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High Chrome Price Support Outlook
Sylvania Platinum Limited ’s strong FY25 production and a higher platinum group metals (PGM) basket price resulted in 2.9x higher EPS of 7.7 US cents versus Edison Group 's forecast of 5.1 US cents. Edison's outlook for the Sylvania Dump Operations (SDO) is largely unchanged, except for a slight (3.3%) increase in cost forecasts due to a weaker dollar. The outlook for the Thaba joint venture (JV) has improved, thanks to attractive chrome prices, despite a slower ramp-up to s

Adam Strydom
Sep 171 min read
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Uplift in Production and PGM Prices Outlook
Sylvania Platinum Limited 's Q425 results included a fourth straight quarterly production improvement, a 13.5% increase in the platinum...

Adam Strydom
Aug 131 min read
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Production Guidance Lifted Again
Sylvania Platinum Limited  has increased its full-year 4E platinum group metals (PGM) guidance again, to 78,000–80,000oz. Positive...

Adam Strydom
May 131 min read
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Strong FY26 EPS Lift as Chromite JV Kicks in
Sylvania Platinum Limited ’s H125 results provided insightful disclosure around the Thaba joint venture (JV) accounting treatment and...

Adam Strydom
Mar 201 min read
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Refining FY24 Forecasts and Introducing Q1-Q425
Wheaton Precious Metals  (WPM’s) production and sales announcement of 18 February revealed FY24 gold output of 397,742oz and silver...

Adam Strydom
Mar 61 min read
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Argent's Diversification Strategy
ALG Newsletter - Argent's diversification strategy. In this week's newsletter, Austin Lawrence Gidon 's metals and mining analyst, ...

Adam Strydom
Feb 211 min read
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Analysing H224 and Looking Forward to FY25
Pan African Resources PLC ’s (PAF’s) FY24 results, announced on 11 September, were within 1% of Edison Group ’s  prior forecasts for...

Adam Strydom
Oct 18, 20241 min read
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Strong Reserves Replacement Rates for Key Assets
Pan American Silver Corp. Â (PAAS) has released its annual mineral reserves and resources statement. While the overall reserves and...

Adam Strydom
Oct 18, 20241 min read
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Long-term PGM Price Upside
Sylvania Platinum Limited ’s Q424 results were negatively affected by a delayed recovery in production following the 22-day strike during...

Adam Strydom
Aug 15, 20241 min read
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Continuing Where Q1 Left Off
Wheaton Precious Metals ’ (WPM’s) Q224 results exceeded Edison Group ’s forecasts, as well as the market’s. In general, WPM produced...

Adam Strydom
Aug 15, 20241 min read
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Q224 Results: Steady Progress
Pan American Silver Corp. Â (PAAS) delivered a robust set of Q224 results, with lower silver production offset by the stronger sales and...

Adam Strydom
Aug 15, 20241 min read
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A Taste of Things to Come
Pan American Silver Corp. (PAAS) has seen an encouraging start to the year with Q124 silver and gold production in line with management...

Adam Strydom
May 21, 20241 min read
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