POD 2.78% 3.7¢ podium minerals limited

Number 1 on the Podium - Find me a cheaper Precious Metals play, page-1171

  1. 825 Posts.
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    BTW Anglo Am Platinum with market cap of $19bn is on a CY Dec 22 EV/EBITDA multiple of 3.6x with ROCE of 150%. Sibanye Stillwater ditto. This is the bottom or close to it.

    The world needs this stuff along with all the other metals required to electrify/decarbonise the world. The crazy thing is that the long lost decade for commodity investors has shredded the institutional investor world. Added to this, big miners have not been spending on capex/resource development. Added to this Russia and China are not acceptable sources. The add ESG. Meanwhile, base metal prices are falling when supply is becoming more scarce.

    Savage realisation lies ahead. Savage. IMHO.
 
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