ENTITY
KAZ Minerals

KAZ Minerals (KAZ LN)

15
Analysis
MaterialsUnited 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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bullishIliad 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....

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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...

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bullishKAZ 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....

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bullishKAZ 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...

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bearishKAZ 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...

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