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KAZ Minerals (KAZ LN)
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15
Analysis
Materials
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United Kingdom
KAZ Minerals PLC is a copper company. The Company mines, processes, and supplies copper. KAZ Minerals conducts its business operations in the United Kingdom, Kazakhstan, and Hong Kong.
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bullish
•
Iliad SA
•
02 Aug 2021 20:18
Xavier Niel/Iliad: An Offer Shareholders Can't Refuse?
Although the offer will likely receive majority of acceptances, my TP is €190.7, a 4.7% upside to the offer. Market awaits a sweetened bid....
Jesus Rodriguez Aguilar
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220 Views
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bullish
•
Cerved Group S.p.A.
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19 Jul 2021 15:51
Trading Above Terms at the Start of the Tender Offer Period
The market awaits a sweetened offer, highly likely in my view. New TP (DCF based) is €11.04/share. An increase would be justified by better...
Jesus Rodriguez Aguilar
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248 Views
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bullish
•
KAZ Minerals
•
27 Mar 2021 00:47
Kaz Minerals: Time to Cash In
Kim and Novachuk will have the company for themselves and shareholders have (fairly) grabbed a 33% increase. Folks will tender. Long KAZ, TP 869....
Jesus Rodriguez Aguilar
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351 Views
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bullish
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KAZ Minerals
•
05 Feb 2021 08:29
KAZ Minerals: Sweetened Offer but Maybe Not Convincing Enough
Improving market sentiment, vaccines, industry return to normal and copper prospects have outrun both the initial and the improved offer. A final...
Jesus Rodriguez Aguilar
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352 Views
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bearish
•
KAZ Minerals
•
25 Jan 2021 06:26
KAZ Minerals
Long KAZ TP 787p (50% 7x EV/Fwd EBITDA, 50% NPV), 23% upside to the offer price. From an arbitrage perspective, things are less clear, unless Nova...
Jesus Rodriguez Aguilar
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237 Views
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