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100 bagger posts

4.302 Posts
Pagina: «« 1 ... 174 175 176 177 178 ... 216 »» | Laatste | Omlaag ↓
  1. forum rang 8 Freemoneyforever 23 juni 2022 08:16
    Tavi Costa:

    Amazes me how much commodities are falling despite major supply constraints.

    That tells me how bad economic activity and corporate earnings are likely to be in the next months.

    Dr. Copper just turned negative on a YoY basis.

    Deterioration in labor markets comes next.

    twitter.com/TaviCosta/status/15398419...

    No, I don’t think this is 2008 again.

    Commodities are seeing a shake-out, but the structural supply issues take a long time to reverse.

    Let’s not forget that aggregate CAPEX for natural resource companies remains at historical lows.

    twitter.com/TaviCosta/status/15398419...
  2. [verwijderd] 23 juni 2022 08:31
    Er wordt zoveel verloren op alle beurzen dat de kooplust zeer laag is en dus degenen die willen verkopen of moeten verkopen door grote verliezen stuiten op lege markt..

    En dan klein beetje aanbod al zorgt voor grote daling.

    Zie je bij zeer veel goud/grondstof fondsen.

    Dus zeker niet specifiek slecht bedrijfsnieuws bij de meeste
  3. forum rang 8 Freemoneyforever 24 juni 2022 11:32
    quote:

    easy56 schreef op 24 juni 2022 07:56:

    ceo.ca/@newsfile/ivanhoe-mines-to-rel...

    Ivanhoe Mines to Release Quarterly Production Results and Operations Update on July 5
    Ik durf er nog niet vol in te gaan, heb gisteren een kleine pluk toegevoegd. Ben (achteraf te) duur ingestapt, gelukkig nog wat cash en een niet te grote positie genomen. Wellicht vandaag weer een plukje. Volume was hoog gisteren.
  4. [verwijderd] 24 juni 2022 13:05
    quote:

    Freemoneyforever schreef op 24 juni 2022 11:32:

    [...]
    Ik durf er nog niet vol in te gaan, heb gisteren een kleine pluk toegevoegd. Ben (achteraf te) duur ingestapt, gelukkig nog wat cash en een niet te grote positie genomen. Wellicht vandaag weer een plukje. Volume was hoog gisteren.
    volume stelt niet zoveel voor tov totaal uitstaande aandelen.
  5. forum rang 8 Freemoneyforever 27 juni 2022 06:25
    Copper giant Codelco sees 'very firm' copper price ahead despite recent drop - chairman

    SANTIAGO, June 26 (Reuters) - Chilean state-owned copper miner Codelco, the world's top producer of the red metal, sees a firm copper price ahead despite a recent sharp fall, chairman of the board Máximo Pacheco told Reuters in an interview in Santiago.

    The comments come as copper prices posted their biggest weekly fall in a year as investors worried that efforts by central banks to stem inflation will stifle global economic growth and reduce demand for metals. [nL1N2YB0KL]

    "We may be in temporary short-term turbulence, but what is important here are the fundamentals, the supply-demand balance looks very favorable to those of us who have copper reserves," Pacheco said.

    "In a world where copper is the conductor par excellence and where there aren't many new deposits either, the price of copper looks very firm because the future looks very electric."

    Benchmark copper on the London Metal Exchange was 0.5% lower at $8,367 a tonne on Friday after touching $8,122.50, down 25% from a peak in March and the lowest level since February 2021. Other industrial metals also tumbled.

    Pacheco, a former energy minister appointed earlier this year, said the annual production goal would be maintained at 1.7 million tonnes while he was in charge, including for this year. He said costs needed to be kept in check

    "In this industry we compete with costs and that is why we need to be competitive," he said.

    Chile's government said this week it would allow Codelco, which gives all its profits to the state, to retain 30% of its profits from last year to help finance an ambitious $40 billion investment plan until the end of the decade.

    "We have this portfolio of very large projects and the Chilean state decided to change the dividend policy precisely to be able to finance those strategic projects not only with depreciation and debt but also with reinvestment," he said.

    The executive said the injection of resources would allow the firm's debt to remain "relatively stable," currently at some $18 billion, though it would still look for opportunities to go to debt markets to improve its maturity curve.

    (Reporting by Fabian Cambero; Editing by Adam Jourdan and Sandra Maler)
  6. forum rang 8 Freemoneyforever 3 juli 2022 10:43
    quote:

    easy56 schreef op 3 juli 2022 09:15:

    Commodities hit July storm with Putin and Powell stirring fear

    www.mining.com/web/commodities-hit-ju...
    Shell heeft, net als onze regeringen, de geschiedenis niet in acht genomen, in 2011 is Shell daar al met door onze overheid betitelde maffiapraktijken door Rusland in haar hemd gezet:
    www.nu.nl/economie/2428092/maffiaprak...
4.302 Posts
Pagina: «« 1 ... 174 175 176 177 178 ... 216 »» | Laatste |Omhoog ↑

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