Member Info for nimrod22

good write up in IC email today.

Platinum in Dollars up 9.55% in the last month.
Palladium up 6.91%, reversing earlier falls.

https://uk.investing.com/analysis/5-red-months-later-are-platinum-and-palladium-a-buy-or-hold-200500785

Sylvania's cash balances improved to $132.7m from $106.1m.

Ex-date: 28 Oct / Paid: 3 Dec

passes 16 long screens on Stockp...and one short. I don't recall seeing any other company passing so many long

"So even as the palladium price has dropped almost $1,000 per ounce, shareholders and investors should see this as opportunity to invest rather than a problem. And the simple reason for the price decrease is that auto manufacturers have had to cut back production because they cannot get enough chips to build the number of cars they would like to. And most palladium goes into cars. As a result, they bought less palladium and the price sank".

will push up past the previous peak of 22p within a few days, now that the world recovery is underway.
https://www.moneyweb.co.za/mineweb/platinum-outlook-do-we-need-to-buckle-up/
https://www.macrobusiness.com.au/2021/10/goldman-commodities-to-rise-forever-now/
https://stockhouse.com/news/newswire/2021/10/18/getting-into-palladium-right-time-with-right-company

https://www.moneyweb.co.za/moneyweb-podcasts/moneyweb-now/tharisas-trading-and-production-update-shows-giant-numbers/

has moved above the 90 day moving average

has risen back strongly above the 90 day moving average.

https://www.heraeus.com/media/media/hpm/doc_hpm/precious_metal_update/en_6/Appraisal_20211011.pdf#msdynttrid=kgiDX_7B-tH63_LXdZphvM5DHzteLi8PLk3cvXhnBPA

"Iron ore, which tumbled after hitting a record in May, has posted dramatic gains, with futures contracts climbing 50% in just three weeks on expectations that some idled Chinese steelmakers will resume operations. Iron ore in Singapore gained 10% on Monday" from a financial paper today.

back up from oversold RSI position. 33.6% CAGR in dividends over 6 years. Loads of cash. Passes 15 long screens on stockp......

JLP up 203% in a year, SLP 49%, and THS 66%; looking good.

In Dollar terms Palladium up 6.56% on the week and Platinum up 5.42%

https://www.miningmx.com/top-story/47745-not-bad-for-a-perfect-storm-sas-pgm-executives-unfazed-by-rhodium-price-correction/

bargain buy price opportunity
https://www.miningmx.com/top-story/47745-not-bad-for-a-perfect-storm-sas-pgm-executives-unfazed-by-rhodium-price-correction/

the next correction/shakeout takes place in the market, SLP will be well placed to take advantage with its cash pile; meanwhile there will be some punishment for not being a more adventurous. I'm assuming that they have a plan, because just sitting on the cash without one comes with greater penalties...... Not suggesting that they rush out and try to make a deal, as fools and their money are soon parted, but there has to be a long term plan.

https://finance.yahoo.com/news/commodities-continue-supercycle-trajectory-now-154620148.html