Sylvana Plat has a huge issue, namely liquidity. This things trades so rarely and with an obscene spread that i opted to close my position just days ago for a 1 % gain. I think it has great economics, but its just not liquid enough, at all.
For that reason, my favorite henceworth is Sibanye.
Sylvana Plat has a huge issue, namely liquidity. This things trades so rarely and with an obscene spread that i opted to close my position just days ago for a 1 % gain. I think it has great economics, but its just not liquid enough, at all.
For that reason, my favorite henceworth is Sibanye.
That said, thanks for the great overview.
I completely agree with you, however I do not care about owning iliquid companies as I plan to hold them for years.
Great overview, thanks for highlighting African Rainbow I am going to take a deeper look at that one
Am interested in your analysis of Tharisa if you do additional coverage of the PGM sector
I will take a look at it.