Paul Kluge

Mining engineer, closet hippy, vegetarian, sports lover, chateau explorer, Africaphile!

[Bernard Swanepoel @zbswanepoel]

China Starts a War on Commodity Prices Goldman Says It Can’t Win - Bloomberg https://t.co/BJLBCA0xbk

[Paul Kluge @klugerpaul]

@TraderNick34 @CAPITALSIGMAza Sorry, didn't mean to rub you up the wrong way.
Not a fan of TA, that's all, was simply referring to fundamentals.

[Paul Kluge @klugerpaul]

@TraderNick34 @CAPITALSIGMAza I don't understand what chart reading (tea leaves) has to do with mineral inventory, metal prices, cash flow and operational performance.

[Paul Kluge @klugerpaul]

@Meatman_WP @CAPITALSIGMAza @smalltalkdaily Ayo and ttc?

[Paul Kluge @klugerpaul]

@CAPITALSIGMAza $ARH 😍

[Maxia Capital Management (Deep Value Situations) @Maxia_Capital]

(JSE:SBP) Further signals that the discount to NAV (currently at 34%) is even wider (despite the justified rerating recently). Very limited data to meaningfully assess valuations of underlying non-listed holdings. Still worthwhile to back one of SA's best capital allocators.

[Smalltalkdaily Research @smalltalkdaily]

Hey #China you may try & suppress what YOU did & control the narrative in your society BUT the world saw what you did to your own citizens & the internet won’t ever let you erase history
#TiananmenSquareMassacre #TiananmenMassacre

[Paul Kluge @klugerpaul]

Directors selling into a share buyback?
Poor form if true.

https://t.co/U1Fri2zLQH

[Rod Lowe @RodloweLowe]

Jubilee Metals....2 sens in two days. Increasing PGM volumes locally on top of copper in Zambia recently - tailings mining cheap big margins - come on stream much quicker than conventional. Mgmt team highly rated. This is a l/t hbiy & hold

[Paul Kluge @klugerpaul]

@smalltalkdaily I hold them both. $GSH more a medium term play.
$GND for the long term. Their corridor strategy can easily deliver multiples of the current share price in the next decade.

[Paul Kluge @klugerpaul]

Grindrod Shipping $GSH share buy backs. Kaching.

[Paul Kluge @klugerpaul]

@Sultan__Erdogan @smalltalkdaily Surfing a wave... 🌊 Nice one.

[JSE guru @SAstockpicks]

Most of the JSE falling in a heap today but PPE up nearly 10% on terrific volume so maybe this ex Naspers investment digital dude Rutherford has got the market excited by potentially purchasing a 17% stake in Purple and pushing EE to new heights

[Jubilee Metals PLC @Jubilee_Metals]

$JLP announces that they have entered into a long-term PGM feed supply agreement with a chrome mining customer. https://t.co/HXCzBhyoYX

[Paul Kluge @klugerpaul]

@WCTwine @JuniorBuffett @EasyEquities Earnings and cash flow. I hope...

[Paul Kluge @klugerpaul]

@TraderNick34 @CAPITALSIGMAza No news, just strong commodity prices.

[Paul Kluge @klugerpaul]

Watch for bumper earnings from $CSG.

[The Finance Ghost @FinanceGhost]

There are great tidbits in the Bidvest result, like facilities management performing well in the past ten months. Nearly empty offices still need security and the like.

This tells me that the pain has been taken by landlords, not service providers. More in @inceconnect tomorrow.

[Paul Kluge @klugerpaul]

@YoungInvestor03 If you talk about followers, it doesn't add any value and I start unfollowing.

[Paul Kluge @klugerpaul]

Looks like $SSW didn't get this memo from @keithmclachlan.

https://t.co/giwfduFf9s

[Keith McLachlan @keithmclachlan]

My open letter to mining CEOs about capital allocation - https://t.co/URaHWVx7IQ