analysing for Anglo American coal revenue, looks like for a...

analysing for Anglo American coal revenue, looks like for a revenue of additional 1.4 billion Yancoal and other will be paying 7.7 billion which will need at least 5 years to break even, in big schema of things this may be a small duration but for dividend investors this will be period of uncertainty which may not be attractive for them, so all these dividend investors may stay away from this stock if this happens and we may see more value investors coming into Yancoal

some of these might get interested in Yancoal and may drive the price higher as they are historic investors in Anglo american

BlackRock, Inc. - As one of the largest asset management firms in the world, BlackRock holds significant stakes in many global mining companies, including Anglo American. Their investments are typically broad-based across the entire company rather than being specifically targeted at coal assets.

The Vanguard Group - Another major global investment firm, Vanguard has substantial holdings in Anglo American. Like BlackRock, Vanguard's investments are usually diversified across sectors, but their large holdings in mining companies imply an indirect investment in coal assets.

Public Investment Corporation (PIC) - South Africa’s PIC is one of the largest investment managers on the African continent and has historically held a significant stake in Anglo American. Given Anglo American's historical presence in South Africa, PIC’s interest may extend to coal assets, although their focus has been broad across the company’s portfolio.

Government Pension Fund Global (Norway) - Managed by Norges Bank, this fund has investments in Anglo American, although it has been increasingly focused on sustainability, which may influence its stance on coal investments.

Private Equity Firms - While specific names may vary over time, various private equity firms have shown interest in acquiring or investing in coal assets as part of Anglo American's divestment process. These firms typically seek to capitalize on assets that may be undervalued due to regulatory or market pressures on coal.

Steelmaking Coal Revenue for Anglo american

Production and Sales: Anglo American's steelmaking coal production increased by 16% in the first half of 2024, reaching 8.0 million tons, compared to 6.9 million tons in the same period of 2023. This increase in production was driven by higher throughput at the underground operations, despite some setbacks such as the incident at the Grosvenor mine in Australia.

Revenue: The revenue from steelmaking coal for the first half of 2024 was $1.41 billion. This figure represents a decrease from $1.77 billion in the same period in 2023. The decline in revenue is largely due to lower realized coal prices, which reflects broader market conditions and the impact of the Grosvenor mine incident.

EBITDA: The underlying EBITDA for steelmaking coal was $592 million, slightly down from $615 million in the first half of 2023. Despite the increase in production, the lower coal prices affected the overall earnings from this segment.