Lonmin Plc (LMI) - Financial and Strategic SWOT Analysis Review by GlobalData

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Lonmin Plc (Lonmin) is one of the leading producers of platinum group metals(PGMs) in the world. It operates in four reportable segments, namely, Exploration, Mining, Processing and Marketing. The company holds major assets in Marikana mining, contributing 96% to its annual prodcution. It markets its products in the Americas, Asia, South Africa, Europe and Zimbabwe. Lonmin is headquartered in London, the UK.

In 2012, the company expects to produce 800,000 ounces of platinum with the sales reaching 750,000 platinum ounces. Recently, it also achieved a New Order Mining Licence by the South African government for its core operations, which will continue until 2037 and is renewable to 2067. The company plans to start construction of two furnace on the site of the old Merensky furnace in the March 2012 and expects its operation to start by the end of May 2012. There was no production from the Baobab shaft at Limpopo during the year as this shaft continued on care and maintenance.

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									              Lonmin Plc (LMI) - Financial and Strategic SWOT Analysis Review
        Reference Code: GDMM48132FSA                                                                                          Publication Date: MAR 2012

          4 Grosvenor Place, 4 Grosvenor Place               Phone              +44 20 72016000                 Revenue          1,992 (million USD)
          LONDON, ENG                                        Fax                +44 20 72016100                 Net Profit       273 (million USD)
          SW1X 7YL                                           Website            www.lonmin.com                  Employees        27,796
                                                                                LMI   [London   Stock
          United Kingdom                                     Exchange                                           Industry         Metals and Mining
                                                                                Exchange (LON)]

       Company Overview
       Lonmin Plc (Lonmin) is one of the leading producers of platinum group metals(PGMs) in the world. It operates in four reportable
       segments, namely, Exploration, Mining, Processing and Marketing. The company holds major assets in Marikana mining,
       contributing 96% to its annual prodcution. It markets its products in the Americas, Asia, South Africa, Europe and Zimbabwe.
       Lonmin is headquartered in London, the UK.


       In 2012, the company expects to produce 800,000 ounces of platinum with the sales reaching 750,000 platinum ounces.
       Recently, it also achieved a New Order Mining Licence by the South African government for its core operations, which will
       continue until 2037 and is renewable to 2067.
       Key Executives                                                                SWOT Analysis
                      Name                                 Title                      Lonmin Plc, SWOT Analysis
         Ian Farmer                          Chief Executive Officer                  Strengths                              Weaknesses
         Simon Scott                         Chief Financial Officer
                                                                                      Integrated Operations                  Strikes at Karee
         Roger Phillimore                    Chairman
                                                                                      Global Presence
         Michael Hartnall                    Director
         Karen de Segundo                    Director
        Source: Annual Report, Company Website, Primary and Secondary
                                                                                      Opportunities                          Threats
        Research, GlobalData
                                                                                      Demand for Luxurious Goods             Nationalization of South African
       Share Data                                                                                                            Mining Industry
                                                                                      Rhodium Demand
         Lonmin Plc
                                                                                                                             Skills Shortage
        Share Price (USD) as on 23-Mar-                                10.83
        2012
                                                                                     Source: Annual Report, Company Website, Primary and Secondary Research,
        EPS (USD)                                                        1.34        GlobalData
        Market Cap (million USD)                                       3,580
        Enterprise Value (million USD)                                 4,225
        Shares Outstanding (million)                                     203
       Source: Annual Report, Company Website, Primary and Secondary
       Research, GlobalData

       Financial Performance                                                         Recent Developments
                                                                                      Mar 02, 2012         Wallbridge Mining Provides Update On Winter
                                                                                                           Exploration Activities
                                                                                     Source: Annual Report, Company Website, Primary and Secondary Research,
                                                                                     GlobalData




       Source: Annual Report, Company Website, Primary and Secondary
       Research, GlobalData




Lonmin Plc (LMI) - Financial and Strategic SWOT Analysis Review                                                                Reference Code: GDMM48132FSA
Source : www.globalcompanyintelligence.com                                                                                                                     Page 1
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       Table of Contents
       Table of Contents ............................................................................................................................................................................... 2
          List of Tables .................................................................................................................................................................................. 3
          List of Figures ................................................................................................................................................................................. 3
       Section 1 - About the Company.......................................................................................................................................................... 4
       Lonmin Plc - Key Facts....................................................................................................................................................................... 4
       Lonmin Plc - Key Employees.............................................................................................................................................................. 5
       Lonmin Plc - Key Employee Biographies............................................................................................................................................ 6
       Lonmin Plc - Major Products and Services ......................................................................................................................................... 7
       Lonmin Plc - History ........................................................................................................................................................................... 8
       Lonmin Plc - Company Statement .................................................................................................................................................... 10
       Lonmin Plc - Locations And Subsidiaries ......................................................................................................................................... 13
          Head Office ................................................................................................................................................................................... 13
          Other Locations & Subsidiaries ..................................................................................................................................................... 13
       Section 2 – Company Analysis ......................................................................................................................................................... 14
       Lonmin Plc - Business Description ................................................................................................................................................... 14
       Lonmin Plc - Corporate Strategy ...................................................................................................................................................... 15
       Lonmin Plc - SWOT Analysis ........................................................................................................................................................... 16
          SWOT Analysis - Overview........................................................................................................................................................... 16
          Lonmin Plc - Strengths.................................................................................................................................................................. 16
             Strength - Integrated Operations ............................................................................................................................................... 16
             Strength - Global Presence ....................................................................................................................................................... 16
             Strength - Improving Ore Reserves ........................................................................................................................................... 16
          Lonmin Plc - Weaknesses ............................................................................................................................................................ 16
             Weakness - Strikes at Karee ..................................................................................................................................................... 16
          Lonmin Plc - Opportunities............................................................................................................................................................ 16
             Opportunity - Demand for Luxurious Goods .............................................................................................................................. 16
             Opportunity - Rhodium Demand ................................................................................................................................................ 17
          Lonmin Plc - Threats ..................................................................................................................................................................... 17
             Threat - Nationalization of South African Mining Industry.......................................................................................................... 17
             Threat - Skills Shortage ............................................................................................................................................................. 17
             Threat - Competition
								
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