Glencore

GLEN-LN

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0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about GLEN-LN

Signal
Opinion
Expert
WATCH
WATCH
April 11, 2018

Trades on the Pink Sheets, which can be very expensive. He says 40-42% of the EBITA is exposed to batteries. He has generally been under weighted in materials as the sector has underperformed. He would give this time to watch. He likes the house, just not the neighbourhood.

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Glencore (GLEN-LN)
April 11, 2018

Trades on the Pink Sheets, which can be very expensive. He says 40-42% of the EBITA is exposed to batteries. He has generally been under weighted in materials as the sector has underperformed. He would give this time to watch. He likes the house, just not the neighbourhood.

HOLD
HOLD
February 9, 2017

Had a near-death experience because of debt, and it took a change in commodity prices for it turn. If bullish on industrial commodities, this is one you could continue to own. Has a lot of hidden assets.

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Glencore (GLEN-LN)
February 9, 2017

Had a near-death experience because of debt, and it took a change in commodity prices for it turn. If bullish on industrial commodities, this is one you could continue to own. Has a lot of hidden assets.

COMMENT
COMMENT
October 24, 2016

It has not been without its volatility. They deleveraged in Jan/Feb this year. They continued deleveraging and if you look at them now they are one of the more unique global diversified resource plays. They are trying to conserve cash, pay off debt and sell non-core assets.

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Glencore (GLEN-LN)
October 24, 2016

It has not been without its volatility. They deleveraged in Jan/Feb this year. They continued deleveraging and if you look at them now they are one of the more unique global diversified resource plays. They are trying to conserve cash, pay off debt and sell non-core assets.

DON'T BUY
DON'T BUY
December 10, 2015

They are working hard to restructure their debt. It fell in September due to worries their derivative exposure would take them down. He would focus viewers on LUN-T and HBM-T.

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Glencore (GLEN-LN)
December 10, 2015

They are working hard to restructure their debt. It fell in September due to worries their derivative exposure would take them down. He would focus viewers on LUN-T and HBM-T.

DON'T BUY
DON'T BUY
October 13, 2015

He is suspect of this company. Had tried to Short it, but was late. It had a massive rally, but is still down from the beginning of the year. He just doesn’t see going in now. They have 2 businesses. One is commodity trading that has very thin margins. They need to have a very good credit rating in order to maintain that. They have a mining business that they bought at the top of the cycle. It is difficult to see how they can maintain their credit rating while the mining cycle turns down and the commodity price falls. Has a large amount of debt.

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Glencore (GLEN-LN)
October 13, 2015

He is suspect of this company. Had tried to Short it, but was late. It had a massive rally, but is still down from the beginning of the year. He just doesn’t see going in now. They have 2 businesses. One is commodity trading that has very thin margins. They need to have a very good credit rating in order to maintain that. They have a mining business that they bought at the top of the cycle. It is difficult to see how they can maintain their credit rating while the mining cycle turns down and the commodity price falls. Has a large amount of debt.

DON'T BUY
DON'T BUY
November 20, 2012

A bit of a black box. If you are looking for commodity exposure you may do ok, but there are others. It lacks transparency. Prefers others.

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Glencore (GLEN-LN)
November 20, 2012

A bit of a black box. If you are looking for commodity exposure you may do ok, but there are others. It lacks transparency. Prefers others.

DON'T BUY
DON'T BUY
June 15, 2012
Consolidated a lot of the metals trading over the years. Would not own it because of the logistics of buying it because it is not traded in North America. Likes them as a company. A good company.
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Glencore (GLEN-LN)
June 15, 2012
Consolidated a lot of the metals trading over the years. Would not own it because of the logistics of buying it because it is not traded in North America. Likes them as a company. A good company.
COMMENT
COMMENT
June 11, 2012
Biggest commodity trader globally. Making a bid for Xstrata’s commodity business as well as Viterra.(VT-T). Smart and aggressive management and therefore you are going to see things happening. If you are a believer in the longer-term bull market in commodities, then this should be one of your core holdings.
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Glencore (GLEN-LN)
June 11, 2012
Biggest commodity trader globally. Making a bid for Xstrata’s commodity business as well as Viterra.(VT-T). Smart and aggressive management and therefore you are going to see things happening. If you are a believer in the longer-term bull market in commodities, then this should be one of your core holdings.
WATCH
WATCH
September 9, 2011
(London Stock Exchange.) Commodities. Just came out with their first stock numbers and blew the doors off. 50% increase in EBITDA and a 33% increase in earnings per share. Looks interesting but give it a while to see if it pans out and they do what they said they would.
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Glencore (GLEN-LN)
September 9, 2011
(London Stock Exchange.) Commodities. Just came out with their first stock numbers and blew the doors off. 50% increase in EBITDA and a 33% increase in earnings per share. Looks interesting but give it a while to see if it pans out and they do what they said they would.
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