Member Info for mystic1076

Shell reports tmrw , fingers crossed the rise in oil cancels out any negative pressure from the Shell update!!

No deal!!! ????

This keeps taking a stab at 5.31 then falls back..any guesses what it might finish at considering there's a deadline for tmrw. If no announcement, it means no extension and no deal?!!! Then what?!!

This will be the next Lloyds or Vodafone...once the climb starts ..up up and away !! Imho 🙏

Smart money flowToday 09:34

With all else going on with other sectors, money will start pouring into housebuilders like TW imho. (Last message cut off due to the adverts on this platform messing things up as you type.). Tentative signs of activity increase in the market...and one key thing is that government is very likely to reinstate H2B schemes or similar to stimulate supply.

With all else going on with other sectors, money will start pouring into housebui

This hasn't done anything for the Glencore share price. Rio T is up by 3%+ but Glencore is up only %2.9% ???

?$?$?$?

Significant retail figures out this week...should impact the direction of travel for Boo bee 😉

Goldman arggg

From today, are these ratings assuming Glencore remaining as a standalone company??? Why Goldman saying £5.20 only??

Deutsche Bank Research raises Glencore price target to 550 (500) pence - 'buy'

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Goldman Sachs raises Glencore price target to 520 (460) pence - 'neutral'

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Yeh but don't forget the Rio share is also going up, from 6000 to 7000..

Also adding here Saudi are inviting tenders from major mining groups to start mining in that country...

The "Copper Re-Rating" is Overpowering the Merger

​The primary reason for the push past 530p isn't just the merger; it's the fact that Glencore’s intrinsic value is growing faster than Rio Tinto can print deal documents.

​With copper futures hitting $14,000/tonne, Glencore's EBITDA for 2026 is being revised upward by billions.

​The Math Change: Analysts are now arguing that on a "standalone" basis (without any merger), Glencore is worth 540p - 560p just based on its copper and marketing cash flows. If the company is worth 550p on its own, Rio Tinto’s bid has to start with a "6" to even be considered a "premium." !!

The SP reached these levels minus any bid or merger talk and arguably the fundamentals have never been better!! Happy for this to remain as a standalone company or being acquired only at the right price!

Price action ....!!

Sorry are you trying to say they, Ocado have hoodwinked millions of investors for billions?? Nahhh it's not that simple ...capitalism...

As a standalone company based on the new copper and minerals supercycle Glencore is worth £5.50 standalone. Without a bid the SP would have tracked the fundamentals of the copper market, exactly like Strategy holding bitcoin. The balance sheet is stronger. Wouldn't be surprised if Rio walked away as this has become more expensive. Then again if Rio wants to be mightier in the future it has to swallow the pill (Glencore)!

This should head higher on open as the Ad major has signalled stronger advertising market for 2026... !!

Https://www.fool.co.uk/2026/01/28/heres-why-new-profit-guidance-just-gave-the-boohoo-share-price-a-7-boost/