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Xstrata (XTA) and Lonmin (LMI): The buyout isn’t dead

October 1, 2008 · Filed Under Gold and Resources · Comments 
Xstrata (XTA) has dropped its $10 billion hostile takeover offer for Lonmin (LMI), or has it? Xstrata’s new investment could be a step toward a cheaper buyout attempt six months from now. by Stephanie Grimmett Baltimore — (TFN):  Just as predicted, Xstrata (London:XTA) walked away from its hostile bid to buyout Lonmin (London:LMI) today. But [...]

Will Xstrata (XTA) fill vacuum left by Lonmin (LMI) CEO?

September 29, 2008 · Filed Under Gold and Resources · Comments 
Lonmin’s CEO shocked the world by stepping down three days before the Xstrata (XTA) deadline. But the exit of Brad Mill leaves investors wondering not whether Lonmin (LMI) will accept the offer but if Xstrata will back out before it can. Baltimore — (TFN):  Three days before the Xstrata (London:XTA) bid deadline, and Lonmin [...]

One Week Left: Will Xstrata (XTA) dump Lonmin (LMI)?

September 26, 2008 · Filed Under Gold and Resources · Comments 
Xstrata (XTA) has a week to formalize its bid for Lonmin (LMI) but the market says it “ain’t gonna happen.” I think Xstrata may have taken my advice to heart. A couple of months ago, I advised investors to stay away from Lonmin, and now it looks like Xstrata’s going to do that very thing. [...]

Mining stocks aren’t dead: Buy Xstrata (XTA) & International Ferro Metals (IFL)

September 12, 2008 · Filed Under Gold and Resources · Comments 
"It’s important that we get back to the fundamentals of supply and demand. Some commodity prices have held up and even continued to rise. These tend to be those where the price is set by contract negotiations." — Bradley Mitchell Blogger’s note: Ever wonder where professional traders are putting their money? Well, now you don’t have [...]

Commodities Supercycle Boom or Bust?

August 25, 2008 · Filed Under Gold and Resources · Comments 
"The worst rout in the history of commodities may be ending, signaling a replay of the 2006 tumble that preceded a doubling of prices in the next 17 months." — Madelene Pearson, Bloomberg News Blogger’s note: Depending on which camp you belong to, the recent dip in prices either means the commodities supercycle [...]

Avoid Lonmin (LMI:London) After Xstrata (XTA:London) Refusal

August 7, 2008 · Filed Under Gold and Resources · Comments 
"This isn’t good news for the platinum miner, which says it’s being grossly undervalued and Xstrata is just taking advantage of the recent slide in commodities prices to lowball Lonmin." — Stephanie Grimmett by Stephanie Grimmett Baltimore — (TFN):  Xstrata (XTA:London) is loooking to buy, and it’s not too particular about how. The British-Swiss [...]

Resources Supercycle: The consolidation trend continues

December 6, 2007 · Filed Under Gold and Resources · Comments 
"Commodities, which have surged with the help of the freshly minted Chinese economy, are reaching the end of their boom as the larger mining companies start squabbling over their smaller competitors." — Stephanie Grimmett by Stephanie Grimmett Baltimore — (TFN): British coal miner New Hope Corporation and multinational commodities corporation Xstrata are wrestling over Australian colliery Resource [...]

New Personal Finance Video: Profit from the boom in nickel demand

November 23, 2007 · Filed Under Videos · Comments 
“I am near-certain that the $1 microcap nickel mining stock I have uncovered could hit $8 by January 15, 2008. In the long run, it could make early investors 16-24 times your money.” — Andrew Mickey TFN Baltimore — (TFN): Take advantage of the commodities boom! Andrew Mickey, founder of Small Cap Commodity Prospector, explains that [...]