Share Name Share Symbol Market Type Share ISIN Share Description
Rio Tinto Plc LSE:RIO London Ordinary Share GB0007188757 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -48.50p -1.15% 4,161.00p 4,162.00p 4,163.00p 4,185.00p 4,127.50p 4,182.50p 547,227 09:43:22
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 31,775.7 14,245.8 622.0 6.6 54,280

Rio Tinto Share Discussion Threads

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DateSubjectAuthorDiscuss
01/6/2019
16:08
Hey Waldron, I wish to add to your previous post, that China are going to stop selling “Rare Earth elements “ to the US and this will in fact disrupt the world economy if Trump don’t peddle backwards of which I can’t call his thinking but he should peddle backwards if he knows what’s good for the US economy. Also China is the largest holder of Gold and they are friends with Russia who is also accumulating gold so watch this space, if trump plays up too much he might have egg on his face and crash the American market.
turvart
01/6/2019
10:51
TED would that really be a possibility As you imply, the KIMS and pals need to be on board Https://www.marketscreener.com/KAZ-MINERALS-PLC-9590214/ KAZ Minerals PLC is a United Kingdom-based copper company. The Company operates in the natural resources industry through five segments: East Region, Bozymchak, Bozshakol, Aktogay and Mining Projects. The East Region, Bozshakol and Aktogay segments are engaged in mining and processing of copper and other metals in Kazakhstan. The Bozymchak segment is engaged in mining and processing of copper and gold in Kyrgyzstan. The Mining Projects segment is engaged in the development of metal deposits and processing facilities Kazakhstan. The East Region segment contains the entity Vostoktsvetmet LLC (VCM), whose principal activity is the mining and processing of copper and other metals, which are produced as by-products from four underground mines and three concentrators located in the eastern region of Kazakhstan.
the grumpy old men
01/6/2019
10:31
Perhaps they'll take a shot at KAZ - it'd have to be a an agreed bid though.
podgyted
01/6/2019
08:37
Https://seekingalpha.com/article/4267645-near-term-acquisition-seems-likely-rio-tinto Strategic Conclusion Eventually, iron ore prices will peak and return to a more normalized level; however, I see this tailwind to headwind scenario for Rio Tinto's Iron Ore segment being counterbalanced by higher copper prices and modest production growth in the coming years. Still, having the primary growth asset in a poor jurisdiction like Mongolia could lead to disappointment. Moreover, the production ramp-up there has already been delayed by nine months as they found that once they actually got down to certain areas beneath the surface that the ground is somewhat different than anticipated. The 2018 Annual Report noted: Overall, the underground lateral development has been proceeding well, with a total of 19.0km achieved at the end of January 2019 against our second annual reforecast target of 19.8km. With the structural, mechanical and electrical fit-out of shaft 2, it is now clear that the completion of this technically complex installation and commissioning work will be delayed by several months. Delayed completion of the shaft, which provides additional hoist capacity to accelerate lateral development, will further delay the date we reach sustainable production beyond the nine-month delay indicated in October 2018. As announced at that time, difficult ground conditions encountered had slowed progress in some areas of the underground development. As the lateral development continues, we learn more about the rock mass around and under the orebody and have access to more detailed geotechnical data than was available from surface drilling. This data reveals there are areas of the mine footprint where the strength of the rock mass is more variable than anticipated in the feasibility study. This will require some potentially significant changes to the design of some future elements of the development, and the development schedule. Detailed design work is under way, as is the work necessary to estimate the impact on cost and schedule from these changes and the delay in commissioning shaft 2. Project delays and setbacks are common and this would not really concern me if I was a shareholder. What would concern me though is the Mongolian government. The good news for Rio Tinto is that free cash flow from the Pilbara is pouring in for now which gives them options. What I think this all points to is that the company is likely to make a major acquisition in the near term. Otherwise, it seems that share repurchases are the only major earnings per share growth driver for the company over the next few years, absent significantly higher copper and aluminum prices. From the bottom to the top of the cycle, Rio Tinto is generally good for 13% to 23% free cash flow margins. In the current metals price environment, they are running near the high end of this range which means they could pay a 6% dividend yield ($6 billion) and buyback $4 billion worth of shares each year after still investing $3.5 billion to $4 billion in expansion CAPEX. Rio Tinto's leadership has been towing the line on disciplined growth and returning a lot of cash to shareholders, but the current trade-war driven malaise in the metals markets provides good cover to make an acquisition at a discount. That being said, Rio seems to focus a bit more on its own exploration efforts and looks like they may have recently found a major new copper deposit in Australia. The Board may simply choose to be patient with its own development projects while continuing to return significant amounts of cash to shareholders. However, Rio's largest shareholder - China's state-owned aluminum producer (Chinalco) has apparently been against share repurchases in the past as reported here. Given Rio Tinto's long-term growth outlook and the fact that iron ore is the key profit driver right now and the price could soon peak. I see a 12-month forward-looking free cash flow multiple of 11 as fair value. The stock is trading at about a 10% discount to this. An alternative outcome is that iron ore prices could run higher and hotter and for longer than the market is expecting. Rio Tinto is not priced for this outcome and it would certainly be a boon for shareholders. This scenario would make the potential for a significant acquisition even more likely.
the grumpy old men
01/6/2019
08:36
Look forward to the updates and meat on the bone walders
the grumpy old men
31/5/2019
18:28
Hey Waldron, I love your sense of humour mate!, this will be going to 5600 sooner rather than later, it pushed a new high on Tuesday and Rio will keep pushing new highs, I’ve always said this stock has great legs, it pushed with legs the wrong way today, so it’s got great legs! That tells me everything in trading like I already knew, people love to trade Rio and yes it’s going to be a brilliant ride up, fasten your seatbelts because this is going to 5600 sooner rather than later. Enjoy!
turvart
31/5/2019
17:20
Https://markets.businessinsider.com/commodities/iron-ore-price Iron Ore 98.76USD 0.04(0.04%) Gold COMEX 1,317.70 +1.04% Silver COMEX 14.58 +0.58% Copper COMEX 2.65 -0.19% Brent Crude Oil NYMEX 63.44 -2.89% Gasoline NYMEX 1.80 -2.89% Natural Gas NYMEX 2.48 -2.55% (WTI) 55.05 USD -1.70% Rio Tinto 4,536.5 -2.34% Anglo American 1,895 -2.02% Glencore 254.65 -2.06% (BHP) 1785.4 GBp -1.36% So we end the week snug in the 4400 to 4600p BOX with a share price of 4536.50p
waldron
31/5/2019
08:45
Yeah I was chuffed but TW. got some great fundamentals from an investment point of view IMO so I was a bit sad I didn’t add to my portfolio, just wish I could sell this car lol. My holding of Rio is slowly growing 👍
turvart
31/5/2019
08:33
(RIO) Add to my list Report Real-time Quote. Real-time CHI-X - 05/31 08:31:14 am 4542.25 GBp -2.21% Turvart 31 May '19 - 08:25 - 218 of 218 0 0 0 I’ve just added got 4555, my average is probably somewhere around 4568, so feeling good, I’m not worried about the downside, I was going to buy TW. today, but couldn’t resist buying more Rio. chuckle I BET THAT CHUFFED YOU enjoy your day and weekend
waldron
31/5/2019
08:25
I’ve just added got 4555, my average is probably somewhere around 4568, so feeling good, I’m not worried about the downside, I was going to buy TW. today, but couldn’t resist buying more Rio.
turvart
31/5/2019
07:42
cheers ted thanks and same to you bright and sunny here this morning exoected to be getting warmer and lare 4 days or so take care
waldron
31/5/2019
06:48
Iron ore moves lower but still above $100 - dampened speculation. Rio down 0.6% in Oz. hTTps://www.businessinsider.com.au/iron-ore-price-china-pmi-steel-output-2019-5 Good weekend all.
podgyted
30/5/2019
17:02
Https://markets.businessinsider.com/commodities/iron-ore-price Iron Ore 98.72 USD 0.13(0.13%) Gold COMEX 1,286.30 +0.41% Silver COMEX 14.50 +0.62% Copper COMEX 2.65 -0.41% Brent Crude Oil NYMEX 66.24 -2.40% Gasoline NYMEX 1.87 -2.46% Natural Gas NYMEX 2.54 -3.28% (WTI) 57.89 USD -1.91% Rio Tinto 4,645 +0.00% Anglo American 1,934 +1.41% Glencore 260 +0.58% (BHP) 1810 GBp +0.56%
waldron
30/5/2019
07:10
Https://www.seeitmarket.com/rio-tinto-boosted-by-goldman-sachs-stock-has-room-to-run-19402/
grupo guitarlumber
29/5/2019
16:57
Rio Tinto 4,647 -2.70% Anglo American 1,908.6 -2.24% Glencore 258 -0.79% (BHP) 1800.1 GBp -1.85% Https://markets.businessinsider.com/commodities/iron-ore-price Iron Ore 98.59 USD 0.21(0.21%) 04:43:00 AM Gold COMEX 1,281.40 +0.34% Silver COMEX 14.40 +0.56% Copper COMEX 2.66 -1.17% Brent Crude Oil NYMEX 67.13 -2.24% Gasoline NYMEX 1.90 -2.05% Natural Gas NYMEX 2.64 +2.17% (WTI) 57.28 USD -2.75%
waldron
29/5/2019
16:06
Cheers ted must adnit i did find it difficult to find once again i thank you and skinny for your assistance
waldron
29/5/2019
15:50
More thoughts:- hTTps://www.smh.com.au/business/markets/even-if-it-all-turns-sour-2019-is-already-a-vintage-year-for-iron-ore-20190529-p51se7.html?ref=rss&utm_medium=rss&utm_source=rss_business
podgyted
29/5/2019
15:44
Yeah that's the one I use, but you should be aware that:- "Why is the price of iron ore so hard to find? Iron ore isn’t traded like other commodities. Benchmark indices collect data every day from industry sources and calculate a "spot price" according to their methodology. As transactions between buyers and sellers can be conducted in closed-door negotiations using different currencies and ore grades, transparency and accuracy can be an issue. A hefty fee is also charged for access to the end-of-day data. As a proxy, most online stockbrokers and charting programs use the NYMEX Futures price." So I use it for the trend - other articles I've posted use Metal Bulletin prices which are in excess of $100.
podgyted
29/5/2019
13:03
cheers skinny yes used it before thanks Https://markets.businessinsider.com/commodities/iron-ore-price Iron Ore 98.54 USD 0.16 (0.16%) Rio Tinto 4,651 -2.62% TODAY IT MAKES ONE CONSIDER QUESTION, HOW STRONG IS THE IRON ORE PRICE CORRELATION WITH THAT OF THE RIO SP
waldron
29/5/2019
12:36
The link in post 198 isn't bad
skinny
29/5/2019
12:21
ted is there a decent link i can use to ascertain current and end of day iron ore prices cheers
waldron
29/5/2019
07:46
The party is over! Morgan Stanley have spoken. Iron ore slumps 2.3% to $106 and share price in Oz crashes by 0.7% to the lowest level seen this week. hTTps://www.businessinsider.com.au/iron-ore-price-forecast-morgan-stanley-brazil-vale-2019-5 Seriously, interesting data on Brazilian shipments, MS reckons close to peak prices and forecasts fall back to $78 by end of year with risk to the upside.
podgyted
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