Member Info for nimrod22

https://www.newzimbabwe.com/tharisa-to-consider-its-zim-platinum-project-proposal-by-end-of-year/

https://www.heraeus.com/media/media/hpm/doc_hpm/precious_metal_update/en_6/Appraisal_20210927.pdf#msdynttrid=hS3WfiUg7xJE3EKU4le-gXzo_6z6a4SqcAXajR1r_zo

Operating Income divided by the Capital Employed.
ROCE % since 2016. 5.46 10.1 11.9 16.3 35.3 54.6
Compound average growth rate 22.3%

https://www.heraeus.com/media/media/hpm/doc_hpm/precious_metal_update/en_6/Appraisal_20210920.pdf#msdynttrid=D77qRgvPkHWwUfHuloChGYXOdwXxeDLT1DVCg4cRj48

https://dailywealth.com/articles/this-beaten-down-commodity-is-about-to-soar-2/

https://dailywealth.com/articles/this-beaten-down-commodity-is-about-to-soar-2/

https://dailywealth.com/articles/this-beaten-down-commodity-is-about-to-soar-2/

buy in price, may or may not be at the basement.
Sylvania may be amenable to make some acquisitions in the same way that Jubilee appears confident in doing, they certainly have the cash?

12m Forecast Rolling PE Ratio (f) 2.8

https://www.investing.com/analysis/palladium-platinum-could-be-buys-after-5month-crash-200601983

https://www.investing.com/analysis/palladium-platinum-could-be-buys-after-5month-crash-200601983

https://platinuminvestment.com/files/165890/WPIC_Platinum_Quarterly_Q2_2021.pdf

that SLP has moved backup to being rated as a "Superstock" on the stockp.... site, whilst THS and JLP are rated neutral and contrarian; though personally think that all three are brilliant companies.

"Impala Platinum announced a fourfold increase in its dividend after surging platinum-group metals prices yielded a record profit. Implats, as the Johannesburg-based producer is known, follows Anglo American Platinum Ltd. and Sibanye Stillwater Ltd. in boosting payouts to investors. The final dividend of 9.8 billion rand ($680 million), or 12 rand a share, brings the total payout for the year through June to 22 rand. That’s the equivalent of about 50% of free cash flow".

"Impala Platinum announced a fourfold increase in its dividend after surging platinum-group metals prices yielded a record profit. Implats, as the Johannesburg-based producer is known, follows Anglo American Platinum Ltd. and Sibanye Stillwater Ltd. in boosting payouts to investors. The final dividend of 9.8 billion rand ($680 million), or 12 rand a share, brings the total payout for the year through June to 22 rand. That’s the equivalent of about 50% of free cash flow".

from 2015 up to estimates for 2021 & 2022
47.8 39.5 50.5 62.8 70.5 114 140 208 222

https://www.actionforex.com/action-insight/oil-n-gold/400236-cftc-commitments-of-traders-precious-metals-remained-firm-while-crude-oil-rebounded-after-sharp-fall/
https://www.streetwisereports.com/article/2021/08/24/crescat-capital-gets-active-in-precious-metals-finds-outsized-returns.html

https://www.miningreview.com/platinum-group-metals/minor-pgms-receive-major-focus-as-hydrogen-economy-heats-up/
https://via.news/markets/platinum-futures-futures-went-up-3-in-last-7-days/
https://platinuminvestment.com/files/884932/WPIC_Platinum_Perspectives_August_2021.pdf
https://www.news24.com/fin24/Companies/Mining/sibanye-posts-record-profit-local-output-soared-20210826-2

Share prices in general will have picked-up after "U.S. equity markets are soaring to new records after Federal Reserve Chair Jerome Powell suggested an increase in interest rates won’t be coming anytime soon" comment at Jackson Hole symposium.

in general will have picked-up after "U.S. equity markets are soaring to new records after Federal Reserve Chair Jerome Powell suggested an increase in interest rates won’t be coming anytime soon" comment at Jackson Hole symposium.