Lonmin (LMI)
market vs.
industry GROWTH & VALUE
| 12m Forecast Rolling | ||||
| PE Ratio (f) | 21.3 |
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| Price to Book Value | 0.79 |
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market vs.
industry QUALITY
| Year End 30th Sep | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | TTM | 2013E | 2014E | CAGR / Avg | |
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| Operating Profit | $m | ||||||||||
| Net Profit | $m | ||||||||||
| EPS Reported | $ | ||||||||||
| EPS Normalised | $ | ||||||||||
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| Op. Cashflow ps | $ | ||||||||||
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| Last ex-div: 11th Jan, paid: 3rd Feb more... Dividends | |||||||||||
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| Cash etc | $m | ||||||||||
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| Net Debt | $m | ||||||||||
| Book Value | $m | ||||||||||
| Average Shares | m | ||||||||||
| Book Value ps | $ | -11.5% | |||||||||
FINANCIAL BRIEF: For the six months ended 31 March 2013, Lonmin Plc revenues decreased 2% to $735M. Net income totaled $66M vs. loss of $24M. Revenues reflect South Africa segment decrease of 60% to $62M, Asia segment decrease of less than 1% to $237M. Net Income reflects Evaluation Segment income totaling $4M vs. loss of $2M, Exploration segment loss decrease of 67% to $1M. Basic Earnings per Share excluding Extraordinary Items increased from -$0.06 to $0.13. more »
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market vs.
industry RECENT HISTORY
| Latest interim period (ended 31st Mar '13) vs. prior year | ||||
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BROKER CONSENSUS & FORECAST TREND
| Recommendation: | Strong Sell | Sell | Hold | Buy | Strong Buy |
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| No. of Analysts: | 2 | 5 | 8 | 3 | 2 |
Lonmin Plc is a United Kingdom-based company. The principal activities of the Company during the fiscal year ended September 30, 2011 (fiscal 2011), were mining, refining and marketing of Platinum Group Metals (PGM). The Company has three operating segments: PGM Operations, Evaluation and Exploration. PGM operations consist of operational mines and processing facilities, which are located in South Africa. Evaluation relates to the Akanani asset, which is located in South Africa and is in the evaluation stage. Exploration relates to the costs of exploration projects, which have the objective of identifying PGM deposits, which can be commercially realized and, which can occur anywhere in the world. The Company’s operations are all based in South Africa. It runs a vertically integrated operational structure from mine to market. Its Mining operations extract ore, which its process division converts into refined PGMs, for delivery to its customers.
Directors: Bennetor Magara (CEO) 45, Simon Scott (Co-CEO) 54, Barnard Mokwena (Exec. VP) 48, Mark Munroe (Exec. VP) 43, Natascha Viljoen (Exec. VP) 43, Albert Jamieson (Other) 55, Thandeka Ncube (Other) 43, Rob Bellhouse (Secy.) ,
No. of Employees: 28,230 No. of Shareholders: n/a
| Last Annual | September 30th, 2012 |
| Last Interim | March 31st, 2013 |
| Shares in Issue | 568,554,312 |
| Free Float | 288.5m (50.7%) |
| Sector | Basic Materials |
| Industry | Metals & Mining |
| Index | FTSE Euromid, FTSE Higher Yield , FTSE 350 Act , FTSE 250 Mid , FT350 Mining , |
| Exchange |
London Stock Exchange (Full) |
| Eligible for | an ISA? a SIPP? |
| Address | , LONDON, SW1X 7YL, United Kingdom |
| Web | http://www.lonmin.com/ |
| Phone | +44 20 72016000 |
| Contact | Tanya Chikanza (IR Contact Officer) |
| Registrar | Lloyds TSB Registrars (Sussex) |
| Auditors | KPMG Audit PLC |
| 6th Jun | Further Detail on Industrial Relations Issues |
| 6th Jun | Holding(s) in Company |
| 3rd Jun | Total Voting Rights |
| 29th May | Further Update on Union Recognition |
| 28th May | Holding(s) in Company |
| 23rd May | Further update on union recognition discussions |
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