Società South32 Limited

S32

AU000000S320

Miniere integrate

Consensus Analisti

Attività

Vendite per attività

Vendite per regione

Dirigenti

Amministratori

Classe di azioni

Azionisti

Partecipazioni

Coordinate società

Società del gruppo

Settore

Vendite per attività

Vendite per regione

Rating per South32 Limited

Revisioni EPS

Utili trimestrali - Indice di sorpresa

Settore Miniere integrate

Mercato chiuso - Australian S.E. Altri mercati azionari 08:10:52 31/05/2024			Variaz. 5gg	Var. 1 gen.
3,97 ^AUD	+0,76%		+3,12%	+19,22%

30/05	Come si è svolto il fallimento dell'inseguimento di Anglo American da parte di BHP, durato sei settimane	RE
30/05	Cala il sipario sulla saga di acquisizione BHP-Anglo

South32 è specializzata nell'esplorazione e nella gestione di miniere. Le vendite nette sono suddivise per famiglia di prodotti come segue:
- allumina (22,4%): 5.050 Kt prodotte nel 2018/19; ;
- alluminio (20,4%): 982 Kt prodotte; ;
- manganese (16,9%) : 5.536 Kt prodotte;
- carbone termico (10,6%): 24.979 Kt prodotte;
- carbone metallurgico (11,6%): 5.350 Kt prodotte;
- nichel (5%) : 41,1 Kt prodotte;
- metalli non ferrosi (4,8%): argento (12,2 milioni di once prodotte), piombo (101,4 Kt) e zinco (51,6 Kt);
- altri (8,3%).
Le vendite nette sono distribuite geograficamente come segue: Africa meridionale (16,7%), Singapore (15%), India (7,3%), Cina (6%), Giappone (5,6%), Corea del Sud (2,7%), Asia (3,5%), Svizzera (7%), Paesi Bassi (6%), Italia (2,6%), Europa (7,5%), Australia (8,3%), Nord America (4,5%), Emirati Arabi Uniti (4,1%), Medio Oriente (2,5%) e Sud America (0,7%).

Numero di dipendenti: 9 616

AUD in Milioni	2022	Peso	2023	Peso	Delta
Hillside Aluminium 24,5 %	3 108	24,3 %	2 710	24,5 %	-12,80%
Illawarra Metallurgical Coal 22,1 %	3 224	25,2 %	2 443	22,1 %	-24,24%
Manganese Joint Venture Adjustments -12,6 %	-1 544	-12,1 %	-1 393	-12,6 %	-9,80%
Mozal Aluminium 11,9 %	1 274	10,0 %	1 317	11,9 %	+3,38%
Cerro Matoso 9,4 %	1 281	10,0 %	1 038	9,4 %	-19,00%
Australia Manganese 9,3 %	1 169	9,1 %	1 023	9,3 %	-12,53%
Sierra Gorda Joint Venture Adjustments -9,2 %	-332	-2,6 %	-1 017	-9,2 %	+205,99%
Sierra Gorda 9,2 %	332	2,6 %	1 017	9,2 %	+205,99%
Worsley Alumina 8,6 %	1 128	8,8 %	954	8,6 %	-15,39%
Cannington 7,3 %	1 015	7,9 %	806	7,3 %	-20,61%
Group and Unallocated Items/Eliminations 7,3 %	827	6,5 %	801	7,3 %	-3,15%
Brazil Alumina 5,3 %	721	5,6 %	587	5,3 %	-18,57%
South Africa Manganese 4,6 %	578	4,5 %	511	4,6 %	-11,49%
Brazil Aluminium 2,2 %	0	0,0 %	247	2,2 %	-

AUD in Milioni	2022	Peso	2023	Peso	Delta
Netherlands 14,5 %	1 731	13,5 %	1 604	14,5 %	-7,31%
Rest of Asia 11,4 %	1 333	10,4 %	1 264	11,4 %	-5,23%
Rest of Europe 10,4 %	1 488	11,6 %	1 154	10,4 %	-22,46%
Australia 10,3 %	1 397	10,9 %	1 137	10,3 %	-18,58%
China 9,8 %	1 070	8,4 %	1 082	9,8 %	+1,14%
South Africa 6,7 %	873	6,8 %	736	6,7 %	-15,69%
Japan 5,8 %	721	5,6 %	645	5,8 %	-10,54%
United States 5,6 %	605	4,7 %	623	5,6 %	+2,90%
South Korea 5,5 %	954	7,5 %	611	5,5 %	-35,97%
Mozambique 4,7 %	632	4,9 %	514	4,7 %	-18,55%
Middle East 4,4 %	390	3,1 %	485	4,4 %	+24,19%
India 4,1 %	801	6,3 %	452	4,1 %	-43,59%
Rest of North America 3,1 %	383	3,0 %	348	3,1 %	-9,25%
Brazil 2,6 %	-	-	285	2,6 %	-
Rest of Oceania 0,9 %	127	1,0 %	104	0,9 %	-17,97%

Dirigenti	Titolo	Età	Da
Sandy Sibenaler DFI	Director of Finance/CFO	-	01/02/21
Noel Pillay COO	Chief Operating Officer	55	01/10/21
Jason Economidis COO	Chief Operating Officer	54	01/07/20
Vanessa Torres CTO	Chief Tech/Sci/R&D Officer	54	01/08/18
Graham Kerr BRD	Director/Board Member	52	01/10/14
Rob Jackson PRN	Corporate Officer/Principal	-	01/01/22
Kelly O’Rourke LAW	General Counsel	44	01/07/21
Katie Tovich HRO	Human Resources Officer	53	17/01/19
Simon Collins PRN	Corporate Officer/Principal	50	01/05/15
Claire Tolcon SEC	Corporate Secretary	-	30/10/20

Amministratori	Titolo	Età	Da
Keith Rumble BRD	Director/Board Member	69	27/02/15
Karen Wood CHM	Chairman	68	01/11/17
Jane Nelson BRD	Director/Board Member	63	01/05/23
Frank Cooper BRD	Director/Board Member	67	07/05/15
Wayne Osborn BRD	Director/Board Member	72	07/05/15
Sharon Warburton BRD	Director/Board Member	54	28/11
Graham Kerr BRD	Director/Board Member	52	01/10/14
Ntombi futhi Mtoba BRD	Director/Board Member	68	07/05/15
Carlos Augusto Mesquita BRD	Director/Board Member	65	01/05/23
Xiao Ling Liu BRD	Director/Board Member	67	01/11/17

	Voto	Quantità	Flottante	Autocontrollo	Flottante totale
Azione A	1	4 529 000 000	4 484 500 272 ( 99,02 %)	17 263 473 ( 0,3812 %)	99,02 %

Nome	Azioni	%	Valorizzazione
The Vanguard Group, Inc. 6,102 %	276 360 221	6,102 %	644 M $
BlackRock Fund Advisors 3,277 %	148 407 598	3,277 %	346 M $
State Street Global Advisors Trust Co. 1,138 %	51 535 716	1,138 %	120 M $
BlackRock Investment Management (Australia) Ltd. 0,9943 %	45 034 923	0,9943 %	105 M $
BlackRock Investment Management (UK) Ltd. 0,9006 %	40 788 527	0,9006 %	95 M $
BlackRock Advisors (UK) Ltd. 0,5877 %	26 618 458	0,5877 %	62 M $
DFA Australia Ltd. 0,4310 %	19 521 683	0,4310 %	46 M $
BetaShares Capital Ltd. 0,3785 %	17 142 533	0,3785 %	40 M $
Franklin Templeton Australia Ltd. 0,3620 %	16 396 968	0,3620 %	38 M $
CPU Share Plans Pty Ltd. 0,3549 %	16 074 527	0,3549 %	37 M $

Nome	Azioni	%	Valorizzazione
Pacific Heights Asset Management LLC 0,0552 %	500 000	0,0552 %	5 M $
Henry James International Management, Inc. 0,007063 %	63 979	0,007063 %	688 222 $
Great Lakes Advisors LLC 0,003082 %	27 917	0,003082 %	300 303 $
RhumbLine Advisers LP 0,002508 %	22 717	0,002508 %	244 367 $
Pension Reserves Investment Management Board 0,002358 %	21 356	0,002358 %	229 726 $
Yousif Capital Management LLC 0,001586 %	14 371	0,001586 %	154 589 $
VP Fund Solutions (Luxembourg) SA 0,001532 %	13 880	0,001532 %	149 307 $
Return On Innovation Advisors Ltd. 0,000307 %	2 780	0,000307 %	29 904 $
Sella SGR SpA 0,000265 %	2 400	0,000265 %	25 817 $
GAMMA Investing LLC 0,000191 %	1 730	0,000191 %	18 610 $

Nome	Azioni	%	Valorizzazione
ECORA RESOURCES PLC 17.33%	43 622 091	17.33%	44 789 418 $
MINSUD RESOURCES CORP. 27.29%	44 773 743	27.29%	32 998 249 $
ALDEBARAN RESOURCES INC. 14.82%	25 160 756	14.82%	16 354 491 $
TRILOGY METALS INC. 11.61%	18 595 311	11.61%	7 884 412 $

South32 Ltd.

108 St Georges Terrace Level 35

6000, Perth

+61 8 9324 9000

http://www.south32.net/

Nome	Categoria e settore
South32 International Investment Holdings Pty Ltd. South32 International Investment Holdings Pty Ltd. Financial ConglomeratesFinance Part of South32 Ltd., South32 International Investment Holdings Pty Ltd. is a diversified mining and Australian metals company committed to sustainability and protecting natural resources. The company is based in Perth, Australia. South32 is the world's largest producer of manganese and produces commodities critical to a low-carbon world. The company is trusted by their owners and partners to realize the potential of their resources. Current and historical data on South32's share price can be found on the ASX, LSE, and JSE.	Financial Conglomerates
South32 SA Finance Pty Ltd.
South32 SA Investments Ltd. South32 SA Investments Ltd. Financial ConglomeratesFinance South32 SA Investments Ltd. provides investment services. The company was founded on February 13, 2002 and is headquartered in London, the United Kingdom.	Financial Conglomerates
South32 Treasury Ltd. South32 Treasury Ltd. Finance/Rental/LeasingFinance Part of South32 Ltd., South32 Treasury Ltd. provides investment services. The company is based in Perth, Australia and was founded in 2014.	Finance/Rental/Leasing
Cerromatoso SA Cerromatoso SA Other Metals/MineralsNon-Energy Minerals Part of South32 Ltd., Cerromatoso SA is a nickel mine and smelter that manufactures ferronickel. The company is based in Montelibano, Colombia.	Other Metals/Minerals
South32 Marketing Pte Ltd. South32 Marketing Pte Ltd. Miscellaneous Commercial ServicesCommercial Services Part of South32 Ltd., South32 Marketing Pte Ltd. is a Singaporean company that provides management consulting services. The company is based in Singapore, Singapore.	Miscellaneous Commercial Services
South32 Group Operations Pty Ltd. South32 Group Operations Pty Ltd. Miscellaneous Commercial ServicesCommercial Services Part of South32 Ltd., South32 Group Operations Pty Ltd. is a diversified mining and Australian metals company producing commodities critical to a low-carbon world. The company is based in Perth, Australia. The company is trusted by their owners and partners to realize the potential of their resources and measure their sustainability performance against international standards and initiatives. South32 Group Operations is making a difference by developing natural resources and improving people's lives now and for generations to come.	Miscellaneous Commercial Services
South32 Minerals SA (Brazil)
South32 Royalty Investments Pty Ltd.
South32 SA Coal Holdings (Pty) Ltd. South32 SA Coal Holdings (Pty) Ltd. CoalEnergy Minerals Part of South32 Ltd., South32 SA Coal Holdings (Pty) Ltd. is a South African company that engages in coal mining activities. The company is based in Johannesburg, South Africa.	Coal

Rating Trading

Rating Investimento

ESG Refinitiv

C+

Altri rating

Vendita

Buy

Raccomandazione media

Buy

Numero di analisti

Ultimo prezzo di chiusura

2,636 USD

Prezzo obiettivo medio

2,592 USD

Differenza / Target Medio

-1,67%

Consenso

Revisioni delle Stime

Calendario della società

Materiali di base

Risorse minerali

Metallurgia/Miniere

Miniere integrate

Miniere integrate

	Variaz. 1 gen.	Capi.
SOUTH32 LIMITED	+19,22%	11,89 Mrd
BHP GROUP LIMITED	-11,70%	150 Mrd
RIO TINTO PLC	-6,26%	119 Mrd
GLENCORE PLC	+1,83%	74,34 Mrd
GRUPO MÉXICO, S.A.B. DE C.V.	+11,36%	47,91 Mrd
SAUDI ARABIAN MINING COMPANY (MA'ADEN)	-4,84%	45,45 Mrd
ANGLO AMERICAN PLC	+27,55%	38,79 Mrd
HINDUSTAN ZINC LIMITED	+116,04%	34,78 Mrd
TECK RESOURCES LIMITED	+26,57%	26,97 Mrd
VEDANTA LIMITED	+74,05%	20,02 Mrd

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