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  1. #11
    FEAR n GREED JBmurc's Avatar
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    Default SBSW undervalued much ????

    looking over SBSW projects is mind blowing ..when you look at CAPEX for many new mining operations A$1-2Bill

    SBSW is worth just over A$3.2Bill... Worlds largest Platinum miner...

    Projects>> pa production profile ...insane value for operations IMHO

    In USA ..

    -East Boulder mine>--- 423Koz PGM2 production p

    -Reldan recycling plant>-- processed approximately 23mlbs of waste and produced 145koz of gold, 1.9Moz of silver, 22koz of palladium, 25koz of platinum, and 3.4mlbs of copper.

    -Columbus Metallurgical Complex>-- processed and recycled a total of 598,774oz 3E PGM ounces from spent recycled catalytic converters

    In South Africa

    -Rustenburg>-- 628Koz PGM4

    -Marikana>-- 672koz PGM4

    -Kroonda/Platinum mile>-- 250koz PGM4

    -Mimosa 50% JVP implats >-- (115koz) 57koz net PGM4

    SA Gold operations

    -Beatrix 93koz Gold

    -Driefontein 152koz Gold

    -Kloof 153koz Gold

    -Cooke 32koz Gold

    -DRD Gold 50.1% holding - 178koz Gold

    -Rand Refinery 44% holding -(one of the largest refiners of gold globally)

    Europe

    France - nickel refinery with an annual production capacity of 12,000 tonnes of high-purity nickel metal

    Aussie

    Century zinc- tailings retreatment operation in Queensland, Australia. It is the largest tailings retreatment operation in Australia and ranks among the top 15 global zinc producers>> ---- zinc production of 118,108 metric tonnes

    .......

    Then you have many development Projects that would be worth upwards $A Billion++>>


    Aus-Mt Lyell has a 135Mt Mineral Resource containing 1.1Mt of copper and 0.94Moz of gold across various underground and open pit deposits

    SA Gold -two gold projects resources of 16.0Moz+

    SA PGM 3x projects 4E PGM Mineral Resources of 53.1Moz.

    40% stake in -Altar contained 1,408.6 million tonnes of declared attributable mineral resources at 0.4% copper and 0.1 g/t gold (13.1 billion pounds of copper and 4.3 million ounces of gold).

    Canada - Marathon- (211.4 million pounds of copper and 1.0 million ounces of 2E+Au PGMs).

    Finland- Keliber Lithium 79.8% JV - aims to be the first integrated high-purity lithium operation, producing lithium hydroxide chemicals from its own mined ore reserves. Estimated annual production of approximately 15,000 tonnes

    Uranium SA>>- 32 million pounds of uranium resources on the surface at the Cooke tailings dam, and 27 million pounds of uranium resources at Beatrix

    .....and I'm sure I've missed some projects ....huge exploration permits around the world


    2022 PRECIOUS METALS MINERAL RESOURCE (389.5MOZ)
    "With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future." — Carlos Slim Helu

  2. #12
    FEAR n GREED JBmurc's Avatar
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    Default

    SBSW - $5.60 .. think we will see $6 next week as Metal/mineral prices starting to rip higher again ... sadly I took profit and missed out on much more ...
    "With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future." — Carlos Slim Helu

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