ChasingAlpha

SA Stocks | Tweets are my own opinion and not advise - DYOR

[ChasingAlpha @chasingalpha__]

@robert_ivanhoe Copper is rising due to Peru energy crisis

[ChasingAlpha @chasingalpha__]

@chigrl @grok what mine is this? And are there any majors nearby?

[ChasingAlpha @chasingalpha__]

@traderdandurban @last_fund Share price is a reflection of confidence around execution. It won’t go up until copper cash flows print. This is no small deal for them - this is selling the farm. It’s a better deal than initially promoted. Let’s see what London thinks

[ChasingAlpha @chasingalpha__]

@traderdandurban @last_fund Yes they are. This is a clean-slate deal; all assets, all debt. Trade financing was a major issue for them - especially in the down cycle as you effectively gear up your inventory. Current EV R2.6bn - this deal (EV level) is R2.6bn. You’re getting a free carry on copper.

[ChasingAlpha @chasingalpha__]

@GoldForecast They’re buying platinum now

[ChasingAlpha @chasingalpha__]

@JuniorBuffett Big volume through the stock recently

[ChasingAlpha @chasingalpha__]

@SAValueInvestor Seems to be trading inversely to the DXY (FX has been a drag on earnings). Also recent earnings were a a big beat so market priced in expected upgrades to consensus

[ChasingAlpha @chasingalpha__]

@Olivia_LaGrange @SebAequitas Please direct me too

[ChasingAlpha @chasingalpha__]

@UrquhartPartner Could I get a link to source data🙏🏼

[ChasingAlpha @chasingalpha__]

@JuniorBuffett Source?

[ChasingAlpha @chasingalpha__]

@JuniorBuffett @CapOnePartners No prob - today’s volumes were unprecedented…

[ChasingAlpha @chasingalpha__]

@JuniorBuffett @CapOnePartners There’s a large shareholder that’s been a forced seller (closing down funds). Check share register changes. Recent volume will confirm the turn-over that’s been taking place. New holders are in.

[ChasingAlpha @chasingalpha__]

@Jordan_W_Taylor Palladium

[ChasingAlpha @chasingalpha__]

@KobeissiLetter @Kalshi @architect_trd

[ChasingAlpha @chasingalpha__]

@hazelwood_dave Good luck

[ChasingAlpha @chasingalpha__]

@futurewealthP @last_fund Lack of skin the game is always a 🚩. But management have been buying recently and I’d expect more to come.

[ChasingAlpha @chasingalpha__]

@last_fund Lowballing to beat? Feels like it

[ChasingAlpha @chasingalpha__]

@last_fund Weak guidance...

[ChasingAlpha @chasingalpha__]

@last_fund Concur! Inflection point incoming!

[ChasingAlpha @chasingalpha__]

@last_fund Importantly Maputo is looking to reduce its reliance on chrome (currently +50% of volume) and diversify its commodity basket through the port. Unlikely to see any additional chrome capacity coming online there anytime soon.

[ChasingAlpha @chasingalpha__]

@alex7frey Cheers!