Member Info for lemmink

1k@ just under �8.00 ... holding 14k ... quite a bit of market noise about things being toppy, but generally the stuff I'm looking at seems reasonably priced or even a little cheap??

Sold 10k@ 78.01p ... holding 160k ... nice trading update v reassuring:-)

Bought 5k @ 67p ... holding 170k ... hopefully they would have said if they had significant Clln exposure?

69.7p !!

Bought 5k @ 60.7p ... holding 165k

Bought 5k @ 70p ... holding 160k ... website wasn't working well for me earlier this afternoon. ... often seems quite difficult to use in the busy times.

Hi, I think I agree with your point from yesterday, um I do think though that continued weakness of the dollar is not relevant to intrinsic value provided copper prices are independent of it. ... this websites being a bit blinky this my third attempt at a reply

Bought 1k at �8.40 holding 13k ... no discipline!!

Utterly non-plussed by it ... I guess it's the dollars weakness taking centre stage? I can't really see why that should be bad for Kaz in the long run as should translate to higher copper prices and profits offset by the effect of translating the share price to sterling ... so normally a natural hedge effect should occur? ... back to sitting still for me, no idea what to expect over the next few days GLA

Bought 2k @ �8.70 and 2k yesterday late at a little under �9.00 :-( ... all a bit messy! Forgot about production report ... skim read it ... gobbledegook didn't see any financial stuff?? ... current weird market dynamics may be due to the dollar sliding ... possibly with trump approval??

Bought 1k a couple of hours ago at circa �8.85 ... holding 8k ... trying not to worry about copper!

Bought 1k & �9.166 ... holding 7k

Appears to be about 8 ish compared to IAG of a little over 7 imo ... a tad disappointing I thought the difference was much more! ... maybe I got it wrong as only spent a few minutes looking at RYA last half year accounts??

Plus hopefully acquisition going ok and weather in Newcastle not too crap? ... Clln effects? ... House prices peaking??

Bought 5k @ 72p ... holding 155k

looked at the IAG website briefly ... Willie walsh interview says iag has a significant sterling revenue base and significant dollar costs but reports its results in Euros ... FY17 results expected to be announced on 23 feb 2018 ... 3rd qtr results give adjusted EPS at 81 euro cents ... so I guess it is reasonable to expect full year adjusted and diluted EPS to be about 105 eurocents or circa 90 pence... hope the Niki acquisition goes through but guessing its not that significant to overall shareholder value either way?

Not really got an opinion on why sp is dropping ... but I think �6.50 is about the most I am willing to pay for now ... if it drops closer to �6.00 then happy to add a bit ... perhaps that's in line with the markets current attitude?

Sold half at just under �9.24 ... impatience turning to fear and a dash of predatory sillyness or silliness?

Possibly 2-3 years away from meaningful dividends being paid as Kaz has a debt pile to reduce and possible further investment opportunities in the other propect k-thingy?

Nice to see it rise this far! ... I would have liked to de-risk a tad at this level, but I can't justify it having sold so many at �7.20 ish in fear of who knows what, previously!! .... north of �10 would be useful! GLA