Member Info for nimrod22

https://para-rigger.posthaven.com/top-ten-car-producing-countries-1950-2019

https://www.heraeus.com/media/media/hpm/doc_hpm/precious_metal_update/palladium_standard/Heraeus_The_Palladium_Standard_2020.pdf

https://uk.investing.com/analysis/palladium-platinum-longs-make-a-killing-in-relative-silence-200446786

https://uk.investing.com/analysis/palladium-platinum-longs-make-a-killing-in-relative-silence-200446786

https://www.heraeus.com/media/media/hpm/doc_hpm/precious_metal_update/palladium_standard/Heraeus_The_Palladium_Standard_2020.pdf

https://www.miningweekly.com/article/platinums-new-sweeter-spot-elicits-multiplicity-of-optimistic-analyst-views-2020-09-14

Some of the comments re OPTI are comical, and like the best jokes they are repeated every year over the last five.
Income Statement 31 Dec '19 29 Nov '18 29 Nov '17 29 Nov '16 29 Nov '15
Revenue 0.74 0.51 0.19 0.29 0.03
Operating Profit / Loss (2.17) (1.50) (2.13) (1.52) (1.42)
Post tax Profit (2.12) (1.89) 1.92 (1.34) (1.28).
Some people mention that the business model is like that of "ARM" (which actually makes lots of money, so not the same), and they actually believe it. OPTI has more in common with the guy that sells boxes of matches on the street corner in Mogadishu, where he normally sells one box a day, and on days that he sells four he claims sales are up 400%. If Bill Gates happens to wander by and buys a box, he then claims he's selling in to a multi billion market.
Punters need to get a grip.

Today: Dow climbs 225 points amid encouraging economic data from China and Germany.
Will mean more car sales and need for PGMs.

placing on the way

gluttons for punishment will hold or buy in on this news, as the share price hovers around the same as it was 5 years ago. I'll stick with my paper round as it pays real cash.

https://tanaka-preciousmetals.com/us/solution/main-product/automobiles/

https://www.fxempire.com/forecasts/article/platinum-on-top-as-gold-consolidates-crude-remains-under-pressure-672148

https://www.moneyweb.co.za/mineweb/how-a-tiny-by-product-metal-is-making-billions-for-pgm-producers/

https://www.herald.co.zw/rhodium-the-new-pgm-king/
https://apps.catalysts.basf.com/apps/eibprices/mp/
https://www.fxempire.com/forecasts/article/platinum-on-top-as-gold-consolidates-crude-remains-under-pressure-672148
https://www.businesslive.co.za/bd/companies/mining/2020-09-13-amplats-launches-into-the-hydrogen-economy/

the last chance to buy in to SLP at this low price

an interesting play is possible as Palladium is rising in price 10.56% in Pounds over one month (4.99% in a week), and the falling Pound against the Dollar (on its way back down to $1.20 according to HSBC with Brexit woes); would be to buy SPDM (an ETC in Pounds) the Palladium iShare. The chance exists of dual benefit from (i) the rise in Palladium cost and (ii) the exchange rate shift. I noticed a 6.1% gain over the last week of my existing holding, and anticipate more. Both reasons should also help SLP which is slightly more volatile (actually down over one week).

I sold out my 8 different green/Hydrogen stocks a couple of months ago when the share prices started trading sideways, though they will come back again. Electric trucks are not suited for long haulage due to the power to weight issue and the high cost of a truck battery replacement after a comparatively short period. Hydrogen gas will be the option for long haul trucks. For those that are interested there's a good board on the other site the "Hydrogen Economy." I bought back in to NKLA today at$39, was a bit slow of the mark. Previously sold them at $73 so can't complain.

easy to part with cash, Sylvania are right not to make a move until they have a beneficial deal. They mentioned that some owners of tailings only think of the spot price for the PGMs.

you want a good read on Gold then try: - The New Case For Gold" by James Rickards" printed 2016. A small sized book of 172 pages. One part of it explaining what will happen when the world moves away from the Dollar (a process that has started with both the Russians and Chinese) and how there will be another Bretton Woods type conference and Golds position in deciding what the new order will be.

The chart theory re bowl pattern should hold, then there's more to come, looking at the 10 year graph. "Bowl pattern is exactly what it sounds like -- a rounded pattern that gives a buy signal when the stock price exceeds the lip of the "bowl." The breakout should occur on high volume, at least doubling the low volume from the dip. This pattern typically takes a long time to develop and once the breakout occurs, the stock should rise to the equivalent of the price from the bottom to the "lip" of the bowl".

from Simon Thompson's comments today: -
"rated on a cash-adjusted PE ratio of 2.5 and offering a prospective dividend yield of 18 per cent they offer significant upside to my 100p target price. Buy".