Member Info for lemmink

From memory I think the �1+ to 1p fall and subsequent recovery to 40p ish all happened without a rights issue then later the ri came at 10p (can't remember the terms, but think quite harsh) and it fell to about 6p for a while .. Odey asset managements reaction to all of this may be worth watching.

At �8.36 Kaz has pulled back further than I think I might have expected. Regarding the possible disconnect between copper prices and the Kaz share price... The intrinsic value of Kaz is dependant on future copper prices so for Kaz to track copper price fluctuations or to ignore them altogether are both only partially rational forms of behaviour in my opinion.

Hi, I have not been here very long ... I would like to start reducing from a price of over �9.00 ... I guess it depends on the price whether or not I become a long term shareholder ... I cant do sophisticated analysis on the share but think it would take FY17 underlying EPS of about 140 cents to justify �15 as a viablle target ... not sure how possible that is??

Bought 10k @ just under 77p ... holding 120k ... no idea what caused the drop, hope its just normal market stuff & not a company specific problem thingy.

Bought 2k @ �8.76 ... holding 24k ... a little bit scared

Not seen "livecharts" before ... very nice... copper flying too!

Hi, slept through the China thing last night ... was it ok? ... market seems to be having a bit of a thing with �8.50 ... psychological level?

Bought 2k @ �8.484 ish ... holding 22k ... hoping not to jinx it!

I want a bit more ... recent Rns's all look better than I would have expected

Hi, thanks for sharing your view. I've done a little jumping in and out with this and done ok ish, but I'm feeling a little reluctant to let any go for less than �9 now ... I'm quite new to KAZ but think it's a very nice share & I feel there may still be a bit of a fundamental undervaluation to work off ... the last Rns said actogay has only just become commercial & as a consequence I think they implied it did not go through the income statement or contribute to underlying earnings in H1?

Not posted on here before ... bought 5k @ �8.1855 ... holding 20k (20,000 shares) ... average somewhere in the mid �7-�8 range ... underlying eps(44 cents) at the half year stage was the main draw for me ... hoping copper price rise and production ramp up implications will deliver further value ... currently thinking �9-�15 getable in due course?

Aargh!

Sold @ �2.91 ... oops! ... iron dropped to low 60's

Bought 5k@ just under £3.00 holding 10k ... I think it's going up again🤔

Softened a bit ... just under $70 on 29 sept

51.7 for august ... 0.4 above expectations.

Thanks.

Hi, is that like the purchasing managers index thing ... do we need to do anything with it? :-)

Bought 5k @ just over �2.92 ... green eyed monster made me do it!

Bought 25k @ just under £1.68 ... seen articles about take over bid at £1.82 but from memory bid is contingent on something?