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[BLOG] Macro Ops

Added to YB: 2024-04-26

Pitch date: 2024-04-25

SLP.L [bullish]

Sylvania Platinum Limited

+52.23%

current return

Author Info

Macro Ops provides high signal investment research for serious investors. Visit the website.

Company Info

Sylvania Platinum Limited, together with its subsidiaries, engages in the retreatment of platinum group metals (PGM) bearing chrome tailings materials in South Africa.

Market Cap

GBP 149.5M

Pitch Price

GBP 0.60

Price Target

1.93 (+112%)

Dividend

4.49%

EV/EBITDA

5.06

P/E

13.67

EV/Sales

0.82

Sector

Metals and Mining

Category

value

Show full summary:
Sylvania Platinum (SLP.L): For The Love Of Hate

SLP.L: S. African PGM miner at cycle low. £73M EV, 50% cash, no debt. Profitable even now, pays divs & buybacks. 75Koz/yr now, 85Koz by '26. Huge FCF if PGM prices rebound to $2900 3yr avg (new emissions stds catalyst). Upside from Thaba JV, Volspruit & Far Northern projects. 195% yield potential.

Read full article (6 min)