Sylvania Platinum Share Discussion Threads

[bwm2] 13/5/2021 17:09

So, un masked as a groinead reader! I wonder if there is a reader out there that has ever paid for it?

[eggbaconandbubble] 13/5/2021 16:49

The Guardian article (OMG I hope no one saw me reading the Guardian!!!) doesn't state any figures for thefts.

My hunch is that they are very low and it is just hubristic journalism. Which is what one would expect from that rag.


dmdmdm etc. - Let's hope so!

[dmdmdmdm1] 13/5/2021 12:54

Consolidation?

[greggphilips88] 12/5/2021 21:53

When catalytic converters start getting nicked from people you know, it's obviously a crime on the rise. Interesting article about the rise in this type of theft again, driven by the high PGM prices.
Hybrid cars are the most targeted because their catalytic converters contain a higher concentration of precious metals, and are generally less corroded. These are popular targets:
Honda Jazz, Toyota Prius, Toyota Auris and Lexus RX.

Also, this Sprott interview (shared by someone else on lse) is interesting. Of the c8million oz supply of Platinum annually, 25% is from recycled sources, the rest is mined. For Palladium, supply is 10m oz, with 30% recycled and 70% mined.



I'm not sure theft will add too much to the supply chain; it's more an interesting symptom of the demand for these metals. The demand side is likely to remain stronger than supply for some time. Happy days.

[freddie ferret] 12/5/2021 15:40

Decent rise for Rhodium today, the first for a few days.

Ruthenium is $500 today, JM price.

[freddie ferret] 11/5/2021 17:36

This is not yet wrong, but given the recent price movements in Ruthenium I think it will be shortly.

[risa5] 11/5/2021 17:25

February 320 today 490/oz

Good find.

[freddie ferret] 11/5/2021 17:10

Perhaps I should have done the above post oldest first.

[freddie ferret] 11/5/2021 17:07

Ruthenium prices.



May, Johnson Matthey.

Mon 3rd 440 440 - 440
Tue 4th 440 440 440 455
Wed 5th 455 455 455 455
Thu 6th 455 455 455 455
Fri 7th 455 455 455 455
Mon 10th 455 455 455 455
Tue 11st 475 475 490 490

April, Johnson Matthey.

Thu 1st 400 400 400 400
Fri 2nd - - - -
Mon 5th - - - 400
Tue 6th - - 400 400
Wed 7th 400 400 400 400
Thu 8th 400 400 400 405
Fri 9th 405 405 405 410
Mon 12nd 410 410 410 410
Tue 13rd 410 410 410 410
Wed 14th 410 410 410 415
Thu 15th 415 415 415 415
Fri 16th 415 415 415 420
Mon 19th 420 420 420 420
Tue 20th 420 420 420 420
Wed 21st 420 420 420 420
Thu 22nd 420 420 420 420
Fri 23rd 420 420 420 420
Mon 26th 420 420 420 420
Tue 27th 430 430 430 440
Wed 28th 440 440 440 440
Thu 29th 440 440 440 440
Fri 30th 440 440 440 440

March, Johnson Matthey

Mon 1st 345 345 345 345
Tue 2nd 345 345 345 345
Wed 3rd 350 350 350 350
Thu 4th 365 365 365 365
Fri 5th 365 365 365 365
Mon 8th 365 365 365 365
Tue 9th 365 365 365 365
Wed 10th 365 365 365 370
Thu 11st 370 370 370 370
Fri 12nd 370 370 370 375
Mon 15th 375 375 375 375
Tue 16th 375 375 375 380
Wed 17th 380 380 380 390
Thu 18th 390 390 390 390
Fri 19th 390 390 390 390
Mon 22nd 390 390 390 390
Tue 23rd 390 390 390 390
Wed 24th 390 390 390 390
Thu 25th 390 390 390 395
Fri 26th 395 395 395 395
Mon 29th 395 395 395 395
Tue 30th 395 395 395 400
Wed 31st 400 400 400 400

February, Johnson Matthey

Mon 1st 320 320 320 320
Tue 2nd 320 320 320 320
Wed 3rd 320 320 320 320
Thu 4th 320 320 320 320
Fri 5th 320 320 320 320
Mon 8th 320 320 320 320
Tue 9th 320 320 320 320
Wed 10th 320 320 320 320
Thu 11st 320 320 320 320
Fri 12nd - - 320 320
Mon 15th - - 320 320
Tue 16th 320 320 320 320
Wed 17th 320 320 320 320
Thu 18th 320 320 320 320
Fri 19th 320 320 320 330
Mon 22nd 330 330 330 330
Tue 23rd 330 330 330 330
Wed 24th 330 330 330 335
Thu 25th 335 335 335 340
Fri 26th 340 340 340 345

[freddie ferret] 11/5/2021 16:58

risa.

Thanks, well done.

[rabiddog] 11/5/2021 16:30

Not sure this agrees FF

hxxps://www.heraeus.com/media/media/hpm/doc_hpm/precious_metal_update/forecast_1/forecast_2021/Heraeus_Precious_Forecast_2021.pdf

The market is estimated to move into a temporary surplus this year as a recovery in supply from South Africa is boosted by the processing of stocks. Ruthenium has not followed iridium and rhodium prices higher but that remains possible while refined output is constrained. The price is forecast to range between $250/oz and $500/oz.

[freddie ferret] 11/5/2021 16:10

Right, so I have spent a little bit of time on the Johnson Matthey site looking at their price charts and tables.

I cannot find a price fall for Ruthenium over the last few years. When the price is marked up it stays up (famous last word). The chart for Ruthenium is looking very healthy to my eye.

Though Ruthenium is lowly priced atm it is a very significant proportion by mass of SLPs PGM production on the 6E basis, over double that of Rhodium.
Money wise at this price it is of little consequence however if the price keeps on rising......

I do not know why the price is rising.

[freddie ferret] 11/5/2021 13:41

FWIIW as at a little while back Ruthenium had posted up two jumps up today for a total rise of around 7.7%. :)
I have yet to see a fall in the price of Ruthenium (they will have happened in the past).

[farnesbarnes] 11/5/2021 09:19

Behaving like a traders dream at the mo.

[shearluc] 11/5/2021 07:42

5 stocks currently on Zulu P Screen: SLP / REC / PAF / SUR & STCM ... very good screen i'm in SLP / REC & STCM...all done v well lately with big dividends too.

[mr stephens] 10/5/2021 22:27

Five Aim-listed companies get full marks on the small cap tests. These include Sylvania Platinum (SLP), which is another play on precious metals demand and possible inflation. There is also Panoply Holdings (TPX), a technology services company with segments in consulting, software development and automation.
● Perfect marks for the Mortgage Advice Bureau (MAB1) is interesting. The housing market has been strong which is good for business but there are plenty of uncertainties to navigate.
● Impax Asset Management (IPX) and Ergomed (ERGO), which provides

[plat hunter] 10/5/2021 22:25

It's saying subscription required for me now...One was MAB1 and i can't remember what the other 3 were...Wasn't really a note worthy article tbh.

[plat hunter] 10/5/2021 21:33

I like stocko Rabid... Check out HUM on stockopedia, I'm a big fan of HUM with thanks to Stocko

[rabiddog] 10/5/2021 21:13

Plat...subscription required. Which frankly is fair enough. I use stockopedia and particularly the Zulu principle growth sieve. Only 4 companies pass those tests as well.. one being SLP

[plat hunter] 10/5/2021 21:01

Nick, see the link i posted earlier, it's the article Mr S is referring too.

[kazoom] 10/5/2021 20:39

Li recycling will surely be a factor too Freddie?

Car batteries should be easy to track to be reclaimed (unlike other Li-I batteries) high cost recycling atm, but it is being worked on.

[nickwild] 10/5/2021 18:52

who are the other 4 Mr S?