Lonmin (LMI)
market vs.
industry GROWTH & VALUE
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| PE Ratio (f) | 20.4 |
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| Valuation (ttm) | ||||
| Price to Book Value | 0.70 |
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market vs.
industry QUALITY
| Year End 30th Sep | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | TTM | 2013E | 2014E | CAGR / Avg | |
| Revenue | $m | ||||||||||
| Operating Profit | $m | ||||||||||
| Net Profit | $m | ||||||||||
| EPS Reported | $ | ||||||||||
| EPS Normalised | $ | ||||||||||
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| PE Ratio | x | ||||||||||
| PEG | x | ||||||||||
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| Op. Cashflow ps | $ | ||||||||||
| Capex ps | $ | ||||||||||
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| Last ex-div: 11th Jan, paid: 3rd Feb more... Dividends | |||||||||||
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| Dividend Cover | x | ||||||||||
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| Cash etc | $m | ||||||||||
| Working Capital | $m | ||||||||||
| Net Fixed Assets | $m | ||||||||||
| Net Debt | $m | ||||||||||
| Book Value | $m | ||||||||||
| Average Shares | m | ||||||||||
| Book Value ps | $ | -11.5% | |||||||||
FINANCIAL BRIEF: For the fiscal year ended 30 September 2012, Lonmin Plc revenues decreased 19% to $1.61B. Net loss totaled $410M vs. income of $273M. Revenues reflect Europe segment decrease of 18% to $508M, South Africa segment decrease of 25% to $302M, Platinum, Avg. Price per Ounce, Total decrease of 14% to $1517 per ounce, Platinum Production (Ounces) decrease of 6% to 680K ounces. Net loss reflects PGM Operations Segment income decrease of 75% to $76M. 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: | 1 | 6 | 7 | 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) 54, 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 | 428.1m (75.3%) |
| 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 | 4th Floor 4-5 Grosvenor Place, 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 |
| 3:06pm | Further update on union recognition discussions |
| Wed 7:00am | Update on union recognition negotiations |
| Fri 1:53pm | Statement re Labour Relations Update |
| 16th May | Further Operational Update |
| 14th May | Statement re Operational Update |
| 13th May | Half Yearly Report |
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