Xstrata is a major global diversified mining group. Xstrata maintains a meaningful position in six major international commodity markets: copper, coking coal, thermal coal, ferrochrome, vanadium and zinc, with additional exposures to gold, lead and silver. The Groups operations and projects span four continents and seven countries: Australia, South Africa, Spain, Germany, Argentina, Peru and the UK.

            Red = 25 day moving average.           Green = 200 day moving average.

SALES PER ACTIVITY (Data as of 31/12/2005)

Coal:       42%
Copper:    25%
Zinc:       18%
Chrome:   10%
Vanadium: 4%
Others:     1%

down 13%

approaching 15%

diito 20%.

We're all dooooomed ..

Private Fraser, behave yourself!

yes Mr Mannering ..... :-(

Captain Mainwaring sir to you, Fraser

yes Mr mannerinrdg

The miners will go out of job soon

down 15%+

If anybody has the time, check-out the 10 year chart.

Extraordinary!

Looks like more downside to come then...back to 400p possibly when the dust is settled.

bit extreme I'd thought but there again anything is possible. £44 seems along time ago!

Well, it was a 10-bagger.

Looks like a fall from the top of Mount Everst! -about 70% from its peak.
Is anybody able to pull out a chart on the mining section as a whole?
No doubt there will be many similar falls.Aricom,a 250 co. have gone from 107 to 17.

How much lower can this go?

In practice 0p but I suspect it is testing the bottom of a few weeks ago. Will it hold there or not is the question.

Now at a price last seen 5 years ago.
good time to get in?

Been much better 3 trading days ago when it was 600p!

Been a good day trader stock so far today.

Just wondering if this yank manufacturing report due out this afternoon might put the dampners on the markets.

Do I take a nice profit it or let it run, decisions decisions.

wonder if there is anything on TV this afternoon.

Brokers estimates look very promising. just look at the NAV figures and the P/E estimates.......

Xstrata PLC

FORECASTS W
2008 2009

Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

SG Securities
05-01-09 BUY 345.77 32.54 184.17 34.16

Exane BNP Paribas
05-01-09 HOLD 3,903.73 266.48 13.06 992.10 67.27 13.06

Charles Stanley
19-12-08 BUY

ING Financial Markets
12-12-08 BUY 431.55 34.12 244.21 34.12

Numis Securities Ltd
03-12-08 RED 5,279.67 367.99 36.13 1,729.56 124.45 36.13

Evolution Securities Ltd
01-12-08 RED 5,302.82 357.19 32.84 1,764.57 120.79 34.06

ABN AMRO
29-08-08 BUY 5,222.22 357.28 25.16 7,391.41 511.80 25.16

Eden Group
01-08-08 BUY

2008 2009
Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Consensus 5,280.07 356.95 33.23 1,463.71 147.72 33.87
1 Month Change 2.60 4.75 1.41 -977.61 -41.98 1.35
3 Month Change -97.96 -15.31 3.45 -5163.14 -307.16 3.22


GROWTH
2007 (A) 2008 (E) 2009 (E)

Norm. EPS 33.55% 33.33% -58.62%
DPS 27.48% 43.85% 1.93%

INVESTMENT RATIOS
2007 (A) 2008 (E) 2009 (E)

EBITDA 5,251.78m 7,130.30m 4,190.60m
EBIT 4,207.80m 5,828.32m 2,367.19m
Dividend Yield 2.91% 4.19% 4.27%
Dividend Cover 11.59x 10.74x 4.36x
PER 2.96x 2.22x 5.37x
PEG 0.09f 0.07f -0.09f
Net Asset Value PS 728.19p 1,841.85p 1,881.20p