Member Info for nimrod22

another site THS is shown as a super stock and passing six screens for long holding, and the rolling P/E(f) shown as 3.6.

The prices for PGM's on the rebound after recent falls, a good buying-in point.
Another indicator, Sibanye Stillwater (SBSW on New York big board, £8.47 billion market cap) another company in South Africa with PGMs up +4.66% so far today, also with a low forward looking PE of 1.8.
I'd anticipate a further rise for SLP tomorrow.

buying in point for those with spare cash. RSI graph just touched and rebounded off the oversold position. The USA just announced "The consumer price index (CPI) published by the Bureau of Labor Statistics rose 5.4 per cent in July from a year ago," along with their massive budget plans, all of which will help drag up the industrial activity along with industrial metals and PGM's.

Platinum up 1.93%
Palladium up 1.88%
in Dollars.

Xtr P Rhod Etc Share Price (XRH0) up 7.25% today

Xtr P Rhod Etc Share Price (XRH0) up 7.25% today

Platinum and Palladium fractionally up in price

volumes are fairly small, just summer time blues, compounding gradual fall in Platinum and Palladium prices. If there was another company out there making squillions in profits, vast increase in revenue I might sell, but there isn't.

We either have a manufacturing/industry recovery over the next few years or we don't. If we do then the raw materials are going to cost, after a long period of mining general under investment. It was either RIO, GLEN or BHP that said a few months back, if they want it they have to pay.

of it maybe due to the dog days of the summer, and folks trying to be away from their computers and enjoy a Covid free break at home or abroad (or if in Scotland avoiding vertical drinking ala Sturgeon).

https://www.proactiveinvestors.co.uk/companies/news/957039/jubilee-metals-cheers-exceptional-half-957039.html

crossed the signal line on 30th July as a buy signal

results, bought some more at the drop.... and a big divi to come as well. Twice as many buys vs sells.

https://www.news24.com/fin24/economy/sas-trade-surplus-swells-to-r57bn-thanks-to-commodities-boom-20210730

on page 4. Apologies if already posted.
https://jubileemetalsgroup.com/wp-content/uploads/2021/06/TMI-July-2021no-reg.pdf

re shipping company: no they weren't bought out; when a down turn arrived (as they always do in shipping, as its very much boom and bust) they bought ships and companies at bargain prices, and later spun out three sub divisions in to stand alone companies. My comment below reflects my view that there's no rush to make a deal at any cost, just to be seen as doing something.

I worked for a shipping company that for a long period held a great deal of cash (they don't usually have it), and the share price was punished for doing so.
When the main guy was asked about this his comment was the classic "a fool and his money are soon parted."
When the right deal comes along, let the board make the best decision and not feel pressured for the sake of being seen to doing something.

there's still large profits to be had.
https://www.businesslive.co.za/fm/money-and-investing/2021-07-29-amplats-record-run/

https://www.heraeus.com/media/media/hpm/doc_hpm/precious_metal_update/en_6/Appraisal_20210726.pdf#msdynttrid=XJujyzjEtDtJ6QiNM3FpTh8k7SJtRAreUDgzM8CgDqc
"Historically high prices look likely to persist for some time for rhodium as the market is forecast to remain in deficit next
year. Some combination of additional supply and thrifting or substitution in end-uses will ultimately be needed to bring
the market back to balance but options for both are limited in the short term. The glass industry has already reduced the
amount of rhodium it uses and any changes to autocatalyst formulations would require a couple of years for the R&D,
testing and certification before being used on vehicles".

share, great dividends and a great more to come.