Edmund Shing
Edmund Shing
commodity massive miners past
Miners have been massive in the past 12 months. The commodity bull-run has been enormous.
consumers good higher interest market news squeezed
Consumers will be squeezed with higher interest rates, which is not good news for the market generally.
cost known terms
In terms of disclosure, we haven't known a lot about the cost structure.
guidance happy people
The guidance is good, and people are happy about the numbers.
expensive momentum point taken
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.
breaking run starting
We are still breaking new highs, but I think we are starting to run out of steam.