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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 387.98+1.3%Nov 28 4:00 PM EST
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To: carranza2 who wrote (174897)7/15/2021 7:25:37 PM
From: TobagoJack1 Recommendation

Recommended By
Julius Wong

   of 218083
 
The latest sbsw/drd porns

(1) SBSW presentation July 1st on its site and on YouTube sibanyestillwater.com


(2) DRD presentation July 14th on its site drdgold.com
Download DRDGOLD's presentation »

US$ 10B of reserve (@ 1,800 per troy oz)
US$ 20B of resource (which should go up somewhat just like a mine resource would rise as price rises)

@ all-in sustaining cost of US$ 1,144 per troy oz, and no debt risk, pays out quarterly, yielding at 5+% on annual basis, and 8+% current run-rate.

More tailings can be gotten from SBSW at any time on market terms, with hydrogen metals upsides.

All for US$ 900M market cap, within arena of either devastating deflation or crippling inflation, either way toxic mist for fiats, inducing dramatic volatility of everything we know.

But for S Africa, the next best thing to physicals in vaults.

Let us see what the S African army can do to maintain law & order, and defeat domestic terrorism.

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