw seawater pumping and transport system, a new tailings storage facility, capacity growth in energy and other input supply infrastructure, the expansion of outbound logistics networks such as the concentrate transport system and critical port infrastructure, additional loading equipment, autonomous hauling equipment and a truck-shop for the mine expansion at Esperanza Sur. Also included are camps, and ancillary civil infrastructure, which have been designed to fully integrate into the existing Centinela operation, to avoid any redundancy. This updated and approved capital cost estimate (previously $3.7 billion - announced in August 2022) is based on advanced detailed engineering and includes escalation for inflation during construction, a stronger local currency estimate, updates to local labour regulations and additional contingency provisions. The phasing of the project's capex is expected to be weighted towards2025, with similar expenditures in adjacent years. · Mining plan:The second concentrator will source ore initially from the recently opened Esperanza Sur pit and later from the Encuentro pit. The sulphide ore in the Encuentro pit lies under the Encuentro Oxides reserves, which are expected to be depleted by 2026. Fully exposing the sulphide ore in the optimal sequence required to initiate feed to the second concentrator from the Encuentro Pit is expected to require separate investments in infrastructure, mining equipment and mine development activities, which will materially commence half-way through the construction phase of the second concentrator and will span a period of 3-4 years. The combined investment in mine development and sustaining capital for the expansion of the Encuentro pit is estimated to be approximately $1 billion. This expansion in mining activities will further enable Centinela to achieve the development potential of its extensive mineral resource base. · Financing: Project to be financed by Centinela through a combination of direct funding from Centinela's shareholders (Antofagasta plc and Marubeni Corporation, representing approximately 40% of total funding), and project finance provided by lenders. Definitive project finance documents are expected to be executed during First Quarter 2024. · Water infrastructure: Detailed terms and conditions have been substantially completed for the option to provide water for Centinela's current and future operations by a third party acquiring the existing water supply system and building the new water pipeline expansion. The planned outsourcing of the water supply will only proceed if it improves the net present value of the project, with closure of this process scheduled to be made alongside the execution of definitive project finance documents during First Quarter 2024. If it goes ahead as planned, an estimated amount of $600 million in cash will be received for the divestment of the existing water infrastructure and the project cost will reduce by approximately $400 million, considering that the investment required to expand the existing water system to supply the Second Concentrator will be undertaken by a third party. · Project permitting: The Centinela Second Concentrator Project has all the relevant permits approved by the authorities in Chile for the project to proceed into the construction phase. · Timeline: Three-year construction schedule, with critical path works commencing immediately. First production is expected in 2027.
New Risk • Dec 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.4% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
お知らせ • Dec 12Antofagasta plc Announces Resignation of Jorge Bande as Director, and Member of the Audit and Risk, Sustainability and Stakeholder Management and Projects CommitteesAntofagasta plc announced that Jorge Bande, an Independent Non-Executive Director of the Company since 2014, has resigned from the Antofagasta plc board with effect from 31 December 2023 having served as an independent Director for nine years, which is the recommended maximum tenure for independence according to the UK Corporate Governance Code. He will therefore step down as a Director of the Company, and a member of the Audit and Risk, Sustainability and Stakeholder Management and Projects Committees with effect from the same date.
New Risk • Nov 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
お知らせ • Sep 07Antofagasta plc Announces Interim Dividend, Payable on September 29, 2023Antofagasta plc announced that the Sterling equivalent of the interim dividend of 11.7 US cents will be 9.3645 pence per ordinary share, based on an exchange rate of £1 = $1.2494, and the Euro equivalent will be 10.9264 Euro cents per ordinary share, based on an exchange rate of €1 = $1.0708. Payment of the dividend is scheduled for 29 September 2023.
Upcoming Dividend • Aug 24Upcoming dividend of US$0.12 per share at 3.5% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (8.6%).
お知らせ • Aug 10+ 1 more updateAntofagasta plc Announces Director ChangesAntofagasta plc announced that Francisca Castro, a Non-Executive Director of the Company since 2016, has been appointed Senior Independent Director with effect from 8 August 2023. Ms. Castro is the Chair of the Remuneration and Talent Management Committee and member of the Audit and Risk Committee and Nomination and Governance Committee. Ms. Castro succeeds Mr. Tony Jensen in this role. Mr. Jensen has served as the Senior Independent Director since 1 August 2021 and will continue to serve as Chair of the Audit and Risk Committee, and as a member of the Nomination and Governance Committee and Remuneration and Talent Management Committee.
お知らせ • Jul 21Antofagasta plc Revises Production Guidance for the Year 2023Antofagasta plc revised production guidance for the year 2023. For the year, the company expects copper production to 640-670,000 tonnes (previously 670-710,000 tonnes), with output increasing quarter-on-quarter in H2 2023.
Upcoming Dividend • Apr 13Upcoming dividend of US$0.51 per share at 3.0% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 12 May 2023. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.3%).
Board Change • Apr 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Independent Non-Executive Director Ma Parot was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 31Full year 2022 earnings released: EPS: US$1.56 (vs US$1.31 in FY 2021)Full year 2022 results: EPS: US$1.56 (up from US$1.31 in FY 2021). Revenue: US$5.86b (down 22% from FY 2021). Net income: US$1.53b (up 19% from FY 2021). Profit margin: 26% (up from 17% in FY 2021). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.5% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 23Full year 2022 earnings released: EPS: US$1.56 (vs US$1.31 in FY 2021)Full year 2022 results: EPS: US$1.56 (up from US$1.31 in FY 2021). Revenue: US$5.86b (down 22% from FY 2021). Net income: US$1.53b (up 19% from FY 2021). Profit margin: 26% (up from 17% in FY 2021). Production and reserves: Copper Production: 0.394 Mt (0.325 Mt in FY 2021) Number of mines: 4 (4 in FY 2021) Molybdenum Production: 6,000 t (6,430 t in FY 2021) Number of mines: 2 (2 in FY 2021) Gold Production: 119.45 troy koz (171.22 troy koz in FY 2021) Number of mines: 2 (2 in FY 2021) Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 1.4% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 18Antofagasta plc Provides Group Production Guidance for 2023Antofagasta plc provided Group production guidance for 2023. For the period, the company is expected to be 670-710,000 tonnes of copper (as previously announced), 220-240,000 ounces of gold and 10-11,500 tonnes of molybdenum. Copper guidance reflects that the Los Pelambres desalination and concentrator plants will be in production during the second quarter of the year partly offset by lower grades at Centinela Cathodes. Gold and molybdenum guidance reflects the higher grades and recoveries expected at Centinela Concentrates.
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to €20.30, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total returns to shareholders of 99% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.91 per share.
お知らせ • Dec 20+ 1 more updateAntofagasta plc to Report First Half, 2023 Results on Aug 10, 2023Antofagasta plc announced that they will report first half, 2023 results on Aug 10, 2023
Upcoming Dividend • Apr 14Upcoming dividend of US$1.19 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 13 May 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.5%. Within top quartile of German dividend payers (3.9%). Lower than average of industry peers (7.7%).
Reported Earnings • Apr 03Full year 2021 earnings released: EPS: US$1.31 (vs US$0.51 in FY 2020)Full year 2021 results: EPS: US$1.31 (up from US$0.51 in FY 2020). Revenue: US$7.47b (up 46% from FY 2020). Net income: US$1.29b (up 159% from FY 2020). Profit margin: 17% (up from 9.7% in FY 2020). The increase in margin was driven by higher revenue. Production and reserves: Gold Proved and probable reserves (ore): 2,640 Mt (2,749 Mt in FY 2020) Over the next year, revenue is expected to shrink by 6.5% compared to a 36% growth forecast for the mining industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to €19.49, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 6x in the Metals and Mining industry in Europe. Total returns to shareholders of 92% over the past three years.
Reported Earnings • Feb 24Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$1.31 (up from US$0.51 in FY 2020). Revenue: US$7.47b (up 46% from FY 2020). Net income: US$1.29b (up 159% from FY 2020). Profit margin: 17% (up from 9.7% in FY 2020). The increase in margin was driven by higher revenue. Production and reserves: Copper Production: 0.325 Mt (0.323 Mt in FY 2020) Proved and probable reserves (ore): 1,400 Mt (4,251 Mt in FY 2020) Number of mines: 4 (4 in FY 2020) Gold Production: 171.22 troy koz (136.77 troy koz in FY 2020) Proved and probable reserves (ore): 1,400 Mt (2,749 Mt in FY 2020) Number of mines: 2 (2 in FY 2020) Molybdenum Production: 6,430 t (7,730 t in FY 2020) Proved and probable reserves (ore): 1,400 Mt (2,749 Mt in FY 2020) Number of mines: 2 (2 in FY 2020) Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 9.5% compared to a 13% growth forecast for the mining industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 19Antofagasta plc Provides Production Guidance for the Full Year 2022Antofagasta plc provided production guidance for the full year 2022. For the period, the company expected Copper production to be in the range of 660 to 690 kt, Gold production of 170 to 190 koz and Molybdenum production of 8.5 to 10.0.
Upcoming Dividend • Aug 26Upcoming dividend of US$0.24 per shareEligible shareholders must have bought the stock before 02 September 2021. Payment date: 01 October 2021. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (6.5%).
Reported Earnings • Aug 22First half 2021 earnings released: EPS US$0.68 (vs US$0.14 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$3.59b (up 68% from 1H 2020). Net income: US$665.3m (up 392% from 1H 2020). Profit margin: 19% (up from 6.3% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Executive Departure • Aug 04Senior Independent Director Manuel Lino De Sousa-Oliveira has left the companyOn the 31st of July, Manuel Lino De Sousa-Oliveira's tenure as Senior Independent Director ended after 9.8 years in the role. We don't have any record of a personal shareholding under Manuel Lino's name. Manuel Lino is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 6.75 years.
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to US$18.01, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total returns to shareholders of 58% over the past three years.
お知らせ • Apr 30Antofagasta plc Announces Final Dividend for the Year 2020, Payable on 14 May 2021Antofagasta plc announced that the Sterling equivalent of the final dividend of 48.5 US cents will be 34.8344 pence per ordinary share, based on an exchange rate of £1 = US$1.3923, and the Euro equivalent will be EUR 40.0826 cents per ordinary share, based on an exchange rate of €1 = USD 1.2100. Payment of the dividend is scheduled for 14 May 2021.
お知らせ • Apr 23Antofagasta plc Provides Production Guidance for the Second Half of Fiscal 2021Antofagasta plc provided production guidance for the second half of fiscal 2021. Production in the second half of the year is expected to be slightly stronger than in the first half.
Upcoming Dividend • Apr 15Upcoming dividend of US$0.48 per shareEligible shareholders must have bought the stock before 22 April 2021. Payment date: 14 May 2021. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (4.6%).
お知らせ • Mar 17Antofagasta plc Declares Final Dividend for 2020Antofagasta plc announced that the Board has declared a final dividend for 2020 of 48.5 cents per share, which together with the interim dividend of 6.2 cents per share amounts to a total dividend of 54.7 cents per share. This is equal to a 100% pay-out ratio.
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$20.00, the stock is trading at a trailing P/E ratio of 66.8x, up from the previous P/E ratio of 57.5x. This compares to an average P/E of 15x in the Metals and Mining industry in Europe. Total returns to shareholders over the past three years are 117%.
Is New 90 Day High Low • Feb 12New 90-day high: €18.00The company is up 47% from its price of €12.27 on 13 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 61% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.23 per share.
お知らせ • Jan 21Antofagasta plc to Report First Half, 2021 Results on Aug 19, 2021Antofagasta plc announced that they will report first half, 2021 results on Aug 19, 2021
Is New 90 Day High Low • Jan 06New 90-day high: €16.60The company is up 50% from its price of €11.06 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 42% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.53 per share.
Is New 90 Day High Low • Nov 16New 90-day high: €12.84The company is up 5.0% from its price of €12.25 on 18 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.69 per share.
お知らせ • Nov 16+ 1 more updateAntofagasta plc, Annual General Meeting, May 12, 2021Antofagasta plc, Annual General Meeting, May 12, 2021.
Is New 90 Day High Low • Oct 07New 90-day low: €10.72The company is down 1.0% from its price of €10.88 on 09 July 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.49 per share.
