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Profits Wobble for this Mining Giant But Things could Pick Up with Commodity Prices

2020-02-20 08:15:20

Hello Share Scrimpers. Like me, you probably tolerate companies in your portfolio that you can’t be bothered to do anything about – either to sell or buy more of. One such firm for me is Glencore (GLEN), the big Footsie miner. There always seems to be some excuse why it’s not flying along. And yet the alarm bells are rarely there for me to call it a day...


Big Yield, Low PE Glencore Could Benefit from a Global Commodities Boom

2019-07-03 08:11:01

Hello Share Graders. It’s my birthday. But reaching the age of 34 is a worry. It’s made me die my hair grey. The day is also unusual in that I can’t find any penny shares which I dare to commend to your further examination. So let me turn to one of the biggest commodity companies in the Footsie. A firm with a market cap of £38 billion...


Beaufort Collapse Brings Me More Company Reports - Including Good News from Glencore

2019-03-26 01:20:10

Hello, Share Bringers. I am still smarting at the time taken to resolve the Beaufort Securities affair. Now my shares have all been split among many different brokers to avoid the trauma of this happening to me again. Though I eventually got all my shares back at no cost, the time taken to sort things out meant I couldn't sell vulnerable stock in the interim. But one advantage of swapping to The Share Centre is that I do get more company reports than I did from Beaufort...


This Commodities King Could Dig Up some Royal Share Profits

2019-02-21 01:05:23

Hello, Share Tasters. The big miners are often a difficult investment, as a drop in commodity prices can cause catastrophe. Hopefully though, the price of commodities is currently so undervalued that this is unlikely to happen to the horrible extent of a few years ago...


Glencore looks too cheap - I can see why a share buyback is ongoing

2018-11-12 01:23:30

A lot of AIM investors seem to view main market larger companies as being boring as you aren’t ever likely to multiply your capital overnight, but conversely it is unlikely that you will ever lose the lot either. By ignoring the larger companies, especially in the mining and oil sectors, you are potentially missing out on some very good gains, and with relatively low risk to your capital as these businesses tend to be so well diversified that any single event is unlikely to cause a complete share price collapse.


Yet More Signs that the Feisty Footsie Will Keep On Marching North.

2018-07-07 05:47:09

Hello Share Twiddlers. Despite the worries of an uncertain world, economically speaking, there have been some jolly signs recently that share prices could move ahead. I know there are warning signals out there to counter any undue optimism, but they don’t seem to be having an effect, do they?


Glencore Agreement Should Put More Shine into Shares

2018-06-18 00:14:21

Hello, Share Shiners. My investment in Glencore (GLEN) has not exactly sparkled. But I have better hopes for the future. Glencore does a lot in the copper world. And as that great Shareprophets contributor, WildRides correctly says, the copper market is promising at the moment. But I’m also encouraged by the developments in a wrangle Glencore has with its ex-partner Dan Gertler. This disagreement is over royalty rights for copper mining in the Democratic Republic of Congo.


As the Big Cheese of a Swiss Giant Says Its Future is Tasty, We should Believe Him

2018-01-17 01:11:00

Hello, Share Schemers. The old memory’s not what it was, but I think I recently commended the mighty Glencore (GLEN) to your further attention quite recently. And just lately I have strengthened my faith in the commodities giant even more.


Be a Monarch of the Glen by Investing in a Share which may No longer Be a Stag at Bay

2017-10-13 00:07:29

Hello Share Swappers. This old punter is not a fan of mining shares. Apart from British Energy and the big British banks, mining has always been my biggest loser. Whereas, the related sector of oil has done me proud. Think BG and Dragon Oil, all big winners for ShareProphets members. But, nevertheless, my selection today is a big miner.


Glencore - imminent M&A splurge suggests you should go bye bye

2017-08-10 03:30:50

Who remembers the infamous zero pence share price target established by one 'teenage scribbler' broker on Glencore (GLEN) the thick end of a couple of years ago? Funnily enough, via a decent commodity marketing/trading business, a cute money raising and some decent tier 1 mining assets, Glencore shares did not trouble the scorers below even 50p and over the last 20 months have recovered back to levels seen four or five years back. Today's first half numbers continue that renaissance.


Fancy Supporting the Iron Lady of Switzerland? Have a Look at Glencore

2017-04-25 00:05:28

Hello Share Gallumpers. One of my longtime shares is Glencore (GLEN). Hitherto, it’s been a disaster for me. Though a boost in mining share in recent times is turning the corner for me.


More Support Rolls in for a Coppery Rally

2016-11-16 01:34:37

Hello Share Splodgers. My last modest piece reflected the view of smarter investor Wildrides that two copper miners might be worth a look. He bases that view on the rising price of copper which had been depressed for a long time.


Time to sell Glencore (and other big miners) before the markets take a tumble

2016-10-05 01:26:20

I have been very pleased with the way that Glencore (GLEN) has performed since I covered it here a few months back, but I now feel that it is time to cash in, at least for the time being.


Buy Glencore on any short term weakness

2016-06-16 00:22:44

A couple of months ago I covered Glencore (GLEN) as a short, but I now think it is time to consider closing and looking to go long on the shares, especially on any dips.


Sell Glencore - too much future value now priced in!

2016-03-28 02:47:42

Like shares in many larger miners Glencore (GLEN) has enjoyed something of a recovery in recent months, and at times has been trading as high as 150% or so above the lows of 66p that it hit back in September.


SP Angel Morning Mining note: Glencore, Anglo American & Rio Tinto

2016-02-11 04:48:02

John Meyer of SP Angel this morning comments on Glencore (GLEN), Anglo American (AAL) and Rio Tinto (RIO) as well as offering a detailed macro view on the news that is shaping global mining and the AIM mining pond.


SP Angel Morning Mining Note: Anglo Pacific, BlueRock Diamonds, Glencore & Randgold Resources

2015-11-05 04:37:39

John Meyer of SP Angel this morning comments on Anglo Pacific Group (APF), BlueRock Diamonds (BRD), Glencore (GLEN) and Randgold Resources (RRS) as well as offering a detailed macro view on the news that is shaping global mining and the AIM mining pond. 


SP Angel Morning Mining Note: Glencore, Berkeley Energy, Gemfields, Noricum, Scotgold and more

2015-10-07 03:02:14

John Meyer of SP Angel this morning comments on Glencore (GLEN), Firestone Diamonds (FDI), Berkeley Energy (BKY), Gemfields (GEM), Medusa Mining (MML), Noricum Gold (NMG), Paragon Diamonds (PRG), Scotgold (SGZ)and Tertiary Minerals (TYM) as well as offering a detailed macro view on the news that is shaping global mining and the AIM mining pond. 


SP Angel Morning Mining Note: Central Asia Metals, Glencore, Kefi and Gemfields

2015-10-05 04:28:33

John Meyer of SP Angel this morning comments on Central Asia Metals (CAML), Glencore (GLEN), Kefi (KEFI) and Gemfields (GEM) as well as offering a detailed macro view on the news that is shaping global mining and the AIM mining pond. 


SP Angel Morning Mining Note: Glencore, Goldstone Resources, Ormonde Mining, Paragon Diamonds, Rio Tino, Savannah Resources & Zanaga Resources

2015-09-30 03:32:09

John Meyer of SP Angel this morning comments on Glencore (GLEN), Goldstone Resources (GRL), Ormonde Mining (ORM), Paragon Diamonds (PRG), Rio Tinto (RIO), Savannah Resources (SAV), Tri-Star Resources (TSTR), Zanaga Resources (ZIOC) & ZincOx Resources (ZOX) as well as offering a detailed macro view on the news that is shaping global mining and the AIM mining pond. 


Panic city at Glencore = mining sector opportunities

2015-09-16 01:52:30

Let’s review recent events at the self-styled mining giant Glencore (GLEN).  A month or so ago Glencore management gave a pretty clear view in its post results conference call that the balance sheet was strong enough not to raise money. Nine days ago bullied by panicky ‘key stakeholders’ (i.e. big institutional shareholders) the company announced a surprise range of initiatives as I noted here to strengthen their balance sheet. On the accompanying conference call the management noted cost cuts, mine mothballing and disposals were all way preferable to an equity money raising but that – once again – they would be sounding out the company’s ‘key stakeholders’ to gauge their views.


Glencore’s non-surprising surprising money raising

2015-09-07 04:02:31

Well, well, well.  For me today’s number one most interesting UK regulatory news update was from Glencore (GLEN).  Just nineteen short days ago after listening to the management of the FTSE-100 mining/commodity trading company confirm their faith in their balance sheet and general corporate approach, Glencore have unveiled a range of initiatives including a US$2.5bn of new equity issuance, the suspension of the dividend for at least the next year and various asset sales and mothballing actions to slash US$10bn from their net debt pile.   Well I did warn at the above link that Glencore was ‘still too much of a full-on risk situation to get involved – and don’t believe that 9% dividend yield many data providers are highlighting at the moment…Enthusiasts for large cap mining investment should continue to prefer Randgold Resources (RRS)…or…BHP Billiton (BLT)…(companies) with a proper underpinned dividend and little debt’.  For the one-line summary this remains my view.


The best top dividend payers in mining and oil & gas

2015-08-30 02:42:59

The recent pullback in stocks has created some attractive fundamental plays among the largest resource stocks. Although commodity prices remain in the doldrums and the medium term outlook is bearish, share prices of the stocks below make the expected dividend yields look extremely generous.


Glencore – an update from the large cap mining sector coalface

2015-08-19 02:44:47

For the mining sector the last couple of years have been almost a perfect storm with its biggest customer China having a growth slowdown and strength in the US dollar further crimping demand.  Throw in too the lagged impact of new mines commissioned in more bullish times coming on stream the supply/demand balance has been dire.  And so shares in the sector have plunged.


Thierry Laduguie’s share tip of the year – sell Glencore

2014-12-30 01:58:04

I tipped this stock as a sell last year based on fundamental and technical factors. After an uneventful start to the year 2014, the stock rallied during the summer and peaked at 379p on 28 July.


Tip of the Year Three from Thierry Laduguie: Glencore Xstrata: long term decline set to continue

2013-12-22 20:09:10

One of the main stories in 2013 has been the slowdown in emerging markets. According to the International Monetary Fund, emerging markets account for half of world GDP on the basis of purchasing power. 

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