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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: carranza2 who wrote (156554)4/16/2020 4:05:45 AM
From: TobagoJack  Respond to of 217713
 
<<FNV ... DRD ...>>, RGLD, WPM are like salt, pepper, garlic, and parsley sprinkles to the kitchen

GDX is to me like rice, to you like pasta, GDXJ the other way around

SIL like carrots or broccoli

all necessary

Re DRD, see below, and if so, the future is infinite, as SBSW do what it does, and DRD picks up the leftovers, to pay SBSW w/ funds accumulated, and dividends

I do hold both SBSW and its short puts, less for its holdings in DRD and more for its PGMs

If Au is a monetary parachute / circuit breaker, Ag is knee- and bum-pads, and Pd and Pt be ... chocolate and eggs

On 16 Apr 2020, at 9:05 AM, H wrote:

DRD is going to expand its tailings reclamation business shortly - next on the menu is FWGR phase 2. FWGR is incidentally an extremely high grade/high margin surface operation. Presumably they will gradually take over all of Sibanye's surface assets (incl. the PGM tailings).



To: carranza2 who wrote (156554)4/20/2020 5:18:34 AM
From: TobagoJack  Read Replies (1) | Respond to of 217713
 
you being the lawyer might enjoy this projectveritas-com-5313362634.gtsb.io read

APRIL 20, 2020

‘Diabolical’ Robert Creamer’s Federal Bank Fraud, Tax Convictions May Enter Lawsuit Proceedings Against Project Veritas