Glencore stock price target lowered to GBP3.60 by RBC Capital

Published 02/07/2025, 16:06
Glencore stock price target lowered to GBP3.60 by RBC Capital

Investing.com - RBC Capital lowered its price target on Glencore Plc (LON:GLEN) to GBP3.60 from GBP3.80 on Wednesday, while maintaining an Outperform rating on the mining and commodity trading company.

The price target adjustment follows Glencore’s recent site visit for analysts to its Elk Valley Resources steelmaking coal assets and Neptune port terminal, according to RBC Capital analyst Ben Davis.

The integration of these assets into Glencore’s systems and processes is progressing well, with notable improvements in safety metrics, and remains on track to deliver a margin uplift of $9.50 per ton.

Following an operational assessment, Glencore’s management believes there is potential for an additional $185 million per annum in value uplift from these operations.

RBC Capital noted that premium hard coking coal remains in short supply at current market prices, and with over 100 years of resource life at the Elk Valley assets, Glencore is positioned to benefit from this acquisition in the long term.

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