GLEN Share Price Performance
UK£5.80
2.88 (98.87%)
6.7% undervalued intrinsic discount
UK£6.22
Fair Value
Price UK£5.80
AnalystConsensusTarget UK£6.22
AnalystHighTarget UK£7.65
AnalystLowTarget UK£4.86
Fair ValueUK£6.22
Share Pricen/a
Glencore plc Stock Price
- 3 Narratives written by author
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- 218 Fair Values set on narratives written by author
GLEN Community Narratives
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Fair Value
·Fair Value UK£6.22 6.7% undervalued intrinsic discount
GLEN: Operational Delivery And Asset Quality Will Shape Near-Term Performance
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112users have followed this narrative
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Fair Value
·Fair Value UK£7.65 24.1% undervalued intrinsic discount
Copper Expansion And Cost Savings Will Drive A Stronger Long Term Earnings Outlook
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Fair Value
·Fair Value UK£4.86 19.5% overvalued intrinsic discount
Copper Expansion And Political Risks Will Reshape Long Term Earnings Profile
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Copper Expansion And Political Risks Will Reshape Long Term Earnings Profile
Glencore’s long-term outlook may hinge on whether its big copper expansion plans stay on track in regions where permits, politics, and local opposition can quickly change the rules. At the same time, choices around coal production and deal structures that share future upside could reshape how much cash the business can return to shareholders.Read more
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UK£4.86
19.5% overvalued intrinsic discount
Fair Value
Revenue
-1.75% p.a.
Profit Margin
1.99%
Future PE
20.36x
Price in 2029
UK£6.39
Copper Expansion And Cost Savings Will Drive A Stronger Long Term Earnings Outlook
Glencore is banking on a near-term jump in copper output and a company-wide cost-cutting push to lift long-term earnings, while its trading arm also benefits from tighter metals markets and shifting trade flows. The catch is that the story relies on smooth mine execution and a rebound in coal markets, plus big projects in South America that can be slowed by politics or permits.Read more
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UK£7.65
24.1% undervalued intrinsic discount
Fair Value
Revenue
10.62% p.a.
Profit Margin
3.46%
Future PE
13.14x
Price in 2029
UK£10.06
GLEN: Operational Delivery And Asset Quality Will Shape Near-Term Performance
Glencore could get a lift as copper output rises and new mines move forward, helped by cost cuts and a trading arm that can profit when supply chains stay messy. But its heavy links to coal, shifting rules in key countries, and legal and environmental liabilities could still derail results and restrict funding.Read more
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UK£6.22
6.7% undervalued intrinsic discount
Fair Value
Revenue
3.28% p.a.
Profit Margin
2.41%
Future PE
18.58x
Price in 2029
UK£8.14
Trending Discussion
Recently Updated Narratives
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GLEN: Copper Shift And Lithium Deal Will Shape Future Commodity Mix
Fair Value: UK£4.86 19.5% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
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GLEN: Copper Mix And Lithium Offtake Will Support Future Rerating Potential
Fair Value: UK£7.65 24.1% undervalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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GLEN: Future Copper Expansion And Labor Challenges Will Shape Fair Execution Outlook
Fair Value: UK£6.22 6.7% undervalued intrinsic discount
112 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis
Glencore plc Key Details
About GLEN
- Founded
- 1974
- Employees
- 140000
- CEO
- WebsiteView website
Glencore plc engages in the production, refinement, processing, storage, transport, and marketing of metals and minerals, and energy products in the Americas, Europe, Asia, Africa, and Oceania. The company operates in two segments, Marketing Activities and Industrial Activities. It engages in the production and marketing of copper, cobalt, lead, nickel, zinc, chrome ore, ferrochrome, vanadium, aluminum, alumina, and iron ore; and coal, crude oil, refined products, and natural gas, as well as oil exploration and production and refining and distribution. The company is also involved in marketing and distributing physical commodities sourced from third party producers to industrial consumers, including the battery, electronic, construction, automotive, steel, energy, and oil industries. In addition, the company provides financing, logistics, and other services to producers and consumers of commodities. Glencore plc was founded in 1974 and is headquartered in Baar, Switzerland.
