Rio Tinto Share Discussion Threads

[turvart] 02/6/2019 11:12

Waldron,

My dear friend,

The mathematics of Iron ore will not be factored into the SP, fund managers turn up for work and on their mobiles all day, they don’t even research these days they are very lazy.

The MM’s make the market to suit the time frame.
No the buy backs are not supporting the share price bccause 95% of people don’t understand the mathematics of buy backs and the MM’s do not take buy backs into account to make any market, they do it on sentiment for that particular day.

Thank you and regards.

[waldron] 02/6/2019 11:10

DECEMBER END
Market Cap. 59,177.97 m
Shares In Issue 1,304.49 m

DEPENDS ON THE DATE


PEANUTS YOU REFER TO

I HAD THOUGHT YOU WOULD HAVE HAD YOUR FUNDEMENTAL ANALYSIS AT YOUR FINGER TIPS

[waldron] 02/6/2019 11:04

END DECEMBER 2018
THE WORLD ACCORDING TO ADVFN

Cash PS 650.24 p
Net Cash PS 12.19 p
Net Tangible Asset Value PS * 2,414.04 p
Net Asset Value PS 3,007.24 p

[waldron] 02/6/2019 10:55

Turvart
2 Jun '19 - 10:03 - 248 of 252
0 0 0
The grumpy old men,

That was a very interesting read but whoever compiled it doesn’t understand the mathematics of operating profit and what in fact this will do to the bottom line of net profit, the increase in iron ore will have such a massive increase to Rio’s bottom line net profit.


NOT ALWAYS THAT STRAIGHT FORWARD

DUE TO HEDGING AND FOWARD TRADING

NOT SURE WHETHER ITS ALREADY FACTORED INTO THE SP

NOT TO MENTION THAT THE BUYBACKS MAY BE SUPPORTING THE SP

THE ONLY THING THAT WILL CHANGE DOWNWARD SENTIMENT IS IF TRUMP DID SOMETHING POSITIVE
AND STOPPED HIS DISRUPTIVE TWEETS

[turvart] 02/6/2019 10:54

Hey Waldron,
My good friend, stop being smug mate 😂, I haven’t done my analysis yet because at the moment I’m drunk.

[turvart] 02/6/2019 10:45

Er Waldron
1,270,945,447

[waldron] 02/6/2019 10:33

Shares in issue
1,271,008,219


Turvart
2 Jun '19 - 09:47 - 246 of 250
0 0 0
Waldron,
Are you keeping your eye on the shares in issue? It’s gone from 1.305 BLN to just over 1.270 BLN, this factor will also be in my analysis.


I GUESS YOU REFER TO THE BUYBACKS CAUSING THE REDUCTION

[turvart] 02/6/2019 10:03

The grumpy old men,

That was a very interesting read but whoever compiled it doesn’t understand the mathematics of operating profit and what in fact this will do to the bottom line of net profit, the increase in iron ore will have such a massive increase to Rio’s bottom line net profit.

[waldron] 02/6/2019 09:59

2019 share buy-back programme

On 20 September 2018, Rio Tinto unveiled the details of how it intends to return approximately $3.2 billion of post-tax coal disposal proceeds to its shareholders. The Group returned $2.1 billion through a Rio Tinto Limited off-market buy-back in November 2018 and the remaining $1.1 billion will be returned through an on-market Rio Tinto plc share buy-back which commenced on 28 February 2019 and will be completed no later than 28 February 2020.
Rio Tinto plc

Following the completion of the off-market buy-back of Rio Tinto Limited shares, the aggregate maximum consideration available for the on-market Rio Tinto plc share buy-back portion of the $3.2 billion coal disposal share buy-back programme is US$1,119 million. This portion of the programme commenced on 28 February 2019 and will be completed no later than 28 February 2020.

[turvart] 02/6/2019 09:47

Waldron,
Are you keeping your eye on the shares in issue? It’s gone from 1.305 BLN to just over 1.270 BLN, this factor will also be in my analysis.

[turvart] 02/6/2019 09:40

Hahaha Waldron,
You crack me up mate!

[waldron] 02/6/2019 08:54

CHEERS

NOT TOO MUCH I HOPE

you kinow it makes sense

[turvart] 02/6/2019 08:46

Hi Waldron,
I will come up my analysis but I need time to compile it, I’m having a drink today so I won’t start it today.

Regards.

[waldron] 02/6/2019 07:19

it is more likely that market forces will keep supply and demand in balance and prices in check. Lower prices will lead to increased demand for EVs, which will affect commodity prices. Furthermore, producers are looking for alternative methods and metals to produce batteries with in order to prevent overdependence on lithium and cobalt. This would influence demand in the long term and therefore, suppress prices. For the time being, the world is dependent on a limited number of metals to power the shift away from fossil fuels, and the dropping prices could not have come at a better time.

By Vanand Meliksetian for Oilprice.com

[waldron] 02/6/2019 06:47

Russia Holds Rare Earths But Mines Little. That's Changing
By Yuliya Fedorinova
31 mai 2019 à 15:10 UTC+2 Updated on 1 juin 2019 à 01:05 UTC+2

The country holds some of the biggest rare-earth reserves
But its projects have faced several setbacks in development

SHARE THIS ARTICLE
Share
Tweet
Post
Email
In this article
ROSTH
ROSTEC STATE CORP
Private Company
CHEP
CHELPIPE
153.00
RUB
+1.00+0.66%

With rare earths in the cross hairs of the U.S.-China trade war, there’s a sharp focus on who else can sell the critical minerals.

Russia could become one supplier. The country accounts for less than 2% of global production, but owns the world’s fourth-biggest reserves, according to the U.S. Geological Survey. There are two projects that could come online by 2023, but they’ve been set back by delays.

President Vladimir Putin has pushed Russia to develop its own rare earth production, calling it an issue that’s "critically important to the defense capability of the country." He’s previously said Russia ranks second in total reserves around the world.

"Despite the fact that the projects are difficult and being postponed, the supplies are unlikely to reach the U.S.," said Boris Krasnojenov, chief of research at Alfa Bank JSC in Moscow.

Read: China Has Rare Earths Plan Ready to Go If Trade War Deepens

The biggest one is run by TriArk Mining Co., a venture owned by Russian billionaire Alexander Nesis and Russian state-owned giant Rostec State Corp., which is under U.S. sanctions. It’s developing a project in Russia’s Far East that hopes to produce 14,000 tons of ferroniobium and 16,000 tons of rare earth metals oxides a year, said spokesman Andjey Krasutsky. That would account for 10% of global production, according to the company.

TriArk expects to mine the first material from the Tomtor deposit in 2022 and have product ready to sell by the following year. However, the site has faced several delays because of difficulties extracting the ore.

"Given the timing of the project and the dynamic situation in the market and in the world," it’s too early to tell if Tomtor will be able to sell rare earth to the U.S., Krasutsky said.

Andrey Korobov, the head of Rostec’s RT-Business Development, said in an interview in 2015 that the plant will make Russia self-sufficient in rare-earth elements used in wind turbines and hybrid cars. Exports to Japan and China might be an option, he said.

The second, smaller rare-earth project is being developed by ZAO Technoinvest Alliance, which is partially owned by steel pipe maker ChelPipe PJSC. The goal is to extract tantalum and niobium as well as oxides of rare earth metals from the Zashikhinskoye deposit in the Irkutsk region and use some of the materials in pipe making. The project aims to process 1 million tons of ore per year. In January, the regional government said plant opening was delayed to 2023, according to Tass.

— With assistance by Elena Mazneva

[waldron] 02/6/2019 06:27

Ariane
1 Jun '19 - 17:08 - 233 of 239
0 3 0
Turvart
1 Jun '19 - 17:03 - 232 of 232
0 0 0
Whatever you think of me I don't really care, you may think I'm crazy or insane but Rio will push 5600 within the date I agreed of which I think is the 25/5/2020.


THE MAIN QUESTION WOULD BE WHY

AND WHAT ARE THE MAIN FUNDEMENTALS TO BRING YOU TO SUCH A DATE

A SIMPLE SHORT LIST WOULD SUFFICE



Turvart
I thought by now you would have come up with a impressive list

[waldron] 02/6/2019 06:13

London (CNN Business)The European Central Bank thinks US stocks could be in for a wake-up call.
The central bank said Wednesday in a report on risks to Europe's financial system that US stock prices appear "stretched" and may soon retreat.
"Prices seem detached from their underlying fundamentals," the ECB said in the biannual report.

Investor optimism at the start of 2019 has created a gap between markets and the outlook for global economic growth, according to the bank.
It worries that some financial assets, including American equities, are overpriced. This could lead to shocks down the line, it warned.

[turvart] 02/6/2019 02:48

It really saddens me to see what Trump is doing, I'm not sure how he thinks, but IMO I don't think he will get the better of China, China are buying Gold for a valid reason and I'm convinced the US will suffer in the long term from Trumps actions.

Look at the Dow, 24815 it should be pushing 30,000, look at MSFT 123.68 it should be pushing 134 and all this is because of Trumps wild thinking!

The FTSE 100 has probably held up better than all other world markets this IMO is because the footsie should of been nearer to 9000 but it always comes up slower and people knock our MM's but I think they have done a brilliant job, the yield of the Ftse 100 is approx 5% maybe slightly lower but that's a good yield and it's going to be hard at present to take this index down.

[adrian j boris] 01/6/2019 20:35

No doubt we can look forward to a plethora of Trumps tweets next week

[the grumpy old men] 01/6/2019 18:30

08 08 2019 09:00:00
Dividend
Rio Tinto plc and Rio Tinto Limited ordinary shares and Rio Tinto plc ADRs quoted “ex-dividend” for the 2019 interim dividend

[turvart] 01/6/2019 17:13

I want to build my portfolio up to 2000 shares and then and only then will I start trading this stock instead of being an investor, I will hit the market with 666 trades and 666 will be my trade mark with Rio.