Member Info for nimrod22

https://www.kitco.com/news/2021-04-28/Palladium-on-its-way-to-3-000-as-supply-demand-imbalance-grows-analysts.html
https://www.linkedin.com/pulse/precious-metals-q2-promising-start-alexander-zumpfe/?trackingId=N8bUU1gULqF0CbpYpGu6%2Fg%3D%3D

Tharisa is reacting to those buyers who read Simon Thompson's report/recommendation on JLP yesterday. He mentions Tharisa as another share ready to motor upwards.

ex divi 29 April paid 25th May about 3%

https://www.youtube.com/watch?v=YOP7QA2wxvc

Much of what was stated by ST could equally apply to several other PGM producers in the UK market such as Tharisa (THS), Sylvania (SLP), or general mining interest such as Blackrocks (BRWM) etc. and others in the US market e.g. Sibayne Stillwater (SBSW), Freeport Mc Moran (FCX up 7% today) and many others.
Metals in general are on a bull run whether its PGM's, Iron Ore, and Copper, plus all the rest of the stuff needed to fuel the post pandemic recovery and the new green technologies.

https://www.etftrends.com/gold-silver-investing-channel/palladium-prices-demand-off-charts/

https://www.etftrends.com/gold-silver-investing-channel/palladium-prices-demand-off-charts/

https://www.bignewsnetwork.com/news/268959750/supply-deficit-sends-palladium-price-to-historic-high
https://www.bignewsnetwork.com/news/268959750/supply-deficit-sends-palladium-price-to-historic-high

https://www.etftrends.com/gold-silver-investing-channel/palladium-prices-demand-off-charts/
https://www.bignewsnetwork.com/news/268959750/supply-deficit-sends-palladium-price-to-historic-high

from Bloomb... 20th April: -
"The world’s top two iron ore miners struggled to keep up with strong Chinese demand in the first quarter of 2021, hit by operational challenges and weather disruptions, in a positive sign for prices that are already at decade highs.
Brazil’s Vale SA churned out less ore than expected last quarter after lower productivity at one mine and a ship loader fire, with its recovery from an early-2019 tailings dam disaster proving a little slower than expected. Rio Tinto Group’s shipments were disrupted by wetter-than-average weather at its Pilbara operations in Western Australia".

tempted to sell some JLP today as the SP appeared to be falling, or at least trading sideways and down over the recent past, but resisted. The SP value is still there and at the forward looking P/E of 5.2 its still cheap. I did sell some GLEN and RIO which both have a low spread and bought back in to FXPO which appears to be unstoppable even during the threat to the Ukraine from Putin it still went upwards over 10days by another 12%.

https://www.investing.com/analysis/platinums-quiet-move-higher-200574393
https://www.mining.com/supply-deficit-sends-palladium-price-to-all-time-high/
https://www.reuters.com/article/global-precious/precious-supply-woes-push-palladium-to-record-high-gold-up-more-than-1-idUSL4N2ME36M?rpc=401&

https://www.marketscreener.com/quote/stock/ANGLO-AMERICAN-PLC-4007113/news/Anglo-American-Platinum-Posts-Higher-1Q-Production-Backs-Full-Year-Guidance-33032835/

https://www.mining.com/supply-deficit-sends-palladium-price-to-all-time-high/
https://platinuminvestment.com/files/sixtysecs/WPIC_60seconds_Platinumloadings_04212021.pdf
https://www.reuters.com/article/global-precious/precious-supply-woes-push-palladium-to-record-high-gold-up-more-than-1-idUSL4N2ME36M?rpc=401&

moved out of CGNR a while back, now in the Toronto listed Calibre Mining Corp. CXB:TO
Up 32% in the last month, 16.2% over the last five days. Worth a punt for those with some spare cash.

https://stockhead.com.au/experts/guy-on-rocks-palladium-price-nears-record-highs/
https://www.bloomberg.com/news/articles/2021-04-19/palladium-surges-toward-record-high-amid-deep-market-deficits
https://www.heraeus.com/media/media/hpm/doc_hpm/precious_metal_update/en_6/Appraisal_20210419.pdf?msdynttrid=FWodeCBe15G1kvXejM-sw3wDXm4JTJAFs2MdWWGVM5o

https://www.home.saxo/en-gb/content/articles/commodities/commodity-rally-resumes-to-trigger-multiple-breakouts-16042021

ex date 22nd April 2021, paid 14th May 2021 $0.49/share

ex dividend 29th April2021 paid 25th May, about 3%.

of IC comments in the latest issue, wondering as to why would anybody sell SLP.