Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
SLP Momentum Relative Strength (%)
1m +30.6%, 3m +28.2%, 6m +14.0%, 1y -19.4%. Volume Change (%) 10d vs 3m +58.8%,
THS Momentum Relative Strength (%)
1m +32.6% , 3m +39.9%, 6m +53.1%, 1y +17.8%. Volume Change (%) 10d vs 3m +62.8%.
Looking at the volumes THS has a lower daily trading level, even though it has a larger market cap 485m vs 287. Possibly the fairly frequent promotion of SLP by IC and other publications leads to greater speculation? At the end of the day both should do well from the metals market turmoil. I notice also that BMN appears to be on a roll with a 60% gain over the last 16 days.
there's not much news in the pipeline. We have the dividend, company presentation and half year reports.
and a 27pence per share final dividend. Ex divi on 17th March, payable 19th May.
The S&P GSCI (vs BRWM in brackets) is a benchmark commodities index that tracks the performance of the global commodities market. It is made up of 24 exchange-traded futures contracts that cover physical commodities spanning five sectors. 16.38% one month return (15.34%). 62.73% (30.7%) one year. 22.8% (33.7) annualised 3 year return. 14.47% (20.97%) 5 year annualised. 1.07% (5.43%) annualised return over 10 years.
Palladium up 27.04% last week in Dollar terms. Platinum 6.55%.
S&P commodities index up 16.38% in a month, 39.58% in year to date, 62.73% over a year. I'd expect JLP to make one of its periodic lurch upwards any day soon.
Crypto 200 index down 13%, Bitcoin down 4.8% over a month, Gold up 9%. So much for crypto taking Gold's position in the world when the chips are down.
up 32.4% since "Golden Cross" on the chart in mid December. Stockp.... shows THS as passing 13 long screens, divi yield of 4.99%, return on capital 39%, sales growth up 33.7% latest interim period vs. prior period, and huge increase in revenue and profits. Its easy to understand why Berenberg Bank raised its forecast to 220p. PEG 12m Forecast Rolling OF 3.9. This all before the Ukraine situation.
from Laurie Williams: -
" We would thus revise our earlier year-end palladium price forecast hugely from a rather pessimistic $1,350 an ounce, down from the current level of around $2,500, up to $3,000 an ounce if the Russian sanctions stay in place, which we think they will. This would be quite a change in our expectations and move palladium from the bottom to the top of our precious metals price growth predictions for the current year. This all demonstrates how geopolitical events can change the market and pricing picture almost overnight!"
https://www.sharpspixley.com/articles/lawrie-williams-palladium-price-saved-by-sanctions-on-russia!_17064.htm
to buy on the dip this morning after Ukraine invasion caused a drop.
passes a remarkable 15 long screens on the Stockp.... site. Jim Slater ZULU Principle Screen(Growth Investing). T Rowe Price Screen (Growth Investing). Piotroski F-Score Price to Earnings Value Screen (Value Investing). Growth at a Reasonable Price Screen(Growth Investing). Greenblatt's Magic Formula(Quality Investing). Dreman Low Price to Cash Flow Screen(Value Investing). David Dreman Low PE Screen(Value Investing). Dreman Low Price to Book Screen(Value Investing). Benjamin Graham Defensive Investor Screen(Bargain Stocks).
James O'Shaugnessy Cornerstone Growth(Growth Investing). Charles Kirkpatrick Bargain Screen(Bargain Stocks).
Muhlenkamp's ROE Screen (Quality Investing). Cash Accruals Screen (Quality Investing). Value Momentum Screen (Momentum Investing). Naked Trader-esque Screen(Growth Investing).