Member Info for BPat890

Agree with your assessment, the basket price here as with Tharisa, Sylvania and Jubilee are much higher than the last updates getting on four months old. The trend looks set to continue through the spring and who knows where we will be by year end

“Valterra Platinum Limited announced Thursday it expects a significant increase in earnings for the twelve months ended December 31, 2025, with headline earnings projected to rise between 85% and 105% compared to 2024.”

$2600 platinum babyyy!

OmG platinum and palladium futures have risen more than 8% today!

Remarkable overnight PGM price movements, platinum and palladium 4% and 6% higher! Buy and hold

$100m can’t be too far off but who knows how high PMs are headed in 2026, it looks like silver and platinum have plenty of legs. Has there been a recent presentation outlining company expectations in 2026? Someone else said more media / marketing exposure to get the message out there and I’m in agreement, besides the odd couple of bulletin boards and analysis from IC and Edison we don’t hear enough from Sylvania. Now is the perfect time to beat the platinum lined war drum 😆

Predictable text gahhh

Compounded over a couple of years it will be a double digit multiple on our original investments. 1,000% gains in the commodity space while tech stocks stumble was fairly common during the 2009-11 run and we look to be repeating this 2024 to now

Slow and steady gains like Atalaya and Fresnillo will be just fine. Compounded of multiple years it will be a double digit multiple of our original investments. 1,000% gains in commodity space while tech stocks stumble, was fairly common during the 2009-11 run and we look to be repeating this 2024 to now

They do Quiggers, there’s just no reported figures because it’s a newly formed spin off. They are making $6-7bn and earnings of over $1 billion probably more now with the basket taking off! Sylvania I’m positive on too but there’s no doubting Valterra right now

We are only a couple of 5% sessions away from £1, Valterra moved up again yesterday, perhaps owing to its size and liquidity it attracts more retail and institutional interest. I wouldn’t underestimate Sylvania’s potential though, people on here were saying the same thing at the beginning of the year and the stock is up more than 100%

Hochschild’s new Brazilian venture Mara Rosa had been held up by authorities for more than a decade prior to its acquisition. There are many cases like it where authorities show reluctance in signing off projects for development. Serabi’s management have previously stated the renewal was automatically approved as is Brazilian legislative custom. Presumably until a decision is reached the trial period will continue to automatically renew.

May have to dip my toes in MAFL. Greater diversity and better nights sleep go hand in hand

“Graham Neary over at Stockopedia raises the point about the large, unexplained increases in administration expenses over the last 9 months. Has anyone found an explanation?”

Coke and wh*res.

After the run of late I wouldn’t begrudge them that XD

It would make a lot of sense for Central Asian Metals CAML to be interested, given their recent activities bidding to secure additional copper producing assets and Anglo’s production growth forecasts in the next couple of years. Pure speculation at this stage though

It’s remarkable how the platinum group metals ever fell as low as they did when there was such crazy inflation post Covid. And now the markets are just beginning to price in the structural supply deficits that were widely reported years ago and have been getting steadily worse! A lot worse this year as it turns out with demand being curtailed by higher yield lease rates but that still isn’t easing friction in the market. Pt, pd and rh leading the way again today!

Big jump in the price of platinum today -!: must be another record broken this year.

Coincides with silver’s recent bounce. It’s level with gold for the year, platinum leading the wayyy!!

Great start to the new month for long patient shareholders.

Keep sharing research, hopefully others can jump in before the train leaves the station proper. Conviction buy up to £1 before next quarter results!

Has anyone received their dividends yet?

Thank you for your reply at the beginning of the month Omaha, it’s good to have that information to hand.

I also wanted to repost your later analysis mentioned here with a couple additional comments of my own with regards the wet season as it’s not immediately obvious to new investors perhaps,

“Wet season in brazil is Nov-April .. q1 has always and will always be weakest quater of the year. Hoch from the very start (pre Mara Rosa issues) have communicated that 2nd half of the year will be the strongest half (with the majority of the slack coming from q1). With a guidance of 99k per annum the expectation is the mine should be producing over 50k in h2.

Mara Rosa produced 28.42k in the wet season AND with significant tailing problems.”

Production at Mara Rosa is expected to be back online this week and I would estimate it’s back up to near capacity within a couple of weeks assuming no further delays. As Omaha wrote they are likely to book a full quarters worth of production in Q4 which takes us over the 50koz figure suggested by Burt and doesnt include any production for this quarter. Hopefully the company puts out a statement shortly with revised guidance, announcing the reopening of Mara Rosa plant and details on expected ramp up in the remainder of Q3. Whether or not it’s 60koz, 65koz, 70koz, the bigger picture is what’s coming down the line over the next 2-3 years.

Thanks again!

Is that true of Trading 212 and how they group investments in a pie? They are essentially dealing with these costs, no fees to buy or sell and I have yet to see a major fee for tax deducted when I sell down. It may be baked into the price, I’m not sure

ALTYN and AAZ are nicely up! There’s a bunch of highly profitable and moderately valued small cap producers to pick from, GDP isn’t on anyone’s radar though because they are so small! 😆

But they want to start paying dividends! That sounds almost too good to be true