Offshore
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Dimitry Nakhla | Babylon Capitalยฎ
RT @altcap: As investors, we are thrilled $META is pressing their AI advantage, widening their moat & building the AI infra for sustained high growth. This is what great leaders do. Drive efficiency AND long term growth by doubling down on the AI that is already transforming the biz. ๐๐ https://t.co/w13JEg8EeK
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RT @altcap: As investors, we are thrilled $META is pressing their AI advantage, widening their moat & building the AI infra for sustained high growth. This is what great leaders do. Drive efficiency AND long term growth by doubling down on the AI that is already transforming the biz. ๐๐ https://t.co/w13JEg8EeK
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AkhenOsiris
$ZS Introduces ZDX Copilot
Zscaler, Inc. today announced groundbreaking innovations - ZDX Copilot, Hosted Monitoring, and Data Explorer - to its Zscaler Digital Experienceโข (ZDXโข) service. The new ZDX Copilot, an AI assistant, instantly analyzes and harnesses knowledge from over 500 trillion data points daily across users, devices, networks, and applications, to provide IT operations, service desk, and security teams insights they need related to digital experience and performance. Teams can ask sequences of questions to effectively converse with Copilot, which uses Generative AI, to review high-level trends and progressively narrow results down to specific actionable insights.
ZDX Copilot delivers numerous benefits across IT and security:
- Service desk teams can isolate root cause of user complaints to efficiently triage tickets, and collaborate with other teams; they can also easily look up technical information
- Networking teams can conversationally perform deep analysis across networks, applications and regions to identify trends or find opportunities for optimization
Security teams can ensure that their services are performant at all times, and instantly expose root cause of issues and affected parties when performance lags
- IT leaders can conveniently extract and present digital experience trends and performance insights to show progress, or to identify new opportunities
ZDX Copilot also automates common configuration tasks like setting alerts, when asked. Its versatility can help your IT teams significantly improve efficiency, and collaboration across IT operations, service desk, and security. Every customer is equipped with their own Copilot keeping their companyโs data private and secure.
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$ZS Introduces ZDX Copilot
Zscaler, Inc. today announced groundbreaking innovations - ZDX Copilot, Hosted Monitoring, and Data Explorer - to its Zscaler Digital Experienceโข (ZDXโข) service. The new ZDX Copilot, an AI assistant, instantly analyzes and harnesses knowledge from over 500 trillion data points daily across users, devices, networks, and applications, to provide IT operations, service desk, and security teams insights they need related to digital experience and performance. Teams can ask sequences of questions to effectively converse with Copilot, which uses Generative AI, to review high-level trends and progressively narrow results down to specific actionable insights.
ZDX Copilot delivers numerous benefits across IT and security:
- Service desk teams can isolate root cause of user complaints to efficiently triage tickets, and collaborate with other teams; they can also easily look up technical information
- Networking teams can conversationally perform deep analysis across networks, applications and regions to identify trends or find opportunities for optimization
Security teams can ensure that their services are performant at all times, and instantly expose root cause of issues and affected parties when performance lags
- IT leaders can conveniently extract and present digital experience trends and performance insights to show progress, or to identify new opportunities
ZDX Copilot also automates common configuration tasks like setting alerts, when asked. Its versatility can help your IT teams significantly improve efficiency, and collaboration across IT operations, service desk, and security. Every customer is equipped with their own Copilot keeping their companyโs data private and secure.
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AkhenOsiris
RT @qcapital2020: $META
My 2 cent on the post earning move (other than it was already up 450% from the October 2022 bottom without any meaningful pullback).
Shareholders have PTSD from Zuck overspending on the Metaverse ambitions in 2021-2022 and running a huge loss with Reality Labs with no achievable timeframe for ROI.
In essence , he was investing for the future but with little to no short or medium term ROI and the long term was also very questionable. The vision wasnโt clear. This caused a serious and justifiable short term repricing of the stock in 2022. Markets being markets they overshot to the downside given at one point a 8x Operating Income multiple.
Fast forward to todays earnings. Numbers for the quarter were fine. The issue comes mainly imho from shareholders listening to Zuck talk about another ยซ investment cycle ยป with no short term ROI in sight. But I think where the market mightโve gotten it wrong today was that this AI infrastructure spent will have a much shorter timeframe and much more quantifiable return for the business. Meta AI has already been integrated and as Zuck mentioned AI is being used to target ads almost to the tune of 50% of feeds. Letโs not forget ads are 95%+ of revenues and any meaningful upgrade through AI for ads can have a significant impact to the bottom line.
My guess is this investment cycle will be somewhat long perhaps 3-5yrs but the ROI will be a lot more quantifiable , justifiable and crucial to the next leg of the life cycle for the company. This does not feel like the Metaverse 2.0.
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RT @qcapital2020: $META
My 2 cent on the post earning move (other than it was already up 450% from the October 2022 bottom without any meaningful pullback).
Shareholders have PTSD from Zuck overspending on the Metaverse ambitions in 2021-2022 and running a huge loss with Reality Labs with no achievable timeframe for ROI.
In essence , he was investing for the future but with little to no short or medium term ROI and the long term was also very questionable. The vision wasnโt clear. This caused a serious and justifiable short term repricing of the stock in 2022. Markets being markets they overshot to the downside given at one point a 8x Operating Income multiple.
Fast forward to todays earnings. Numbers for the quarter were fine. The issue comes mainly imho from shareholders listening to Zuck talk about another ยซ investment cycle ยป with no short term ROI in sight. But I think where the market mightโve gotten it wrong today was that this AI infrastructure spent will have a much shorter timeframe and much more quantifiable return for the business. Meta AI has already been integrated and as Zuck mentioned AI is being used to target ads almost to the tune of 50% of feeds. Letโs not forget ads are 95%+ of revenues and any meaningful upgrade through AI for ads can have a significant impact to the bottom line.
My guess is this investment cycle will be somewhat long perhaps 3-5yrs but the ROI will be a lot more quantifiable , justifiable and crucial to the next leg of the life cycle for the company. This does not feel like the Metaverse 2.0.
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Offshore
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The Long Investor
$BTC no changes to the chart below.
Since then the price has tested the 50 Day MA and rejected.
Bitcoin is following the market.
Itโs not considered a safe haven for me but it will still present a great opportunity when Wave C completes
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$BTC no changes to the chart below.
Since then the price has tested the 50 Day MA and rejected.
Bitcoin is following the market.
Itโs not considered a safe haven for me but it will still present a great opportunity when Wave C completes
$BTC let there be no doubt who has been correct on $BTC for the last year.
Chart below on the 16th of March and today, with no changes.
Wave A is currently underway, 0.38 fib is the target. https://t.co/GcKUVTzYtM tweet
Offshore
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The Long Investor
RT @TheLongInvest: $BTC I brought you up from $19,000 to $73,000
Now I'll bring you down.
This pull back is an opportunity, when this ABC correction is complete, $BTC will start its next aggressive move up. https://t.co/7zGJoZ1ZFV
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RT @TheLongInvest: $BTC I brought you up from $19,000 to $73,000
Now I'll bring you down.
This pull back is an opportunity, when this ABC correction is complete, $BTC will start its next aggressive move up. https://t.co/7zGJoZ1ZFV
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Offshore
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Brandon Beylo
Follow me for more tennis insights. https://t.co/OC2HJAsPGI
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Follow me for more tennis insights. https://t.co/OC2HJAsPGI
@TheTennisLetter NGL, this match will be closer than most people think.
Will delete if wrong, obv. tweet
Offshore
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Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: A sober valuation analysis on $MSCI ๐ง๐ฝโโ๏ธ
โขNTM P/E Ratio: 29.33x
โข10-Year Mean: 34.93x
โขNTM FCF Yield: 3.64%
โข10-Year Mean: 3.37%
As you can see, $MSCI appears to be trading below fair value
Going forward, investors can receive ~19% MORE in earnings per share & ~9% MORE in FCF per share ๐ง ***
Before we get into valuation, letโs take a look at why $MSCI is a good business
BALANCE SHEET๐
โขCash & Short-Term Inv: $519.31M
โขLong-Term Debt: $4.50B
$MSCI has an ok balance sheet, a BBB- S&P Credit Rating, & 6.80x FFO Interest Coverate
RETURN ON CAPITALโ
โข2019: 23.4%
โข2020: 28.6%
โข2021: 26.5%
โข2022: 33.0%
โข2023: 35.2%
RETURN ON EQUITY๐
โข2019: (463.5%)
โข2020: (231.5%)
โข2021: (239.3%)
โข2022: (148.6%)
โข2023: (131.4%)
*ROE negative due to heavy use of debt
$MSCI has strong return metrics, highlighting the financial efficiency of the business
REVENUESโ
โข2013: $913.36M
โข2023: $2,528.92M
โขCAGR: 10.72%
FREE CASH FLOWโ
โข2013: $280.93M
โข2023: $1,213.27M
โขCAGR: 15.75%
NORMALIZED EPSโ
โข2013: $2.16
โข2023: $13.52
โขCAGR: 20.13%
SHARE BUYBACKSโ
โข2013 Shares Outstanding: 121.07M
โขLTM Shares Outstanding: 79.60M
By reducing its shares outstanding 34.2%, $MSCI increased its EPS by 51.9% (assuming 0 growth)
MARGINSโ
โขLTM Gross Margins: 82.2%
โขLTM Operating Margins: 53.9%
โขLTM Net Income Margins: 44.6%
***NOW TO VALUATION ๐ง
As stated above, investors can expect to receive ~19% MORE in EPS & ~9% MORE in FCF per share
Using Benjamin Grahamโs 2G rule of thumb, $MSCI has to grow earnings at an 14.67% CAGR over the next several years to justify its valuation
Today, analysts anticipate 2024 - 2026 EPS growth over the next few years to be less than the (14.67%) required growth rate:
2024E: $14.84 (9.8% YoY) *FY Dec
2025E: $17.07 (15.0% YoY)
2026E: $19.39 (13.6% YoY)
$MSCI has a great track record of meeting analyst estimates ~2 years out, but letโs assume $MSCI ends 2026 with $19.39 in EPS & see its CAGR potential assuming different multiples
32x P/E: $620.48๐ต โฆ ~14.6% CAGR
31x P/E: $601.09๐ต โฆ ~13.2% CAGR
30x P/E: $581.70๐ต โฆ ~11.9% CAGR
29x P/E: $562.31๐ต โฆ ~10.5% CAGR
28x P/E: $542.92๐ต โฆ ~9.1% CAGR
As you can see, $MSCI appears to have double-digit return potential if we assume >29x earnings, a level of fundamental support (first green line in P/E chart) & a level below its 10-year average multiple of 34.93x
Given its wide moat, exemplary capital allocation, & linearity in its EPS & FCF, I believe 29x is fair for $MSCI & leaves us with some margin of safety
Today at $446๐ต my research leads me to believe that $MSCI is a worthwhile consideration for investment
Knowing that $MSCI could trade down a bit more (closer to 25x as youโll see in second green line in P/E chart) I would piece into the position
In other words, if I wanted to allocate 5% to $MSCI, Iโd likely look to initiate a 3% - 3.5% allocation & leave room to add more & make it 5% if we see $MSCI trade between $380๐ต - $400๐ต
#stocks #investing
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๐๐๐๐๐๐๐๐๐๐โผ๏ธ: ๐๐ก๐ข๐ฌ ๐ข๐ฌ ๐๐๐ ๐๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐๐ฏ๐ข๐๐. ๐๐๐๐ฒ๐ฅ๐จ๐ง ๐๐๐ฉ๐ข๐ญ๐๐ฅยฎ ๐๐ง๐ ๐ข๐ญ๐ฌ ๐ซ๐๐ฉ๐ซ๐๐ฌ๐๐ง๐ญ๐๐ญ๐ข๐ฏ๐๐ฌ ๐ฆ๐๐ฒ ๐ก๐๐ฏ๐ ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง๐ฌ ๐ข๐ง ๐ญ๐ก๐ ๐ฌ๐๐๐ฎ๐ซ๐ข๐ญ๐ข๐๐ฌ ๐๐ข๐ฌ๐๐ฎ๐ฌ๐ฌ๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ.
๐๐ก๐ ๐ข๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง ๐๐จ๐ง๐ญ๐๐ข๐ง๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ ๐ข๐ฌ ๐ข๐ง๐ญ๐๐ง๐๐๐ ๐๐จ๐ซ ๐ข๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง๐๐ฅ ๐ฉ๐ฎ๐ซ๐ฉ๐จ๐ฌ๐๐ฌ ๐จ๐ง๐ฅ๐ฒ ๐๐ง๐ ๐ฌ๐ก๐จ๐ฎ๐ฅ๐ ๐ง๐จ๐ญ ๐๐ ๐๐จ๐ง๐ฌ๐ญ๐ซ๐ฎ๐๐ ๐๐ฌ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐๐ฏ๐ข๐๐ ๐ญ๐จ ๐ฆ๐๐๐ญ ๐ญ๐ก๐ ๐ฌ๐ฉ๐๐๐ข๐๐ข๐ ๐ง๐๐๐๐ฌ ๐จ๐ ๐๐ง๐ฒ ๐ข๐ง๐๐ข๐ฏ๐ข๐๐ฎ๐๐ฅ ๐จ๐ซ ๐ฌ๐ข๐ญ๐ฎ๐๐ญ๐ข๐จ๐ง. ๐๐๐ฌ๐ญ ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ๐๐ง๐๐ ๐ข๐ฌ ๐ง๐จ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐ ๐จ๐ ๐๐ฎ๐ญ๐ฎ๐ซ๐ ๐ซ๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ.
๐๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง ๐๐จ๐ง๐ญ๐๐ข๐ง๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ ๐ก๐๐ฌ ๐๐๐๐ง ๐จ๐๐ญ๐๐ข๐ง๐๐ ๐๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐๐๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐๐ ๐ญ๐จ ๐๐ ๐ซ๐๐ฅ๐ข๐๐๐ฅ๐, ๐๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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RT @DimitryNakhla: A sober valuation analysis on $MSCI ๐ง๐ฝโโ๏ธ
โขNTM P/E Ratio: 29.33x
โข10-Year Mean: 34.93x
โขNTM FCF Yield: 3.64%
โข10-Year Mean: 3.37%
As you can see, $MSCI appears to be trading below fair value
Going forward, investors can receive ~19% MORE in earnings per share & ~9% MORE in FCF per share ๐ง ***
Before we get into valuation, letโs take a look at why $MSCI is a good business
BALANCE SHEET๐
โขCash & Short-Term Inv: $519.31M
โขLong-Term Debt: $4.50B
$MSCI has an ok balance sheet, a BBB- S&P Credit Rating, & 6.80x FFO Interest Coverate
RETURN ON CAPITALโ
โข2019: 23.4%
โข2020: 28.6%
โข2021: 26.5%
โข2022: 33.0%
โข2023: 35.2%
RETURN ON EQUITY๐
โข2019: (463.5%)
โข2020: (231.5%)
โข2021: (239.3%)
โข2022: (148.6%)
โข2023: (131.4%)
*ROE negative due to heavy use of debt
$MSCI has strong return metrics, highlighting the financial efficiency of the business
REVENUESโ
โข2013: $913.36M
โข2023: $2,528.92M
โขCAGR: 10.72%
FREE CASH FLOWโ
โข2013: $280.93M
โข2023: $1,213.27M
โขCAGR: 15.75%
NORMALIZED EPSโ
โข2013: $2.16
โข2023: $13.52
โขCAGR: 20.13%
SHARE BUYBACKSโ
โข2013 Shares Outstanding: 121.07M
โขLTM Shares Outstanding: 79.60M
By reducing its shares outstanding 34.2%, $MSCI increased its EPS by 51.9% (assuming 0 growth)
MARGINSโ
โขLTM Gross Margins: 82.2%
โขLTM Operating Margins: 53.9%
โขLTM Net Income Margins: 44.6%
***NOW TO VALUATION ๐ง
As stated above, investors can expect to receive ~19% MORE in EPS & ~9% MORE in FCF per share
Using Benjamin Grahamโs 2G rule of thumb, $MSCI has to grow earnings at an 14.67% CAGR over the next several years to justify its valuation
Today, analysts anticipate 2024 - 2026 EPS growth over the next few years to be less than the (14.67%) required growth rate:
2024E: $14.84 (9.8% YoY) *FY Dec
2025E: $17.07 (15.0% YoY)
2026E: $19.39 (13.6% YoY)
$MSCI has a great track record of meeting analyst estimates ~2 years out, but letโs assume $MSCI ends 2026 with $19.39 in EPS & see its CAGR potential assuming different multiples
32x P/E: $620.48๐ต โฆ ~14.6% CAGR
31x P/E: $601.09๐ต โฆ ~13.2% CAGR
30x P/E: $581.70๐ต โฆ ~11.9% CAGR
29x P/E: $562.31๐ต โฆ ~10.5% CAGR
28x P/E: $542.92๐ต โฆ ~9.1% CAGR
As you can see, $MSCI appears to have double-digit return potential if we assume >29x earnings, a level of fundamental support (first green line in P/E chart) & a level below its 10-year average multiple of 34.93x
Given its wide moat, exemplary capital allocation, & linearity in its EPS & FCF, I believe 29x is fair for $MSCI & leaves us with some margin of safety
Today at $446๐ต my research leads me to believe that $MSCI is a worthwhile consideration for investment
Knowing that $MSCI could trade down a bit more (closer to 25x as youโll see in second green line in P/E chart) I would piece into the position
In other words, if I wanted to allocate 5% to $MSCI, Iโd likely look to initiate a 3% - 3.5% allocation & leave room to add more & make it 5% if we see $MSCI trade between $380๐ต - $400๐ต
#stocks #investing
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๐๐๐๐๐๐๐๐๐๐โผ๏ธ: ๐๐ก๐ข๐ฌ ๐ข๐ฌ ๐๐๐ ๐๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐๐ฏ๐ข๐๐. ๐๐๐๐ฒ๐ฅ๐จ๐ง ๐๐๐ฉ๐ข๐ญ๐๐ฅยฎ ๐๐ง๐ ๐ข๐ญ๐ฌ ๐ซ๐๐ฉ๐ซ๐๐ฌ๐๐ง๐ญ๐๐ญ๐ข๐ฏ๐๐ฌ ๐ฆ๐๐ฒ ๐ก๐๐ฏ๐ ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง๐ฌ ๐ข๐ง ๐ญ๐ก๐ ๐ฌ๐๐๐ฎ๐ซ๐ข๐ญ๐ข๐๐ฌ ๐๐ข๐ฌ๐๐ฎ๐ฌ๐ฌ๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ.
๐๐ก๐ ๐ข๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง ๐๐จ๐ง๐ญ๐๐ข๐ง๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ ๐ข๐ฌ ๐ข๐ง๐ญ๐๐ง๐๐๐ ๐๐จ๐ซ ๐ข๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง๐๐ฅ ๐ฉ๐ฎ๐ซ๐ฉ๐จ๐ฌ๐๐ฌ ๐จ๐ง๐ฅ๐ฒ ๐๐ง๐ ๐ฌ๐ก๐จ๐ฎ๐ฅ๐ ๐ง๐จ๐ญ ๐๐ ๐๐จ๐ง๐ฌ๐ญ๐ซ๐ฎ๐๐ ๐๐ฌ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐๐ฏ๐ข๐๐ ๐ญ๐จ ๐ฆ๐๐๐ญ ๐ญ๐ก๐ ๐ฌ๐ฉ๐๐๐ข๐๐ข๐ ๐ง๐๐๐๐ฌ ๐จ๐ ๐๐ง๐ฒ ๐ข๐ง๐๐ข๐ฏ๐ข๐๐ฎ๐๐ฅ ๐จ๐ซ ๐ฌ๐ข๐ญ๐ฎ๐๐ญ๐ข๐จ๐ง. ๐๐๐ฌ๐ญ ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ๐๐ง๐๐ ๐ข๐ฌ ๐ง๐จ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐ ๐จ๐ ๐๐ฎ๐ญ๐ฎ๐ซ๐ ๐ซ๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ.
๐๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง ๐๐จ๐ง๐ญ๐๐ข๐ง๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ ๐ก๐๐ฌ ๐๐๐๐ง ๐จ๐๐ญ๐๐ข๐ง๐๐ ๐๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐๐๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐๐ ๐ญ๐จ ๐๐ ๐ซ๐๐ฅ๐ข๐๐๐ฅ๐, ๐๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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Offshore
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Brandon Beylo
We are long Sylvania Platinum $SLP.L
SLP is a South African PGM miner.
It's one of the lowest-cost producers globally with half its market cap in cash w/ no debt.
You get buybacks + divvys too.
If $PGMs recover, it could print 140% of EV in FCF.
https://t.co/eu67o3joqY
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We are long Sylvania Platinum $SLP.L
SLP is a South African PGM miner.
It's one of the lowest-cost producers globally with half its market cap in cash w/ no debt.
You get buybacks + divvys too.
If $PGMs recover, it could print 140% of EV in FCF.
https://t.co/eu67o3joqY
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Antonio Linares
RT @raja_babu_ji: @alc2022 Truer words were never spoken, its very easy to stay bearish and comment from the sidelines when you dont have any skin in the game, invest your money , make claims and come out successful on the other side.
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RT @raja_babu_ji: @alc2022 Truer words were never spoken, its very easy to stay bearish and comment from the sidelines when you dont have any skin in the game, invest your money , make claims and come out successful on the other side.
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Offshore
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Brandon Beylo
Here's my write-up on Sylvania Platinum $SLP.L.
It's a hated commodity in a hated industry in a hated country.
SLP has half its market cap in cash with no debt and a history of shareholder returns.
Could print 140%+ of EV at normalized PGM prices.๐
https://t.co/eu67o3joqY
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Here's my write-up on Sylvania Platinum $SLP.L.
It's a hated commodity in a hated industry in a hated country.
SLP has half its market cap in cash with no debt and a history of shareholder returns.
Could print 140%+ of EV at normalized PGM prices.๐
https://t.co/eu67o3joqY
Tomorrow I'm releasing my write-up on one of my favorite mining stocks.
It's a PGM miner with the following characteristics:
โข Lowest-quartile AISCs
โข Half its market cap in cash w/ no debt
โข Buying back stock
โข Dividend paying
โข Insiders own shares
My other deep dives ๐ tweet