Sylvania Platinum Share Discussion Threads

[deme1] 25/8/2021 12:09

Any LTH on here would like to enlighten me on the current P.E here?

[gsg] 25/8/2021 11:58

Thanks deme,

I also have a trading fund which I sometimes deploy.

Was hoping to see a spike down to 80p, however maybe that was over ambitious.

[deme1] 25/8/2021 11:49

GSG

I was thinking 80p then 76p, but I think anywhere now is a good buy.

Should be good for a 20 - 30% gain in the next month or two.

Just don't sell any of your JLP to fund it ;)

[gsg] 25/8/2021 10:57

PH. Any thoughts as to where the bottom might be here? Got a few pennies I might deploy at the right price.

[johnrxx99] 25/8/2021 09:07

Bloody hell, getting like the BOO thread.

[johnhemming] 24/8/2021 15:41

I think RCTurner2 has the right approach and I will follow RCTurner2's example.

[martinfrench] 24/8/2021 15:37

if you have read the ths post plat you would see its rare and purely business, but in this internet world you never know

[freddie ferret] 24/8/2021 14:01

A BASHER HANDBOOK:
Do not underestimate a Bashers influence on a stock. The Pro's are good at what they do and what they do is profit from your losses. Below is their "hand-book". Learn from it or you will be donating your hard earned money to them!
Rules for Successful Bashing:
1. Be anonymous
2. Use 10% fact. 90% suggestion. The facts will lend credibility to your suggestions.
3. Let others help you learn about the stock. Build rapport and a
support base before initiating your Bashing routine. 4. Enter w/ humor and reply to all who reply to you.
5. Use multiple ISP's, handles and aliases.
6. Use two (2) or more aliases to simulate a discussion. 7. Do not start with an all out slam of the stock. Build softly.
8. Identify your foes (Longs) and the boards "guru" Use them to your advantage. Lead them do not follow their lead.
9. Only Bash until the tide/momentum turns. Let doubt carry it the
rest of the way.
10. Give the appearance of being open minded. 11. Be bold in your statements. People follow strength. 12. Write headlines in caps with catchy statements.
13. Pour it on as your position gains momentum. Not your personality.
14. Don't worry about being labeled a "Basher". Newbies won't know your history.
15. When identified put up a brief fight, then back off. Return in an hour unless your foe is a weak in reasoning powers.
16. Your goal is to limit the momentum of the run. Not to tank the
company or create a plunge in the stock; be subtle and
consistent.
17. Kill the dreams of profits, not the company or the stock.
18. Use questions to create critical thinking. Statements to reinforce facts.
19. DO NOT LIE, NAME CALL or USE PROFANITY.
20. Encourage people to call the company. 99% won't. They'll take your word for claims made. If they do call you can always find something that is inaccurate in how they report their
findings.
21. Discourage people from believing Press Releases. Encourage them to call the company. They won't out of
laziness.
22. If the companies history/PR's are negative constantly point to that. Compile a list of this data prior to beginning your efforts.
23. If the price rises blame it on the hype or the PR, temporary mass reaction, the market, etc. Anything but the stock itself.
24. If other posters share your concerns, play on that and share theirs too.
25. Always cite low volume, even when it's not.
26. Three or four aliases can dominate a board and wear down the longs.
27. Bait the Longs into personal debates putting their focus/efforts on you and not the stock or facts. Divert their
attention from facts.
28. Promote other stocks that would-be investors can turn to instead of the one your Bashing.
30. Do not fall for challenges on the "values" of what you are doing, it's a game and you are playing it with your own rules.

[plat hunter] 24/8/2021 13:56

There's some confusion between the basket weighting and it's contribution to revenue l think.JH's explanation is the correct one.

[plat hunter] 24/8/2021 13:46

I'm not 100% tbh Kao's, apologies

[johnhemming] 24/8/2021 13:44

>Palpably this post of yours was incorrect and misleading (Rest (maybe gold) 0.01%)
>if Ruthenium represents 18% by mass of the PGM that they produce.
You posted this 10 mins after I explained why my original figures were correct.

Others have also assisted in providing light where there otherwise would be darkness.

In the RNS you quote it explains this:
GLOSSARY OF TERMS FY2021
The following definitions apply throughout the period:
4E PGM ounces include the precious metal elements Platinum,
4E PGMs Palladium, Rhodium and Gold
6E ounces include the 4E elements plus additional Iridium
6E PGMs and Ruthenium

[kaos3] 24/8/2021 13:42

exactly - and what is their "cut"

or "sheep tax" as we here on the Balkans call it - I estimate it in the range of 4 - 10 % ? is that about right?

[plat hunter] 24/8/2021 13:40

Hi Kaos... the selling on the surface is a little cloak and dagger, they sell to an offshore market maker that shares the same bod members as slp.

[kaos3] 24/8/2021 13:36

bought for a rebound and as it is fundamentally sound business.

what I would like to ask is complete explanation of their selling channel? to whom they sell, is it only one buyer, what stage of purity do they sell, do they have long term contracts, what are the av. discounts to the stated "world" prices

TIA

asking my friend who was sent to Durban for a major corp... SA situation will not calm for a loooong time btw is his opinion

[stemis] 24/8/2021 13:31

Not sure why you have a thing about Ru. If we are talking about 4E production, which I presume johnhemming was, then Ruthenium isn't a constituent. SLP report 4E revenue and then the rest (inc Ru) as by product revenue. There is quite a lot of Ru (which is why in Q 4 6E, which includes Ru and Os, was 21,180 oz compared to 4E, which does not, which was 16,289) but it's not that valuable - $750/0z.

[johnhemming] 24/8/2021 13:18

Clearly there are two baskets 4E and 6E. 6E includes Ruthenium which has a lower value per ounce than platinum. The company for some reason concentrates on 4E when reporting.

I have not tried to get into the details of what happens with Ruthenium as the company concentrates on 4E revenues.

[freddie ferret] 24/8/2021 12:54

A BASHER HANDBOOK:
Do not underestimate a Bashers influence on a stock. The Pro's are good at what they do and what they do is profit from your losses. Below is their "hand-book". Learn from it or you will be donating your hard earned money to them!
Rules for Successful Bashing:
1. Be anonymous
2. Use 10% fact. 90% suggestion. The facts will lend credibility to your suggestions.
3. Let others help you learn about the stock. Build rapport and a
support base before initiating your Bashing routine. 4. Enter w/ humor and reply to all who reply to you.
5. Use multiple ISP's, handles and aliases.
6. Use two (2) or more aliases to simulate a discussion. 7. Do not start with an all out slam of the stock. Build softly.
8. Identify your foes (Longs) and the boards "guru" Use them to your advantage. Lead them do not follow their lead.
9. Only Bash until the tide/momentum turns. Let doubt carry it the
rest of the way.
10. Give the appearance of being open minded. 11. Be bold in your statements. People follow strength. 12. Write headlines in caps with catchy statements.
13. Pour it on as your position gains momentum. Not your personality.
14. Don't worry about being labeled a "Basher". Newbies won't know your history.
15. When identified put up a brief fight, then back off. Return in an hour unless your foe is a weak in reasoning powers.
16. Your goal is to limit the momentum of the run. Not to tank the
company or create a plunge in the stock; be subtle and
consistent.
17. Kill the dreams of profits, not the company or the stock.
18. Use questions to create critical thinking. Statements to reinforce facts.
19. DO NOT LIE, NAME CALL or USE PROFANITY.
20. Encourage people to call the company. 99% won't. They'll take your word for claims made. If they do call you can always find something that is inaccurate in how they report their
findings.
21. Discourage people from believing Press Releases. Encourage them to call the company. They won't out of
laziness.
22. If the companies history/PR's are negative constantly point to that. Compile a list of this data prior to beginning your efforts.
23. If the price rises blame it on the hype or the PR, temporary mass reaction, the market, etc. Anything but the stock itself.
24. If other posters share your concerns, play on that and share theirs too.
25. Always cite low volume, even when it's not.
26. Three or four aliases can dominate a board and wear down the longs.
27. Bait the Longs into personal debates putting their focus/efforts on you and not the stock or facts. Divert their
attention from facts.
28. Promote other stocks that would-be investors can turn to instead of the one your Bashing.
30. Do not fall for challenges on the "values" of what you are doing, it's a game and you are playing it with your own rules.

[freddie ferret] 24/8/2021 12:51

Perhaps I should help you here the term "prill split" is by mass.



(2) Revenue (6E) for Q4, before adjustments is $48.1 million (6E prill split is Pt 50%, Pd 18%, Rh 9%, Au 0.3%, Ru 18%, Ir 5%).

[plat hunter] 24/8/2021 10:08

You mean someone who calls themselves THS posts on the THS thread?

[martinfrench] 24/8/2021 09:43

john,

have to correct you there, tharisa post on lse thread, only rarely though, and usually to answer questions

obviously only non sensitive stuff

[joemillion] 24/8/2021 09:15

Added 25k this morning - cheap as chips. GLA.