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.👇
https://t.co/eu67o3joqY
tweet
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.👇
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:
• Lowest-quartile AISCs
• Half its market cap in cash w/ no debt
• Buying back stock
• Dividend paying
• Insiders own shares
My other deep dives 👇 tweet
Brandon Beylo
RT @Ye_Olde_Holborn: >>>For anyone who’s interested in #platinum mining (& why wouldn’t you be) this is worth a read⬇️
Got Platinum?
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RT @Ye_Olde_Holborn: >>>For anyone who’s interested in #platinum mining (& why wouldn’t you be) this is worth a read⬇️
Got Platinum?
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.👇
https://t.co/eu67o3joqY tweet
Offshore
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Q-Cap
The best performing stocks in the last 25 years are not all exactly household names and only two are > $100B in Mkt Cap.
There’s a lesson in there somewhere https://t.co/9hvW0Gmmf6
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The best performing stocks in the last 25 years are not all exactly household names and only two are > $100B in Mkt Cap.
There’s a lesson in there somewhere https://t.co/9hvW0Gmmf6
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Offshore
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Brandon Beylo
RT @mfwarder: Annapolis PGM bros be like: https://t.co/louTLqTC9u
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RT @mfwarder: Annapolis PGM bros be like: https://t.co/louTLqTC9u
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.👇
https://t.co/eu67o3joqY tweet
Offshore
Photo
Brandon Beylo
RT @YellowLabLife: Well there goes one part of the koala’s double secret never talked about on Twitter great thesis from the past 6 months everyone now knows about
Arguably the best risk/reward pure play PGM equity available to public investors
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RT @YellowLabLife: Well there goes one part of the koala’s double secret never talked about on Twitter great thesis from the past 6 months everyone now knows about
Arguably the best risk/reward pure play PGM equity available to public investors
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.👇
https://t.co/eu67o3joqY tweet
Offshore
Photo
Q-Cap
$SNAP this is the American Dream
The is why millions of people try to cross the border illegally
Can you blame them https://t.co/fXEMyFqnP0
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$SNAP this is the American Dream
The is why millions of people try to cross the border illegally
Can you blame them https://t.co/fXEMyFqnP0
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The Long Investor
RT @JonErlichman: 5 year earnings growth estimates:
AMD: +1,601%
Uber: +1,454%
Intel: +1,441%
Shopify: +1,238%
Palo Alto Networks: +922%
Amazon: +254%
ServiceNow: +252%
Salesforce: +208%
Tesla: +205%
Oracle: +197%
Broadcom: +170%
Intuit: +156%
Netflix: +153%
Nvidia: +137%
Adobe: +119%
Microsoft: +110%
Meta: +87%
Alphabet: +82%
Booking: +79%
Qualcomm: +76%
Texas Instruments: +59%
IBM: +47%
Applied Materials: +41%
Apple: +28%
Lam Research: +28%
Cisco: +25%
Airbnb: +14%
(average analyst estimates)
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RT @JonErlichman: 5 year earnings growth estimates:
AMD: +1,601%
Uber: +1,454%
Intel: +1,441%
Shopify: +1,238%
Palo Alto Networks: +922%
Amazon: +254%
ServiceNow: +252%
Salesforce: +208%
Tesla: +205%
Oracle: +197%
Broadcom: +170%
Intuit: +156%
Netflix: +153%
Nvidia: +137%
Adobe: +119%
Microsoft: +110%
Meta: +87%
Alphabet: +82%
Booking: +79%
Qualcomm: +76%
Texas Instruments: +59%
IBM: +47%
Applied Materials: +41%
Apple: +28%
Lam Research: +28%
Cisco: +25%
Airbnb: +14%
(average analyst estimates)
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The Long Investor
$SPY $511 is the 50 Day MA, this can still be tested and rejected
As it has on the $BTC chart
Which has been leading the market
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$SPY $511 is the 50 Day MA, this can still be tested and rejected
As it has on the $BTC chart
Which has been leading the market
$SPY 50 Day MA is at $510 right now so there is still more room for this relief bounce as $META, $MSFT and $GOOG report today and tomorrow.
A rejection at this level and I expect another leg down tweet