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PANMURE LIBERUM: Commodity redEYE: Copper – trumped too, by 50%

Companies: TKO ANTO RIO AAL GLEN BHP

Antofagasta appears in better shape than BHP as commodity slump hits revenues

Companies: Antofagasta plcBHP Group Ltd

PANMURE LIBERUM: Mining equityDECK: Blue water

Companies: ALL SLP AMRQ JSE TKO ANTO RIO SQZ FXPO AAL GMS GEM FAR GLEN CMCL YCA BHP MAG TGA GEMD EDV KIST

Looking Ahead – w/c 15th Feb 2021

Companies: ARBBTRIWILCLIGGATCAEGNWGWJGMRLK3CTRCSENSMANOPLUSGLENOCY

PANMURE LIBERUM: Thungela: H1 production lower - should pick up H2

Companies: Thungela Resources Limited

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