Glencore Share Discussion Threads

[waldron] 02/10/2018 17:07

Rio Tinto
3,890.5 +1.24%


BHP Billiton
1,698.4 +1.68%


Anglo American
1,741.2 +1.49%


Glencore
336.25 +1.30%


Gold COMEX 1,209.10 +1.38%
Silver COMEX 14.83 +2.13%
Copper COMEX 2.81 +1.02%
Brent Crude Oil NYMEX 85.04 +0.11%

[losses] 01/10/2018 19:03

Glencore mulls integrated LNG project in Philippines - sourceHttps://uk.finance.yahoo.com/news/glencore-mulls-integrated-lng-project-145037434.html

[waldron] 01/10/2018 18:46

Rio Tinto
3,843 -0.95%


BHP Billiton
1,670.4 -0.05%


Anglo American
1,715.6 -0.43%


Glencore
331.95 +0.08%


Gold COMEX 1,192.00 -0.35%
Silver COMEX 14.51 -1.26%
Copper COMEX 2.79 -0.45%
Brent Crude Oil NYMEX 84.38 +1.79%

[sarkasm] 01/10/2018 11:41

Is Glencore PLC the best value share in the FTSE 100?
Does Glencore PLC (LON:GLEN) (GLEN.L) offer significant upside potential?
October 1, 2018 Robert Stephens Glencore (LON:GLEN)




Glencore PLC
Glencore PLC

With a P/E ratio of around 9, Glencore PLC (LON:GLEN) (GLEN.L) is one of the cheapest shares I can find in the FTSE 100 at the moment. The company’s shares have been relatively weak of late, with investors seemingly concerned about regulatory risks that are facing the business.

Clearly, the potential for financial penalties means that a margin of safety in the company’s valuation is understandable. At the same time, a stronger dollar may have caused investors to become less certain about the potential for increasing demand for commodities.

That said, the outlook for the world economy remains relatively sound. I think that the company could benefit from rising GDP growth across the world, with a growing Chinese economy set to help world GDP growth to reach 3.9% in 2018 and in 2019. This could prompt higher demand for a range of commodities, and may provide a boost for the Glencore share price.

The company has been able to improve its business model in the last couple of years in my view. It has reduced debt levels and improved its efficiency through a cost reduction programme. These changes seem to have made it more competitive versus peers and could allow it to perform better in what remains a volatile industry.

The fall in the Glencore share price now means that the stock has a dividend yield in excess of 5%. This suggests that its income return could be relatively high, although its EPS performance may be less resilient and robust than some other FTSE 100 income shares.

In the long run, I feel optimistic about the prospects for the company. To my mind, it offers an impressive growth outlook which could lead to a rising valuation. Although volatility and uncertainty may be high in the short run, its investment potential over the coming years could be high.




About Robert Stephens 4436 Articles
Robert Stephens is a CFA Charterholder and an Equity Analyst by trade. He is a passionate private investor who has been buying and selling shares for many years, owning a wide range of UK shares in the process. He has written for Citywire and The Motley Fool US and now runs his own business. To contact Robert, please email [e-mail] or use one of the other contact methods available on the 'Contact Us' page

[losses] 01/10/2018 07:14

US and Canada agree 'modernised' trade deal to replace NaftaThe United States and Canada reached a deal on Sunday on a "new, modernised trade agreement," which is designed to replace the 1994 Nafta pact.In a joint statement the two nations said the new deal would be called the United States-Mexico-Canada Agreement (USMCA).The rewrite "will result in freer markets, fairer trade and robust economic growth in our region," according to the statement from US Trade Representative Robert Lighthizer and Canada's Foreign Affairs Minister Chrystia Freeland.Https://uk.finance.yahoo.com/news/us-canada-agree-apos-modernised-034909731.html

[losses] 30/9/2018 16:25

China to cut import tariffs on wide range of productsHttps://uk.finance.yahoo.com/news/china-cut-import-tariffs-wide-range-products-130947659--finance.html

[ken tennis] 30/9/2018 09:25

TWIXY Thanks for reply regards the capital repayment from GLEN I also notice that on my HL account my average buy in price has been adjusted accordingly to compensate
For the capital repayment, this doesn’t happen when a dividend is paid.
ATB Ken

[leoneobull] 29/9/2018 14:30

I work hard too. Unfortunately I do not earn 90 million a year lol

[a2584728] 29/9/2018 09:48

Good article about Glassenberg in The Mail. Hard worker

[waldron] 28/9/2018 16:59

Rio Tinto
3,880 +0.06%


BHP Billiton
1,671.2 +0.67%



Anglo American
1,723 +0.23%



Glencore
331.7 +0.32%


Gold COMEX 1,196.40 +0.84%
Silver COMEX 14.72 +3.12%
Copper COMEX 2.80 +0.92%
Brent Crude Oil NYMEX 82.83 +1.79%


THE QTR ENDS WITH NOT A LOT TO SAY

[twixy] 27/9/2018 19:50

I believe this is a deduction from your annual capital gains allowance if it sits outside your ISA/ SIPP etc. - I'm not a financial adviser so usual health warning apply!

[ken tennis] 27/9/2018 17:25

Dividend paid in stated on the account as return of capital can anyone explain is this for taxation reasons as it isn't stated as dividend payment.

[ken tennis] 27/9/2018 17:16

Im with HL and they normally get divis in before lunchtime but were late today.
I called them at 3.30 pm to ask why the divi hadn't been paid, their answer was they been very busy but assured me it would be credited by 5.30 pm today.

[waldron] 27/9/2018 17:04

Rio Tinto
3,877.5 -0.22%



BHP Billiton
1,660 -0.11%

Anglo American
1,719 -0.36%


Glencore
330.65 -2.17%


Gold COMEX 1,187.20 -0.94%
Silver COMEX 14.28 -0.56%
Copper COMEX 2.78 -1.40%
Brent Crude Oil NYMEX 81.22 +0.06%

[swedeee] 27/9/2018 14:38

not credited to my barclays S&S isa either...

[sarkasm] 27/9/2018 14:01

Broker Forecast - UBS issues a broker note on Glencore PLC
By BFN News | 10:00 AM | Thursday 27 September, 2018

Factsheet Glencore PLC Ord USD0.01 (GLEN)


UBS today reaffirms its neutral investment rating on Glencore PLC (LON:GLEN) and cut its price target to 360p (from 380p). Story provided by StockMarketWire.com Broker Forecasts data provided by www.sharesmagazine.co.uk

[losses] 27/9/2018 12:18

Ig always 2 days behind... will probably get mine on monday