Member Info for nimrod22

Berenberg cuts Tharisa price target to 240 (250) pence - 'buy'

https://www.proactiveinvestors.co.uk/companies/news/994967/tharisa-on-track-for-strong-set-of-financial-numbers-994967.html

P/E shown as 4.63 on Interactive Investor, and rolling forecast P/E of 5.0 on Stockp....

https://www.citizen.co.za/business/pwc-sa-mine-2022-report-shows-mines-are-thriving-despite-global-challenges/

https://www.mining.com/web/indias-platinum-imports-jump-to-a-record-high-as-gold-refiners-take-advantage-of-tax-change/

WAND multiple times in the past, and was lucky to have sold my last holding at a near peak of £12.31 in June 2018.
Those who bought in five months ago will be pleased with themselves.
The news headlines frequently look great, but WAND have always struggled to turn contract wins in to operating profit, despite having a great product.
From a pink newspaper: - The 2 analysts offering 12 month price targets for Wandisco PLC have a median target of 515.72, with a high estimate of 560.76 and a low estimate of 469.80. I don't know which two analysts are being quoted. The median estimate represents a 1.52% increase from the last price of 508.00. Stockp.... show it as a momentum trap.

SPDR S&P metals mining ETF up 6.9%. Southern Copper Corp 6.14%. ALCOA (AA:NYQ) up 10.14%. VALE up 5.14%.
Freeport McMoRan up 6.8%.
Hopefully a brighter outlook on the way.

The 18 analysts offering 12 month price targets for BHP Group Ltd have a median target of 2,220.94, with a high estimate of 2,926.01 and a low estimate of 1,951.27. The median estimate represents a -2.44% decrease from the last price of 2,276.50.
The 23 analysts offering 12 month price targets for Rio Tinto plc have a median target of 5,462.30, with a high estimate of 9,406.95 and a low estimate of 3,745.76. The median estimate represents a 11.57% increase from the last price of 4,896.00.
The 10 analysts offering 12 month price targets for Centamin PLC have a median target of 122.74, with a high estimate of 161.26 and a low estimate of 102.13. The median estimate represents a 36.10% increase from the last price of 90.18.
The 21 analysts offering 12 month price targets for Freeport-McMoRan Inc have a median target of 35.00, with a high estimate of 55.00 and a low estimate of 24.00. The median estimate represents a 28.06% increase from the last price of 27.33.
The 20 analysts offering 12 month price targets for Newmont Corporation have a median target of 60.00, with a high estimate of 100.00 and a low estimate of 42.00. The median estimate represents a 42.76% increase from the last price of 42.03.
The 21 analysts offering 12 month price targets for Anglo American plc have a median target of 3,218.97, with a high estimate of 4,194.60 and a low estimate of 2,194.96. The median estimate represents a 17.67% increase from the last price of 2,735.50.
The 11 analysts offering 12 month price targets for Zijin Mining Group Co., Ltd. have a median target of 12.60, with a high estimate of 21.00 and a low estimate of 9.50. The median estimate represents a 60.71% increase from the last price of 7.84.
The 21 analysts offering 12 month price targets for Vale SA (ADR) have a median target of 17.60, with a high estimate of 25.00 and a low estimate of 12.00. The median estimate represents a 32.13% increase from the last price of 13.32.

"The 18 analysts offering 12 month price targets for Glencore PLC have a median target of 602.04, with a high estimate of 712.24 and a low estimate of 438.99. The median estimate represents a 25.91% increase from the last price of 478.15".
Plus a 10% dividend! Is there anything not to like?

JPMorgan raises Glencore price target to 690 (640) pence - 'overweight'

Vol. Sold 17,692,915
Sold Value £82,580,762.55
Vol. Bought 25,983,325
Bought Value £120,626,719.42

https://www.man.com/maninstitute/road-ahead-stick-with-commodities

https://www.kitco.com/news/2022-09-21/PGM-market-to-remain-tight-until-mid-decade-on-rising-demand-and-primary-supply-constraints-report.html

https://www.schroders.com/en/us/private-investor/insights/watchlisten/video-why-were-still-bullish-on-commodities/

https://www.kitco.com/news/2022-09-21/PGM-market-to-remain-tight-until-mid-decade-on-rising-demand-and-primary-supply-constraints-report.html

have also added that the 3 year wage agreement with National Union of Mineworkers is also a major plus.

is on a roll, and that's all that matters.

TGA drop by 13.95% on the Johannesburg board as the ex dividend date is the 20th in South Africa (21st on LSE).

as a super stock on a well known site; passing 10 "long" screens and meeting the Beneish M-Score Screen(Short Selling)

https://www.metalsdaily.com/link/334478/heraeus-the-palladium-standard-(52-pages).htm