JSE:AMS

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Anglo American Platinum

Executive Summary

Anglo American Platinum Limited engages in the production and sale of platinum group metals, base metals, and precious metals in South Africa and internationally. More Details

Rewards

Earnings are forecast to grow 39.54% per year

Earnings have grown 70% per year over the past 5 years

Risk Analysis

No risks detected for AMS from our risk checks.


Snowflake Analysis

Exceptional growth potential with flawless balance sheet.


Similar Companies

Share Price & News

How has Anglo American Platinum's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: AMS is not significantly more volatile than the rest of ZA stocks over the past 3 months, typically moving +/- 7% a week.

Volatility Over Time: AMS's weekly volatility (7%) has been stable over the past year.


Market Performance


7 Day Return

1.5%

AMS

-0.03%

ZA Metals and Mining

1.0%

ZA Market


1 Year Return

11.6%

AMS

32.6%

ZA Metals and Mining

-2.1%

ZA Market

Return vs Industry: AMS underperformed the ZA Metals and Mining industry which returned 32.6% over the past year.

Return vs Market: AMS exceeded the ZA Market which returned -2.2% over the past year.


Shareholder returns

AMSIndustryMarket
7 Day1.5%-0.03%1.0%
30 Day10.8%6.5%3.4%
90 Day10.8%3.9%12.0%
1 Year16.7%11.6%37.6%32.6%3.0%-2.1%
3 Year338.4%301.7%234.4%198.2%3.4%-17.7%
5 Year762.3%690.1%418.0%335.4%50.6%8.4%

Long-Term Price Volatility Vs. Market

How volatile is Anglo American Platinum's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Anglo American Platinum undervalued compared to its fair value and its price relative to the market?

22.3x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: AMS (ZAR1517.31) is trading above our estimate of fair value (ZAR887.78)

Significantly Below Fair Value: AMS is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: AMS is poor value based on its PE Ratio (22.3x) compared to the ZA Metals and Mining industry average (14.9x).

PE vs Market: AMS is poor value based on its PE Ratio (22.3x) compared to the ZA market (13.2x).


Price to Earnings Growth Ratio

PEG Ratio: AMS is good value based on its PEG Ratio (0.6x)


Price to Book Ratio

PB vs Industry: AMS is overvalued based on its PB Ratio (6.8x) compared to the ZA Metals and Mining industry average (1.2x).


Next Steps

Future Growth

How is Anglo American Platinum forecast to perform in the next 1 to 3 years based on estimates from 7 analysts?

39.5%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: AMS's forecast earnings growth (39.5% per year) is above the savings rate (9.3%).

Earnings vs Market: AMS's earnings (39.5% per year) are forecast to grow faster than the ZA market (27.4% per year).

High Growth Earnings: earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: AMS's revenue (25.6% per year) is forecast to grow faster than the ZA market (10.3% per year).

High Growth Revenue: AMS's revenue (25.6% per year) is forecast to grow faster than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: AMS's Return on Equity is forecast to be very high in 3 years time (52.6%).


Next Steps

Past Performance

How has Anglo American Platinum performed over the past 5 years?

70.0%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: AMS has high quality earnings.

Growing Profit Margin: AMS's current net profit margins (16%) are higher than last year (14.4%).


Past Earnings Growth Analysis

Earnings Trend: AMS's earnings have grown significantly by 70% per year over the past 5 years.

Accelerating Growth: AMS's earnings growth over the past year (48%) is below its 5-year average (70% per year).

Earnings vs Industry: AMS earnings growth over the past year (48%) underperformed the Metals and Mining industry 117.2%.


Return on Equity

High ROE: AMS's Return on Equity (30.7%) is considered high.


Next Steps

Financial Health

How is Anglo American Platinum's financial position?


Financial Position Analysis

Short Term Liabilities: AMS's short term assets (ZAR62.3B) exceed its short term liabilities (ZAR41.3B).

Long Term Liabilities: AMS's short term assets (ZAR62.3B) exceed its long term liabilities (ZAR22.8B).


Debt to Equity History and Analysis

Debt Level: AMS's debt to equity ratio (18.8%) is considered satisfactory.

Reducing Debt: AMS's debt to equity ratio has reduced from 29% to 18.8% over the past 5 years.

Debt Coverage: AMS's debt is well covered by operating cash flow (241.3%).

Interest Coverage: AMS earns more interest than it pays, so coverage of interest payments is not a concern.


Balance Sheet


Next Steps

Dividend

What is Anglo American Platinum current dividend yield, its reliability and sustainability?

1.77%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: AMS's dividend (1.77%) isn’t notable compared to the bottom 25% of dividend payers in the ZA market (3.07%).

High Dividend: AMS's dividend (1.77%) is low compared to the top 25% of dividend payers in the ZA market (8.85%).


Stability and Growth of Payments

Stable Dividend: AMS is not paying a notable dividend for the ZA market, therefore no need to check if payments are stable.

Growing Dividend: AMS is not paying a notable dividend for the ZA market, therefore no need to check if payments are increasing.


Current Payout to Shareholders

Dividend Coverage: AMS is not paying a notable dividend for the ZA market.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of AMS's dividend in 3 years as they are not forecast to pay a notable one for the ZA market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

2.9yrs

Average management tenure


CEO

Natascha Viljoen (50 yo)

0.75

Tenure

Ms. Natascha Viljoen, BEng (PrEng), EMBA, serves as Chief Executive Officer and Executive Director at Anglo American Platinum Limited a subsidiary of Anglo American Plc since April 16, 2020. She joined Ang...


Leadership Team

NamePositionTenureCompensationOwnership
Craig Miller
Finance Director & Director1.75yrsR14.53mno data
Gordon Smith
Executive Head of Technical7.33yrsR23.32mno data
Lorato Mogaki
Executive Head of Human Resources7.58yrsR22.33mno data
Gary Humphries
Executive Head of Processing4yrsR23.18mno data
Prakashim Moodliar
Executive Head of Projects & Environment1.83yrsR8.40mno data
Natascha Viljoen
CEO & Executive Director0.75yrno datano data
Emma Chapman
Head of Investor Relationsno datano datano data
Kevin Lester
Head of Legalno datano datano data
Henry Zondi
Head of Employee Relationsno datano datano data
Ndaba Ndlovu
Head of Protection Servicesno datano datano data
Marie Humphries
Head of Metallurgical servicesno datano datano data
Vincent Matlala
Head of Human Resource - Miningno datano datano data

2.9yrs

Average Tenure

53yo

Average Age

Experienced Management: AMS's management team is considered experienced (2.9 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Craig Miller
Finance Director & Director1.75yrsR14.53mno data
Natascha Viljoen
CEO & Executive Director0.75yrno datano data
Nombulelo Moholi
Independent Non-Executive Director7.5yrsR1.13mno data
Anthony O'Neill
Non-Executive Director7.25yrsR425.00kno data
Norman Mbazima
Independent Non-Executive Chairman1.75yrsR1.76mno data
Nkateko Mageza
Lead Independent Non-Executive Director1.75yrsR1.34mno data
Stephen Pearce
Non-Executive Director3yrsR425.00kno data
Mark Cutifani
Non-Executive Director7.75yrsR545.67kno data
Dhanasagree Naidoo
Independent Non-Executive Director7.5yrsR856.00kno data
John Vice
Independent Non-Executive Director8.17yrsR867.33kno data
Thabi Leoka
Independent Non-Executive Director0.50yrno datano data
Roger Dixon
Independent Non-Executive Director0.50yrno datano data

2.4yrs

Average Tenure

61yo

Average Age

Experienced Board: AMS's board of directors are not considered experienced ( 2.4 years average tenure), which suggests a new board.


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Anglo American Platinum Limited's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Anglo American Platinum Limited
  • Ticker: AMS
  • Exchange: JSE
  • Founded: 1946
  • Industry: Precious Metals and Minerals
  • Sector: Materials
  • Market Cap: R390.917b
  • Shares outstanding: 257.64m
  • Website: https://www.angloamericanplatinum.com

Number of Employees


Location

  • Anglo American Platinum Limited
  • 55 Marshall Street
  • Johannesburg
  • Gauteng
  • 2001
  • South Africa

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
RPHADB (Deutsche Boerse AG)YesOrdinary SharesDEEURFeb 1980
AMSJSE (The Johannesburg Securities Exchange)YesOrdinary SharesZAZARFeb 1980
AGPP.FOTCPK (Pink Sheets LLC)YesOrdinary SharesUSUSDFeb 1980
ANGP.YOTCPK (Pink Sheets LLC)SPONSORED ADRUSUSDJun 2016
RPH1DB (Deutsche Boerse AG)SPONSORED ADRDEEURJun 2016

Biography

Anglo American Platinum Limited engages in the production and sale of platinum group metals, base metals, and precious metals in South Africa and internationally. It produces platinum, palladium, rhodium, ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/01/16 17:38
End of Day Share Price2021/01/15 00:00
Earnings2020/06/30
Annual Earnings2019/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.