POD 0.00% 3.8¢ podium minerals limited

Record Platinum deficit 23/24 -POD AUS largest Plat resource, page-34

  1. 13,364 Posts.
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    Kind of hard to fathom the market dislike for POD ... from last presentation...

    https://hotcopper.com.au/data/attachments/5552/5552373-4c1ece009d990dbdf01cb632bdb377a6.jpg

    So at 31mill mktcap POD per PGM/oz was. $5 ... thats got to be closer to $2 at present ...and this is just to 250m deep .. as we know looks like the reef extends down 2kms!!!

    https://hotcopper.com.au/data/attachments/5552/5552390-aa71a8480abe8b7a1cab4374898e187c.jpg

    Using POD gross PM/PGM Resource values I get >>>>>(for just 250m of the 2km reef)

    $A
    -Gold $990mill
    Rh-$1.4Bill
    Pd-$4.5Bill
    Pt-$4.5Bill
    Cu,Ir,Co,Ni est. $910mill (makes up around a 25% of the weighed price of overall mineral mix .. would be great credits to lower OPEX costs)

    A$11.3Billion gross .. @ 1% value =113mill so at present the market values POD around .1% of gross resource value
 
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