Peter153
10 Oct 2016
Re: On the Up I thought you were perhaps been a tad optimistic 250! But breached today and got there relatively quickly. How much further do you think this will go short term?Pete
shugg1e
29 Sep 2016
Re: On the Up Might be due a pullback soon perhaps at 250 resistance area
opulentia
29 Sep 2016
On the Up another great RNS , this will keep climbing into the new year, Target mid 2017 £3.00GLA LTH keeps on giving
opulentia
21 Sep 2016
looking good i can see 2.50 over the next few months, holding tight and adding for long term value, GLA LTH
barno99
25 Aug 2016
Profits £68 million in the last six months and ramping up.Full year could be £120 million plus and the company is currently valued at the current price of £815 million.Seems cheap as the prospects are getting better all the time.
barno99
25 Aug 2016
Prospects and price target [link] Me, the price target with all the cost savings and currency boost is £4 plus..The dividend will be back very soon and this is now a very very solid buy.. This should start to motor forward immediately.
nk1999
22 Aug 2016
UBS view More details from ADVFN:"UBS upgraded KAZ Minerals to 'buy' from 'neutral' and lifted the price target to 270p from 150p saying it is now delivering on growth.In addition, it said it likes the group's strong growth profile, and execution risk at Bozshakol and Aktogay has decreased materially."A site visit in Q4-16 should also bolster market confidence on Aktogay, and execution should be smoother given the similarity to Bozshakol."With shares trading at 0.5x net present value, we think the risk reward is attractive, and we upgrade to buy."The bank said reduced execution risk and a stable copper price increase the probability that KAZ can raise the liquidity it needs to complete Aktogay, adding that significant progress is likely to be made by the end of the year."China Development Bank has provided 91% of KAZ's current debt facilities, at a rate of about 6%. Removing the remaining liquidity risk should be a positive catalyst."Last week, KAZ reported a rise in first-half earnings and said its new Bozshakol project is on track for commercial output in the second half.For the six months to the end of June, the copper miner said core profit rose to $115m from $88m in the same period last year. Pre-tax profit surged to $91m fro $2m last year."
Redfield
22 Aug 2016
Re: Credit Suisse Ubs also upgrades KAZ today from neutral to buy with a higher target price than CS at 270. With a rapid change in KAZs output, increased revenues, lower costs, with apparently much lower risks with the new mines coming on line and the debt secure for the next 8 years this looks a no brainer.. Expected pull back today and maybe an opportunity to add to my holding.GLA
nk1999
20 Aug 2016
Credit Suisse "Credit Suisse upgraded KAZ Minerals to 'outperform' from 'neutral' and lifted the price target to 250p from 165p saying development risks are receding."Our concerns around KAZ have centred around execution risks at the two main growth projects and funding risks due to high levels of debt. Both are diminishing in our view and, alongside better than expected earnings we upgrade to outperform."CS said it remains cautious on copper prices over the next 12 months but pointed out that a third of KAZ revenues are from gold/silver/zinc, cash costs are low and copper production is set to double in the next two years.The bank noted that the first of the two major projects, Bozshakol, is close to reaching commercial production, and the ramp-up has largely gone to plan.Meanwhile, Aktogay has a very similar design and scale and the lessons learned from Bozshakol should lead to a similar ramp-up period through 2017."Cost performance at the projects and existing mines was better than expected in H116 and we have reduced our unit cost estimates over the forecast period (we previously had a buffer above company guidance)."On Thursday, KAZ reported a rise in first-half earnings and said its new Bozshakol project is on track for commercial output in the second half.For the six months to the end of June, the copper miner said core profit rose to $115m from $88m in the same period last year. Pre-tax profit surged to $91m fro $2m last year."From ADVFN.
II Editor
18 Aug 2016
NEW ARTICLE: Kaz Minerals in hot demand "LSE:KAZ:Kaz Minerals' two growth projects in Kazakhstan are set to transform the FTSE 250 copper miner when they reach full capacity, but the fledgling copper mines are already boosting performance. Currency devaluation and tighter control on ..."[link]
barno99
30 Jul 2016
Prices and exchange rates As the pound has sunk against the dollar the price Kaz are getting is hedged but the exchange rate means a better price for them on copper and gold. This is the current copper price4,895.37US Dollars per Metric TonPrice in U.S. Dollars and Cents per pound: 2.2205Contract Month: AUG 16As of: Friday, July 29, 2016Source: COMEX - CME GroupOpen: 4,847.97High: 4,913.00Low: 4,825.92Last: 4,913.00Change: 31.97Estimated Volume: 77Prior Day Open Interest: 1565Contract SpecificationsAll this should make for some interesting half year results on the 18 th August.. Don't be short is all I can say.. £2 price target for me as I have said previously.
barno99
29 Jul 2016
Valuation. Currently valued at £680 mill or there about.Profits will rise sharply now commodity prices have risen..Especially gold of which they have produced a lot. Add to that the 40% rise in copper production and I think 200 p on the results will be a starting mark.A super buy and fairly safe bet as production is heading only one way at present..Very happy!
barno99
28 Jul 2016
Re: Fantastic performance.. The results due in a week or two should show a huge rise in revenue ..Looking forwards to that. This is a bit at this very low level..Gold prices have recovered and still going strong,and the announcement was record gold production and also copper cathode..Eagerly awaiting the bumper results..200p short term target for me. Maybe higher.. Very happy to hold with today's super announcement .
barno99
28 Jul 2016
Fantastic performance.. Great results and performance.Re- rating coming for sure ..
scruffee
18 Jul 2016
Starting Pistol Fired ... Really Strange ................ Reuters reporting someone fired a gun in Kazakhstan message ends ...... A buy signal for me ................... Best Wishes.x
