Chapter 341: Does He Have Any Other Way?
Liu Zhongzhou picked up the teacup in front of him, the water in the cup was too hot, he blew the tea leaves floating on the water, and then put the cup down again.
Zheng Guorui's speechlessness did not affect his mood, and he said ostentatiously: "After that meeting, I bought the shares of Western Copper, and now I have earned more than 40 percent, but look at how much the new mine has lost now? This is a difference of hundreds of millions." Of course, I'm talking about all the money invested in the new mine, and if you didn't buy it at a high price at the time, how much money can you save if you buy it now? ”
As soon as Liu Zhongzhou said this, Zheng Guorui also remembered that the suggestion to buy the company's shares was put forward by Li Xin, at that time he didn't know whether this suggestion was reasonable, and he forgot it after the meeting, but he didn't expect Liu Zhongzhou to really buy the company's shares according to Li Xin's suggestion, and he also earned 40%!
Regardless of the scale of the funds invested by Liu Zhongzhou, the profit margin of 40% is quite impressive in the eyes of any finance minister, especially compared to the huge losses of new mines in the same period.
No wonder Liu Zhongzhou came to his office today to ask about the new mine, in fact, those things in the mine were originally obvious to him at a glance, and showing off that he had made a lot of money in the stock market was what he really wanted to say.
After guessing Liu Zhongzhou's thoughts, Zheng Guorui was relieved: Liu Zhongzhou just wanted to use this to vent his evil anger, and he didn't want to inquire about anything, and his dissatisfaction with the company's status quo was also reasonable.
But the problem is that he doesn't have Liu Zhongzhou's guts, Liu Zhongzhou is already standing aside at this time, he can break the jar, and Jin Changxing can't do anything to him anymore. But Zheng Guorui is different, if he wants to continue to work in this position, he can't offend Jin Changxing.
So Zheng Guorui followed Liu Zhongzhou's words and said: "Mr. Liu, then you have made a lot of money this time." ”
Liu Zhongzhou pretended to be relaxed and said: "It's nothing, it's just hundreds of thousands of yuan, but it's more than my salary and bonus in the previous year." ”
Zheng Guorui can hear that Liu Zhongzhou's "before" here refers to when he was the chairman. At that time, Liu Zhongzhou's total income was about 300,000 yuan a year, and his income after being demoted now is not so much, at most about half of this number.
Now he's earning a year at the peak of his career in a matter of months, so it's no wonder if he doesn't take the opportunity to show off.
Now what makes Zheng Guorui's eyes hot is another question: Liu Zhongzhou can make so much money by following Li Xin's advice, with Li Xin's courage to invest tens of millions in futures copper before, the scale of funds invested in buying this company's shares is only larger, such a large principal, what is the concept if he also earns 40%?
Just when Zheng Guorui was stunned, Liu Zhongzhou asked: "I think he seems to have no other way than to take measures to semi-stop production, isn't that so?"
Zheng Guorui said: "Yes, it can only be like this for the time being, and we will talk about it after the price rises." ”
Liu Zhongzhou said: "I think this matter is more difficult. ”
When Zheng Guorui heard Liu Zhongzhou's tone, he hurriedly asked, "Mr. Liu, what do you mean?"
Liu Zhongzhou asked rhetorically: "In your opinion, how high can this copper price return?"
Zheng Guorui rolled his eyes and said very uncertainly: "I can't say for sure." ”
Liu Zhongzhou said: "Judging from the current situation, I think it would be good if the copper price could return to 70,000 yuan." But what was the position of the copper price when he bought the mine? As long as you make such a rough comparison, you can know that the copper mine of the new mine will only protect its capital when the price of copper reaches what price level, right?"
Zheng Guorui nodded and said, "It should be like this." ”
Liu Zhongzhou said: "Then this comparison is not simple, the price of copper and his expectation of the level of at least 10,000 yuan, the corresponding cost per ton of copper ore inverted is a very simple question, a calculation." Extrapolating back to this number, it is clear how much money the new mine will lose each year. ”
Zheng Guorui said: "Yes, the situation this year is a bit serious, I hope that copper prices will continue to rise after next year." ”
Liu Zhongzhou smiled: "The ideal is very plump, but the reality is very skinny." Don't you think the current rise in copper prices is too outrageous? Maybe it's advanced all the gains in the next few years. ”
Zheng Guorui said with some disbelief: "Probably not, right?"
Liu Zhongzhou paused when he said this, looking like he wanted to speak and stopped. In fact, here he originally wanted to use the example of his bearish copper price when the copper price was less than 40,000 yuan to illustrate the problem, but this problem is also a piece of his heart, because he was bearish on the copper price at that time to sell, so he caused hundreds of millions of losses in the futures market.
At this time, he still couldn't hold his face when he mentioned this matter, so he diverted the topic and explained to Zheng Guorui: "We don't mention the previous increase in copper prices, let's just say that the copper price has risen from 40,000 yuan to more than 80,000 yuan, how long has it taken to double? That's right, the supply and demand situation of copper has undergone earth-shaking changes in recent years, but we can't just look at the problem from the perspective of the non-ferrous metal industry, you have to think about what the survival of downstream copper enterprises is. If the price of copper continues to rise after exceeding the all-time high of more than 84,000 yuan, how many downstream copper-using companies can afford such expensive raw materials?"
Zheng Guorui heard that what Liu Zhongzhou said seemed to make sense, so he didn't say anything.
Liu Zhongzhou continued: "If the copper price is really lower than 70,000 yuan for a long time in the future, as I predicted, then the Southern Group will be dragged down in a few years." It's like a very strong person has a wound that doesn't matter, but only if the wound is stitched up as soon as possible. Otherwise, this wound is bleeding all the time, how much blood can a person withstand?
In fact, as the Minister of Finance, Zheng Guorui does not understand this truth. But the problem is that Jin Changxing has been instilling in front of him, Xue Chenzhi, Huang Hongliang and other executives that copper prices will continue to rise soon, which makes him only willing to believe that Jin Changxing said that this situation will appear as soon as possible. Only in this way can we finally solve the dilemma we are facing.
But after listening to Liu Zhongzhou's analysis, he felt that the problem was really serious.
That's right, Liu Zhongzhou has always been bearish on copper prices, and therefore planted a huge fight, but this does not mean that he will always be wrong. As he analyzed, even gold can't keep going up, let alone copper?
Jin Changxing is just the opposite of Liu Zhongzhou, Jin Changxing is firmly bullish on copper prices. But the problem is that when he is bullish on copper prices, copper prices are already near historical highs, and if he continues to be bullish in this position, he will inevitably be suspected of chasing high.
Originally, chasing high at a high level was faced with a pattern of easy to fall and difficult to rise, and now the copper price has been falling by nearly 25,000 yuan and there is no sign of turning back, which seems to indicate that Liu Zhongzhou's judgment is very reasonable.
Zheng Guorui asked: "Mr. Liu, what should you do if you think this problem?"
Liu Zhongzhou said lightly: "Didn't I already say it just now?"
Zheng Guorui looked confused and didn't react.
Seeing this, Liu Zhongzhou reminded him: "Sew up the wound." ”
Zheng Guorui's eyes widened when he heard this, and he said, "Mr. Liu, you mean to ...... the new mine"
Although Zheng Guorui didn't finish speaking, Liu Zhongzhou could see that he understood what he meant, so he said, "That's right, sell it quickly!"
Zheng Guorui asked in surprise: "Mr. Liu, did you tell Chairman Jin what you mean?"
Liu Zhongzhou said disdainfully: "He didn't listen to him when he was persuaded at the beginning, but now I can tell him?"
Zheng Guorui did not dare to comment on Liu Zhongzhou's attitude, nor did he know what Liu Zhongzhou's intention was when he said this to himself, could it be that he wanted to convey this meaning to Jin Changxing through his own mouth? However, listening to what he said just now, the tone did not seem to have this meaning.
If he clearly expressed that he wanted to convey this suggestion to Jin Changxing through himself, then Zheng Guorui could consider relaying this to Jin Changxing, after all, this is also a solution to the problem.
If Liu Zhongzhou was ambiguous on this issue and did not explain his own intentions, Zheng Guorui would not have the courage to convey this suggestion. Because the matter involved in this suggestion is too important, a careless move may involve your own future.
Zheng Guorui said: "But if you want to sell this mine now, you will have to lose two or three hundred million yuan in price, and you may not be able to find a new buyer." ”
Liu Zhongzhou said: "That's for sure, but what's not?"
Zheng Guorui was stunned by Liu Zhongzhou's words, and he didn't know how to answer for a while. He knew that Liu Zhongzhou's meaning was obvious: now that it was a critical juncture, whether it was a long pain or a short pain, he had to make up his mind quickly. If there is no determination of the strong man to break his wrist, he will face a situation of losing hundreds of millions of dollars a year in the future, and in the long run, the southern bloc will inevitably be dragged down.
But does Jin Changxing have the determination of this strong man to break his wrist?
It is only a few months before the new mine is bought, and it will immediately lose hundreds of millions of dollars and sell it, which makes no sense.
Zheng Guorui put himself in his shoes and thought about it, if he was in Jin Changxing's position, I am afraid that he would not be willing to take such a short-term painful measure. The reason is very simple, if the new mine is sold now, and the price of copper rises again in a few months, how will you explain it at that time?
Saying a thousand ways and ten thousand, the best solution now is to hope that the price of copper will rise as soon as possible, otherwise it will be a dead end in either way!