SHTLF News and Press, South32 Ltd From 12/11/20

Elemental Royalties to acquire three royalties from South32. We had the opportunity to test our bearish take of this deal against the company's view. Elemental Royalties remains an aggressive buyer in a sellers' market in our view. For further details see: Elemental Roya...

The Precious Metals R&S Index declined by 7.08% in November. The Precious Metals R&S Equally Weighted Index increased by 1.37%. The best performance was recorded by Elemental Royalties; its share price grew by 24.55%. The biggest decline was experienced by Wheaton Prec...

Valuations for precious metals royalties are skyrocketing. Case in point: Elemental Royalties is overpaying for three assets in Western Australia. Big time. The precious metal royalty space is ripe for consolidation. Elemental Royalties is starting to look like a prey. For f...

Manganese is mostly used to make steel stronger. In China 90% of manganese is used in the steel industry and the other 10% is used in batteries and chemicals. China steel making drives global demand for manganese. Global supply of manganese comes mostly from higher grade ore in South ...

South32 Limited (SOUHY) Half Year 2020 Earnings Conference Call February 13, 2020 3:30 AM ET Company Participants Graham Kerr – Chief Executive Officer Mike Fraser – Chief Operating Officer of Africa Katie Tovich – Chief Financial Officer Conference Call P...

Manganese was under pressure in 2019, with prices declining faster than many expected.  Although it is not widely known, manganese is extensively used in metallurgy. In fact, by tonnage the metal is the fourth most common, just after iron , aluminum and copper . But what will happ...

On Friday (December 20), Canada’s S&P/TSX Composite Index (INDEXTSI: OSPTX ) was up by 55 points to reach 17,119.04 points. The week prior it had been at 7,024.28 points. News-wise, American politics was dominated by the impeachment of Donald Trump and the prospec...

Last Friday (November 15), the S&P/TSX Venture Composite Index (INDEXTSI: JX ) continued its downward trend by falling 0.64 points to 526.51. The week before that it was at 536.97 points. In news outside the US, the Hong Kong economy has shifted into a recession , Australia i...

Introduction Jupiter Mines ( OTC:JMXXF ) is an Australian company that’s completely flying under the radar. Jupiter owns a minority stake in a South African manganese mine and although this mine is hugely profitable, investors don’t seem to understand Jupiter Mines as it&#x...

Introduction South32 ( SOUHY ) ( SHTLF ) has been one of my favorite commodity companies for a while now and although its share price has quadrupled in the past few years, the company rarely receives the attention it deserves as its operating margins and free cash flow yields remain ...