Member Info for nimrod22

"Platinum and cousins you probably never heard of frame low-carbon future"
https://www.shine.cn/news/in-focus/2209060120/
https://thebull.com.au/chinas-commodity-market-sees-improving-demand/
https://www.miningweekly.com/article/platinum-supply-outlook-a-barrier-to-global-decarbonisation-davis-2022-09-09

https://www.thearmchairtrader.com/sylvania-platinum-shares-higher-dividend-increase/

"Stock prices in London opened in the green on Friday morning, with the FTSE 100 index boosted by the news of slowing consumer price inflation in China, which helped lift miners".

Ex-Dividend Date Pay Date Amount Type
Upcoming
27th October 2022. 2nd December 2022 8.00p Yearly
Historical
3rd March 2022. 8th April 2022 2.25p Yearly
28th October 2021. 3rd December 2021 4.00p Yearly
4th March 2021. 9th April 2021. 3.75p Extra
29th October 2020. 4th December 2020. 1.60p Yearly
17th October 2019. 29th November 2019. 0.78p Yearly
18th October 2018. 30th November 2018. 0.35p Yearly

https://moneyweek.com/investments/commodities/605286/as-global-powers-fight-it-out-commodity-prices-are-set-to-rocket

Final dividend $0.13. 1st September 2022, paid 22nd September 2022
Special dividend $0.11. 1st September 2022, paid 22nd September 2022
=20.6p per share? or 4.6%

https://www.kitco.com/news/2022-08-25/Palladium-price-to-remain-at-historically-high-levels-for-the-next-24-months-says-Capital-Economics.html

"Share price forecast in USD. The 18 analysts offering 12 month price targets for Glencore PLC have a median target of 609.33, with a high estimate of 736.80 and a low estimate of 460.61. The median estimate represents a 23.80% increase from the last price of 492.20".
"In 2021, Glencore PLC reported a dividend of 0.26 USD, which represents a 116.67% increase over last year. The 15 analysts covering the company expect dividends of 0.54 USD for the upcoming fiscal year, an increase of 105.77%."

https://www.heraeus.com/media/media/hpm/doc_hpm/precious_metal_update/en_6/Appraisal_20220822.pdf#msdynttrid=TwasutIqBR6xZjXSwHocZNBhGCvu9-RoJQPDrgECT9c

https://www.nasdaq.com/articles/platinum-prices-are-down-but-offer-investors-value-for-diversification

going pretty good, up approximately 24% over the last month vs Blackrock World Mining Trust's 14%, BHP 17%, RIO 8%, ANTO 17%, FXPO 36%, FRES 11%, AAL 14%, Freeport Mc 20%.

https://www.home.saxo/en-gb/content/articles/commodities/wcu-commodity-correction-may-have-exhausted-itself-12082022

http://www.chinadaily.com.cn/a/202208/04/WS62eb28f0a310fd2b29e703e7.html
should

its another well done bravo performance by the management and all members of the workforce; profits like this are not accidental in these uncertain times.

buy and sell OPTI in the past as it had some great up and down swings. I've bought a few over the last couple of weeks as the estimated earnings look as if they may actually appear this time. They did themselves no favours with past RNS's (misleading) where they spoke about selling in to a market worth billions, which in reality they had no share of.

Credit Suisse raises Ferrexpo to 'outperform' (neutral) - price target 250 (260) pence

on 27th May PCT/SMT/ATT, looks as if it may have been close to the bottom, up 7%,5%, and 1%.

drop lower, but drip feed into buying JLP should prove a long term bonus...."Copper bulls identify a silver lining to the current sell-off, suggesting that it will make miners reluctant to sanction new projects that will be needed later in the decade as the world shifts to cleaner forms of power ). A study published by S&P Global this week concluded that demand for copper will double over the next decade, from 25mn tonnes today to 50mn by 2035, because of its uses in electric vehicles, charging infrastructure, solar panels, wind turbines and batteries." (a pink newspaper today).
There are other holdings (not mineral related) such as Scottish Mortgage Trust SMT, PCT, ATT which are buyable at big discounts to their NAV, as well as many solid companies that are cheap, for those with available cash. Although the stars do not appear to be aligned as yet, when the market moves up it will be a rush,

2016 2017 2018 2019 2020 2021 2022E 2023E
152,948 205,476 220,524 215,111 142,338 203,751 281,878 247,097
Bargain basement price to buy in at.

"Australia’s minerals exports are set to reach unseen heights for a second year, as a global crunch lifts the value of the nation’s coal and natural gas". Todays Bloomb... report. Well Glencore will be quid's in with the coal. Those with spare cash are able to buy a great company at bargain basement prices.
P/E 12m Forecast Rolling of 4.4. Revenue expected to be up 37% in 2022 compared to last year.