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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 416.72+1.2%Dec 26 4:00 PM EST

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To: Gib Bogle who wrote (163074)9/27/2020 6:40:11 PM
From: TobagoJack  Read Replies (1) of 218775
 
Re <<Sibanye-Stillwater>>

Like it all.


Above video

- mentions battery / high-tech / rare earths elements

- battery metals are related to PGM, for different EVs

This linked interview mentions the rock-star metals and looking to Pt recovery due to substitution etc miningweekly.com



forecast


finviz.com
carries debt, but a debt is good
DRD has no debt, also good
Different purposes
DRD is the gold bank
SBSW is the blue-sky as well as digging for useful stuff, unlike gold

My net exposure to DRD is 15X that of SBSW, so am underweight SBSW due to inattention. I need to add.


Was mistaken, the declared dividend is not as reported by Yahoo, but lower nasdaq.com at 0.096 per share, payment 1st October.

A payment also coming up for DRD (Oct 8th, at 0.16). Once paid DRD shall have paid out 0.39 for the year, on current price of 11.48, or 3.36%. Very good, helps to add to the premium takings.
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