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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?


To: Johnny Canuck who wrote (54794)1/17/2022 9:38:08 AM
From: E_K_S  Respond to of 69864
 
Anglo American Platinum Ltd (ANGPY) is the one I own and are one of the largest 'pure' platinum plays in the world.

link to Web Site: ANGPY - Anglo American Platinum Limited

Company Profile: Seeking Alpha Profile w/ Analysis
Anglo American Platinum Is A Stealth Play On Hydrogen



Never followed PLG (a Canadian producer) and has a much smaller market cap



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Been seeing a nice 'break out' in NGLOY
Anglo American plc operates as a mining company worldwide. The company explores for rough and polished diamonds, copper, platinum group metals, metallurgical and thermal coal, and iron; and nickel, polyhalite, and manganese ores, as well as alloys. Anglo American plc was founded in 1917 and is headquartered in London, the United Kingdom

which is more of a material play a diversified metal & mining category

Peers in this group include:
NGLOY TECK IVPAF MP LAC TRQ

I own BHP, VALE, FCX , NGLOY & SOUHY as plays in the basic material sector. They represent about a 15% portfolio position w/ BHP & NGLOY equal weight; FCX about 50% of BHP , SOHOY 10% of BHP and VALE (recently started this) about 2% size of BHP.

ANGPY represents just under a 1% portfolio position but is a 'pure' play in Platinum. ANGPY is about 18% the size of BHP (my largest basic material holding). Might be time to so a small add to ANGPY.

Notice ALL pay good dividends and most all PE<10

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For specific Gold & Silver I own; GOLD, GFI, HL, CLLXF