Member Info for Fusion98

Mystic1076 - The "Rio" Divergence: While Glencore is pushing new session highs, Rio Tinto (RIO) is languishing at 6,105p (down 1.8%). This widening spread indicates the market is increasingly confident that Rio will have to pay a higher premium than initially thought.

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Nope, it means that RIO share holders are not impressed with the proposal and Glencore are. What is this "Rio" Divergence horse sh*t you just made up? Where is the evidence that RIO will have to pay more, more than what? there is no offer as yet.

Really?

Where is Glencore listed?

the London Stock Exchange

Our ordinary shares are listed on the London Stock Exchange's main market (the London Stock Exchange or LSE), with a secondary listing on the Johannesburg Stock Exchange (JSE).

Shareholder FAQs - Glencore

If it holds above 455p going into the US open (2:30 PM), we could realistically see a test of 470p before the day is out...

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Glencore are not listed in the usa

I'm sold out, take the money and run, thank you very much

Rio want the copper not the coal which is a large percentage of Glens price. Their trading arm makes £3b a year, Rio doesnt have one. Rio sold their interest in coal a decade ago and Glen bought Teck's coal only recently and the prices haven't risen much. If (and its a big if) this deal goes through then i would expect £5 - £5.25 price for the entire company but i think its going to be a partial purchase which means much lower which in turn will make the deal falter. imo

I've been in and out of Glencore for several years and made a lot of money. My target is 450. It was 480 but China is still reeling economically and not the power house it once was. Midterm elections in November will have a massive shock on the stock market when Trump looses both houses assuming the econemy doesnt tank in the mean time. With markets at an all time high and several big players pulling out of AI stocks the Mag7 are the only ones holding up the USA market at the moment. Space X is proposing an IPO (dont touch it) as companies are looking to sell on the market just before the crash. Look out below when it does and if you not in cash god help you.

Do NOT invest in any IPO this year

Be out of the market before November

There WILL be a pull back shortly.

NO one got poor with cash on the side.

Aldi vodka for example is virtually identical in taste

I can assure you this is not the case. Most spirits (in the loosest terms) are like carpet cleaner from both stores.

As far as HMRC are concerned its Dividend Income, so treat it as such is my recommendation

Because the dip doesnt last then you get your money back + the dividend.

Yawn, wake me up when its over £5 per share once more.

Buy @ £18.22

target arond £25

Fusion98

If shell were to buy BP the best result would be to pay cash for it without stock options, this way you pay the activist to go away. It will cost him far more to get 5% of shell than it would BP.

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Plus for Shell they don’t need the hassle of an activist investor within BP as Shell do very well on their own.

Tax purposes

Its cheap becuase of global tariffs taking a hammering to earnings. China's econemy is not growing as it historically has and is estimated to grow only 5% this year, keep in mind the UK is below 2%. Tariffs will not last forever and China will grow once more in a few years time. We havent even gotten to the recession yet, so hold off buying more. This too will pass.

So with Trump in power in the USA he is trying to get their economy growing once more by loading it with debt and reducing regulation (safe guards which were put in place for a reason). China is stimulating its own economy with little success and are predicted to grow by 3%-4.5% for 2025. Glen provides raw materials for both and while i think Glen will recover to 450 once more within 7 months, i also think either one or both of these high consuming countries will have a massive downturn in the near future. Just hoping that Glen recovers before this.

£100k invested. average price around 400

Fusion98

Long time holder. Three merger seems to be going ahead and the share price results is anyones guess. Vod has the option to buy out the 49% held by three after a few years and I think they will do so either with debt if they can reduce their existing dept pile or with shares diluting all existing holders, or a mixture of both. Vod has sold a lot of its subsidiaries and masts to raise cash but doesn't appear to be doing much about its debt pile and its current dividend hasnt been sustainable for some considerable time. Thoughts?

$24B market cap

$53B in debt

Loosing market share

Cant afford 5G on its own

Borrows money to pay dividend

looks distressed and mismanaged to me

Fusion98

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but Vodafone isn't a distressed company

As banks don't speak to one another and cant disclose information regarding any of their clients, there is nothing stopping someone opening multiple ISAs in the same year and storing £19,000 in each so not to max out the allowance in one unit.

HMRC may catch up with them in 5 years and they have a back log longer than the UK benefit line.

Stupid idea in my opinion

Fusion98

Never going to happen, he is USA focused only.

Realistic take over offer (based on current share price)

Whats your thoughts?

Mine - 260p - 290p

Fusion98

Buy on the rumour sell on the news

29th prediction will be 15x.00

Buy 144.6

sold 162.18

11%

rinse and repeat

Fusion98