Löschung
26 April, 2024
Shareholders are referred to the announcement made by Anglo American Platinum Limited (“Anglo American Platinum”) on 25 April 2024, referring to the possible offer for Anglo American plc (“Anglo American”) by BHP Group Limited (“BHP”).
The Board of Anglo American Platinum notes the announcement made earlier today by Anglo American rejecting the proposal from BHP.
A copy of the announcement by Anglo American rejecting the BHP proposal can be accessed on the Anglo American website at: https://www.angloamerican.com/investors/regulatory-news.
Habe selber auch noch eine von 3 Tranchen. Lass ich mal liegen.
Wir werden es die nächsten Wochen sehen.
The winner is:
#1 Amplat, mit Gewinn: R124.58b. P/E 12,5
2. Implat: R7.4b Verlust
3. Sibanye: sagenhafte R37.77b Verlust bei R113.68b Umsatz.
Lion Battery Technologies
Platinum Group Metals Ltd. founded Lion Battery Technologies Inc. in partnership with Anglo American Platinum Limited to support the use of palladium and platinum in lithium battery applications. The possibility of creating additional demand for platinum and palladium in the battery technology space is an exciting development and of strategic importance to both parties.
Lion Battery has entered into an agreement with Florida International University to further advance a research programme that uses platinum and palladium to unlock the potential of Lithium Air and Lithium Sulfur battery chemistries to increase their discharge capacities and cyclability.
Under the agreement with Florida International University, Lion will have exclusive rights to all intellectual property developed and will lead all commercialisation efforts. Lion is also currently reviewing several additional and complementary opportunities focused on developing next-generation battery technology using platinum and palladium. Thanks to considerably higher energy density, Lithium Oxygen and Lithium Sulfur batteries can perform better, by orders of magnitude, than the best-in-class Lithium-ion batteries currently on the market or under development. This new generation of lightweight, powerful batteries has the potential to grow to scale on the back of the attractiveness of battery electric vehicles (BEVs) and the use of lithium batteries in other applications beyond mobility.
The growth in demand for platinum applications in China is extremely high, making detailed access to the China market hugely advantageous.
HYDROGEN AND EXTENDED RANGE ELECTRIC VEHICLES
Even ahead of the agenda being finalised, it is already patently clear that hydrogen is going to be a big feature across the conference, along with growing use of PGMs in the semiconductor industry and in the extended range electric vehicle segment, WPIC research director Edward Sterck spelt out in the same Zoom interview.
Extended range electric vehicles are battery electric vehicles that also have internal combustion engines that effectively recharge the battery and extend the range of travel.
Most extended range electric vehicles have ranges of about 1 000 km on full battery charge and full fuel tank, and their exhaust treatment systems continue to contain PGMs.
PLATINUM AS PART OF RETIREMENT INVESTMENT
Chinese investors have known platinum for many years as a jewellery and with more people saving for retirement, having platinum as part of a retirement investment makes a lot of sense.
There are no platinum mines in China and having platinum on Chinese soil is seen as a good idea.
“We know that supply growth and demand growth don't always match, so we've encouraged the Chinese policymakers to recognise the importance of platinum investment demand, and of having more platinum metal on Chinese soil as a certain support to the industrial use of platinum over time.
“Having the Shanghai Platinum Week on the global calendar is probably ideal timing. The four-year gestation period has certainly been well worth it and we look forward to Shanghai Platinum Week becoming something that is really helpful to investors around the world and participants in the broader PGM industry,” said Raymond.
Following the Shanghai Platinum Week, international participants will be taken to meet a number of the hydrogen-related companies in the Shanghai region, and they will also be given an opportunity to meet and converse with Chinese policymakers.
PLATINUM
Implats' proposed restructuring puts 3 900 jobs at risk
Implats CEO Nico Muller
26th April 2024
JSE-listed Impala Platinum Holdings (Implats) has initiated a Section 189(3) consultation process at its South African operations, signalling thousands of potential job losses.
Implats envisages a reduction of about 3 900 positions, constituting a 9% reduction in labour across the Impala Rustenburg, Impala Bafokeng and Marula operations. The corporate office aims for a 30% reduction in head office costs.
The move by Implats follows in the wake of a restructuring process announced by rival Anglo American Platinum, which could impact 3 700 jobs across its operations.
https://m.miningweekly.com/article/...rmal-market-activity-2024-04-29
A condition of the miner's proposal is that Anglo first distributes to shareholders its stakes in Anglo American Platinum (Amplats) and Kumba Iron Ore, both of which operate in South Africa.
Any exit by Anglo - founded in South Africa in 1917 - would be an economic blow to the country, whose miners have been cutting jobs and investment in response to weakening metals prices and a slew of local challenges exacerbated by the state port and freight rail company.
BHP wird den Anglomüll kaufen wie Bayer den Monsantomüll gekauft hat. Nur wegen dem viertel Kupfer? Unfassbar.
BHP wird leiden. Die Aktie ist ja bereits im Sinkflug und Anglo wird den Sekt saufen wie die Monsantoboys.
Prost. ; )
Dann kommen wieder die ZWEIFEL! Bei derzeitigen Preisen wird nix verdient. Die buddeln also das Zeug teurer aus als ich es mit physischen ETC kaufen tue. ABER es ist halt DER Hebel auf das weisse Metall.
Was tun?? Die Lösung heisst Staffeln + Hebeln!
So kann man erst mal fett ins Metall investieren. Gehts hoch macht man gleich Gewinn, gehts runter verkauft man bei max. pain und kauft IMPLAT. Dann gehts anschliessend RAKETENMÄSSIG in die Höhe.
Eine "mini Martingale" so zu sagen.
Genial. ; )
Aber es ist auch schön, wenn sich ohne Hebel gleich Zugewinne auf die ETC einstellen.