Member Info for Nonegsplease

CJ
Best invest in something covid proof elsewhere then.
Fact remains that the balance sheet would still remain cash positive if we had to close for 12 months. A quarter of reduced production is no more than a speed bump.
Half year results to Dec 2019 revenue and profit already significantly over full year 2018, the upcoming third quarter results will close to double full year 2018.
Whatever we manage in quarter 4 will be a bonus. All safe in the knowledge that PGM demand will ensure forward profitability.
We're looking at a full year P/E of around 3 at current share price. What more do you need?

Tiger
Agreed, although I'm hopeful that Platinum will sneak back up, see my post from a couple of days ago.
Even with depressed demand I'm confident basket will stay over $1,500 which still leaves us hugely profitable, with an ever growing pile of cash and a ridiculously undervalued market cap.
Whilst I get all the associated risk of mining in Africa and that Q4 production will be covid reduced, a share price of 60-80p would be a far more realistic current valuation of SLP's future prospects.
Like you, expecting mind blowing results next week, just hope the market appreciates them.

Welcome back Stoodio
"Professional" timing!
Also good to see Palladium back over $2k and although rhodium down a lump still trading at over $8k.
50% increase over the next few weeks not unreasonable.

Watched CF in last week's Proactive Webinar and thought he was trying too hard to push the company. In addition thought he came across as quite amateurish when compared to Martin Sorrell who followed him (who wouldn't?!)
Today's presentation however was relaxed & professional and really hit the spot. Maybe helped a little that the presenter Justin Waite, is also a holder here.
Really impressed and would invest further if I wasn't already completely overweight
Patience will pay here.

Great news.
Watch the MM's today, if you've got a target price then that's fine but market makers will try every trick in the book to get their hands on your shares. Multiple tree shakes when they run dry. Hold on, it will go higher. GLA

Gotabeserious
Fantastic assessment.

Hamo
Half year report MAY 13th last year. 3 weeks to go bud.

Interesting report on platinum value, indicates a decent rise moving forward..
https://finance.yahoo.com/news/platinum-most-undervalued-precious-metal-123600279.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cubWV0YWxzZGFpbHkuY29tL2xpbmsvMzAzMTg2L3BsYXRpbnVtLWlzLW1vc3QtdW5kZXJ2YWx1ZWQtcHJlY2lvdXMtbWV0YWwtc2V0LXRvLXNvYXIuaHRt&guce_referrer_sig=AQAAAJgrEgl0UDfStOuuyIQS7hyDOsOspxHEy4iLNPkdMf4LUs5NlUJWFfiNUCCBk1ECZj5DOZDg8WZvn7_Z7QxGDbuISChhG-uHIOuf6w-L445yzi-Zy3ph1ACPmf34MlI9Z8UmJhMCZI0BT1Fbh5q57sYCn87AnTBHZH8Sd6IhBvXD

Really useful site with PGM prices along with some info on demand, uses etc...
https://tradingeconomics.com/commodity/rhodium
Basket price still looking great although to be tempered with reports that 2020 global car sales, and therefore PGM demand, will be 20% down on 2019. However, lockdown period + reduced staffing/production levels may well get close to matching that 20% so hopefully PGM prices as you were.
Jaco seems a man of few words and I would expect a current situation update along with the 3rd quarter results next week.
Third quarter results, with an astronomical average basket price, will of course be incredible. ST will update the following week & SP will be back around 50p.
All the above obviously in my perfect world.

Anyone know why palladium, and to a lesser extent, platinum, both took a kicking today?
Dog, they won't pay a dividend at the end of the third quarter.

tthis cofid19
Wessex
You can't even get the first word of your post right.
Sums you up.

Still coming to terms with CW25's investment strategy.
Apart from that just chilling.
Comfortable in the knowledge there'll be good news here soon.

MS presentation on Proactive Webinar on Thursday night.
Very polished (be surprised if otherwise) came across extremely well.

Biff
Tap doggy
Then tap posts
You should get a wagon wheel underneath displaying all your posts

Tap Doggy100 in blue top left of post

End of month, not year. Doh

Doggy
Just my opinion but as a year long holder there's a fairly regular pattern here.
Third quarter results at the end of the year will be outstanding, ST from the IC will pick them up and point out that SLP is hideously undervalued, SLP will rise a minimum of 20% over the next month, then it will flat line.
And that's without any reopening news.
I'd hold on if I were you, I'll be buying more next week. GLA

Wessex
Troll
Strong fundamentals here, but you wouldn't recognise a fundamental if it slapped you in the face.
Good news will come and the share price will rise.
Maybe not today, maybe not even tomorrow, but it will come.
I live in Wessex, you're not my "voice", you're just a very sad muppet.

Bronx
£40m "A year"

Good to see that, although
ST currently has WJG as a hold, hopefully get a bit more interest in print tomorrow (does anybody still buy the IC without getting the info during the week?)
Previously held, I've just bought back in. Decision driven by units being pre sold as I think the housing market is going to take a very long time to get anywhere near back to normal.
Also hoping that re-opening building sites will happen in the "first wave" of a lockdown lift.
Longer term would like to see a further shift towards build to rent.
GLA