LLOYDS BANKING GROUP LLOY

July 12, 2023 - 3:12am EST by

member

						2023	2024
Price:		0.43		EPS		7.6	0
Shares Out. (in M):		66,396		P/E		5.7	0
Market Cap (in $M):		28,550		P/FCF		0	0
Net Debt (in $M):		0		EBIT		0	0
TEV (in $M):		0		TEV/EBIT		0	0

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8	member 1/13/14 6:01PM RE: RE: Hedge 7
Your point about the shareholders, esp Ross Beaty, on the board is an important one. I think you're right on this one, but again it'll probably be bumpy. view available tags
7	member 1/13/14 5:32PM RE: Hedge 2
There are certainly many ways to hedge copper price exposure from shorting various etf's to buying long dated puts on copper futures based on your view. With Cauquenes, Amerigo's all-in sustaining cash costs are expected... login to read the rest view available tags
6	member 1/13/14 1:44PM RE: RE: RE: Questions for rasputin 5
If you have a strong view that a non-Chilean source is coming online that is large enough and disruptive enough from a cost standpoint to materially lower the price of copper in the intermediate term,... login to read the rest view available tags
5	member 1/13/14 1:14PM RE: RE: Questions for rasputin 4
Thanks Rasputin, very interesting comments. I was completely unaware of that special deal Klaus Zeitler gets, and that may indeed explain poor capital allocation decisions. So am I correct that your primary concerns are things other... login to read the rest view available tags
4	member 1/13/14 12:59PM RE: Questions for rasputin 3
Aagold - My recommendation undeniably did not work out. I'll try to be as brief as I can with the post-mortem: 1. I thought this was interesting because you have a company generating nice cash flow from... login to read the rest view available tags
3	member 1/12/14 11:35AM Questions for rasputin
rasputin, Do you have any updated thoughts on this name? It looks like it was your first write-up on VIC, and unfortunately it didn't work out to well for you. So what do you think of it... login to read the rest view available tags
2	member 1/08/14 8:47PM Hedge
lpartners, Interesting idea, liked the write-up. I'd be buying this if not for one big issue: as you mentioned, it's a high cost copper producer and that worries me. It seems like, if anything, it would... login to read the rest view available tags

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