Edison Group with Austin Lawrence Gidon inside has initiated coverage of Sylvania Platinum Ltd Ltd thanks to our precious metal analyst, René Hochreiter. This highly cash-generative re-processor of PGMs from mine dumps, including a steady stream from Samancor, is set to maintain high margins even after recent price dips, with meaningful upside as the global chip shortage subsides and increases PGM demand from vehicle manufacturing. Due to the absence of underground mining and low operating costs, this AIM listed company offers low risk, 60% upside to our valuation and meaningful dividend growth potential. #platinum #southafrica #AIM #ALG #Edison https://www.linkedin.com/feed/update/urn:li:activity:6859788537777139712
Sylvania-Platinum-Massive-free-cash-flows-post-spike-in-PGM-prices
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