SSL International Share Discussion Threads

[shavian] 08/7/2016 18:53

Dammit, too late. POG marked down $20 at the NY opening, but it bounced back within the hour. Just shows how the power of the manipulators is waning. Great for goldies.

[mozy123] 08/7/2016 09:25

Yes would love to add some more.

[shavian] 07/7/2016 17:36

Let's have a nice re-trace now - so we can buy some more.

[gersemi] 06/7/2016 07:52

SSL and MARL now aligned

[shavian] 05/7/2016 18:56

SSL airborne again after a dull start this morning. POG In positive territory too at $1355 just now. Seems like they just woke up to MARLs Hot Manden wonderful drilling release this morning. Sterling down a bit agiain too so it all adds up to more joy for UK investors. Wish I'd sold the kids and gone for a bigger top up

[jimbowen30] 04/7/2016 15:03

Very encouraging AGM presentation. I really like the optionality of some of these smaller royalties, which could be great cash generators if gold continues to rise over the next few years. Hot Maden looks a great prospect and the resource will get a lot bigger, as more drilling is done.

Nice to see SSL up 6% today.

[shavian] 03/7/2016 08:31

What a professional presentation, thanks Mozy. I've been accumulating SSL on the (little) dips throughout June and will continue to do so if we get a meaningful retracement. I really like SSL's debt management strategy and astonishing diversification. I noted from David Awram's presentation that the team were off to visit Hot Maden just after the AGM on 6 June. No mention of this from MARL to date. I'm curious about the relationship between SSL and MARL: SSL are shareholders in MARL, but seem to own the royalty directly with the licence holder Lydia - have I got that right? Anyway MARL has just done its 10:1 share consolidation prior to listing on TSX so either way SSL should be a winner.

[rrr] 02/7/2016 18:10

Good presentation indeed, thanks Mozy.

rrr

[shavian] 02/7/2016 13:16

Thanks Mazy. A highly professional AGM followed by an illuminating presentation gives increasing confidence in the long-term prospects for this company. I do like the emphasis on debt discipline and the pipeline of prospects unfolding over the next few years. SSL now comprises 9% of my pension fund. I'm too old to add much more so I'm tucking more away for my children.

[mozy123] 29/6/2016 21:51

agm and presentation

[k mon] 22/6/2016 14:44

Welcome aboard.

Holding also as some of the US / Cad miners might offer some protection from the likely EU / GDP currency fiasco that may well unfold. - even if - for a while PM prices suffer in the interim due to Dollar strength.

a sort of - win - win, not so much - win loads type scenario.

Not much to lose on balance.

[shavian] 01/6/2016 06:41

Hi all, mind if I join your select band? Discovered SSL via MARL - what a great little company. I took a small position in May and intend to add on the dips.

Some useful presentations on the company website, as well as the one posted by Mazy on 15 Mar.

Stonking new grades from HM as well, with lots of infor on the current MARL thread. However, I feel that SSL is a better longterm way to benefit from HM than MARL, as the latter's mission is to sell on before production. I hold both in the meantime.

[jimbowen30] 16/3/2016 22:38

Mozy - yes I like the blue sky exploration potential in some of the projects. It gives real optionality to a rising gold price. Hot Madden looks especially promising and has some incredible grades.

I can see Sandstorm over $10 again if gold moves closer to $1500.

[rrr] 16/3/2016 21:50

Yes and thanks Mozy for the link, very happy to be a holder.

[mozy123] 16/3/2016 21:16

Indeed - Sandstorm has huge potential with high gold prices. Many of the steams and royalties are from mines that are being planned. The cash flow is already good, but huge blue sky stuff if even 10% of the projects get built!

[jimbowen30] 16/3/2016 20:55

Thanks Mozy. Was a good listen. Nice to see Sandstorm up over 5% today on the back of the gold price rise.

[rrr] 27/2/2016 16:55

Thanks Jim, rrr

[mozy123] 19/2/2016 20:36

Maybe so - just hope not all the new steams will be done with equity

[jimbowen30] 19/2/2016 11:17

mozy...i would say within 5 years and that's being conservative imo.

[mozy123] 19/2/2016 10:13

Without doubt the cheapest streamer. The p/e ratios of franco and royal gold are insane imo.

Over 10-15 years this could be the same scale as one of those!

[jimbowen30] 19/2/2016 08:15

Nice 10% move up yesterday. Still very cheap imo.