Member Info for toptiger

not everyone will devil, quite a few boards have de-rampers, and of course wait for sotolo to give his $1 rhodium price speech lol

good move ninna, i'm mainly an SLP fan but even i can see THS are better, though made far far more from SLP

THS will come good, and as for the zulu principle yes its a good book, but you only really need to google the principle, that the PEG < 1 is a very good buy

stockopedia people do rave about and can see its prob worth it, however a similar filtering system exists on yahoo finance, where PEG ratio is one of the filtering criteria, though its often skewed aboujt by projected and past earnings etc

regardless, THS will come out as great

feynzz,

very good analysis and i know both well, we just have to keep the faith with ths

i would also add ths management have a better track record than cey, i used to trade cey a lot, still do a bit, but dont hold for long as trust isnt totally there.

cey are just simply for now a go to gold stock, from previous popularity, but if they stay around a quid, that will fade

people are always looking around for new bargains, so only matter of time before they look at ths

well he has joined for some reason.......

well,

looking at the rh price over the last 2 quarters, and roughly looking at jmat i have, roughly rounded:

jan = 19,700
feb = 22,500
mar = 27,400
apr = 28,700
may = 27,200
june = 21,700

so........on face value (if they realised everything in the same month which they dont) we have quite a big lag effect on sales adjustment because q4 was higher per qtr average than q3, so we should see some of this trickle into next qtr (even though rh is lower for this next qtr) ??

or have i missed something

I think for experienced SLP'ers today shouldnt be that unexpected, and most of the fall is some lack of clarity / confusing time frames / comparing quarters etc

Once end of year full results are out in september and things are grossed up things will look a little different

we have had the SA riots, we survived that, we have had a MM attempt to shake things based on perceived drop in financials and we seem to have weathered both.

Great share, non ?

glad you said that gotreal, i was going to but thought someone else might, and MM dont really short to a great extent, though can do similar sort of things over very short time frame

that upward trendline for us today is bloody straight, for those who like their more than 2 data point trends (chatmandu etc)

think your getting largely found out, feels like you are a recent graduate just guessing tbh

the great thing about slp is that whatever the knock back, it gets picked up by its loyal following, in fact as i think luna said, we almost welcome it

shorters on here will try and do this and that but not interested......

gkb47,

the extra costs i think are simply the slightly lower grade ore, so either more gets refined for the same output or the output is less therefore costs spread over a smaller base, so higher, is the way i read it.

all miners do this i think.

cautionmyblast,

if you are further interested, and want some details, there is a thread on advfn for aoi though very dead, but can discuss there, as i dont like ramping on other boards.

but in my view best oil play out there, some near term big hits, and already producing 40k a day at very low cost. they have debt but that is rapidly being paid off and at current rate, once debt paid, will by annual dividends of 40% (if they choose to return that is....)

i do love the viagra that is ST

cautionmyblast,

one company that is unloved but has and will re-rate over next few years is africa oil.

yes best leaveit chatmandu,

you can claim it was not meant to be taken on face value but well with all things shorters and on results day, no benefit of doubt given

why is it "obviously a very rough calculation" when its in a set of accounts, unlikely anything is rough in the accounting world unless its a goodwill writedown which is a bit subjective

normally a sales adjustment is for (in other industries) returned, defective goods, so cant be that so all i can think of is some kind of adjustment for delayed sales or delayed payment, but complete guess

loss making ?

interesting conclusion, but wrong. no wonder you get attacked on here

come on stoodio, you should know me better than that !!!

people on advfn were constantly pumping the nationalisation nonsense

SA has junk investment status as it is, hardly think they will start nationalising.....

trolls all done one, or off sipping ill gotten gains somewhere ?

116 to sell, 117 buy, advertised spread a crazy 114-118 (will have to change real soon)

118 finish (not necessarily today) would for nice inverted head and shoulders to leap from after results

wake me up when we are nationalised :-)

legendary slp comeback, should make further attempts less likely

very envious stoodio, mexico is great, much maligned, and have 8% of the worlds species in 1 country