Mining

Introduction

Anglo American PLCis a global mining giant with a diversified portfolio including diamonds, copper, platinum, iron ore, and nickel. Its broad commodity mix positions it to benefit from cyclical upswings in global demand while mitigating risks associated with reliance on a single commodity. With …

Unlike many speculative micro-cap rallies, Strategic Minerals’ sharp re-rating has been supported by visible business improvements and asset-level progress, making it a more fundamentally backed turnaround story.

Key HighlightsPrecious metals remain a compelling investment thesis in 2026, with gold trading near record highs and platinum facing a significant supply-demand deficit exceeding one million ounces annually.This curated selection spans diamonds, emeralds, rubies, gold, platinum, copper, and silver, providing investors with diversified exposure …

Key HighlightsFTSE mining dividend stocks offer attractive yields (1.5–2.5%) combined with capital appreciation potential as commodity prices stabilize.South32 (LSE:S32) and Hill & Smith (LSE:HILS) lead with £9bn+ market caps and analyst upside targets exceeding 20%.Tharisa (LSE:THS) delivers exceptional growth momentum with 77.2% YoY outperformance …

KEY HIGHLIGHTSExceptional Dividend Yield: 6.55% current yield with global refractory materials demand supporting future payoutsSignificant Valuation Gap: Trading 48.2% below fair value estimate—an attractive entry point for value investorsRobust 2026 Guidance: Expected ~17% increase in adjusted EBITA to approximately €373 million, backed by operational …

Key Reasons Behind the Share Price Decline