Rawssy @rawssy_links ·
Neutralbeen digging into glencore's copper exposure, looks solid given where prices are heading
Sector
Diversified mining and energy companies on the JSE. South Africa is one of the world's leading producers of platinum, gold, coal, chromium, and manganese, underpinned by vast geological reserves.
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Rawssy @rawssy_links ·
Neutralbeen digging into glencore's copper exposure, looks solid given where prices are heading
K. Maphosa @k_maphosa ·
Bearishyeah but diamonds demand is soft right now, copper's okay. problem is AGL's got so much invested in the diamond side that if that keeps sliding they've got real trouble, not just a bad quarter.
swordfish @swordfish_sa ·
NeutralGLN holding the line like a decent Springbok scrum half.
Lindi M. @loadshed_lindi ·
NeutralStage 6 tonight, gonna lose the plot if this keeps up.
Sakhile N. @uncle_sakhile ·
Neutral@franco_cape they're not just platinum though, got iron ore too. does that change your view at all?
Fana D. @factcheck_fana ·
Neutral@k_maphosa the cycle matters, but AGL's also got the balance sheet and cost control working for it, not just luck.