Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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25 is fair value. IMO need premium for bid to be successful.
As were sat at 3-year lows, AAL could become a takeover target, imo as larger miners look to replace resources, AAL would find it difficult to fend of offers around £25, per share imo
Im expecting AAL to follow the Rio tinto path of maintaining decent dividend returns over the next few years.
This morning's buying opportunities don't happen often and when they do take advantage
of them, looks like he did. I did you, did you.
Net asset value around twenty pounds sterling and a good dividend coming soon are just two good reasons to buy.
BUY!!! just gone through, !!!!! serious cash
Exercise being done over aal global operations, maintaining a productive and profitable company going forward over the next few years, a bounce in commodity prices will boost earnings
Out in a couple of days, Dividend still reasonable at current sp ,
Still room for another 40% drop from here.
Shorting, recession, pessimism, mass exodus from UK shares, bad management, too high a pe ratio, inflation stubborn or rising again................
"not been a such a bad year for miners"
Compared to who, Palestinians?
Most of the miners have been mauled YTD and YoY, whether they're base, PGM, precious metals or lithium. Can only get better though...Right?
This morning,
All seem to be doing very well today, must be earnings periods ahead,
not been a such a bad year for miners, Commodities have remained stable these past 6 months
Overhead supply from previous trading , at 2000, expected to provide resistance ahead.
A straight line , drawn through sp, bottom of 13/12/23, and peak of 31/1/24, would imply a sp, target of 2200, by end of March 2024. DYOR.
Are pretty intense reading, one for the weekend, give a great insight to the operations of the mines, health and safety etc.
A return to the twenties should be on the cards over the next few days, and weeks ahead, imo
Next week, we should get the updates were all looking for, Profits?, Dividends? etc. ,etc.
Took some more this morning 1695, very happy with that purchase , so far?
IMO divi covered. CITI today buy 2200.
1700s gone. New trading range in the 16s now.
Sentiment is gone. All about sentiment and shorting at the mo.
If the us market has a correction from highs this will be dragged lower with it.
2020 lows possible ? Then a Big recovery when the next government is elected and interest rates go down.
Ive looked at the last results, and a few of the last rns over the past 12 months, it looks like there will still be substantial profits to be made, ill go for a 55p Dividend ?
I'm expecting the divi to be cut, as profits will be lower. as Gary has correctly stated, dividends are taken from 40% profit, lower profit means lower dividends.....this will be the same for all mining companies right now, not just AAL
Roxi, the last time I looked at the balance sheet net debt was up but was well covered by cash profits (AAL have I think a policy of paying out 40% of profits in dividends). I'm thinking of investing here soon as this has to be a very good take over target for the bigger chaps in this industry.
To answer your question mate next weeks results may mean guidance & the dividend yield will come under pressure.
At todays price the divi is 9.5% so there's room there, albeit none of us want to receive any less.
If I was a betting man I would say the divi will be held, just my opinion but WDIK.
?with the results out next week, does anyone think the 60p dividend will remain intact?
Wordsmith final few years to production ? Heard that before a few years ago. Finnish battery tie up sounds good though.
A few more this morning, good price, imo sit back and let the dividends and Sp work for me, lets see where it goes over the next 12 months,
Gary59, I wasn’t going to reply as I’m massively more researched in car technology, but since nobody else has commented, I thought that I would post what tempted me to diversify albeit currently only a little into Anglo.
https://im-mining.com/2023/11/17/anglo-american-woodsmith-projects-final-few-years-to-production/