Member Info for nimrod22

buys than sells

https://resourceworld.com/analysts-expect-global-shortage-of-precious-metals-in-years-to-come/
https://www.miningweekly.com/article/extremely-strong-demand-for-platinum-bar-and-coin-wpic-2021-07-22
https://www.kitco.com/news/2021-07-22/South-Africa-s-Royal-Bafokeng-expects-450-earnings-boost-in-H1-2021.html

https://www.businesslive.co.za/bd/opinion/2021-07-20-colin-wood-platinum-could-be-the-catalyst-for-sas-green-revolution/
https://www.fxstreet.com/news/palladium-price-analysis-xpd-usd-retests-2-600-as-oversold-conditions-rescue-bulls-202107200623
https://www.economies.com/commodities/platinum-analysis/platinum-gains-new-momentum-%E2%80%93-analysis-%E2%80%93-21-7-2021-83398

Once the South African unrest has subsided, the PGMs will follow the rest of the metals, which are all rebounding.
"Iron ore miners struggle to boost output even as demand soars" article in F....T a few hours ago.
Port Headland to go through 3 months maintenance.
Vale having issues restarting several iron ore projects.
Anglo American are trimming their output expectations due to weather and rail transport issues.
Record Chinese demand at a time when miners are struggling to meet.

"Iron ore miners struggle to boost output even as demand soars" article in F....T a few hours ago.
Port Headland to go through 3 months maintenance.
Vale having issues restarting several iron ore projects.
Anglo American are trimming their output expectations due to weather and rail transport issues.
Record Chinese demand at a time when miners are struggling to meet.

https://www.miningmx.com/top-story/46841-amplats-to-post-off-the-charts-interim-earnings-as-pgms-sell-for-29-higher-price/

I would expect SLPs results will reflect the same as below, and be excellent.
https://www.miningmx.com/top-story/46841-amplats-to-post-off-the-charts-interim-earnings-as-pgms-sell-for-29-higher-price/

https://www.miningmx.com/top-story/46823-in-africa-it-takes-more-than-a-weeklong-quasi-coup-to-knock-mining-off-its-stride/

https://www.miningmx.com/top-story/46823-in-africa-it-takes-more-than-a-weeklong-quasi-coup-to-knock-mining-off-its-stride/

https://www.miningmx.com/top-story/46823-in-africa-it-takes-more-than-a-weeklong-quasi-coup-to-knock-mining-off-its-stride/

only up 534% in 3 years. 259% in two years. 143% in one year.... who can I write and complain to.

https://www.youtube.com/watch?v=ehnP-WKg6N4
https://www.kitco.com/news/2021-07-13/South-Africa-s-mining-industry-expands-22-in-May.html
https://www.sbma.org.sg/media-centre/publication/crucible-issue-18/there-is-still-mettle-left-in-the-precious-metals/

the oversold segment on the RSI. The MACD red bars are at a yearly low point. May bounce sharply on the 200dma.

Dollar Palladium up 43.7% in a year, 18.22% over 6 month, 5.48%/3 month, 1.44%/week.
Dollar Platinum up 36.7% in a year, 1.53% over 6 month, -3.68% in 3 month, -2.51% over one month, up 1.44% in the week.
SLP is still bringing in the cash, will be punished for not having an expansion plan, but should not rush into any deal until all the boxes have been ticked.

THS/SLP/JLP on stockp.... I see THS comes out ahead, but Ferrexpo (FXPO) came out better than all when added in the mix. Luckily I own all four of them.

Total Revenue Year End 30th Jun in millions of pounds
2015 2016 2017 2018 2019 2020 TTM 2021E 2022E
0.049 1.47 9.81 14.1 23.6 54.8 82.8 113 243
compounded average growth rate 307%

on another website comparing JLP/SLP/THS it shows THS as being ahead. It compares many metrics, though the rolling PEG is interesting.......JLP0.1..... SLP 0.2.....THS 0.3
StockP... explains the PEG as
"The PEG is a valuation metric used to measure the trade-off between a stock's price, its earning, and the expected growth of the company. It was popularised by Peter Lynch and Jim Slater. In general, the lower the PEG, the better the value, because the investor would be paying less for each unit of earnings growth.
A PEG ratio of 1 is supposed to indicate that the stock is fairly priced. A ratio between 0.5 and less than 1 is considered good, meaning the stock may be undervalued given its growth profile. A ratio less than 0.5 is considered to be excellent".
I'm to be in all in all three companies, though I suspect JLP maybe more subject to a rapid rise.

https://agmetalminer.com/2021/06/28/russia-announces-plan-for-metals-tariffs/

https://interestingengineering.com/can-the-world-run-out-of-strategic-metals
https://agmetalminer.com/2021/06/28/russia-announces-plan-for-metals-tariffs/
https://www.fxstreet.com/news/palladium-price-analysis-xpd-usd-consolidates-recent-gains-below-2-700-on-firmer-usd-202106290511
https://www.miningweekly.com/article/hydrogen-represents-a-huge-moment-of-opportunity-for-south-africa-ap-ventures-2021-06-28/rep_id:3650

time THS started following JLP, SLP and other metal companies in an upwards direction