Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
"Commodities have the strongest outlook of any asset class in 2023, with a perfect macroeconomic environment and critically low inventories for almost every key raw material, according to the head of commodities research at Goldman Sachs Group Inc".
"In terms of my active watchlist, I feel that two of my 2022 Bargain Shares Portfolio constituents will either re-rate further or attract interest from predators: lowly rated commodity play Sylvania Platinum (SLP:108p)" Quote from Simon Thompson of IC. today.
dips in share price are opportunities for top-ups
2017 2018 2019 2020 2021 2022 2023E 2024E Revenue $m
349 406 343 406 596 686 688 725 operating profit.
with an operating profit compound annual growth rate of 19.4% over 5 years.
Time for a SP rerate with China opening up.
all the endless talk about a recession, and uncertain opening up of China re covid??
I notice many of the gold miners have moved back up about 8% over the last two weeks; possibly due to interest rate increases tapering off, and general uncertainty. Centamin (CEY) up 29.2% over 3 months.
Although the coal price is still high, Glencore maybe dropping similar to Thungela?
keeps on moving up despite brokers forecasts....??
Share price going up. Dividend up and in the bank. Low PE, what's not to like?
have read Revenue annual growth rate
Compound annual growth rate from 2016 to estimated in 2023 is 22.1% according to stockp....
Up 25% since my first buy in May. Appears to have good momentum.
Extract from a financial newspaper: -
"The 10 analysts offering 12 month price targets for Centamin PLC have a median target of 126.32, with a high estimate of 165.13 and a low estimate of 93.30. The median estimate represents a 19.17% increase from the last price of 106.00."
as if I may have to eat humble pie since my last post. Share price appears to be on a roll.