“The guidance is good, and people are happy about the numbers.”
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“In terms of disclosure, we havent known a lot about the cost structure.”
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“Theres been a cooling off in the U.S..”
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“Consumers will be squeezed with higher interest rates, which is not good news for the market generally.”
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“Miners have been massive in the past 12 months. The commodity bull-run has been enormous.”
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“The guidance is going up and the numbers were above expectations across the board, particularly on the integration of Allied. Its pretty good news all round.”
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“We are still breaking new highs, but I think we are starting to run out of steam.”
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“It is all M&A fueled. The momentum is very much on the back of M&A stories, but there comes a point where things get too expensive to be taken over.”
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“Everybody thought it was a done deal on Friday, but now they are not so sure.”
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“Its a little bit of a cooling off, but a half percent isnt bad.”
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