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Market analyst Rajan Dhall talks about the financial market Watch here

Market analyst Rajan Dhall talks about the financial market


Member Info for JDwag


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Member Since: Mon, 16th Jan 2012

Number of Share Chat Posts (all time): 6,061
Number of Share Chat Posts (last 30 days): 6

Last Posted: Mon 22:29


Post Distribution over the last 30 days




Mon 22:29

No chance any payments will be made, I don't think any payment will be made until deep into the new financial year, maybe Q3 FY2018 (Jan-Mar 2018).

A positive is having this roll over in 2 month segments as it probably shows positive progress is being made, really positive would be a four month extension, etc, etc.

We'll soon see.

JD
Fri 11:09

SHFE stocks also fell this week in unison with LME. Also, anecdotally at least, refining / treatment charges have shown signs that ore supply is tight and may get tighter going into H2 2017.

https://www.metalbulletin.com/Article/3725925/Copper-TCRCs-soften-as-market-eyes-disruptions-shorts-in-second-half.html

This time next week the ‘refinancing’ news will be out, I assume it will be another 2 months rolling extension?

JD
12 Jun '17

You can never discount a leak, however for me it only because it’s terribly illiquid with most of the shares tied up, a small amount of buying / selling can disproportionately effect it either way.

Loan news on 30th June and Quarterly Update on 27th July is the all important.

JD
8 Jun '17

Basically, if you look at the SHFE and LME Copper Inventories, there is hundreds of thousands of tonnes of cancellations in amongst those numbers, impossible to know the truth.

Let us hope for a decent repayment extension on the 30 June, although I guess it will be for a rolling two months until this performs as it should.

JD
30 May '17

http://www.timeslive.co.za/sundaytimes/businesstimes/2017/05/28/Downgrade-blues-set-to-descend-on-SA-again

S&P this Friday. Moody’s TBD. Zuma clings on. A real flip of the coin on which way the ZAR goes.

JD
29 May '17

Maybe, maybe not, truth be told answers on a postcard on where the ZAR goes next…..

http://ewn.co.za/2017/05/29/rand-reacted-positively-following-prospects-of-zuma-being-ousted

JD
25 May '17

Rise of the algorithms / bots, they have a lot to answer for.

JD
18 May '17

The trail of unintended consequences of having a complete loss cannon in the Whitehouse.

USD$ seems to be getting hit hard against a basket of developed currency countries, while developing nations / emerging markets (RAND, PESO, etc.) are being hammered against the Greenback, and so is copper!!

JD


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