Valterra Platinum ADR ANGPY

$REMX $SBSW $IVN.TSX $ANGPY $SPY https://x.com/jackprandelli/status/2112136676537483372?s=46 Major issues are coming. The USA simply doesn’t process enough minerals. China controls us. You name the rare earth and they control it. It will take the USA 10 years to build processing facilities, but they have to be permitted and funded first. I still say platinum goes to $15,000 in the 2030’s. Commodities are nowhere near their peak. Just name the commodity.

$B $HL $EXK $SBSW $ANGPY It will come. https://x.com/ekwufinance/status/2104254524709843241?s=46

$SPY Believe what you want, but we have major issues building. Many say that we’re better capitalized versus 2008. I beg to differ. What’s coming will make 2008 look like it never happened. $B you got gold? $URNM do you have uranium? $ANGPY what about platinum? $XOP definitely need natty gas. I still love silver as well. HL, EXK and SILJ. I don’t care what The FED does, the amount of FCF the miners and energy producers are generating is record breaking. The equities are due for a major move higher. Stay focused. 👍 https://x.com/globalmktobserv/status/2099182320284549544?s=46

$ANGPY anyone get the dividend? The site I consult said it was supposed to be paid yesterday but nothing in my account yet

$ANGPY https://www.moneyweb.co.za/mineweb/valterra-platinum-said-to-have-approached-rival-miner-northam/

$B $RIO $CDE $SBSW $ANGPY These are my mining positions that I plan on holding well into the 2030’s. I will be reducing share count in some of them at some point, but won’t be selling out of any of them. I’ve ran DTI levels, Forward PE estimates, balance sheet strength and current share buyback plans. ANGPY is the beast. CDE and B wrap up the top 3. Look at look at Tier 2 and their DTI is also extremely strong. What people are failing to understand is how strong the mining sector actually is. Their balance sheets have never been stronger industry wide. I still have my high beta, highly dilutive tickers in my portfolio, but I will be reducing NAK soon. Regardless of share price. I wanted to see $3 before I cut it in half again, but we will see what happens. The momentum we experienced last week could possibly be just the beginning of where miners are heading into year end. Take B at forward PE 10 I wouldn’t rule out a PE 15 by year end. That’s 50% upside. That’s $71+

$ANGPY $SBSW $IVN.TSX We definitely have some good momentum within the PGM complex and all metals in general. I still believe we’re early in this wave 3 action. 3rd to 4th inning. What I want to see next is a huge bullish engulfing candle that takes us to the $2,200 level on platinum. That’s the level that we need to breakthrough. Once we see that level, PGM miners will explode higher. Keep a watch on the fake economy. As long as everything is being reported great, then we can run. It’s when things turn bad is when miners will fall. All while energy is exploding higher. Oil/gas will conclude this phase of wave 3. Wave 4 pullback will come into the named recession. I’m sticking to my calls. I’m not trimming yet, but I will definitely be taking some of these profits. My account is at ATH’s

$IVN.TSX I initiated a position in Ivanhoe this morning. I wanted more PGM exposure. While I hold ANGPY and SBSW, I see solid earnings coming for IVN as the Platreef Mine gets fully operational. Phase 2 expansion should be complete by 2028. It’s the world’s largest precious metals project under development. I will continue accumulating. Current weight is 2.11% of my portfolio. The western world is going to need all the PGM’s they can get due to China hoarding them. $SBSW $ANGPY