Member Info for Fresian

*~300kt current mine max production. Not MT (typical phone typo - doh)

Hi Gasher. Fwiw the last time the sp was in that range was 2011, when copper was spiking 9500-10k per MT. The company was producing 400KT per year. The current mines are slated to top out at ~300MT, so copper prices would need to get to historic highs, I think. That's disregarding the other goods being produced of course. I think it could happen in the future, but would be in my 'unlikely' range of scenarios. GLA DYOR

*H1 results

12 trading days until Q2 production. A few weeks later Q1 results. I hope to see new highs over this period. At least 6.50

Some positive demand related news over the last few days. Amongst this, Volvo cars to be mainly electric powered by 2019, otgers will surely follow. https://www.bloomberg.com/news/articles/2017-07-06/the-electric-car-revolution-is-accelerating Kaz looking well placed to benefit.

Honestly dont know. Probably partially. But we did get a boost when Bozshakol was declared commercial so i would expect similar. Best

Nice investor presentation that may help answer some questions here: http://www.kazminerals.com/en/investors_media/investor_library Re pxf increase, the increase is just a commitment increase, like an overdraft, only useable until dec 17 after which its cancelled off. Hopefully wont be needed, but nice to have. Looking forward to Aktogay being declared commercial.

Tucson, at the time the 250 was down because of the ge result, my thinking was the positive effect of the rns may have been muted because of market risk dragging kaz back. I see the markets are recovering somewhat now. Its also true that weaker sterling has been good for markets, and this is also favourable for dollar results converted to sterling. Do you have a different view? Regards

Agreed. Just a shame about the timing.

This is not bad at all. https://simplywall.st/news/2017/05/27/a-look-at-the-intrinsic-value-of-kaz-minerals-plc-lsekaz/

https://www.bloomberg.com/news/articles/2017-05-16/glencore-says-electric-car-boom-is-coming-faster-than-expected

Interesting read. Thanks. There has been a strong historical correlation between oil and copper. The strongest actually. I wonder if the fundamental reasons for this high correlation are breaking down in recent times? With a higher supply of oil available pushing its price down, and surely a growing demand for copper.

Support levels here: http://uk.bannronn.com/stocks/support-resistance.php?symbol=KAZ.L

Copper follows oil. Oil had the worst day for 5 months today. If oil makes a recovery this will also. If you're thinking of selling up to buy back lower, be careful!

Congratulations to the Kaz team for maintaining momentum. On guidance production well received by the market. Some kind of brief monthly interim update from management would go a long way to filling the yawning 2 month gaps between news, and stabilising the sp. Looking good. ATB

Full list of resolutions in the upcoming agm. The full results has some good commentary from the Chairman and CEO. Remuneration is interesting. http://www.kazminerals.com/en/investors_media/investor_library

Hope the SP stays this low for another week so more will fit into an ISA, but doubt it will.

Its a possibility, if he is defeated on the infrastructure spend. Until then, a minor speculation. I see the current determiners here as, oil price (dragging copper down) and excess supply fears. Main copper uses fyi: https://www.google.co.uk/amp/marketrealist.com/2015/01/must-know-major-consumers-of-copper/amp/

https://www.metalbulletin.com/Article/3671620/Copper/METALS-MORNING-VIEW-2303-Cross-currents-lead-to-choppy-metals-prices.html

Now the fear of rates rises has been taken away, we can expect copper to move back up. http://etfdailynews.com/2017/03/17/heres-why-interest-rates-arent-going-anywhere-despite-fed-hikes/