Merrill Lynch World Mining Share Discussion Threads

[bearscarer] 11/2/2006 17:59

Useful article in IC on friday, arguing that commodities are into a 'supercycle' ie 20-30 years of growth rather than the usual 2-3 years of a typical economic cycle.....The reason of course is China and Indias insatiable demand for raw materials which they cannot easily magic into existence. It points out that retailers have a p/e ratio of mid teens and apparently little prospect of increasing the eps (overvalued), any tech or engineering firm is at the mercy of cheap imports from asia. Miners at typical p/e of 8-11 have enormous potential to keep growing eps because of these two countries consumption and growing economies.

The article suggested that one of the best ways to play China and India is to buy shares in 'what they need'.... commodities.

[mcfly79] 10/2/2006 13:01

Does anyone know how the bonus issue works if you invested in MLW through a spreadbet? Will you get any benefit?

[thegreatgeraldo] 10/2/2006 10:29

& anothe bonus.... warrant issue in March

[jumbo66] 10/2/2006 07:07

loverly bonus [hd] will be adding more i feel[hd]

[jumbo66] 10/2/2006 06:47

yep picked a few more up to [hd] up overnight in ozz

[slips] 08/2/2006 18:11

Topped up at 4.01 but hopefully commodity prices pick up soon and the short term negative sentiment erodes

[stromboli1] 08/2/2006 17:44

me too yam114.lets hope so

[yam114] 08/2/2006 15:19

What a nice surprise, didn't expect to be able to buy at £4 again.

[oniabsta] 02/2/2006 07:46

SYDNEY (AFX) - Rio Tinto financial results for year to December:

Revenue - 20.742 bln usd vs 13.453 bln
Pre-tax - 7.312 bln vs 3.863 bln
Net profit - 5.215 bln vs 3.297 bln
Net underlying profit - 4.955 bln vs 2.272 bln
EPS - 3.823 usd vs 2.391
Interim div - 0.385 usd vs 0.320
Final div - 0.415 usd vs 0.45.00
Special div - 1.10 usd

Earnings by division:

Iron ore - 1.722 bln usd vs 565 mln
Energy - 733 mln vs 431 mln
Industrial minerals - 187 mln vs 243 mln
Aluminum - 392 mln vs 331 mln
Copper - 2.020 bln vs 860 mln
Diamonds - 281 mln vs 188 mln
Other - 2 mln vs 25 mln

[pinchegringo] 01/2/2006 11:50

Given the following charts I think the thread title is still appropriate. ChartsLong Term Chart

[jumbo66] 24/1/2006 06:47

great results out of bhb overnight looking for another good run [hd]

[yam114] 23/1/2006 19:17

Oh!

vhd. (very happy days)

[jumbo66] 23/1/2006 07:28

[happy days][hd]

[mattybuoy] 17/1/2006 18:52

A "world incident" in the Middle East would normally be good for both Oil and Gold prices. As to a Israel-Iran nuclear exchange (of which there is a small possibility at some point IMHO), that would be uncharted territory. I suspect the markets would simply close - we'd all have other things to worry about ...

I'm not too worried about bird flu at this point. However, China and India have to stumble at some point just for normal cyclical reasons. We should get lots of warning about that though.

The more immediate worry with some commodities is that increased supply catches up with demand leading to price reductions. Again we should see this coming though. Right now it's still most definitely a bull market.

DYOR etc.

[toby tots] 16/1/2006 17:31

Under "Fundamentals" the principle activities of this company are the operation
and maitenance of port facilities on the Mersey and Medway. Strange!

[yam114] 17/11/2005 13:03

Thanks rambutan2, very interesting.

[rambutan2] 07/11/2005 11:45

the ml team view on resources from last month...

Evy Hambro is one of the World's leading mining analysts. Evy recently gave a presentation on his outlook for global resources, a recording of his presentation is now available...


if that doesnt work it's on the asx front page...

[nephin] 15/10/2005 18:19

mangal:

Click on 'Chart' at the top of the page, scroll down to 'One Year' under where is says MLW and there you have it.

Good Luck

Nephin

[mangal] 15/10/2005 18:06

Yes, it's a chart to die for but where is the chart?
Mieke, can you add a chart to the header? tia.

[nephin] 15/10/2005 14:16

Tipped in the Daily Mail today - maybe a better week coming up for us?

Nephin