PGM werden wieder durchstarten
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Ist das der Startschuß für ein come back der weissen Metalle?
ETC's von Invesco für Platin & Palladium sind günstig. Werde mal anfangen einzusammeln. Die Minen haben mir zu große spreads und sind mir zu negativ gehebelt.
Aktuell Platin & Palladium für @900 $ scheint mir doch recht günstig.
SA’s platinum group metal miners hit rock bottom – hopefully
updates from Impala Platinum and Anglo American Platinum this week are telling the story of last year’s wipeout in share prices. According to RMB Morgan Stanley cividends will be cut to “minimal levels” and capital expenditure will be slashed when the companies publish their definitive numbers later this month.
The year 2023 was not a good time to be a platinum group metals (PGM) miner. Amplats, Implats and Sibanye-Stillwater shed between 64% and 36% in value as prices for palladium and rhodium cratered. After a hopeful ripple in the palladium price during the first two weeks of January — likely driven by traders covering short positions — another price correction followed. Share prices so far this year have been a continuation of last year’s form, slipping by between 12% and 14%.
So much for the rainbow following the deluge of bad news. Nedbank Securities precious metals analyst Arnold van Graan has told clients to be underweight PGM shares. He foresees industry pain and for miners to continue to underperform the metal basket price, which will be volatile.
Reuters reported in November that Implats was offering voluntary job cuts to workers at some of its shafts in South Africa. “We are obviously doing everything to reduce costs,” Johan Theron, spokesperson for Implats told Reuters. “Labour is a big cost component so you always start with labour by offering voluntary separation packages,” he said.
Implats, which is due to publish its interim results on February 29 is by no means alone in its distress. Anglo American Platinum (Amplats), its rival, said in a trading statement today basic earnings would be 69% to 79% lower or between R10.1bn and R15bn.
The value of concentrate inventory held by the group declined by R5bn during the period which resulted in an increase in the cost of sales, it said.
It also announced asset write-downs but didn’t provide details. The group also suffered a loss on the disposal of its 50% interest in the Kroondal pool-and share-agreement. Amplats will announce its numbers on February 19.
Managed Money short: scaling in
Managed Money 15k bis 20k Kontrakte long: scaling out
Laut CoT von letzter Woche ist das MM 4768 Kontrakte short.
In diesem Video wird das südafrikanische Gebiet positiv hervorgehoben.
Bin nun auch ein wenig investiert. Es freut mich, dass hier nun ein wenig Inhalt gepostet wird.
Hatte früher, als ich noch grün hinter den Ohren war, was die Börse betrifft, ein oder 2 Goldminen, aber das ließ ich sein.
Für den neuen erwarten Boom (H2 etc) legte ich mir nun Platinum Group Metal ins Depot, da die gut aufgestellt sein dürften.
Waterberg Reserves: 19.5 millionen oz. PGM nur 150m unterm Fels? Da heisst es in die Hände spucken und ran an den Pressluftmeissel.
Ziemlich spekulativ. Amplat hat da schon mehr Speck auf den Rippen, aber wenns irgendwann mal los geht, dann wird sie wohl outperformen.
https://www.mining.com/web/...-house-plans-fresh-sanctions-on-russia/
Aluminum and nickel surged on speculation that a fresh wave of US sanctions against Russia may target the metal and potentially disrupt supplies.
US President Joe Biden said the US plans to unveil a “major” sanctions package against Moscow on Friday, although he wasn’t specific about which industries would be affected. Traders have been on the lookout for new restrictions on Russian metals, which had escaped broad sanctions until the UK announced its own curbs in December.
Nornickel, the world leader in palladium and high-grade nickel, exported $7.6 billion worth of nickel and copper into the EU via Finnish and Swiss subsidiaries between the start of the war and July 2023. It also sent over $3 billion of palladium, platinum and rhodium into Zurich airport. In 2022, almost 50 per cent of Nornickel's sales went to Europe.
https://www.investigate-europe.eu/posts/...ical-raw-materials-imports
After years of development, another of China’s PGM investments in South Africa, Wesizwe Platinum announced it was closing its doors at the Bakubung mine citing mining difficulties and pressure from the PGM market. Employee protests were a feature of its last two years of operation, the details of which are sketchy at best.
Na, ich sammel erst mal Metall <900$. Wenn es noch eine Etage tiefer geht, werde ich wohl noch Minen mit ins Depot nehmen aber ich denke nicht, dass wir unter 800$ abtauchen. Das wäre natürlich ein Träumchen. Dann könnte ich mich für Hebelscheine begeistern.