- •Contents
- •Investment summary
- •Reporting schedule
- •Earnings revisions
- •Reporting trends: 2H18E vs 2H17
- •Reporting trends 2H18E vs 1H18
- •Results previews
- •Commodity price and exchange rate forecasts
- •Peer comp charts
- •African Rainbow Minerals
- •Alrosa
- •Anglo American
- •Assore
- •Exxaro
- •Glencore
- •Kumba Iron ore
- •NorNickel
- •Rio Tinto
- •Rusal
- •Vale
- •Gold Fields
- •Harmony
- •Polymetal
- •Anglo American Platinum
- •Lonmin
- •Northam
- •Royal Bafokeng Platinum
- •Acron
- •PhosAgro
- •Evraz
- •Disclosures appendix
vk.com/id446425943
Reporting schedule
Renaissance Capital
6 February 2019
Metals & Mining
Figure 3 shows the reporting dates for the companies in our coverage universe.
Figure 3: Metals & mining reporting schedule
Company |
Event |
Date |
Preview pg no. |
Presentation time |
Venue |
NLMK |
Full-year results (FY18) |
7 February 2019 |
41 |
TBA |
TBA |
MMK |
Full-year results (FY18) |
7 February 2019 |
40 |
TBA |
TBA |
Alrosa |
January 2019 sales results |
12 February 2019 |
|
|
|
Harmony |
Financial results (1H19) |
12 February 2019 |
28 |
10 a.m. (SA Time) |
Hilton Hotel, Sandton |
South32 |
Interim results (1H19) |
14 February 2019 |
23 |
TBA |
TBA |
Gold Fields |
Full-year results (FY18) |
15 February 2019 |
27 |
10 a.m. (SA Time) |
Auditorium, JSE, Sandton |
Anglo American Platinum |
Financial results (FY18) |
18 February 2019 |
32 |
11 a.m. (SA Time) |
Auditorium, JSE, Sandton |
BHP |
Interim results (1H19) |
19 February 2019 |
15 |
10:30 a.m. (SA Time) |
Teleconference |
AngloGold Ashanti |
Full-year results (FY18) |
19 February 2019 |
26 |
TBA |
TBA |
Kumba Iron Ore |
Full-year results (FY18) |
19 February 2019 |
19 |
11 a.m. (SA Time) |
The Hyatt Regency Hotel, Rosebank |
Rusal* |
Production results (4Q18) |
19 February 2019 |
|
TBA |
TBA |
Glencore |
Full-year results (FY18) |
20 February 2019 |
18 |
TBA |
TBA |
Fortescue |
Interim results (1H19) |
20 February 2019 |
17 |
TBA |
TBA |
Anglo American |
Full-year results (FY18) |
21 February 2019 |
13 |
11 a.m. SA Time |
Citi's West End Office, Stirling Square |
Sibanye |
Full-year results (FY18) |
21 February 2019 |
31 |
TBA |
TBA |
Assore |
Interim results (1H19) |
22 February 2019 |
14 |
TBA |
TBA |
Northam |
Interim results (1H19) |
22 February 2019 |
35 |
TBA |
TBA |
Rio Tinto |
Full-year results (FY18) |
27 February 2019 |
21 |
TBA |
TBA |
Evraz |
Full-year results (FY18) |
28 February 2019 |
39 |
TBA |
TBA |
Impala Platinum |
Half-year results (1H19) |
28 February 2019 |
33 |
TBA |
TBA |
African Rainbow Minerals |
Half-year results (1H19) |
1 March 2019 |
11 |
11 a.m. SA Time |
Sandton Convention Centre |
RBPlat |
Full-year results (FY18) |
5 March 2019 |
36 |
TBA |
TBA |
Rusal* |
Full-year results (FY18) |
5 March 2019 |
22 |
TBA |
TBA |
Alrosa |
February 2019 sales results |
7 March 2019 |
|
TBA |
TBA |
Polymetal |
Full-year results (FY18) |
11 March 2019 |
29 |
TBA |
TBA |
Exxaro |
Full-year results (FY18) |
14 March 2019 |
16 |
TBA |
TBA |
Alrosa |
Full-year results (FY18) |
18 March 2019 |
12 |
TBA |
TBA |
Vale |
Production results (4Q18) |
26 March 2019 |
|
TBA |
TBA |
Vale |
Financial results (4Q18) |
27 March 2019 |
24 |
TBA |
TBA |
Alrosa |
March 2019 sales results |
10 April 2019 |
|
TBA |
TBA |
Rio Tinto |
Production results (1Q19) |
16 April 2019 |
|
TBA |
TBA |
Alrosa |
Production results (1Q19) |
17 April 2019 |
|
TBA |
TBA |
BHP |
Production results (3Q19) |
17 April 2019 |
|
TBA |
TBA |
Polymetal |
Production results (1Q19) |
18 April 2019 |
|
TBA |
TBA |
South32 |
Production results (3Q19) |
18 April 2019 |
|
TBA |
TBA |
Fortescue |
Production results (3Q19) |
18 April 2019 |
|
TBA |
TBA |
Vale |
Production results (1Q19) |
24 April 2019 |
|
TBA |
TBA |
Anglo American Platinum |
Production results (1Q19) |
25 April 2019 |
|
TBA |
TBA |
Kumba Iron Ore |
Production results (1Q19) |
25 April 2019 |
|
TBA |
TBA |
Evraz |
Trading update (1Q19) |
25 April 2019 |
|
TBA |
TBA |
Anglo American |
Production results (1Q19) |
25 April 2019 |
|
TBA |
TBA |
Glencore |
Production results (1Q19) |
30 April 2019 |
|
TBA |
TBA |
Impala Platinum |
Production results (3Q19) |
30 April 2019 |
|
TBA |
TBA |
AngloGold Ashanti |
Production results (1Q19) |
07 May 2019 |
|
TBA |
TBA |
Sibanye |
Production results (1Q19) |
09 May 2019 |
|
TBA |
TBA |
Alrosa |
April 2019 sales results |
13 May 2019 |
|
TBA |
TBA |
Alrosa |
Financial results (1Q19) |
15 May 2019 |
|
TBA |
TBA |
Alrosa |
May 2019 sales results |
10 June 2019 |
|
TBA |
TBA |
* Estimated dates of reporting, To be Announced (TBA)
Source: Company data, Renaissance Capital estimates
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