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TSX Lithium explorer International Lithium Corp prepares to drill at Raleigh Lake
Exclusive: Hardman & Co Investor Forum - Severn Trent, Calculus Capital, Volta Finance, Residential


Kaz Minerals Share Chat (KAZ)



Share Price: 581.40Bid: 581.80Ask: 583.20Change: 10.40 (+1.82%)Riser - Kaz Minerals
Spread: 1.40Spread as %: 0.24%Open: 582.60High: 591.20Low: 576.00Yesterday’s Close: 571.00


Share Discussion for Kaz Minerals


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Posts per page:

tucson
Posts: 817
Opinion:No Opinion
Price:581.40
RE: Good video
Today 21:26
Cant wait for Copper to follow the Iron Ore Chart.
Thanks.
 
Nitbhav06
Posts: 268
Opinion:Strong Buy
Price:581.40
Good video
Today 19:48
Autonomy1
Posts: 232
Opinion:No Opinion
Price:586.80
RE: Good read
Today 12:28
Your theory is spot on the drawback being is that Kaz trades on a lowly Pe of 5 compared to Anto which is 13
Should we get to be in double figures then I am sure you will be right
So what's holding it back no doubt the amount of debt that it has and will incur further following the Baimskaya project
Perhaps if copper constantly remains high for 2 or 3 yrs and they find a partner to help finance Baimskaya then things will change
tucson
Posts: 817
Opinion:No Opinion
Price:583.60
RE: Good read
Today 08:49
Nitbhav06,
Aktogay expansion will be complete by 2021 therefore a market cap of £10bn would give Kaz a share price of £20+ by 2021/2.
That would please a lot of posters on this board.
ATB
Tucson.
Nitbhav06
Posts: 268
Opinion:Strong Buy
Price:585.80
RE: Good read
Today 08:19
I'm in for the long term with Kaz. I am confident there will be supply issues over the next decade. I expect copper to be trading at significant premiums over the long term. In the short term there will obviously be volatility in terms of price. My view after Aktogay expansion is that we will be at a market cap of around £10bn generating £1bn in profits with the help of an elevated copper price.
tucson
Posts: 817
Opinion:No Opinion
Price:571.00
RE: Good read
Today 07:28
Morning Nitbhav06,
If the final sentence becomes reality then we should see Kaz sp around £13 by 2021 not including any additional benefit from Aktogay which is increasing output from 25 million tons to 50 million tons by 2021.

“With inventories near record lows, the OCE has forecast copper prices to rise significantly to US$6,978/t in 2019 before peaking at around US$8,500/t in 2021, then easing back to US$7,342/t by 2024.”

However we have had these forecasts before!
ATB Tucson
PS $6978 should give us an sp of circa £8.5 by year end.
Nitbhav06
Posts: 268
Opinion:No Opinion
Price:571.00
Good read
Today 07:02
CopperBoo
Posts: 59
Opinion:Strong Buy
Price:571.00
RE: Breaking Out
Today 06:07
Perhaps you were a day early!!
causal
Posts: 1,763
Opinion:No Opinion
Price:580.20
RE: Breaking Out
Wed 06:09
Morning all .should be good day for commodities,Whether it be A false spike,with Fed not dropping rates.Or trade talks hot Air.If so share price will be at it's highest it get will for a while.
Nitbhav06
Posts: 268
Opinion:Strong Buy
Price:580.20
Cheap
Tue 19:55
I still think this is dirt cheap at these levels. Once Aktogay expansion is complete this will be at a big premium in terms of PE. Hopefully there is a lack of supply at this time, which will push up prices.

Super bullish on copper over the next decade.

Does anyone own Atalaya mining shares? Quite tempted with them also as it's a pretty small market cap with big upside.
oogleflugal
Posts: 1,647
Opinion:No Opinion
Price:582.80
RE: Breaking Out
Tue 15:04
or the end of today if the fund managers get back from lunch
Roydon1
Posts: 563
Opinion:No Opinion
Price:573.60
Breaking Out
Tue 14:31
Kaz SP is in a consolidation at the moment 545 - 575

We might see a break out to £6 by the end of the week, fingers crossed.

GLA
Roydon1
Posts: 563
Opinion:No Opinion
Price:573.20
RE: Lagging behind again
Tue 14:25
Don’t forget, this shares game is like a game of Poker, many players will hid their own interests until the last minute, then it happens so quick .

GLA
Autonomy1
Posts: 232
Opinion:No Opinion
Price:566.00
Lagging behind again
Tue 11:45
Went down yesterday when copper was up and today copper up 1% and Kaz up 5p
Use to be when copper went up 1% Kaz would go up 3%
Looks like no interest in it volume only about 260,000
Nitbhav06
Posts: 268
Opinion:No Opinion
Price:565.20
RE: Rns
Sat 16:58
Casual I just can't see the price being flat if I'm honest. There will be a serious deficit in terms of supply. The cost of extracting copper will probably increase for miners, thus pushing prices up. I'm looking 5 years ahead and I genuinely think copper prices will fly.

In terms of market cap, we could be close to £8-10bn once we hit scale and prices start increasing. All imo and long term view.
causal
Posts: 1,763
Opinion:No Opinion
Price:565.20
RE: Rns
Sat 10:46
Morning Nitbhav06 If copper prices are flat,Then with double of the output of the mine,Will more than help the share Price for cover.
causal
Posts: 1,763
Opinion:No Opinion
Price:565.20
RE: Rns
Sat 10:11
Morning Nitbhav06 If copper prices are flat,Then with double of the output of the mine,Will more than help the share Price for cover.
Nitbhav06
Posts: 268
Opinion:No Opinion
Price:565.20
RE: Rns
Fri 21:54
Casual, the funding seems sensible and as per plan. I liked the statement at the end regarding significant deficit copper supply. When we double output after 2022 and copper prices rise, this is going to fly. I anticipate a serious revaluation and divi payments will be brilliant due to our economies of scale and extremely high operating margins. I'm buying on dips as Kaz will be earning bucket loads of cash.

Phenomenal company with brilliant management. Always forward looking.
causal
Posts: 1,763
Opinion:No Opinion
Price:565.20
Rns
Fri 18:07
Any thoughts anyone,Or is what said to plan.
causal
Posts: 1,763
Opinion:No Opinion
Price:565.20
RE: Kaz SP Today
Fri 17:04
Down to trade talks now,Roydon1 all or nothing.To help doctor copper.
Roydon1
Posts: 563
Opinion:No Opinion
Price:574.00
Kaz SP Today
Fri 10:19
Morning All,

I find this very strange Today !

Copper futures are down
Kitco Copper price down
Other Copper miners are also down

Kaz SP is Up almost 1% !!!

Something cooking in the background, or just pure luck ?

GLA
Autonomy1
Posts: 232
Opinion:No Opinion
Price:568.40
RE: This will push the price UP
13 Jun '19
Most other companies in the mining index are iron ore or gold related or a mixture there prices are at yearly highs
As Kaz is pure copper like Anto they aren't doing so well because for some reason it's being held back
I sometimes wonder if China is holding the price low because of how much they use and until something chages it might not move much
The strike won't have angy ffect for several weeks and alot could happen by then.We need to get above the magical 2.70 first
causal
Posts: 1,763
Opinion:No Opinion
Price:568.40
RE: This will push the price UP
13 Jun '19
I mean companies involved in commodities.
causal
Posts: 1,763
Opinion:No Opinion
Price:568.40
RE: This will push the price UP
13 Jun '19
can't understand finishing in the red ,When more or less all commodities finished good.
Roydon1
Posts: 563
Opinion:No Opinion
Price:569.40
This will push the price UP
13 Jun '19




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