AAL

87 days ago

Tom Winnifrith Bearcast: After the Anglo news should we sell mining shares

I discuss the Anglo Mining(AAL)/Teck merger, the gold price and Nigel's idea of top slicing his mining shares. I mention en passant: Golden Prospect (GPM), Amaroq (AMRQ), Kefi (Kefi), Bluebird Mining (BMV) and Ariana (AAU). I also say sorry on Invinity Energy (IES) but we will revisit it as a short when it next runs out of cash in later 2026

2096 days ago

BREAKING: Feck you discredited ShareSoc, Feck You pompous Crispin Odey – Sirius shareholders back Anglo bid

The counting of the votes went on late into the night but the numbers are out and Sirius Minerals (SXX) will now be taken over at 5.5p per share in a rescue bid by Anglo American (AAL). The vote came in two parts…

2158 days ago

Sirius Minerals – a bad day at the office for we bears – 5.5p takeover by Anglo, mine to go ahead

The talks are advanced but it looks odds on as if Sirius Minerals (SXX) will get bought out at 5.5p per share by Anglo American (AAL). I guess that explains the very strong share price over the past few days, not that there is ever any insider dealing in London.

3524 days ago

Tom Winnifrith Bonus Bearcast: A 10% yield must be bogus

I refer to Malcolm's article earlier on Anglo American (AAL) HERE where I fear his numbers are not correct. More generally I discuss what a high dividend yield means: is it too good to be true? Usually the answer is, sadly, yes.

3577 days ago

The World's Number 1 Mining Analyst, Roger Bade, and the curious sell note

Strange missives from Whitman Howard the broker employing the world's Number 1 Mining analyst Roger Bade. It all started with an "unusual" note he published on Anglo American (AAL) which was emailed to clients on 16 February:

Anglo American (AAL) - Reiterated SELL