GregKatzenellenbogen

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GregKatzenellenbogen

GregKatzenellenbogen

@GregKatzSPI

Portfolio Manager,Man Utd https://t.co/9Ehg5Zyidm tweets are not advice and are my personal views and don’t necessarily represent the views of my employer.

Johannesburg/Cape Town Katılım June 2012
1.8K Takip Edilen4K Takipçiler

2026 Yıllık Özeti

@GregKatzSPI hesabının Twitter yılını gör

GregKatzenellenbogen
GregKatzenellenbogen@GregKatzSPI·
Quote of the month from @WarrenPies Sums up July so well. “July has been an odd month in the markets.While the S&P 500 Index has remained mostly calm (down ~1% at present ), there has been violence under the surface .” I for one am happy to say goodbye to July @3F_Research
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GregKatzenellenbogen retweetledi
Warren Pies
Warren Pies@WarrenPies·
Despite the nervousness around compute demand ($META), B200 rental rates have shot up over the past week ($5.30 to $5.77 - @Silicon_Data ). This confirms what we have seen in B200 availability, which collapsed back to 0% a few weeks back (excerpt from @3F_Research H2 Outlook).
Warren Pies tweet media
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GregKatzenellenbogen
GregKatzenellenbogen@GregKatzSPI·
Wars are terrible periods in human history but leaving that aside they almost always ignite a commodity supercycle as once they end the rush to rebuild sends prices skyward. #copper #iron ore
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Karin Richards
Karin Richards@Richards_Karin·
Karin Richards, my dear wife of 38 years has sadly passed away, she had been ill for a very long time and fighting hard but unfortunately can fight no more. I am sure you will all miss her posts as will I. Her loving husband. Kevin Richards
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GregKatzenellenbogen
GregKatzenellenbogen@GregKatzSPI·
Botswana govt considering taking majority stake in De Beers according to Bloomberg Will use mid -east sov wealth funding. Anglo should either IPO balance or distribute to s/holders which seems unlikely. All in all things are happening which should be share price positive $AGL
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GregKatzenellenbogen
GregKatzenellenbogen@GregKatzSPI·
Commodity prices start to firm as US dollar weakens. #ZAR on a charge
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Dino Paizes
Dino Paizes@DinoPaizes·
Back to back Comrades done, 8:27. Where Marathons can feel tough, the Comrades is just in a league of its own. A brutal up run that humbles all.
Dino Paizes tweet media
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GregKatzenellenbogen
GregKatzenellenbogen@GregKatzSPI·
@MarcoOlevano Offer is cheeky Marco. Won’t be offering shares at this price Wondering if a Chinese company would make an offer for Kumba prior to any unbundling
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Marco Olevano, CFA
Marco Olevano, CFA@MarcoOlevano·
#AGL #AAL #ANGLOAMERICAN #BHG #BHP #BHPGROUP #BHPBILLITON Officialy out on JSE sens Summary below: BHP Group Limited (BHP) has made an unsolicited proposal to acquire Anglo American plc (Anglo American) through an all-share offer. Key points: The proposal involves two parts: ⚪️(1) BHP acquires Anglo American through an all-share offer. ⚪️(2) Anglo American distributes its holdings in Anglo American Platinum and Kumba Iron Ore to its shareholders before the merger. ⚫️The Anglo American board is reviewing the proposal with advisors. ⚫️There is no guarantee BHP will make a firm offer or what the final terms might be. ⚫️Anglo American shareholders should wait for further announcements before taking any action. ⚫️BHP has a deadline of May 22nd, 2024 to publicly announce their intentions regarding the offer.
Marco Olevano, CFA tweet media
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GregKatzenellenbogen
GregKatzenellenbogen@GregKatzSPI·
That’s a difficult one. I think we will trade between 2000 and 2080 but six months is a long time in trading so I might have egg on my face
Spotty Watt@SpottyWatt

@GregKatzSPI Hi Greg what's your call on gold for the next 6 months ?

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@GregKatzSPI karşılaştırmaları

@gregkatzspi vs @warrenpies @3f_research vs @gregkatzspi @gregkatzspi vs @silicon_data @gregkatzspi vs @richards_karin @gregkatzspi vs @kayliekaywrites @dinopaizes vs @gregkatzspi
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@WarrenPies @3F_Research @Silicon_Data @Richards_Karin @kayliekaywrites @DinoPaizes @MarcoOlevano @elonmusk

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