Rio Tinto plc (RTP)

All Comments on RTP

  • commenter
    Global
    Warming
    Examiner
    Jun 18 06:02 PM
    My Website
    6 Metal Stocks That Shine Brighter Than Gold [view article]
    The value add in aluminum is not from the mining operation or scarcity, but from the refining process. It is very energy intensive. You make money by having a cheap source of electricity that you can use to reduce the bauxite ore into aluminum metal.
     Reply
  • commenter
    squark62
    Jun 18 12:53 PM
    6 Metal Stocks That Shine Brighter Than Gold [view article]
    great summary of the prospects for steel and aluminum! Reply
  • commenter
    ckrmohan
    Jun 18 11:58 AM
    6 Metal Stocks That Shine Brighter Than Gold [view article]
    Whatever happened to MT Mittal Steel in this line up??? I wonder. Reply
  • commenter
    TopMiner
    Jun 18 11:29 AM
    My Website
    Gold Stock Earnings to Shine in 2007 [view article]
    re: Sufiys reply above:

    TNR Gold Corp has large institutional investors in for the long haul.

    In 2004 they got RAB Capital in their stock at a low price and RAB still held on to it after all this time, despite at one point last year 600%+ profit.

    findarticles.com/p/art...

    Must be something interest... why would Barrick, VALE, Lundin and other major names be intersted in this small company? 33% owned institutional. I'd watch for it for sure.     Reply
  • commenter
    comodo1
    Jun 18 11:14 AM
    6 Metal Stocks That Shine Brighter Than Gold [view article]
    CDE is in minning business.(Silver gold)
    The trend of CDE is down -negative sentiment, BUT the turn around will be in end of 2008.
    Make your short DD and you can understand why I think its very good entry time     Reply
  • commenter
    User 73745
    Jun 18 10:03 AM
    6 Metal Stocks That Shine Brighter Than Gold [view article]
    Iron is not more durable than gold. Gold never ever rusts! Reply
  • commenter
    Lester
    Jun 18 09:09 AM
    6 Metal Stocks That Shine Brighter Than Gold [view article]
    521 metric tons? You don't say! Between all four of them? They must be building at least one small office-building each. Astounding development! Perhaps they need more dental clinics. Reply
  • commenter
    pachanguero
    Jun 18 07:36 AM
    6 Metal Stocks That Shine Brighter Than Gold [view article]
    outstanding! Reply
  • commenter
    Whidbey
    Jun 17 10:05 PM
    Wall Street Breakfast: Must-Know News [view article]
    Eli you make it work, best wrap-up I get and it is much appreciated. Reply
  • commenter
    jjason
    Jun 17 11:41 AM
    Wall Street Breakfast: Must-Know News [view article]
    Eli, I have been following what Phil Davis and Anthony Schneider on SeekingAlpha have been saying about the role of hedge funds and I-Banks in pushing up the prices of commodities.

    Two good links are:

    www.star-telegram.com/...

    and

    www.commerce.senate.go...

    Writers like Jim Kingsley and Dr. Mark Perry and others are not telling the whole story about what is actually happening.

    Please take some time to read the above data and publish your thoughts on the subject. Thanks     Reply
  • commenter
    paul b
    Jun 17 10:13 AM
    Wall Street Breakfast: Must-Know News [view article]
    Cool. Thanks Eli. Appreciate your service here. Reply
  • commenter
    SA Editor
    Eli Hoffmann
    Jun 17 09:31 AM
    Wall Street Breakfast: Must-Know News [view article]
    Thanks Paul. Indeed, ELN/WYE didn't make it into WSB, and probably should have. We did get it up in Market Currents though:

    seekingalpha.com/marke...     Reply
  • commenter
    paul b
    Jun 17 08:34 AM
    Wall Street Breakfast: Must-Know News [view article]
    Eli - how'd you miss the news on ELN? Absolutely Huge! Maybe because it was issued overnight. Reply
  • commenter
    silveraxis
    Jun 11 05:35 PM
    My Website
    Hecla Mining: Best Valued Silver Producer [view article]
    I don't know about $30, but this is clearly a $20 stock just to get to the same peer valuation as PAAS and SLW (since both have declined recently, the $20 is probably more like $17). The negative cash cost for silver is from zinc and lead, not just gold, so there is some exposure to base metals. But forgetting gold and base metals completely, the stock is still arguably undervalued based on projected silver production alone: 11 million oz. x $15 = $165 million x 10X revenue multiple (minimum for PAAS/SLW) = $1.65 billion / 123 million shares = $13.41/share. Of course, this excludes the $700 million cash purchase component of Greens Creek and explains why the shares are down around $8 currently. To wit, if Hecla were to issue shares to fund the purchase at $10/share (not likely, but a distinct possibility and it would certainly not happen at a lower price than that), then it would be $1.65 billion / 203 million shares = $8.12/share. As it stands, the plan appears to be the use of short to medium term financing to be repaid from operating cash flow. Regarding Venezuela, there must be some mistake as in 2007 La Camorra represented 30% of sales but was actually operated at a loss. The 3% probably refers to gross profit contribution, which is an entirely different thing. Reply
  • commenter
    didcrywolf
    Jun 09 03:15 PM
    My Website
    Alcoa Will Shine - Barron's [view article]
    Not sure Alcoa will be above $40 by year end. I do not think the company's MGMT can extract all the value on its own and the company needs to merge. Unfortunately as credit contracts globally, I am not sure who could come into the US in an election year where a protectionist wind blows strong in Washington and start to bid up the stock. With the airlines, autos and housing in a tailspin, I don' think the compnay can be epxected to have ANY blowouts Quarters until mid 2009. I own the stock but sold calls to bid my time. A straight long position in the stock sounds too risky right now and Barron's always made me money writing premium on their stock ideas!!!! Reply
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