GLEN Glencore plc Loading... : Bullish and Bearish Analyst Opinions
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03:45
Aug 17
Aug 17
Export-Import Bank of Korea will lend one billion dollars to Glencore for copper supply.
Export-Import Bank of Korea will lend one billion dollars to Glencore for copper supply to South Korean companies amid AI-driven raw material demand.
13:47
Aug 10
Aug 10
Glencore states its financial exposure to Radiant World is well below 500 million dollars.
Glencore states its financial exposure to Radiant World is well below 500 million dollars, clarifying the scale of its involvement.
10:01
Aug 05
Aug 05
Glencore takes a provision related to Radiant World and states the exposure is not material.
Glencore takes a provision related to Radiant World and states the exposure is not material to its operations.
06:41
Aug 05
Aug 05
Glencore management states its exposure to Radiant World is limited with no material impact.
Glencore management states its exposure to Radiant World is limited with no material impact expected on the company's books.
06:10
Aug 05
Aug 05
Glencore announces plans to apply for a secondary listing on the Australian Securities Exchange.
06:06
Aug 05
Aug 05
Glencore reports stronger than expected H1 2026 earnings with adjusted EBIT and EBITDA beating.
Glencore reports stronger than expected H1 2026 earnings with adjusted EBIT and EBITDA beating estimates, announces $3.5B shareholder returns and a new $500M buyback.
08:35
Jul 29
Jul 29
Glencore's trading team generated approximately 3.3 billion dollars in profit during the first.
Glencore's trading team generated approximately 3.3 billion dollars in profit during the first half, positioning the company for one of its best ever years.
07:47
Jul 10
Jul 10
JP Morgan cuts its target price for Glencore to 520 pence from 560 pence.
JP Morgan cuts its target price for Glencore to 520 pence from 560 pence, reflecting a more cautious outlook on the stock.
06:18
Jul 10
Jul 10
Glencore upgraded to Buy from Neutral by Goldman Sachs.
Glencore upgraded to Buy from Neutral by Goldman Sachs, indicating a positive outlook for the stock.
14:01
Jun 20
Jun 20
Expert commodity producer basket for bull cycle
Commodity markets may be in an early bull cycle. Rather than trading commodities directly, owning a basket of leading commodity producer/marketing companies (Noble, Glencore, Vale, Rio Tinto, Alcoa) provides exposure to the cycle with dividend income and the expertise of professional commodity traders. He remains invested in this wedge of names.
MED
14:45
May 05
May 05
Glencore is strategic minerals proxy
Clem owns Glencore because it is a massive, diversified miner focused on strategic and critical minerals. He views the company as a proxy for the future of resource security and critical mineral supply chains, which will be in high demand as the world reindustrializes and builds out AI infrastructure.
MED
11:37
Mar 31
Mar 31
Rod Turnbull mentioned that exposure to aluminum and coal, as with Glencore, is "probably not great" in the current metals politics context. The Iran war and related market disruptions negatively impact commodities like aluminum and coal, making companies with such exposures less attractive. AVOID due to unfavorable sector dynamics and potential downside from commodity price volatility and geopolitical risks. A swift resolution in Iran or supply constraints could boost commodity prices, benefiting Glencore.
12:59
Mar 20
Mar 20
The negative impact on Glencore from weaker copper demand (due to economic fallout) will.
The negative impact on Glencore from weaker copper demand (due to economic fallout) will outweigh the modest benefit from higher coal prices.
HIGH
20:15
Mar 05
Mar 05
Glencore to back Kazakh entrepreneur's purchase of 40% stake in Eurasian Resources Group.
Glencore to back Kazakh entrepreneur's purchase of 40% stake in Eurasian Resources Group, FT reports https://t.co/2ElvLiq4mu https://t.co/2ElvLiq4mu
17:36
Mar 05
Mar 05
FT: GLENCORE PROPOSES BACKING KAZAKH ENTREPRENEUR SHAKHMURAT MUTALIP’S $1.4B BID FOR A 40%.
FT: GLENCORE PROPOSES BACKING KAZAKH ENTREPRENEUR SHAKHMURAT MUTALIP’S $1.4B BID FOR A 40% STAKE IN EURASIAN RESOURCES GROUP.
08:58
Feb 28
Feb 28
"I picked up some Glen Core today because they're up to their ears in strategic and critical minerals... Copper... It'll go 3x in the next two years." AI and data center build-outs require massive amounts of physical wiring and power infrastructure. Copper is the primary material constraint. While Gold/Silver have already moved, Copper is lagging and poised to "catch up" violently. Glencore (GLNCY) is the specific pick; Freeport (FCX) and Copper ETFs (CPER) are logical sector proxies. Long strategic minerals with a heavy focus on Copper. Global recession dampening industrial demand before the supply crunch hits.
06:00
Feb 28
Feb 28
Copper prices are at all-time highs. Demand is soaring due to "grid expansions, electrification, and the rapid build-out of AI data centers." Zambia and DRC are the richest copper regions, with Zambia targeting a triple in production by 2031. The supply constraint is geological and logistical. Existing large-cap miners with established assets in the Central African Copperbelt (like Ivanhoe and Glencore) are the immediate beneficiaries of this volume push and price appreciation. The AI data center narrative adds a new, non-cyclical demand layer to the traditional industrial thesis. LONG. Pure-play copper miners and those with significant African belts are best positioned. Political instability in DRC/Zambia or failure of logistics infrastructure (rail) to come online on time.
06:18
Feb 27
Feb 27
A price target increase from a major bank (Citigroup) suggests potential upside for the stock.
MED
06:34
Feb 25
Feb 25
The trade is long Glencore based on a price target increase from Barclays.
The trade is long Glencore based on a price target increase from Barclays, suggesting a positive re-rating of the stock by a major sell-side bank.
MED
10:26
Feb 18
Feb 18
BNP Paribas is favoring "Molecules" (physical stuff) over software. Glencore reported earnings; despite a profit drop due to coal, they are retaining cash for buybacks and the copper story remains the long-term driver. AI requires energy and infrastructure (copper). As software faces disruption/uncertainty, capital rotates into tangible assets with supply constraints (Oil, Copper). LONG GLEN and BROAD COMMODITIES / ENERGY. Coal prices continuing to drag on diversified miners like Glencore.
08:24
Feb 18
Feb 18
The new deal to expand land holdings is a direct catalyst for increased future copper.
The new deal to expand land holdings is a direct catalyst for increased future copper production, which should positively impact future revenue and earnings.
MED
19:20
Feb 05
Feb 05
M&A collapse between Rio Tinto and Glencore; speaker views both as losers but notes saga may.
M&A collapse between Rio Tinto and Glencore; speaker views both as losers but notes saga may continue. No directional trade.
LOW
16:02
Feb 03
Feb 03
Reports Glencore's sale of 40% stake in African copper/cobalt mines to US-backed group.
Reports Glencore's sale of 40% stake in African copper/cobalt mines to US-backed group; deal values mines at $9B including debt.
LOW
06:41
Jan 09
Jan 09
Notes a regulatory deadline for Rio Tinto to decide on a formal offer for Glencore.
Notes a regulatory deadline for Rio Tinto to decide on a formal offer for Glencore; no directional view.
LOW
About GLEN Analyst Coverage
Buzzberg tracks GLEN (Glencore plc) across 10 sources. 6 bullish vs 0 bearish calls from 14 analysts. Sentiment: predominantly bullish (25%). 24 total trade ideas tracked. Latest voices: Bloomberg, FirstSquawk, Reuters Business.