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This article contains long/short quick picks for short-term investors. Coverage includes drug development, EV, mining, O&G, high beta consumer goods, and China tech. Further research needs to be done by readers and risks weren't covered extensively. For further details s...
Desert Lion Capital is managed by Rudi van Niekerk who is a South African citizen. Due to a growing interest from US and other international investors, Desert Lion Capital was launched to meet the needs of non-South African investors. The Fund returned +15.8% for Q1 and outperformed t...
It has been one year since the markets bottomed in March of 2020 due to COVID. Markets have rebounded beyond most investors’ expectations, with growth and tech stealing much of the spotlight. The “rotation into value” narrative has recently gained some tractio...
Commodities boosted by stimulus programs and balance sheet expansions. Structural shift in commodities due to China growth. Top 3 beneficiaries are: Capstone Mining, Vale and Sibanye-Stillwater. For further details see: A Major Commodity Boom Is About To Be Unleashed
The following slide deck was published by Sibanye Stillwater Limited in conjunction with their 2020 Q4 earnings call. For further details see: Sibanye Stillwater Limited 2020 Q4 - Results - Earnings Call Presentation
A breakdown under $1,800/oz in the price of gold forces a reset of the near-term outlook. Improving macro conditions along with climbing interest rates and real yields represent bearish headwinds for gold likely to drag gold miners down. We see another leg lower in the market this...
Sibanye Stillwater Limited (SBSW) Q4 2020 Earnings Conference Call February 18, 2021 03:00 AM ET Company Participants Neal Froneman - CEO Charl Keyter - CFO James Wellsted - IR Conference Call Participants Dominic O'Kane - JPMorgan Patrick Mann - Bank of America Wade Napier - AVO Capital Mark...
Sibanye's production of Platinum Group Metals (PGM) has surged in the second half of 2020. Demand for precious metal prices are roaring alongside a commodity boom cycle. Platinum, palladium, rhodium, and iridium demand are stalking a constrained supply chain. For further det...
The green hydrogen market could reach $700 billion by 2050. The EU wants to increase its renewable hydrogen capacity from 1GW today to 6GW by 2024 and 40GW by 2030. European companies are betting on polymer electrolyte membrane electrolysers, which use iridium. The metal seems...
Precious metals prices, stock indices, and currency predictions for 2021 tabulated. Positive view on gold and silver, less so on palladium and platinum and marginally negative on equities. Key stock selections for 2021 include Tier 1 gold and silver miners and associated royalty/s...