SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 387.98+1.3%Nov 28 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: carranza2 who wrote (174897)7/15/2021 8:47:06 PM
From: TobagoJack   of 218083
 
heavily recommend you spend the time 70 min to view the sbsw presentation video Message 33399669

wandered into the coffee shop and accosted by pretty girl who is feeling generous on a sunny day

very sexy

heavy emphasis on dividend payout, in amounts and in dividend yield targeting

buying back 5% of shares outstanding over coming 10 months

shall call residual (2017 vintage) debt back and if necessary re-issue at substantially lower rates

murmured special dividend at year-end

valuation talks / re-rating

talked hydrogen metals

talked EV (batteries ... fuel cell ... catalyst for hybrids, etc)

talked (looking for 1M oz annual producer outside of S Africa at correct price to be paid by using ideally not using shares as believe shares undervalued) possibly expanding footprint in gold (currently 16% of total operation)

highlighted battery metal operation in Finland

mentioned potential substitution of rhodium (90% of global production in Africa) with palladium (thus requiring 6X palladium for each oz of rhodium substituted)

talked DRD, that looking at growing the business for more gold dumps and 'other' metals

talked Generation Mining

talked massive uranium tailings on the surface part of gold dumps that is process ready waiting for price signal, funding would be 'easy'

recent insider sales are part of LT incentive coming to maturity and requiring tax-selling

last bit talked Basel III

bottom line, want to be 'industry-leading sustainable dividend company'

overarching takeaway, one word, 'buy'
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext