AGPPF News and Press, Anglo Platinum Ltd Ord From 07/25/22

Anglo American Platinum ( OTCPK:ANGPY ) ( OTCPK:AGPPY ) said H1 2022 profits fell 43% to 26.7B South African rand ($1.59B) from 46.4B rand in the year-ago period, citing weaker platinum group metal prices and lower volumes compared with record sales a year ago. Amplats' ...

The following slide deck was published by Anglo American Platinum Limited in conjunction with their 2022 Q2 earnings call. For further details see: Anglo American Platinum Limited 2022 Q2 - Results - Earnings Call Presentation

While the secular hydrogen thesis is a nice element, the company still trades 1:1 as a commodity exposure to PGMs. With the commodity cycle certainly going to turn thanks to a global push against inflation at the expense of the economy, it had better be sold for now. While Russian...

Palladium has given up its March gains. The prices for this precious metal are quite volatile and depend heavily on the demand for cars. The supply of palladium heavily depends on Russia and South Africa. The prices of palladium should be affected by the Fed's monetary policie...

Anglo American Platinum (OTCPK:ANGPY) agreed Tuesday to a new five-year labor contract with the Association of Mineworkers and Construction Union, Bloomberg reports. AMCU said the deal, which impacts 163K workers in South Africa's platinum industry, could be signed this week and would be effe...

Currently, the Platinum Group Elements (PGEs) is an overlooked sector of the global economy. The ongoing war in Ukraine as well as the push for less carbon-intensive technologies are strong tailwinds for PGEs. Supply and Demand dynamics in the PGEs make figuring out which company ...

Our portfolio has eclipsed all benchmarks both on a YoY and YTD basis with our contrarian, obscure stock and mid-cap approach with an exaggerated risk aversion. We discuss the logic behind our general style and why it is structurally advantaged against indices, and how it contributed ...

The Russian invasion of Ukraine has not yet resulted in significant supply disruptions of platinum and palladium from Russia’s main producer, Norilsk Nickel. Russia supplies around 40% of the world’s palladium, 10% of its platinum and 7% of its rhodium (the three main pl...

Anglo American Platinum Limited (ANGPY) Q4 2021 Earnings Conference Call February 21, 2022 4:00 A.M. ET Company Participants Natascha Viljoen - Chief Executive Officer Craig Miller - Finance Director Emma Chapman - Head of Investor Relations Conference Call Participants Chris Nicholson - RMB ...

SBSW is trading below industry peers despite its above-average growth and profitability. Miner strikes will likely have a lesser effect on profitability than in the past in light of recent international expansion. Even if the company met unions' demands, the impact on dividends an...