Sylvania Platinum Share Chat (SLP)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Sylvania Platinum Limited	LSE:SLP	London	Ordinary Share	BMG864081044	CMN SHS USD0.01 (DI)

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	0.00	0.0%	37.80	37.50	38.00	37.75	37.50	37.50	608,832	16:35:15

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Mining	55.6	19.2	0.0	-	108

Sylvania Platinum Share Discussion Threads

Showing 4176 to 4199 of 4200 messages

Chat Pages: 168 167 166 165 164 163 162 161 160 159 158 157 Older

Date	Subject	Author	Discuss
20/11/2019 23:29	Interims likely to be February and you will get Q2 results first at end of Jan (which contains all the pertinent information anyway). AGM is in Bermuda - anyone going? Thought not. I know they are technically registered in Bermuda as a company but they are London listed and they are doing themselves any favours having it in Bermuda IMO, where most shareholders will not be able to turn up and ask questions. They are fairly transparent in other ways such as issuing good quarterly reports and the quality of their investor presentations so it is disappointing to have an AGM where no one can go.	dangersimpson2	Read Full Thread Reply
20/11/2019 16:34	Is it not just the AGM ?	basem1	Read Full Thread Reply
20/11/2019 15:10	meant friday	eentweedrie	Read Full Thread Reply
20/11/2019 15:08	actually the interims are due tomorrow	eentweedrie	Read Full Thread Reply
20/11/2019 11:35	After a bit of PGM pricing strength & Rand weakness in the last few days and this is looking v. cheap again. At current spot prices, if they hit their FY production targets then they are on a fwd P/E of around 4 and an EV/EBITDA of about 1.6, and they did 28% of their production target in Q1 so barring water issues or industrial action there is scope for a small upgrade to production above this if they continue to perform well operationally. Next news should be Q2 production report end Jan.	dangersimpson2	Read Full Thread Reply
15/11/2019 09:30	and the cash keeps rolling in.	russman	Read Full Thread Reply
10/11/2019 08:57	What amount of pgm reserves does SLP have?	mick1909	Read Full Thread Reply
07/11/2019 15:36	I must admit to being rather confused by the price action over the last two days. Does anyone have Level 2 prices ... are there large sells already declared and waiting to be taken out? If not I can't see who's interests are served by keeping the lid on the share price )other than PIs who are getting a bit longer to load up at this price).	brad_k	Read Full Thread Reply
07/11/2019 10:10	once the seller clears this will fly. IMHO.	mfhmfh	Read Full Thread Reply
05/11/2019 15:54	Sylvania at 20 mins in this podcast by Simon Thompson on Investors Chronicle site- hTTps://www.investorschronicle.co.uk/shares/2019/10/31/companies-markets-shows-margin-of-safety/?utm_campaign=Copy+of+ICDailyEmail_new2016&utm_source=emailCampaign&utm_medium=email&utm_content=	davebowler	Read Full Thread Reply
04/11/2019 16:08	If she holds the current price at close of play, I'd argue we have a breakout of the recent channel. Onwards and upwards hopefully!	hickersp	Read Full Thread Reply
04/11/2019 12:25	Thanks Hicker, yes I agree	qvg	Read Full Thread Reply
04/11/2019 10:30	From cnbc.com: Platinum futures $956 (approaching year high). Palladium futures $1,786.	mfhmfh	Read Full Thread Reply
04/11/2019 10:12	qvg, just worked it out with the help of IG help desk ....... when putting in the EPIC code it needs to be SLP Ln to to enable the execution of a trade. Bought in this am. Looks like it could be an interesting ride.	hickersp	Read Full Thread Reply
04/11/2019 09:59	I had the same problem a week or so ago. I gave up and bought in another account	qvg	Read Full Thread Reply
04/11/2019 09:36	I can't seem to trade SLP through my broker IG......... any help would be appreciated!	hickersp	Read Full Thread Reply
01/11/2019 11:20	continuous buys coming through today.	mfhmfh	Read Full Thread Reply
29/10/2019 17:53	most relevant part: To put the performance into perspective, in the financial year to 30 June 2019, Sylvania reported annual net revenue of US$70.5m and cash profit of US$30.2m, so the company has already booked 63 per cent of last year’s total cash profit. Furthermore, the directors reiterated production guidance of 74,000 to 76,000 ounces, up from a record 72,000 ounces in the 2018/19 financial year, so the company will benefit from higher production growth at a time when demand for palladium and rhodium, a mining by-product whose major use is as one of the catalysts in the three-way catalytic converters in cars, has sent metal prices soaring. In fact, the rhodium price has nearly doubled in the past six months and is up by almost 400 per cent to US$4,950 per oz since the summer of 2017. The tight market environment is unlikely to change any time soon. That’s because rhodium is between two to three times more effective than platinum in the auto-catalyst, and helps reduce nitrogen oxide emissions, so stricter emission targets imposed by governments looking to reduce pollution levels is buoying end-market demand from the automotive industry. The price of palladium has risen by 62 per cent in the past 12 months, and has trebled in value since October 2016, reflecting both a market in deficit and one benefiting from demand from the automotive sector. The point being that although Sylvania has a much higher exposure to rhodium than its peers, the ongoing buoyant market pricing is not reflected in analysts’ profit forecasts. Liberum Capital is conservatively factoring in an average rhodium price of only US$2,956 per oz in its cash profit estimate of US$36.3m for the 12 months to 30 June 2020. However, if the rhodium price holds at close to $4,950 per oz, it would drive a 63 per cent cash profit upgrade. That’s a potential cash profit windfall of US$23m that would lift Liberum’s current year underlying pre-tax profit estimate of US$28.9m (US$23.9m in 2018/19) to north of US$50m and produce a net profit of around US$35m. On this basis, earnings per share (EPS) would more than double to 12.6¢ (9.8p), miles ahead of Liberum’s conservative full-year forecast of 6.96¢ (5.4p). In other words, analysts are going to have to push through material earnings upgrades in the coming months unless the rhodium price plunges. Also, Liberum have embedded an average palladium price of US$1,450 per oz into their 2019/20 profit forecast, or almost 20 per cent below palladium’s current spot rate.	petewy	Read Full Thread Reply
29/10/2019 17:33	Anyone post extract from article on here?	lasata	Read Full Thread Reply
29/10/2019 16:16	huge volume today. as bullish an article as I've read from ST.	mfhmfh	Read Full Thread Reply
29/10/2019 12:36	I agree leopold.. I also don't think there's much merit to the case.... Samancor are still doing similarly structured deals.	plat hunter	Read Full Thread Reply
29/10/2019 12:36	Thompson not ramped this one for a while	nickjoseph	Read Full Thread Reply
29/10/2019 12:34	Just tipped again by IC.	metis20	Read Full Thread Reply
29/10/2019 11:29	Perhaps but I won't be following them. I don't see much coming from the legal case, personally. I may be wrong. The political risk is undeniable, but doesn't warrant this price. Too cheap to sell. If we get to 45p I may consider	leopoldalcox	Read Full Thread Reply

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