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Lonmin(LMI)

Sector:

Mining

Index:

FTSE 100

Market Cap

£4,384.68m

Change Today

Price Down-10.00p

Share Price

2,804.00p

Lonmin Overview

Lonmin is a miner of Platinum Group Metals and gold. It is currently the world’s third largest primary platinum producer and the largest PGM producer. Its four mines are located in South Africa. More than 100 years old, Lonmin was demerged from its African assets in 1998 and has since divested a number of other assets including hotels and an insurance arm.

1 Day Chart (04-Jul-2008)

1 Day Chart

6 Month Chart

6 Month Chart

Income & Efficiency

Latest F'cast
Div Yield 2.1% 2.1%
Div Cover 2.6 3.5
Op Mrgn 40.9% 51.4%
ROCE 33.9%  

Valuation

Latest F'cast
P/E 18.8 12.7
PEG n/a 0.3
Pr/Revenue 4.5 3.5
Pr/Book 3.7  

Growth

Latest F'cast
Revenue 4.6% 28.0%
PBT 11.4% 81.2%
EPS -5.2% 49.0%
DPS 15.0% 10.5%

Lonmin Fundamentals

Year Ending Revenue ($m) Pre-tax ($m) EPS P/E PEG EPS Grth. Div Yield
30-Sep-03 a779.00 a291.00 87.20¢ 21.2 n/a -28% 72.00¢ 3.9%
30-Sep-04 a1,030.00 a360.00 96.90¢ 22.4 2.0 +11% 72.00¢ 3.3%
30-Sep-05 1,128.00 319.00 118.50¢ 21.7 1.0 +22% 72.00¢ 2.8%
30-Sep-06 1,855.00 633.00 312.10¢ 16.3 0.1 +163% 100.00¢ 2.0%
30-Sep-07 1,941.00 705.00 295.90¢ 24.4 n/a -5% 115.00¢ 1.6%

a. Based on UK GAAP presentation of accounts - includes discontinued activities

Lonmin Forecasts

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
30-Sep-08 1,253.18 644.23 221.20p 12.7 0.3 +49% 64.06p 2.1%
30-Sep-09 1,426.01 733.34 259.97p 10.8 0.6 +18% 73.02p 2.5%

Covering analysts: Blue Oar Securities, BMO Capital Markets CA, CA Cheuvreux, Citigroup Investment Research, Deutsche Bank Research, Evolution Securities, Goldman Sachs, HSBC Securities, Investec Securities, JP Morgan, Lehman Bros, Merrill Lynch, Morgan Stanley, Numis Securities, RBC Capital Markets, Seymour Pierce, UBS

Lonmin Company Announcements

Holding(s) in Company 03-Jul-2008 16:30 RNS
Total Voting Rights 01-Jul-2008 15:17 RNS
Number One Furnace Power Down 30-Jun-2008 07:00 RNS

Lonmin ShareCast News

Sector movers: Drugs groups still buzzing 03-Jul-2008 ShareCast
London midmorning: Miners lift Footsie into blue 03-Jul-2008 ShareCast
London open: Stocks open lower 03-Jul-2008 ShareCast

Lonmin Top Newspaper Links

StanChart eyes £1bn pension sale 15-Jun-2008 Sunday Times
Lonmin deal set to spur FTSE pension fund buyouts 14-May-2008 Times
Lonmin profits triple despite power shortage 09-May-2008 Telegraph

Latest Lonmin Director Deals

Traded Action Notifier PriceAmountValue
18-Jun-08 Buy Sivi Gounden 3,215.00p 6,860 £220,549.01
12-May-08 Buy Bradford Mills 3,439.33p 10,000 £343,933.17

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

Note 2: RiskGrade figures are provided by RiskMetrics.

Note 3: Above ratios are on a 'per annum' basis, adjusted for corporate actions and based on the fundamentals of the primary listed security.

Note 4: Under IFRS, all figures are based on 'Continuing' operations unless otherwise stated.

Note 5: In the case of dual listed securities, broker recommendations and forecasts relate to the primary listing.

Note 6: Forecast figures based on normalised accounts.

 

Lonmin Market Data

Currency UK Pounds
Share Price 2,804.00p Price Down
Change Today -10.00p
52 Week High 4,350.00p
52 Week Low 2,790.00p
Volume 534,428
Shares Issued 156.37m
Market Cap £4,384.68m
Beta 1.16
RiskGrade 209

Lonmin Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
77.9% below the market average77.9% below the market average77.9% below the market average77.9% below the market average77.9% below the market average
65.03% below the sector average65.03% below the sector average65.03% below the sector average65.03% below the sector average65.03% below the sector average
Price Trend
5.72% above the market average5.72% above the market average5.72% above the market average5.72% above the market average5.72% above the market average
6.53% below the sector average6.53% below the sector average6.53% below the sector average6.53% below the sector average6.53% below the sector average
Income
74.08% below the market average74.08% below the market average74.08% below the market average74.08% below the market average74.08% below the market average
18.18% above the sector average18.18% above the sector average18.18% above the sector average18.18% above the sector average18.18% above the sector average
Growth
44.33% above the market average44.33% above the market average44.33% above the market average44.33% above the market average44.33% above the market average
72.84% below the sector average72.84% below the sector average72.84% below the sector average72.84% below the sector average72.84% below the sector average

What The Brokers Say

Strong Buy 2
Buy 2
Neutral 9
Sell 1
Strong Sell 4
Total 18
neutral
Broker recommendations should not be taken as investment advice, and are provided by the authorised brokers listed on this page.

Lonmin Dividends

  Latest Previous
  Interim Final
Ex-Div 09-Jul-08 09-Jan-08
Paid 08-Aug-08 08-Feb-08
Amount 59.00¢ 60.00¢

Trades for 04-Jul-2008

Time Volume / Share Price
16:35 93,187 @ 2,804.00p
16:29 225 @ 2,811.00p
16:29 100 @ 2,811.00p
16:29 35 @ 2,815.13p
16:29 549 @ 2,815.00p

Lonmin Key Personnel

Finance Director John N Robinson
CEO Bradford Mills
CFO Alan M Ferguson

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