What podcasts say about Kit Rees
Every statement, with the speaker, the exact quote and the moment it was said.
What Kit Rees has said on podcasts
30 statements · 18 positive · 6 negative · 4 mixed · 2 neutral
Higher oil prices are boosting energy stocks
“they're really boosting these stocks”
Open the episode · Shell Gains, Gamma Rises, CVC Advisers DipsListen at 0:48
Brent crude is heading toward $92 per barrel
“Brent heading towards $92 a barrel”
Open the episode · Shell Gains, Gamma Rises, CVC Advisers DipsListen at 0:51
Concerns about tightening oil supply help energy companies
“these worries over tightening supply They really help these companies”
Open the episode · Shell Gains, Gamma Rises, CVC Advisers DipsListen at 1:16
The European Stocks Energy Index is up 44% year to date
“it's up 44% year to date”
Open the episode · Shell Gains, Gamma Rises, CVC Advisers DipsListen at 1:32
Gamma Communications shares plunged 40% in 2025
“in 2025, it saw the shares plunge by 40%”
Open the episode · Shell Gains, Gamma Rises, CVC Advisers DipsListen at 2:25
UK companies are trading at significant valuation discounts
“UK Inc on sale, given the big discounts we've seen in UK valuations”
Open the episode · Shell Gains, Gamma Rises, CVC Advisers DipsListen at 2:37
CVC Advisors shares are down 3.3%
“it shares are down 3.3%”
Open the episode · Shell Gains, Gamma Rises, CVC Advisers DipsListen at 2:50
CVC Advisors may miss out on acquiring Bodycote
“it looks like it might be missing out on a deal for a UK firm called Body Coat”
Open the episode · Shell Gains, Gamma Rises, CVC Advisers DipsListen at 2:53
CVC could still submit a higher offer for Bodycote
“CVC could still put in a higher offer”
Open the episode · Shell Gains, Gamma Rises, CVC Advisers DipsListen at 3:07
Bodycote's North American exposure makes it attractive
“Bodycoat has exposure to, you know, a big global exposure, especially to North America, which makes it quite an attractive company”
Open the episode · Shell Gains, Gamma Rises, CVC Advisers DipsListen at 3:25
AstraZeneca shares remain depressed since July
“AstraZeneca shares are pretty depressed since July”
Open the episode · AstraZeneca Climbs, Glencore Rises, Argenx SurgesListen at 1:26
AstraZeneca shares may be experiencing a modest rebound
“it could just be rebounding a little bit”
Open the episode · AstraZeneca Climbs, Glencore Rises, Argenx SurgesListen at 1:35
AstraZeneca shares are currently depressed relative to their level since July.
“AstraZeneca shares are pretty depressed since July really”
Open the episode · AstraZeneca Climbs, Glencore Rises, Argenx SurgesListen at 1:41
London copper prices are approaching a record high
“copper prices in London coming close to a record high”
Open the episode · AstraZeneca Climbs, Glencore Rises, Argenx SurgesListen at 1:53
Mining stocks closely track metals prices
“They really track metals prices really closely.”
Open the episode · AstraZeneca Climbs, Glencore Rises, Argenx SurgesListen at 1:59
AI has been the major driver of copper demand this year
“AI has been the big demand driver this year.”
Open the episode · AstraZeneca Climbs, Glencore Rises, Argenx SurgesListen at 2:05
Copper demand is currently very high
“there's just a huge demand for copper right now”
Open the episode · AstraZeneca Climbs, Glencore Rises, Argenx SurgesListen at 2:17
AI has been a major driver of copper demand this year.
“AI has been the big demand driver this year”
Open the episode · AstraZeneca Climbs, Glencore Rises, Argenx SurgesListen at 2:20
Copper is a key component used in data centers.
“It's used in data centers. So it's a really, really key component.”
Open the episode · AstraZeneca Climbs, Glencore Rises, Argenx SurgesListen at 2:24
Demand for copper is currently very high.
“there's just a huge demand for copper”
Open the episode · AstraZeneca Climbs, Glencore Rises, Argenx SurgesListen at 2:32
Recent positive developments are pushing Glencore shares higher
“all this good news is just pushing the shares higher today”
Open the episode · AstraZeneca Climbs, Glencore Rises, Argenx SurgesListen at 2:33
US-bound copper shipments are supporting mining companies’ share prices.
“this is just really buoying these mining companies”
Open the episode · AstraZeneca Climbs, Glencore Rises, Argenx SurgesListen at 2:42
Biotech stocks depend heavily on individual drug-development success
“biotech stocks, they can be a little bit binary because their fortunes really depend on whether a particular drug is successful in its development”
Open the episode · AstraZeneca Climbs, Glencore Rises, Argenx SurgesListen at 2:59
argenx reported positive trial results for an experimental myositis treatment.
“it had a slatestail trial results for experimental treatment for myositis”
Open the episode · AstraZeneca Climbs, Glencore Rises, Argenx SurgesListen at 3:06
Biotech shares can experience very large price swings
“you can see some really, really big swings in the shares there”
Open the episode · AstraZeneca Climbs, Glencore Rises, Argenx SurgesListen at 3:09
Argenx shares are up about 10%
“its shares are now positive on the air that up about 10%”
Open the episode · AstraZeneca Climbs, Glencore Rises, Argenx SurgesListen at 3:13
Biotech stocks can experience highly binary outcomes.
“biotech stocks, they can be a little bit binary”
Open the episode · AstraZeneca Climbs, Glencore Rises, Argenx SurgesListen at 3:14
Biotech stocks’ fortunes depend on whether particular drugs succeed in development.
“their fortunes really depend on whether a particular drug is successful in its development”
Open the episode · AstraZeneca Climbs, Glencore Rises, Argenx SurgesListen at 3:17
Biotech drug-development outcomes are roughly evenly balanced
“it's a sort of 50-50 chance of things working out, really”
Open the episode · AstraZeneca Climbs, Glencore Rises, Argenx SurgesListen at 3:18
argenx shares are up approximately 10% year-to-date.
“the shares are now positive on the year. They're up about 10%”
Open the episode · AstraZeneca Climbs, Glencore Rises, Argenx SurgesListen at 3:28
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.