charlieeee
06 Sep 2016
Publicity courtesy of "Panda" NKCIt finally looks as if it is getting a bit of notice.A couple of days ago, "Garyn" drew attention to the fundamentals (profit to market cap) and today SLP is on Twitter, as posted by Panda."Technical analyst Nicola Duke said today on twitter: "#SLP looks great! Monthly target of 10.95, 13.40 & 16.00"So, DanDaDan, that should be as good as one of those web castes: perhaps whoever was promoting in London was a wee bit more savvy re social media than we thought?Surprising that we have not had a technical comment from "O Reily" (as Andy has now been renamed), but perhaps he is too busy skiing the "black run" on AMC to look in here.C
nat-king-coal
06 Sep 2016
buy back I think we are due another share buyback ?????
DanDaDan
06 Sep 2016
Re: Wake Up Call - BoD. Get ready for an sp shift. Just watch the price of Platinum.9p here we come IMO.GLA
KALAN
05 Sep 2016
Re: Wake Up Call - BoD. Cheers Dan will take a look.
DanDaDan
05 Sep 2016
Re: Wake Up Call - BoD. IMO this has the sp signs of a move on Up in the next few weeks.Lets see if Liberum are correct. They are projecting an sp of 15p .Also like the look of NMG and KRS (gold penny stocks) which are both due some stonking news.IMO ripe golden opportunities worth some DYOR time..GLA.
KALAN
05 Sep 2016
Re: Wake Up Call - BoD. The non farm payrolls disappointment and subsequent dollar pressure has led to a small rise in platinum and therefore SLP (which is a geared play on platinum prices). I think this will be short lived and we may be in for a period of dollar strength as the NFP figure is given its customary upwards revision next month. September is historically week for markets and so overall I think todays price is an opportunity to take some money off the table. Consequently I sold my stock at a small profit with the ambition of getting back in on weakness - there you go the green light for the share to rocket now that I am out. p.s. not expecting a big pullback in SLP due to the boards share buy backs underpinning the price but want to have more in cash at this time.
charlieeee
05 Sep 2016
Re: Buks in the bank Perhaps they took out all available stock at that price?There have been a couple of good buying opportunities recently, but not in any size: the moment a decent order is placed, up it goes.Only 2 months away from what is likely to be a really stonking Q1 result, so just the traders selling and that stock being taken out of circulation by the company share purchase scheme.Interestingly, in 2016, previously awarded options were taken, but no new options were granted: as the are already buying, should one assume that they expect to meet/exceed performance targets in 2017?C
nat-king-coal
05 Sep 2016
Buks in the bank Todays buy back was 7.8774.last week it was for 7.5563it's only a small amount but ifthey have the money why notbuy at that rate or did they expecta drop in price ?????(We are heading north anyway)
DanDaDan
31 Aug 2016
Re: Management communication IMO get interactive with your PIs.That Presentation was for the Institutions.We are living in 2016 with fast communications etc.Look at the lowly SLP Mcap then look at its income streams.IMO the message has not been broadcast very well to PIs.PIs trust people not just figures. SLP need to organise a webcast or even a proactive interview?It is not rocket science but tailings that they are talking about.Whoever is dealing with their PR work needs a ' kick in the backside' IMO..The Miton sell off was another PR fiasco.Great figures and techie stuff but it is also the being able to see and trust Management that counts. Get them to stand up to some PI questioning on line.This sp may then start to move North.GLA.
charlieeee
31 Aug 2016
Re: Management communication DDDCan I admit to being puzzled by your suggestion that the BOD are not currently getting the message out there?Yesterday's double RNS was a powerful duo.The accounts presented remarkably good actual results in what was an extremely difficult year. They had no control over sales value and so they slashed costs and that of course is a ongoing benefit, whether POP improves or not.: jam and cream if they do increase and just jam if POP sulks.The presentation set out the plan to extend the "LOM" and with even less costs per oz.: you yourself gave an excellent summary of project "ECHO".Unlike you, the market just dos not seem to have appreciated just how significant these updates are, but is that the fault of the BOD or the punters?Perhaps the market got the story, but hesitates to jump in just now?IMO the BOD did redeem themselves yesterday, but you may be right that they will need to follow up, so that the message does not get lost in the moment and yesterday certainly was a bad moment, with carnage out there.Incidentally, someone on ADVFN provided an explanation for Miton's holding reduction and that was a forced sell down after the departure of a whizz kid manager, so nothing intrinsically to do with communications, but it would be good to know if they are done yet.. GLAC
DanDaDan
31 Aug 2016
Share Price Dropped Last Year - Why? Just looked at why this sp dropped last year.It looks like the Institutions lost patience with SLP.Those over 3% holdings reduced by around 9%.Now if you take out Barclays, Hargreaves and TD Waterhouse (PI investors ), those IIs dropped to around 144m shares held.IIs now hold just over 49%Has this BoD got the message yet? It is PIs that you now need as well as IIs.Start providing better PI information and even try a webcast.It should help your share price and they may even give you some helpful information.(The wisdom of the masses).The winds of change are blowing in SA.*********SHAREHOLDERS HOLDING 3% OR MORE FULLY PAID SHARES2016 Annual Report1 Africa Asia Capital 58,882,551 20.132 M&G Investment Management 28,247,500 9.663 Audley Capital 24,278,694 8.304 Majedie Asset Management 18,933,963 6.475 Hargreaves Lansdown 14,020,751 4.796 Miton Asset Management 13,927,315 4.767 Barclays Stockbrokers 10,928,351 3.748 TD Waterhouse 9,785,556 3.35Total 179,004,681 61.20 2015 Annual Report.1 Africa Asia Capital 58,882,551 19.962 Miton Asset Management 40,087,971 13.593 M&G Investment Management 28,797,500 9.764 Audley Capital 26,280,442 8.915 Majedie Asset Management 16,022,924 5.436 Capital Research & Management 15,000,000 5.087 Odey Asset Management 11,718,099 3.978 UBS 9,782,572 3.32206,572,059 70.02*********GLA
KALAN
30 Aug 2016
Re: Wake Up Call - BoD. Hi dan - I think platinum may weaken a little further to 1020 and now the results are out we have little to keep the short termers interested - so hanging on for a little more weakness before I consider adding.
DanDaDan
30 Aug 2016
Re: Wake Up Call - BoD. The Market madness continues.Just look at the Mcap and then these results. An AIM company that makes a profit.....The news was not Bad but it does suggest that they could do more.It must be the sell on news brigade or MMs playing games.Just topped Up with another 50,000.An opportunity not to miss.GLA
charlieeee
30 Aug 2016
Re: Low hanging fruit. The BOD are undoubtedly very handsomely rewarded for those efforts, but in an extremely difficult market, they have risen to the immediate challenge, which is to focus on profitability re every oz. produced.The plan forward for the next 10-15 years really works the assets hard: recycling the plant to do the second processing run simultaneously demonstrates good technical and management skills.Any improvement in the basket price will deliver significant upside immediately.Medium term, the technical competency and profitability will make them front runners for dump operations.The contrast between delivery here and promises in JLP become more stark. At ASA, no onsite platinum producing capability and here, doubling up on the runs to reduce handling costs and achieve economies of scale.Obviously, SLP does have the other projects and they are being progressed steadily, but putting the effort in on the dump operations is such good business sense.C
KALAN
30 Aug 2016
Re: UP Average basket price for pgm's down about 25% and they still doubled after tax profit - with a recovery in the basket price we could see a big re-rate here.85% Jubilee and 15% Sylv is my investment split at the moment and I think I am happy with that as Sylv is reliant on pgm prices whilst JLP has lots of possible factors that can move it forward.
