I have written many times stressing the importance of timing opportunities when investing into precious metals (or any other asset class for that matter) within the greater bull market (revaluations…
We have written many research pieces regarding South African production of PGM’s (Platinum Group Metals) and the critical situation regarding energy production supplied by the sole utility provider Eskom. These…
Global Platinum Primary Mine Supply Plus Recycling and Demand Estimates Platinum Supply – a Barrier to Global Decarbonisation in the Vehicle, Transport and Industry Sectors This review focuses on the…
Platinum is Extremely Oversold A Shortage of Physical Supply (Backwardation) Growing Supply-Demand Deficits in Platinum Higher Loadings of Platinum in Catalytic Convertors & Substitution of Platinum for Palladium, EV limitations…
The Final Washout Before the Major Multi-Year Rally - by David. J Mitchell Summary Coverage In an outright debt crisis of historical records (this is the worst global debt crisis…
Where Are We Headed: Inflation, Asset Markets, Currencies, Commodities & Precious Metals. by: David J Mitchell Founding Partner - Auctus Metal Portfolios As global asset markets collapse in value, investors…
Interest Rates Rising: A Very Bullish Signal For Precious Metals As we enter 2022 and reflect on how each asset market performed the previous year, initial conclusions would suggest that…
Platinum Analysis (Ore Grades & South African PGM Mines’ Geological Structure) – Part IIby Dr. David Davis. IntroductionThis review continues the discussion mapped out in Part 1 ‘South African Platinum…
IntroductionThis review provides insight into the impact of the continuous long-term decline in South Africa’s Platinum (PGM) mine supply in an environment where Platinum and PGM demand is gaining significant…
Anglo American Platinum improves on guiding its 2021 PGM production outlook but reduces forecast for 2022 and 2023. They also announced a R3.9bn (circa. US$245 mill) Mototolo / Der Brochen…