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portefeuille (99.57)

KAZ:LN

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March 19, 2010 – Comments (5)

KAZ is the ticker of Kazakhmys in London trading (KAZ:LN) and that of BMB Munai on NYSE Amex (KAZ:US). Whereas the latter company is rather obscure, the former is a component of the FTSE 100 and entirely non-obscure.

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#392) On March 28, 2009 at 2:22 AM, portefeuille (99.96) wrote: KAZ - 0.61 - outperform

#732) On August 20, 2009 at 6:22 PM, portefeuille (99.96) wrote: KAZ.L - 14.96 (906.50 p) - outperform

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(from here)

Kazakhmys closed on 03/19/10 at 1483.00 p.



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5 Comments – Post Your Own

#1) On March 19, 2010 at 8:07 PM, portefeuille (99.57) wrote:

Kazakhmys Earnings Beat Estimates; Dividend Resumed

2009 Trading Update (pdf)

Annual Report 2008 (pdf)

also see the Kazakhstan part of this post (including the comment section) ...

 

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#2) On March 19, 2010 at 8:29 PM, portefeuille (99.57) wrote:

Kazakhmys holds around 26% of the shares of Eurasian Natural Resources (ENRC:LN), the other non-obscure mining company in Kazakhstan.

#733) On August 20, 2009 at 7:41 PM, portefeuille (99.96) wrote: ENRC.L - 14.10 (853.50 p) - outperform

 



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Kazakhstan Plans to Boost Copper Output by Nearly 25%

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#3) On March 20, 2010 at 12:30 PM, portefeuille (99.57) wrote:

A recent addition to my list of calls is an "outperform" call on Rusal (486:HK, RUSAL:FP).

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Rusal Considers Selling $500 Million of Ruble Bonds

March 17 (Bloomberg) -- United Co. Rusal, the world’s largest aluminum producer, is considering selling more than $500 million of ruble bonds to pay down bank debt and has offers from Russian banks to manage the sale.

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Rusal, controlled by billionaire Oleg Deripaska, completed Russia’s biggest corporate restructuring last year and became the first Russian company to list in Hong Kong. The transactions cut Rusal’s debt to $12.9 billion from about $17 billion and tied most of the producer’s spending to repayment of borrowings.

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#4) On March 20, 2010 at 3:51 PM, megalong (< 20) wrote:

Caspian Services (CSSV.OB) - $0.43 - outperform?

Interesting that Rusal listed in Hong Kong.  I see you have also green thumbed COSCO (1919.HK), China Construction Bank (939.HK), and Industrial and Commercial Bank of China (1398.HK) in that thread.

There are so many Chinese shares listed in the US I decided not to bother with the Hong Kong market. I do like the Australian market though.

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#5) On March 20, 2010 at 6:45 PM, portefeuille (99.57) wrote:

I have never looked at CSSV. It is probably too "obscure" for me, hehe ...

Those "outperform" calls on the large Chinese banks have not done all that great so far.

The COSCO call was more or less part of a sector call. I also like Møller-Mærsk (MAERSKB:DC) and Hapag-Lloyd (TUI1:GR).

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