The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
anglo popped another 5%... so city boys who were asleep at the wheel starting to wake up from their muffins and thai tea.
useless ****s... the market had anglo priced at £18 just a few weeks ago. that's how useless the markets are these days and why the ftse ismlosing it's reputation fast. too many spivs and spread bettors and not enough proper investment firms getting stuck into equities. this is what happens when you try and basket up broad based etf's. it's nonsense. single line stock approach is what is required. etf system is just lazy.
I forgot to add that the headline for the Telegraph article is; 'Global copper race sparked Anglo American bid'.
Pad, post of the year!!!
The Telegraph business section has a very good analysis of the BHP/AAL bid and the perceived coming boom for copper. It argues, convincingly, that the growing M&A activity is being driven entirely by copper and the rush for miners to get their hands on more of the stuff.
If you're in need of cheering up, and one or two people on here most certainly are, this article should do the trick.
If anyone wants to meet Kalneedabari, the International Clown Festival is in India later in the year.
I hear that a surprise, special jest guest will be there all the way from Australia.
🤡
https://clownfestindia.com/the-festival/#:~:text=The%20International%20Clown%20Festival%20is,Clowns%20from%20across%20the%20Globe.
Good riddance Needy and don't ever darken our doorstep again !!! 😉
Need a shyte…..to dominate copper production now and also in the future by bringing online resources not yet mined
It’s called a strategy. Appreciate the less intelligent amongst you can’t look far beyond your breakfast on any one day
'I'm off, my sanity level has been tested once to(sic) often'.
Philosophical question: Is it possible to test something which doesn't exist?
PS Offtake funding Monday/Tuesday...
$100 million?...then watch the SP fly...
All good for SOLG...
Reignites Mining M&A
Makes those hanging back for deals get a move on.
Kicks the Chinese...they won't want the Anglo deal to go thorough, threatens their copper dominance.
Anglo has rejected it largely on copper, saying it undervalues them.
Based on history, BHP likely to come back with a higher bid...don't like losing..
If they can't get Anglo where do they look instead...SOLG...?
And this might just chivvy Jiangxi to come off the fence and bid for SOLG...
The only way is up and the market is beginning to catch on...
Bloomberg: Anglo Rejects BHP Takeover Bid as Significantly Undervalued.
One way to fight off unwanted approaches is to counter punch.
Just imagine if Anglo pitched a bid for SOLG. Talk about putting the cat amongst the pigeons... win win.
Fort.
Nobody is overlooking solg.
What are you in denial about.
Many, many have looked, and many, many have run for the hills.
Do you seriously believe that there is not one major who hasn't run the solg figures.
Cuckoo land
Fort comparing Anglo with solg.
The insanity gets worse.
And eloro, you tell me he's one of the good guys?????????
Article on the complexity of AAL
https://www.news24.com/fin24/opinion/pieter-du-toit-last-rites-for-sir-ernests-anglo-american-from-global-giant-to-bhp-target-20240426
Basically says it's 'all about the copper' and mining industry in shock.
Biggest shake up and M&A likely to be seen for decades.
Looks like the great scramble for the metals of today and tomorrow has commenced.
Surely even the thickest of markets can't overlook SOLG's tier1 world class copper stuffed full of gold asset.