Read an interesting article about the iPhone xr, conterary
To reports of weak demand & supply chain cuts the xr
Demand is actually higher than expected, IQE surplus stock will be
Used to meet demand for the xtra sales & put them in a good place when other
Phone manufacturers adopt Face ID next year
Keep up new FD cutrently at ARM holdings starting in January, he was part of the team that
Oversaw the recent buyout, with more Apple devices adopting Face ID & other applications for IQE
Technologies constantly being identified the future looks bright.
£1.30-£1.40 buy feb next year seems a reasonable intitial rerate IMO
Agreed, just read a piece on IG china’s Copper imports in September were up 32% on lay year
Which is a record high partly due to China banning imports of scrap copper, analysts have said
Demand will continue to grow.
Up another 1% over night, fire at bhp hilton copper mine stops production thankfully no one hurt,
Production delays & rise in copper should give us a good start today, Goldman Sachs has also
Released a report on commodities that says they expect, oil, gold & copper to rise in the coming months
Piece of news on another untapped difficult to mine Russian copper resource play it seems there is an appetite for Russian banking investment & China is interested on the back of sanctions & trade tariffs Russia & Chine Both have
Reason to start working together more closely.
https://www.reuters.com/article/us-russia-copper-udokan/russian-giant-copper-project-in-talks-to-raise-1-25-billion-idUSKCN1LX22C
They are delayed normally large trades throughout the day are
Agreed with broker & client if enough shares aren’t available to buy/sell
Immediately prices are agreed & trades are processed once brokers secure stock or
Find buyers for stock sold, the red/blue stock trades are misleading as the trades are delayed
The strike price isn’t related to the sp when the markets close.
Kaz fundermentals are totally different than they were 18/24 months ago? This is only due to trump threats of escalations in trade war & concerns on Russian investment nothing more once things central down price wil rise, the world will always need copper & kaz has lots of it!
Earning guidance release shows investment in business two weeks before Apple release multiple new products with Face ID coincidence?
I’m happy to hold @ add on the dips created by scare mongers with an agenda
I’ve been in kaz for two years now, after recent events I’m sitting on a paper loss, I’m sure
The sp will correct it self over time, I once bought shares in a company after the SP tanked on a negative RNS when the FD & CEO bought a significant amount of shares sp sky rocketed the same day, the next day the shares were suspended & shortly after the company went into administration. I dont think that’s what’s happening here all I’m saying is director buys don’t always guarantee that the sp will recover to previous levels in a short period of time.