Member Info for ashikshetty1

covid cases sadly rising in SA. underground mines will be affected. ths open mining which helps. if smelters and concentrators close due to covid restrictions PGM metals prices will sky rocket. I have topped again. Happy to have some more from the sellers

conservative estimate of eps of 22p to 25 p for 2021
eps of 35 to 40 for 2022 at present prices. what doe s anyone think the PE ratio should be based on above eps growth

awaiting salene news. regulatory delay

total number of investors in ths ia less than 1000. I not sure what the numbers of other companies with similar market capitalisation are. anyone with views on this matter

JSB 12TH IS JUST QUARTERLY PRODUCTION REPORT NOT RESULTS

tbtt
I have followed your postings here closely and can't agree with you more. I work as a NHS doctor and in this present situation do not find much time to investigate under researched good value companies. Is ti at all possible to post one or two of the companies which you find as good value like Tharisa. Thanks

50/t more

BACK TO 12 PENCE GUYS,. INSTITUTIONS WILL SELL AT 16 TO 17 PENCE BECUASE THEY GOT THEIR SHARES AT 15 PENCE. IO HAVE SEEN THIS HAPPEN AGAIN AND AGAIN. I DID WARN ON ADVFN TO WAIT A WHILE BEFORE DIVING IN. I DID SELL AROUND 13.85 . BACK IN AGAIN AT 12PENCE

What do you all feel about Trinity Exploration.I think it might pop in the next week with an important announcement hopefully. I feel even without any good news it is totally undervalued. Bruce Dingwall its Ceo was in Venture production( north sea oil producer)and that is were I made my first substantial profit. So I have put some money on Bruce

Not to worry about rhodium
with the chinese new year approaching I think things have cooled off

rostra what is mm murex please

Top Tiger
I concur with your confusion, The vision for 200 ounces still persists but not until 2021-22. They were hoping that they would be mining more as they have taken mining in-house, secondly they are trying to improve recoveries. on both no significant movement but will occur over time. I am a THS bull. even without the above happening they are trading on forward eps of less than 2 based on todays prices of pgm and chrome. I would not be surprised if there is large dividend. kart could be the next big thing happening. If you look up PGM mines coming up in Zimbabwe there is huge Russian based investment there and Karo is not too far behind. M estimates are for this to double in 9 months time
I fell SLP is slightly more riskier due to underground mining and being dependent on other chrome mine tailings for their pgm ore from other chrome mines who have their own issues mining chrome ( covid ,chrome tax and chrome price )
hope this is helpful .I am invested in slp just for diversification and will flip to THS at the right time (I hope)

skid did Arnab comment on reversal of provision (AROC). I was unable to listen to webinar. I suspect share price will drip down again to the 10 p with no new news for 6/12

uncle bean
yes around 25 cents at the least all things standing equal. In 2022 i expect eps of about 32 -35.
if you look at 82000 mined this year and then extroplate to 1.5 million at the minimum you get a idea of the scale. Just read into ninkov's rns stating gfm will be one of the top zinc producers in china.
look for top zinc producers in china and extrapolate again

I concur skopo
another small uptick will be seen when they announce the last quarter production numbers soon.
I hope I would not wrong tosay EPS north of 25 for 2021 and well above 30 for 2022 at current prices

skopo
your modelling needed desperately please

thx
jammer

JAMMER 1
WHERE ARE TIPPED AND CAN YOU PLEASE NAME THE CHEAPEST THREE SHARES

TBTT eps of atleast 70 cents if pgm stays at this level
o4 your figure is off the mark based on current pgm prices.
their revenue for this quarter alone will be close to 160 million

Phoevus , ceo of tharisa seemed to suggest that there was some institutional changeover in their shareholding,
It could be possible that pgm investors see tharisa as a better opportunity than slp. they are in control of their own resources, open pit mining with long mine life, no issues with power capacity to generate 25% of their power when eskom play traunt and believe me there is hidden gem in karo and salene. look up dyke investment and you would get an opinion on karo value over time. I have stakes in slp and ths and shifted my weighting to ths after having largely doubled my slp investment.