farmerdave
13 Mar 2017
Electric cars Nice article on copper in this weeks economist - says there will be copper shortages if the continued move to electric vehicles continues (they use 4 * the copper in present cars due to elec motor)....FD
farmerdave
21 Feb 2017
Results Very good results PE 9.77 vs 14.16 BHP and 15.98 Rio.Hard to compare given no div at anglo and different commodities On ebitda less capex basis BHP and Rio more attractiveHowever if AAL does not pay a div and uses cash to further delever they will have a cap structure very similar to the others - using BHP and Rio multiples (ebitda and PE) and same EPS and Ebitda you would get a price of 2000p for AAL.Let see if Dec 2017 AAL price is around £20 - happy to hold till thenFD
II Editor
29 Dec 2016
NEW ARTICLE: Can FTSE 100 make new record? " The @GB:UKX:FTSE 100 has just broken through its highest ever closing price, climbing 41 points to 7,109. Underpinned by the weak pound and a brighter future for the miners, the blue-chip index closed in on October's all-time high of 7,129. ..."[link]
Bantam Spirit
24 Dec 2016
Merry Christmas A merry christmas to you allYoung and old...long term holders and short term holders...rampers and derampers....investors and users...introverts and extroverts...brexitors and remainers...tories and socialists...left handers and right handers...men and women...gays and straights...mods and rockers....southerners and northerners...Leeds fans and normal fans.....movers and groovers...the walking dead and the soap fans....vegetarians and vegans.....meat eaters and cannibals....shopaholics and alcoholics...Peter Pan and Captain Hook...the man down the chippy that thinks he's Elvis and the hooker down Manningham Lane that thinks shes Marilyn Monroe.....well I think that covers most..Bantam....just all of you have a good one.I am off today to have a some pints of American Saviour....well they need something after January 2017
II Editor
19 Dec 2016
NEW ARTICLE: The FTSE 100 shares that made you rich in 2016 "Rarely has a group of blue-chip stocks had a year like this. That's because it's rare that a major turn in the cycle coincides neatly with a new calendar year. In 2016, it did for the miners, and brave investors who backed the bombed-out sector ..."[link]
melvilleson
13 Dec 2016
Re: £9 per share!! I know nothing about Griffin. Any reasons for your recommendation? I see you have no posts on GFM but post it on AAL board?
Lucky Harry
12 Dec 2016
Re: £9 per share!! Try Griffin Mining it's a great place for your Money!
farmerdave
10 Nov 2016
Prices Continued gains in prices/no real unrest in S AfricaHopefully paying down debt very quickly so the share gets deriskedAll looking good especially with a lack of globalisation which will cause higher prices and more demand for AA productsFD
melvilleson
25 Oct 2016
Re: £9 per share!! Now £11 and a good RNS today. I have been buying since April into my ISA acct first at £6+ I missed the low but still good.
Stellaria media
29 Sep 2016
Re: £9 per share!! £10 here we come. Have already cashed in my original stake, so everything from here on is pure profit. The next question is when to call it a day. Also need to find another home for the money.
II Editor
28 Sep 2016
NEW ARTICLE: FTSE 100 nearing breakout "A three-day losing streak for the FTSE 100 took the wind out of a mid-month recovery and had investors questioning whether this was the big sell-off. Of course, it wasn't, and daily losses have been modest, with buyers using dips to top up given ..."[link]
walrusty
16 Aug 2016
£9 per share!! This is amazing.And why would it stop there?
nk1999
01 Aug 2016
RBC Cap From ADVFN:"Anglo American got a boost on Monday as RBC Capital Markets upgraded the stock to 'outperform' from 'sector perform' and lifted the price target to 1,000p from 800p saying the tide is turning for the investment case"With the balance sheet striding towards rehabilitation and volume improvements in H2, Anglo's rating likely to improve. Further, divestments provide catalysts for the shares," RBC said.The Canadian bank said Anglo's first-half results were above both consensus and its forecasts despite disappointing copper production, with a strong effort to control or reduce costs across the group.In particular, it highlighted $1.1bn of free cash flow as a positive and said the company's balance sheet was beginning to look respectable.Looking forward, it said that in the second half there should be a greater benefit on costs from volumes, productivity and cost cutting, including headcount.While there will be lower activity in diamonds for seasonality reasons, volumes in copper, coal and iron ore should improve."Risks remain commodity prices, South Africa and the impact of any GBP strength on the share price," RBC said."
can-u-tell-me
26 Jul 2016
Dividend What's the latest on the dividend being re-instated? I did read sometime ago it was thought somewhere at the end of 2016. If so would we receive a payment in April 2017?Just wondering if I should hold on to these. Thanks.
II Editor
21 Jul 2016
NEW ARTICLE: How a 60% rally at Anglo American is 'very possible' "The price of LSE:AAL:Anglo American bothers us a bit as, despite the share's status on the markets, from a "big picture" perspective it is now trading in a region with an ultimate drop ambition to around minus 45p!Last time we viewed this, we had ..."[link]
