Eadwig
27 Jul 2019
AAL Double Top bearish chart pattern
Eadwig
12 Jun 2019
Ethical investing could create buying opportunity Norway fund may have to offload Glencore, Anglo American stakes Norway’s $1T sovereign wealth fund may have to sell its $1B stake in commodities giant Glencore under a center-right government plan expected to be adopted today by Norway’s parliament. The fund would also have to sell its 2.16% holding in miner Anglo American, worth $620M. The proposed tighter ethical investing rules would prohibit investments in companies that derive more than 30% of their revenue from coal, mine more than 20M tons of coal annually or generate more than 10 GW of power with coal.
Eadwig
12 Jun 2019
Toped up. Norway fund may have to offload Glencore, Anglo American stakes Norway’s $1T sovereign wealth fund may have to sell its $1B stake in commodities giant Glencore under a center-right government plan expected to be adopted today by Norway’s parliament. The fund would also have to sell its 2.16% holding in miner Anglo American, worth $620M. The proposed tighter ethical investing rules would prohibit investments in companies that derive more than 30% of their revenue from coal, mine more than 20M tons of coal annually or generate more than 10 GW of power with coal.
Ripley94
19 Dec 2018
Toped up. AAL… XXXX Wanted some funds sliced twice first ( D ) 1727 ( could not get 1725 yesterday ) . Patience !!! Then in ( Si ) @ 1740. …just in ( Wi ) now.
farmerdave
22 May 2018
1900 Think still further to go till on parity multiples with rio and bhp - 2200 at leastFD
farmerdave
10 May 2018
1800 Took long enough!
farmerdave
19 Apr 2018
Rio results Increase in demand for most metals at Rio and generally upticking price along with debt paydowns - still holdingFD
farmerdave
15 Mar 2018
Tender Another £500 approx taken off the debt. Given Cu,plat and Fe prices cashflow must be boomingFD
farmerdave
22 Feb 2018
Results Awesome results but as expected so not much movement. Last year I posted that if they continued on the same metrics as BHP (rio not reported yet) they would have a price of 2000 - that is now 2500 based on todays BHP price - still way undervalued especially with a 45% reduction in debt and 93% increase in free cashflowStill a holder and will be until the price reflects the companyFD
farmerdave
07 Feb 2018
Redemption Another 750m USD of notes being redeemed.Looking forward to 22feb when the prelim results are out - hopefully that will lead to a reranking of the company in price terms FD
farmerdave
11 Jan 2018
1700 Steady as she goes - build up to results release in Feb - am looking forward to thatStill makes me laugh the Barc sp target has been moved to 1500 from 1200 - what is the point guys ?FD
II Editor
29 Nov 2017
NEW ARTICLE: Don't ignore UK dividend stocks and these great income funds "UK equity income investors are enjoying a stellar year. According to Capita's third-quarter dividend report, UK companies are on track to pay out £94 billion to shareholders by the end of December, smashing the previous record of £88 billion ..."[link]
farmerdave
10 Nov 2017
Vedanta Vedanta has posted very good resultsInteresting article in FT says rumours are that Anil and SAs Public Investment -both large shareholders might look to break up angloVedanta has strong foothold in southern africaKeep watching FD
farmerdave
10 Nov 2017
Vedanta Vedanta has posted very good resultsInteresting article in FT says rumours are that Anil and SAs Public Investment -both large shareholders might look to break up angloVedanta has strong foothold in southern africaKeep watching FD
Timmo
23 Oct 2017
Re: NEW ARTICLE: Chart of the week: Time to ... I;ve been keeping an eye on this for a while as a possible reverse head and shoulders with therefore a huge upside.very similar chart to weir group and looking like a breakout any day.cheers Timmo
