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Wesizwe


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#1 Investment novice

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Posted 08 February 2022 - 04:51 PM

Mine closed massive risk realised.
Consider buy opportunity.especially if you have held hot coal like steinies...
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#2 Investment novice

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Posted 08 February 2022 - 01:34 PM

Having a nice run up 50% since Jan and forming a nice solid base....high risk

https://twitter.com/...1769804800?s=12

Dave has it in his top 5 picks for 2022
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#3 Investment novice

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Posted 27 January 2022 - 07:16 PM

This is my new baby. Speculative. Proper dd may potentially only be possible by sept 2022.
I like the opportunity of owning a pgm player right next to Royal bofakeng...
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#4 Investment novice

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Posted 25 January 2022 - 11:46 AM

Anyone keeping an eye on pgm...looks like this could be the new crypto..palladium making consistent gains??
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#5 Investment novice

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Posted 21 January 2022 - 11:54 AM

Nice consolidation at r1.60.
50% up this month.
Interesting to watch h over the years to come
Pgm flying and rhodium hit 17000 usd an ounce
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#6 Investment novice

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Posted 17 January 2022 - 09:27 AM

Small cap dave got this as a r10 valuation and 1 of his top 5 picks. So definitely an interesting watch for years to come.

Pls let me know your thoughts

I have the following risk dampness and reasons share price undervalued

1. Not yet commissioned
2. No idea of steady state financials
3. 850usd debt and working capital requirements for 2022

Not considering the following
1. Jinxhuan 45% ownership...I think this may be a threat for a takeover but they also support debt and liquidity access
2. Debt and interest rate. A potential secondary listing may be on the cards or not. Jinchuan listed on hk. Trading also at undervalued levels. Think owners will look to a drive the production and dividends sooner


Interested in your thoughts. My numbers make no sense. Expect share to jncrease in value annually multiples and expect dividends in 2 to 3 years for next 30 years....the multiples are crazy and trading at r1.60.....
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#7 Investment novice

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Posted 17 January 2022 - 08:12 AM

I have this as a high risk high gain share. Trading discounted . Making gentle climbs . Commissioning report due soon and hitting production to coincide with pgm super cycle. 850m usd debt overhang but at the size of mine and ounces x the average pgm revenue.....we should see material risk reduction and this be a beauty..
Imo
Not financial advice
Keep on your radar
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