Sylvania Platinum Share Discussion Threads

[stonedyou] 18/7/2020 20:55

risa5
18 Jul '20 - 20:15 - 11421 of 11451 (Filtered)

[stonedyou] 18/7/2020 20:54

risa5
18 Jul '20 - 20:15 - 11421 of 11451 (Filtered)

[stonedyou] 18/7/2020 20:54

risa5
18 Jul '20 - 20:15 - 11421 of 11451 (Filtered)

[stonedyou] 18/7/2020 20:54

risa5
18 Jul '20 - 20:15 - 11421 of 11451 (Filtered)

[stonedyou] 18/7/2020 20:54

risa5
18 Jul '20 - 20:15 - 11421 of 11451 (Filtered)

[stonedyou] 18/7/2020 20:54

risa5
18 Jul '20 - 20:15 - 11421 of 11451 (Filtered)

[stonedyou] 18/7/2020 20:54

risa5
18 Jul '20 - 20:15 - 11421 of 11451 (Filtered)

[stonedyou] 18/7/2020 20:53

risa5
18 Jul '20 - 20:15 - 11421 of 11451 (Filtered)

[stonedyou] 18/7/2020 20:53

risa5
18 Jul '20 - 20:15 - 11421 of 11451 (Filtered)

[stonedyou] 18/7/2020 20:53

risa5
18 Jul '20 - 20:15 - 11421 of 11451 (Filtered)

[stonedyou] 18/7/2020 20:53

risa5
18 Jul '20 - 20:15 - 11421 of 11451 (Filtered)

[stonedyou] 18/7/2020 20:53

risa5
18 Jul '20 - 20:15 - 11421 of 11451 (Filtered)

[stonedyou] 18/7/2020 20:53

risa5
18 Jul '20 - 20:15 - 11421 of 11451 (Filtered)

[stonedyou] 18/7/2020 20:53

risa5
18 Jul '20 - 20:15 - 11421 of 11451 (Filtered)

[stonedyou] 18/7/2020 20:53

risa5
18 Jul '20 - 20:15 - 11421 of 11451 (Filtered)

[stonedyou] 18/7/2020 20:53

risa5
18 Jul '20 - 20:15 - 11421 of 11451 (Filtered)

[mfhmfh] 13/7/2020 14:26

platinum and palladium futures looking strong today.

[nimrod22] 10/7/2020 21:33

I'm surprised that it only went up 6% today, should be around the 70 or 80p range.

[epicsurf] 09/7/2020 09:38

Good call petewy , took it as a chance to top up

[basem1] 09/7/2020 09:35

Overhang cleared now Blue skies ahead

[santangello] 06/7/2020 20:59

Heavy buying today....encouraging.

[petewy] 05/7/2020 12:49

Yes Epic I noticed these buys and they stopped me selling.

[dangersimpson2] 05/7/2020 12:04

They have provided updated production guidance. They reduced it from 74-76koz to 68koz which with 60koz of Q1-3 makes 8koz guidance for Q4, obviously affected by the shutdowns. They don't provide future production guidance until the audited results of the prior year, which makes sense given they won't really know until the year has started and a lot must be in flux at the moment.

They don't tend to issue trading statements because they have very good and complete financials in the quarterly statements, this is why we are able to model future earnings reasonably effectively.

That said, the Investor Relations function is one of the worst I've ever come across: emails need regular chasing to get the most basic of responses, and sometimes are ignored completely. Phone numbers on RNS's don't work. Bermuda AGM without dial-in options. No online presentations, etc. etc.

The Liberum notes are well-written research and provide additional detail but are not available to everyone.

So while they should be commended for the quality of the quarterly updates, giving the appearance of a lack of openness with shareholders doesn't sit well with a foreign-domiciled company listed on AIM where some of their past deal-making has been called into question:

Greater openness would go a long way to allaying these fears.

[risa5] 04/7/2020 18:43

By now they should have provided a revised production guidance compared to the previous production guidance for the year to show how the lockdown has affected production.

And also how the lockdown has affected its finances.

Poor comms comes to mind.