Anglo American: A Diversified Commodities Play With Platinum Exposure

Anglo American has serious problems right now, and the company's diamond business isn't helping. The miner, which owns 85% of De Beers — probably the most famous diamond company on the planet — just released its third quarter production report, things don't look good.

Investors may be tempted to think the recent move up in oil prices is foretelling similar gains in iron ore, but Ben McEwan at CIBC World Markets says these expectations are based more on hope than anything of substance. For one thing, the analyst found little historical correlation between the two commodities. In fact, it’s lower than the correlation between other industrial commodities such as copper, nickel, aluminum and metallurgical coal, and over both a 12 month and five-year period, only met coal demonstrates a lower correlation to oil than iron ore.

By Colin Livasy:BHP Billiton (BHP) has been one of the largest multi-resource miners in the world for decades now, but something seemed lacking to me when I looked at the stock's performance for the past few years. Let us start with the background information for everyone who is unfamiliar with BHP. BHP Billiton Ltd. is a diversified resource company.

Anglo American plc (ADR) (AAUKY.PK) H1 2013 Earnings Call July 26, 2013 4:00 am ET Executives Mark Cutifani - Chief Executive and Director René Médori - Finance Director, Executive Director and Chairman of Investment Committee Analysts Des Kilalea - RBC Capital Markets, LLC, Research Division Jason Fairclough - BofA Merrill Lynch, Research Division Anthony Robson - BMO Capital Markets Canada

Anglo American (OTCPK:AAUKY) H1 2014 Earnings Call July 25, 2014 4:00 am ET Executives Mark Cutifani - Chief Executive Officer, Executive Director and Member of Safety & Sustainable Development Committee René Médori - Finance Director, Executive Director and Chairman of Investment Committee Duncan Graham Wanblad - Chief Executive Officer of Base Metals and Minerals

Gold mining aint easy. From “Big Gold” to junior miners, pulling ore out of the ground for a profit was a tough task over the past two years. Rising mine costs and lower precious metal prices were a disaster for many miners — something you can easily see with a quick glance at share price over the past two years. It’s been a bloodbath. However there has been one “unconventional” gold player that’s been making it work.

By The Gold Report:The biggest new source for platinum group metals just might be what Jack Lifton calls "the rubber tire mine." Noting that removing the catalytic converter from a car's emission system produces a rate of return that rivals the production rates of the South African platinum giants, Byron King agrees that recycling is the wave of the future for platinum, palladium and rhodium.

By Global Value Investor:This article introduces two companies in the commodity field that are undervalued based on market metrics. The first company, BP (BP), is a multinational oil and gas firm that has worldwide operations in profitable business segments, such as exploration, production, petrochemicals and distribution.