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KIO up less than 1% while iron ore prices are holding firm above $100/ton, which suggests the market is pricing in some caution that might be overdone. The dividend yield is still attractive north of 8% even at these levels, so I reckon the current hesitation doesn't reflect the
Kumba sitting pretty at R305, Iron ore spot price holding up way better than people thought it would. Dividends are solid and the rand weakness actually helps when you're exporting. Long term this thing prints cash if you can stomach the commodity cycle, good day to top up on any dips back to R300.
KIO holding R305 is solid after that div bump. Anglo's been letting it run because iron demand's not dead yet, China's still buying. Problem is commodity plays like this get shaken out hard when sentiment flips, so watch that R300 level close.
kio closing at r305.19 is solid, that r300 level is real support if we get any weakness. iron ore prices staying firm helps but watch the rand, every time it weakens export margins get squeezed harder. long term the dividend yield at these levels is meaty compared to most anglo subs, reckon institutional buyers know that.
KIO sitting pretty at R305 with iron ore prices holding up better than expected given the China slowdown. Kumba's beneficiation assets give them a cost edge over pure miners, that margin protection matters when commodity cycles turn. Long term the export volumes out of the Northern Cape are solid if you believe demand stabilises, but load shedding risk is real and that's what keeps the price capped imo.
Kumba sitting at R300 with iron ore still under pressure but their cost base is tight compared to peers. If China stimulus actually lands and ore rallies back to 120+ a tonne this thing runs hard, balance sheet can handle the current chop ngl.
kumba sitting pretty at r300 but iron ore spot price is doing backflips, hard to know if that's priced in or not. anglo american's got deep pockets so they'll keep the lights on but rand weakness is the real wildcard here, makes exports look better on paper. long term you need chinese demand to stay awake and that's the bet really.
Worth reading up on Kumba's latest operational update, iron ore trend is interesting right now
KIO taking a 3.45% knock today, but with iron ore prices still holding around USD 100/tonne, is this dip just noise or are we pricing in real demand concerns from China? The dividend yield at current levels is looking fairly tasty for income plays.
KIO closed at R330.00, sitting pretty on the back of iron ore holding above 100 bucks a tonne. Kumba's got solid export volumes and the balance sheet can handle it if prices dip, unlike some of the juniors. Anglo backing helps when commodity cycles turn rough. Long term this is a hold for the dividends if you've got patience.
Iron ore spot price still weak but Kumba's cost curve sits pretty low compared to peers, margins should hold if we see any bounce. R330.00 looks reasonable value if you're long term, dividend yield is solid and they're not cutting capex on the big projects.
kumba's been holding R330.00 pretty well given iron ore's been volatile. checked their last results and capex guidance looks reasonable for someone sitting on those simonstown assets. if china demand picks up next year they could print seriously, but rand strength is the real wildcard for exporters like this.
Iron ore demand from China's infrastructure spending remains a structural tailwind for Kumba, though the commodity's cyclicality means current valuations at these levels deserve scrutiny. The real question is whether management can maintain FCF generation and shareholder returns
KIO down 1.31% today but the iron ore cycle remains structurally stronger than it was five years ago, with China's infrastructure demand still underpinning pricing. Compare this to ArcelorMittal or Rio Tinto's exposure: Kumba's leverage to pure iron ore means higher beta but also
Just bought some KIO at R32793, it's up 3% today and iron ore is still in demand so feeling pretty good about this one 📈
Kumba's iron ore exposure carries structural headwinds from China's construction slowdown and electric vehicle adoption reducing steel intensity, but the company's Sishen operation remains among the world's lowest-cost producers, which should preserve margins even if spot prices
KIO up 2.05% today and that tracks with iron ore holding steady around USD 100/tonne. The commodity cycle is real but what interests me more is whether Kumba can leverage automation and efficiency gains to expand margins when prices inevitably soften. Cyclicals reward timing, not
Everyone's fixated on the iron ore spot price weakness, but KIO's cash generation at R30k still looks undervalued relative to the structural demand from India and Southeast Asia's infrastructure spend over the next decade. The market's pricing in cyclical pessimism when the compa