Member Info for LuckyLuciano

I am looking at two suspicious trade yesterday out of market hours . Suspicious because they are round number volumes (just my theory) been one one 60k and the other 40k at 152.20 and 153, possibly Fidelity....Anyhow with buys going trough as sells I suppose the opposite can happen, basically on the day the mm can do what it likes with sp. Even with Fidelity sell order hanging out, I would imagine it will be sold allowing for sp to rise supported by current intact up trend line, on the way to H2 results.

That was my thinking as well...yesterday new high today 5% price discount...I am in.

I too bought more today at 1.4899 showing a sell..

Failed to notice that at 449 is the all time high weekly close, hence the pull back from this level. Looks like we are in a range but if we are to reach say...650p by August we are below trend line

Just watching on bbc "Hard Talk" interview with Ukraine foreign minister.....for those interested can be view on Iplayer...

Sure toptiger...mine was an approximate prediction based on technical price trend.
Rhodium has been topping since early march and is all time higher, whereas Pal has recently past new high and moving on...

Yes it looks THS is on the move for a new high....finger crossed.
No doubt palladium price is helping the sp, also some of you mentioned that THS revenue is biased on palladium, whereas SLP is on rhodium. Going forward I would venture to say that is more likely we see a retrace on rhodium than on palladium and actually they might even go in opposite directions....Then we have the shares buy back from SLP that make valuation comparison more tricky, but in mid/long terms yes, THS seems to have more potential.

Is anyone of the opinion that THS is slightly undervalued compared to SLP?
I am invested in both with higher % on THS..

https://grange.blob.core.windows.net/public/32bc2e9c-c824-493a-817d-066f9a6038ad.pdf

My other pellet producer has released q1 results:
Realised pellet price for q1 till march been $228/t

...Don't know unvrkw
I am still playing the card of base metals or any metal that China doesn't control, for the next 6 months one year. The fundamentals are bullish for those metals and some trends on infrastructure spending imo are/will exacerbate those trends.
Have watched the price movements of other metals like lithium, graphite, vanadium etc and invested in related miners with good lucky returns, but lately they have all retraced from all time higher and is likely will stay in a rage for a while, whereas base metals including PGM are all making new highs...prices that China can't control...for now. On the stimulus there are still huge amount of cash floating around, governments still buying bonds in the billions, sure there will be for retracement on the way, but look at what happened to indexes after 2008/09 QE, they defied gravity. Now there is much more money going round...if bond rate and inflation won't spoil the party in a big way this will keep going up...imo

Hi Sotolo
on gold I personally have erased completely all my watch list from website. Have invested many times in gold mine with mixed luck. With the appreciation of crypto, bitcoin and all that... gold has one more competitor in the value creation.
These days the concept of store of value has changed dramatically and among assets competing for capital investments in that space, gold has become more and more one of the many. I suppose another fundamental reason that keep me away from gold, is the fact that it started to move out of sink against the Dollar. In light of these fundamental changes imo it has now become simply a pure precious metal driven by demand for jewellery and its other limited applications. Possibly if many governments have not started to sell out gold holdings reserves, is because there is so much cash going around.
Can't see gold making new high any time soon, since 2018 gold/platinum are at same level and since mid March platinum is 100% higher, with platinum still far away from all time higher....
Apologies from my complete negativity on gold and pl dyor, I have not researched on gold for a while now. On CEY I remember last time was following that company they had some problem with water infiltration in one of their underground pit.....hence the sp drop, not sure if they sorted that issue but even in that case I doubt they will regain 200p

unvrkw..lol
not this time, I learned my lesson. Is not the first time I am overweigh on one share...it change completely the psychology and emotional side of it. Mind you if it was Tesco might not make much difference but Fxpo ? Single mine operation in Ukraine? No thanks. Is now 18% of my holding, I am prepared to top up on retrace but must not pass 25% .
Anyhow my iron ore shares make 60% of investments and two are coming out with quarters numbers this week, they have been rising for the last 2 weeks and wondering if there will be some retracement after numbers out...in any case still grossly undervalued at current iron ore prices.

camdenlad
..then again I was on Gulf Keystone Petroleum when they first drilled the Shaikan field back in 2009ish. In at 5.5p sold during drilling for 3/4 times my investment in a couple of months....taking about missing the train.
Thing is for sure small exploration oil companies require a totally different kind of investment approach from miners. Drilling outcome is a toss of a coin and been risk adverse by nature I suspect if it would happen again now, I would do the same.

In my modest opinion markets, trends and share prices are moving targets.....Is only with continuous research that one can be on top of things and hopefully maximise profits. From what I read on Ben Graham, it sound more some theory coming out from a Montecarlo Casino approach of investing, which is more trading. Another way to interpret your exit option question Sirius is exit SLP to invest in what? Is out there a new trend forming that represent a better opportunity that PGM and SLP. I have today exit BHP to buy more THS and FXPO, my thinking is that the latest will rise much quicker than the former one. One thing thing made me lose literarily a fortune is to exit too soon, I am now trying to learn to master my emotion when in profit. Also stop losses can be very helpful if one has no time to follow closely onw investments.

Bought some more today.
Yes TBTT PGMetals look good going forward especially Platinum, if it start to make new heights THS sp will rocket. Just imagine Pl back at all time high neat 2000....
Watched a video interview regarding the trend on EV vehicles and Governments ambitions to reduce pollution. They recon that it will be impossible to reduce gas emissions only with EV as there is not enough battery metal around. Apparently the battery metals mined for EV should quadruple to allow for committed dates of gas reduction.....The solution therefore would be Hybrid vehicles which use PGM. Then there seems to be good potential demand coming from Hydrogen fuel cells, been the best solution for trains and busses, will se how it does develops

Sold some BHP and topped up on this small retrace...

Sorry rbrand I sold my shares, all 160k because Russia amassed troops on Ukraine borders. You can call me foolish as much as you like, I still made a good 25% in the mean time with other miners and now have decided to reinvest in Fxpo because something has changed on the ground. I am not in love with Putin, to the extent to commit my lively hood for the guy. I do see your idealistic point of view and to a certain extent I am with you on that, but if we analyse correctly the evolving situation in Ukraine.....the Russian separatist with help from Russia have been fighting in Ukraine for now 6/7 years and this has not affected Fxpo operation and risk attached to it. But Russian troops amassing at Ukraine borders is a completely new thing, add to that other geopolitical events and one can understand if people run for the exit door. Possibly only camerats will be left in the room.
Anyhow for those interested to have a better balance view on the Russian/Ukraine here is a YouTube video.
https://www.youtube.com/watch?v=nR7XAcArAa0

Yes guys it looks very bullish going forward, as mention i will stop making profit predicaments but for the record iron ore price not even thinking of retracing....
http://www.custeel.com/en/csi.jsp
I am also glad I sold earlier on....IMO it was a must. 80 of my investment on Fxpo and the Russian amassing troops on Ukrainian borders .....
I can now see this dynamic happening (if it will)
The same negative news of Russian troops build up could reverse the trend and become positive news, in the even of de-escalation of tension, giving an extra push to FXPO sp....just a theory.

...correction
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Since December Rh has gone up 65% this should give a good 40% increase to H1 revenue that possibly will feed straight to profit numbers....
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the 65% increase in Rh price is today price so on average since December the increase will be lower......