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Bullboard Post History

by Lech1988

T.FT

RE:RE:Waiting

Gold prices are at extremely elevated levels and Cobalt prices are largely in...

September 25, 2019

KATFF

RE:RE:RE:RE:RE:RE:RE:RE:RE:Essential reading

I hope you are right but those numbers just seem very optimistic.  A 12...

September 23, 2019

KATFF

RE:RE:RE:RE:RE:Essential reading

You realise that Glencore's entire market cap is $43 billion right...

September 20, 2019

KATFF

RE:RE:RE:RE:Essential reading

It's impossible to know but I truly think GLEN will throw in the towel on...

September 20, 2019

KATFF

RE:RE:Essential reading

More chatter about the takeover interest today on Bloomberg.

September 20, 2019

KATFF

RE:RE:RE:RE:Essential reading

 Well something positive needs to come out of these assets soon. ...

September 17, 2019

KATFF

RE:RE:Essential reading

Does that take into account our (ever growing) debt pile? Personally I think...

September 17, 2019

KATFF

RE:Essential reading

Indeed very interesting read. Is that your base case now regarding the share...

September 16, 2019

KATFF

RE:RE:Saudi Arabia shuts down about half its oil output

Eliminating dependence on middle eastern oil supplies is probably the best...

September 16, 2019

KATFF

RE:RE:RE:Cobalt price rally to six-month high - $17.5 per lb

Yes it’s that time of year.  I agree it will be interesting to see if...

September 6, 2019

KATFF

RE:Cobalt price rally to six-month high - $17.5 per lb

Also I can all but guarantee you KAT will not hit hits Cobalt production...

September 6, 2019

KATFF

RE:Congo’s biggest copper miner warns of operating loss

Pretty telling when one by one the largest mines in the Congo are admitting...

August 21, 2019

KATFF

RE:RE:Glencore's Comments on Katanga

Also worth noting that is with Glencore’s assumption of 6500 for copper and...

August 7, 2019

KATFF

RE:RE:RE:RE:RE:so are we next?

People need to get a bit of perspective.  3-4 cents is nothing and the...

August 7, 2019

KATFF

RE:RE:RE:Glencore's Comments on Katanga

Glencore has a history of doing this, they are not afraid to yank production...

August 7, 2019

KATFF

RE:Glencore's Comments on Katanga

Glencore also admits that stopping production at Mutanda will cause a deficit...

August 7, 2019

KATFF

Glencore's Comments on Katanga

Glencore's earnings call states that once Katanga gets to steady state it...

August 7, 2019

KATFF

RE:RE:so are we next?

The announcement had nothing to do with KAT

August 6, 2019

KATFF

RE:WHY HAVE COBALT PRICES CRASHED

Except KAT isn't ramping up well - in fact its cobalt exports this year...

August 5, 2019

KATFF

RE:RE:RE:RE:RE:Glencore 2019 Half-Year Report - KAT Related

Goldman valued KAT at something like $17 billion including sunk costs. ...

August 2, 2019

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