Kaz Minerals Share Discussion Threads

[manics] 25/10/2018 15:20

Double bottom carried back to 800 would look lush on the chart, imo.

[teamwork1] 25/10/2018 15:18

I'll buy when it drops to 4.40

[monet] 25/10/2018 12:09

Looking at the chart if we can get past £5.04 and hold next £5.80

[ivebeenherebefore] 25/10/2018 11:45

Very very good results and net cash cost is incredible vs. peers. This share IMO is far too cheap when you look at production growth combined with where the business sits on the global cash cost curve.

Yes Baimskaya has been deemed risky; I personally have complete faith in this management team and think that WHEN a partner is announced for Baimskaya we are looking at £10+ (post feasibilty in early 2019).

[napoleon 14th] 25/10/2018 11:03

Trouble with this market is that both the above points of view are acceptable!

Yes, it's cheap on a P/E of 6.5 &, considering the LTBH on copper, should be 50% up.

Is this a correction or will we continue into a full bear market? Take profits!

Yer pays yer murney etc........

[topazfrenzy] 25/10/2018 10:43

make sure you get out on this bounce before it nose dives again, which it will

[leoneobull] 25/10/2018 10:18

This should be 8 quid

[foxy22] 25/10/2018 09:57

Amazing rise this am

[eentweedrie] 25/10/2018 08:32

not too shabby

[ayesha4] 25/10/2018 07:35

'partly offset by initial capital expenditure on the Aktogay expansion.'So wont be recurring. Should come down more by FY figures

[mrpiggy] 25/10/2018 07:21

I couldn't help but notice that Net debt has barley been touched

[ayesha4] 25/10/2018 07:18

Looks good to me also. Lets see what Mr Market and anal-ysts make of it

[mr roper] 25/10/2018 07:17

Solid report.

[leoneobull] 25/10/2018 07:03

Looks good to me but

[leoneobull] 25/10/2018 07:03

-- Operational highlights -- Copper production(1) increased by 7% to 77.2 kt (Q2 2018: 72.3 kt) with higher ore throughput at all assets, well positioned to achieve full year guidance of 270-300 kt -- Gold production(2) in Q3 of 45.1 koz (Q2 2018: 39.9 koz), full year output expected to be at top end of 160-175 koz guidance range -- Bozshakol -- Copper production(2) of 25.2 kt, an increase of 10% (Q2 2018: 22.9 kt), mainly due to higher ore throughput -- Ore processed in Q3 was at design throughput capacity (Q2 2018: 90%) -- On track for full year copper production guidance of 95-105 kt -- Gold production(2) increased by 19% to 31.4 koz (Q2 2018: 26.3 koz) due to continued strong gold grades and increased ore throughput -- Aktogay -- Copper production(1) increased by 2% to 34.9 kt (Q2 2018: 34.1 kt) mainly due to seasonally higher oxide output -- Full year copper production(1) expected to be in upper half of 110-130 kt guidance range -- East Region and Bozymchak -- Copper production(2) of 17.1 kt in Q3 (Q2 2018: 15.3 kt), on track for 2018 guidance of around 65 kt -- Gold production(2) of 13.8 koz (Q2 2018: 13.6 koz) results in strong nine-month output of 41.0 koz, now likely to exceed full year guidance of 45-50 koz -- Low grades continue to impact zinc output, with 13.4 kt produced in Q3 (Q2 2018: 10.7 kt). Full year zinc in concentrate production expected to be 10-15% below guidance of c.60 kt 9m Group production summary(3) 9m 2018 2017 Q3 2018 Q2 2018 Q3 2017 ==================================== ======== ====== ======== ======== Copper production(1) kt 216.8 193.3 77.2 72.3 75.3 ============================= ===== ======== ====== ======== ======== ======== Bozshakol kt 75.0 78.8 25.2 22.9 26.8 ============================= ===== ======== ====== ======== ======== ======== Aktogay kt 95.4 64.2 34.9 34.1 31.2 ============================= ===== ======== ====== ======== ======== ======== East Region & Bozymchak kt 46.4 50.3 17.1 15.3 17.3 ============================= ===== ======== ====== ======== ======== ======== Zinc in concentrate kt 38.3 45.8 13.4 10.7 13.5 ============================= ===== ======== ====== ======== ======== ======== Gold production(2) koz 135.0 137.8 45.2 39.9 44.8 ============================= ===== ======== ====== ======== ======== ======== Silver production(2) koz 2,578 2,708 941 785 952 ============================= ===== ======== ====== ======== ======== ======== (1) Payable metal in concentrate and copper cathode from Aktogay oxide ore.(2) Payable metal in concentrate.(3) See appendix for metal production by asset.Andrew Southam, Chief Executive Officer, said: "In 2018 the Group delivered a smooth ramp up and benefited from high copper grades at its newest mine, Aktogay, with copper output 12% above the same period in 2017. Following a strong third quarter across KAZ Minerals' assets we are well placed to achieve our full year copper production target and the top end of our gold and silver guidance."For further information please contact:KAZ Minerals PLC Chris Bucknall Investor Relations, London Tel: [phone]

[napoleon 14th] 24/10/2018 22:37

I'm hoping for a recovery after the US mid-term elections, which have a big local influence, and the rest by repercussion.

Apart from that, seeing copper as a LTBH makes sleeping at night easier IMO.

[arja] 24/10/2018 21:20

will need an excellent report tomorrow or likely to fall with dow tanking and coper price off . But markets can often fool us !
Yes, leoneobull, brexit is another problem which might well be brarish for markets .
BUt good chance of a PV and good sense will prevail and we will stay in the EU family
of nations .

[mrpiggy] 24/10/2018 19:12

Q3 Production report and IMS (whoops you got in first AALLI)

[aalli] 24/10/2018 19:00

Tomorrow is a production report with an interim management statement.

[monet] 24/10/2018 18:38

eent
Is it not a trading statement tomorrow and not results ?

[mrpiggy] 24/10/2018 18:02

Yep, my thoughts exactly.... usually works out that way and probably why it dipped this afternoon.

[eentweedrie] 24/10/2018 16:53

well bought a few k in anticipation of good results tomorrow....time will tell.gla

[arja] 24/10/2018 15:42

really ! had a nice rally this afternoon but now falling again along with the Dow .
dangerous to hold overnight and only for out and out gamblers as even good results can mean an share price drop if market expected better !