Member Info for Sharetrader78

Please I would like to add a few>>>

Going off the latest numbers using just the Pt rise SLP should see least $4-$5Mill EBIT growth...so we see Pt continue to say $1280 that would be more like $12-15mill EBIT growth add in Chrome production ..SLP dividend should be looking much fatter

Added more to the pile on open 48p ... great to see it surge like SBSW

As I was saying to an investor mate that was selling me on a Gold producer worth $700mill+

Why buy that.. when I have a company like SLP ... PGM5 production marking a tidy profit at very low historic PGM prices ... when PGM goes back to fair-value then the profit metrics are insanely good and esp. as the company will pay out 25% profit in dividends

Does anyone know where one can go to see depth of SLP BIDs- Offers ...I've placed 27,000 BID 47.70 and it doesn't want to get filled ?????? yet on here showing trades going through below my bid ?

Wish these sellers would give up some more of these cheap shares only after another 27k

https://x.com/i/grok/share/h1TCkhMxbtxqhkSOQJsca794H

Will be buying more on next open ..so very undervalued while buyers are chasing other companies the PGM sector is well forgotten in a mire of loss making PGM operations .. but here at these rock bottom PGM prices ..

grok....

2025 Impact:

For H2 2025 (July–December), assuming a ramp-up, Thaba might produce ~50,000 tons of chromite and ~3,250 PGM ounces, yielding ~$15–16 million in net revenue (half the annual estimate).

Combined with SDO’s ~$90 million (assuming 2024 levels), Sylvania’s total net revenue for FY2026 (July 2025–June 2026) could approach $105–110 million, a ~15–20% increase over 2024, aligning with analyst René Hochreiter’s 35% revenue growth projection for 2026.

SLP EV is only $80mill !!!!!!! insanely cheap

Pt $1010oz Pd $961 Rh down sadly $5250oz Ir $4250oz ...Gold doing great but don't think SLP produces much Au

Yes I looked over many different PGM stocks ASX-TSX-LSE and for me SLP looks the best value with the most upside in the short term SBSW could be good longer term if we see PGM head much higher but agree THS has issues

Got to be a major positive.. some point the sellers will run down and we might get some real buying pressure

Actually cash touch lower as CAPEX spend has been driving Thaba PGM/Chromite project towards production ... 26/27F numbers looking impressive 10%+ dividend yield

Makes sense to Buyback shares -Cash levels remained strong at US$94.7m

PGM prices bumping along their lows and here we have SLP still making a solid Net profit and being able to pay dividends + buyback shares how many other PGM chrome producers are doing this ???

I will continue to add to my position here as I think the upside will be substantial

Yes I'll certainly be adding to my position if SLP trades down to 42 .

I looked at SBSW and THS but think esp in over the next year SLP a better trade .

I agree with Rusty PGM so unloved by the markets ..

SLP sub 100mill EV

sharebuyback

strong production profile

just need PGM prices to see some kind of fair value .. was told by PGM expert projections of PGM prices breaking free should happen no later than 2026 as stockpiles run dry ..

I think the PGMs may well get some love later this year onwards to later in the decade when we see PGMs finally see some kind of fair value .. while many PGM producers are going backwards SLP has been able to continue to pay dividends and buybacks ... I like the fact SLP has a great mix of mineral production Rhodium being a valuable part .. EV sub 100mill ... you can just imagine the net profit numbers if we see PGM back to mean prices of 2010-11 50-80% higher than present ... the yield would be insane

Yes this whole zero updates of operation has worn very thin.. we could see a major re-rate if they are reaching production records and keeping AISC under control which no reason why they wouldn't be .. If alongside the 4Q24 numbers we could get some clear paths going forward maybe even an updated presentation ????

Maybe not selling down their large interest ..but maybe through a scrip deal for more another project etc they could be diluated downwards

Compared to Marketcap ALTN FCF are impressive ..they do have a large amount of debt but is paid over many years and as long as GOLD stay above $2Koz the FCF will only increase as TCC are coming down thats to higher production

Here's hoping the latest placement will fund a decent widespread exploration drilling program .. the ARV boys have more than enough targets now we need to see whats deeper .. we start seeing muti high grade Au/Cu intercepts the market will wake up

Predicted Total Cash Costs of mining @ 1Mtpa = 60koz+ = USD 706oz ....but lets say its 1,000oz thats 1650oz+ per oz FCF===== USD 99mill !!!

longer term outlook 2Mtpa 100koz pa = 250mill+ FCF

Dividends planned 25% profit .... 50-100% yield on present SP anyone keen for than 2026-2050+ ??????

Yes, as the company's owners with 65% they don't. care too much about us mushrooms in the dark.. so nil PR ..they have a plan set down and goals, but yes, we will be the last to know how close they are to being reached ...

Good reason why we are valued at peanuts .. but in time if we see AISC under control if not dropping production breaking 60koz pa and FCF north of present Mktcap and dividends announced I'm sure the market will warm up quickly

Yes can be long till we get an update ...so very slow PR not priority ...