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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
  7.00 5.34% 138.00 136.00 140.00 139.00 131.00 131.50 1,819,226 14:26:05
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 92.1 45.2 0.0 - 390

Sylvania Platinum Share Discussion Threads

Showing 7376 to 7399 of 7850 messages
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DateSubjectAuthorDiscuss
02/3/2021
23:11
Pete and pete This isn't a Platinum play currently despite the company name! (from 53mins) Look at the PGM basket price for H1 and you will see it's a Rhodium play like all the SA PGM miners currently based on a supply/demand imbalance of a metal critical to automobile cats. In H121 SLPs Rev from Platinum was under 20% Paladium 17% and Rhodium 59%! and since half year end Rhodium has continued to surge and will be a much higher proportion of Rev in H2 perhaps 70%+. See presentation page 23 hTTp://www.sylvaniaplatinum.com/component/jdownloads/send/81-2021/528-updated-corporate-investor-presentation I'm not invested here but hold a significant position in Tharisa THS - that you might think was a Chrome play (and was 2 years back with PGM rev less than Chrome) but since the move in Rhodium and other PGMs - PGM revenue is likely to represent around 70% of the total Rev this year even after the recent increases in Chrome prices. THSs PGM rev likely to double this year based on current spot prices and of course as costs other than the approx 10%? refining charge are fixed for the same volume most of that falls to the bottom line resulting in an over 400% increase in profit (my model) btw it's really easy to build a model as costs are mostly fixed, production guidance given and spot prices and outlook published every day. My model gives a THS PE of around 2.5 for 2021! JLP SLP and others will also be on very low PEs. The market outlook for Rhodium is positive with supply constraints and increased demand from tightening emissions control especially from China who are probably playing catch up with the RoW. I believe that the current PEs are too low even accepting the fact that eventually the supply/demand gap will close. Most of the PGM producers provide enough data to model future costs and basket prices are readily available either by calculation or in the case of THS from their Twitter feed as they are now publishing the rises on a weekly basis! https://twitter.com/tharisa_sa?lang=en Sorry for the Tharisa plug but it is another Rhodium play and I know a lot more about them than SLP and JLP
sailing john
02/3/2021
23:04
You mean the podcast Freddie ?
martinfrench
02/3/2021
22:54
You have clearly missed the boat. You do not seem to have examined the Rh market. Sounds like a bit of a deramp. Not sure that you even realise that Sylvania is about Rh not Pt.
freddie ferret
02/3/2021
21:44
Hi everyone, My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast last week and part of our discussion includes SLP and how to value it. As always we also chatted about loads of other Stocks and Ideas for research and a fair bit of educational stuff with regards to Investing and Portfolio Management. This one covers our thoughts on where the Markets are now and what we think is most likely going to confront us in coming months and what our strategies are. Specific topics in this one include the impact of Storytelling on our Brains and it also has a chunk on reasons for Retirement and we have found lots of Listeners seemed to like that. Anyway, if you use Youtube, Apple, Audioboom, Overcast, Google+ or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 43) and you can find it on Soundcloud at the link below. I hope you enjoy it and find it useful, we try to keep them light and they are totally unscripted, with the intent being that it is like you are eavesdropping on us having a chat down the pub (we can dream !!). Cheers, WD @wheeliedealer hTTps://soundcloud.com/user-479955511/conkers3-wheeliedealer-43-growth-vs-value-gme-ark-lloy-btc-cmlf-slp-smt-bnzl-beg-saga
thewheeliedealer
02/3/2021
15:47
Rh +$500 again on Kitco around the start of US trading. Pt and Pd have been a bit directionless lately. They are only a small proportion (and declining) of revenue however.
freddie ferret
02/3/2021
13:52
Baird bid price for Rh up another 2.3% today!
metis20
01/3/2021
18:43
Stockopedia not free but worth it's weight in Rhodium
plat hunter
01/3/2021
17:13
Rh up another $500 a little while back according to Kitco.
freddie ferret
01/3/2021
17:06
Thank you. I had a bad experience with Cairn Energy in January with their special dividend. It hasn't fully recovered since then.
maxplus2
01/3/2021
15:30
Hey max , generally it should drop by the amount of dividend pay out per share, but I have no idea what the market will be doing on that day or what news is released so in short no idea I tend to invest for the long haul and don't tend to concentrate on short term movements
epicsurf
01/3/2021
14:55
Many thanks for correcting me. I got the figure from ADVFN.Are yuu able to establish what drop might be expected after ex-dividend please?
maxplus2
01/3/2021
14:23
Spot on epic
mr stephens
01/3/2021
14:10
Hi max I believe actual number of shares that qualify for the dividend payment are 272,608,615 , Shares held in treasury are 13,547,042 do not qualify
epicsurf
01/3/2021
14:02
Yes.No (I use ADVFN with Research Tree as my backup).
crazycoops
01/3/2021
14:02
@martinfrench - yes you add alerts on LSE. I have created a dummy portfolio for all my holdings and set up email alerts which notify you of all rns announcements
astreix
01/3/2021
13:04
does anyone know if signing up for london stock exchange rns alerts is free ? does anyone use it ?
martinfrench
01/3/2021
12:46
The number of shares in the circulation for SLP.L is 282.41 million shares. So, for windfall dividend, the money allocated for is about 10.59 million GBP. How much will the share price after ex-dividend date?
maxplus2
01/3/2021
11:19
Thanks mratranslate, I will check it out.
haywards26
01/3/2021
11:17
I'm now up 90 percent on my holding and this holding represents about 8 percent of my ISA. Glad I topped up end of last year a bit. But now getting to the point of having to decide whether to do so again. Psychologically feels like if I do buy more maybe better to open a position in my SIPP rather than get too greedy in my ISA. Particularly cuz won't be able to take anything out of my SIPP for another 6 years
scooper72
01/3/2021
11:15
I would recommend you listen to their latest investor me presentation then that they did with q2 results as they went through how they will spend all the cash, Jaco also summed it up again at the end in the questions session. they are a very conservative company though so they don't spend just because of the 'latest' price and just as well as the company almost went under the last time things crashed
mratranslate
01/3/2021
10:45
It would be good to hear from the company in regards their investment plans short, medium & long term going forwards, given the big cash pile that will be building up here. Their future growth plans are a big part of investors timeframes as to shareholdings as the price continues its upwards trajectory.
haywards26
01/3/2021
10:41
Interesting to see what the ex dividend dip will be
mr stephens
01/3/2021
10:27
hope the current 4p unofficial spread isnt the norm going fwd.....
martinfrench
01/3/2021
10:03
even if rhodium pulls back a bit (which i think will prob happen), a stable price of 25k is still amazing, we are just getting used to new highs (literally!). shame they cant hedge the price (or maybe they can.....??) think knowing slp they would have by now if they could think your £2 is coming haywards, though the gold price dragging things down does concern me a bit...
martinfrench
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