Selloff or Market Correction? Either Way, Here's What to Do NextSee Overvalued Stocks

Glencore Takes $2.8 Billion Writedown on Coal, Oil; No Buybacks

Published 02/18/2020, 02:16 AM
Updated 02/18/2020, 03:14 AM
© Reuters.  Glencore Takes $2.8 Billion Writedown on Coal, Oil; No Buybacks
HG
-
GLEN
-

(Bloomberg) -- Want the lowdown on European markets? In your inbox before the open, every day. Sign up here.

Glencore (LON:GLEN) Plc told investors it won’t buy back shares and wrote down $2.8 billion in coal, oil and copper assets as falling prices take a toll on the world’s largest commodities trader.

The company reported its lowest profit in three years and debt rose above its own targets. The result are unlikely to give investors much incentive to jump back into Glencore, a stock they’ve shunned in favor of rival miners. The company has been struggling with falling profits and multiple corruption probes.

At the same time, Glencore missed a rally in prices for iron ore -- which it doesn’t mine -- and has come under increasing scrutiny for the size of its vast coal operations.

Glencore took big writedowns on its two key Colombian coal mines, – Prodeco and Cerrejon. The mines predominantly ship to Europe where the coal market has been hit hard by cheap gas prices.

The company lowered the value of its oil business in Chad, which it’s looking to exit, and a copper business in the Democratic Republic of Congo.

Glencore’s net debt of $17.6 billion came just above the target range of $10 billion to $16 billion. While the increase is partly due to new accounting standards, investors will have to wait for debt to fall before Glencore commits to new buyback.

Separately, Glencore added new details about its long-term retreat from coal. So-called Scope 3 emissions will fall by 30% in the next 15 years, predominantly as a result of depleting mines in Colombia and South Africa, the company said.

Glencore has faced the brunt of a growing investor concern about climate change. While its biggest rivals are in the process of exiting coal, Glencore has been a staunch defender of the fuel, saying it’s essential to providing affordable and reliable power in developing countries.

Financial Highlights

  • Adjusted Ebitda for 2019 was $11.6 billion, a small beat compared with estimates
  • Trading profit was $2.4 billion, in line with its long-term range

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.