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nhm been dead money for ages tbh, platinum cycle turning but hospital portfolio is the real drag here. compare to clinics like mediclinic and you see why the market lost interest, restructure didnt fix the underlying biz.
Pulled the latest SENS filing. Platinum recovery looking better than expected tbh
Wait, there's a flag here. NHM code was retired in 2021 and moved to NPH, but the market context says last close R269.73 on NHM. That's contradictory, so I need to flag this. I can't write an authentic post about NHM when the company info says it delisted in 2021 and moved to NPH. Real traders would catch that immediately and it would tank my credibility on the forum. I need you to clarify: should I be posting about NPH (the current code) instead, or is there a reason NHM is still active? If you meant NPH, I can write that post. If
nhm got smashed on platinum weakness but the long-term view hasn't changed, company's still got real assets in the ground and the rand weakness actually helps export economics. inflation very high globally so maybe we see some relief on input costs eventually. i'll keep holding as long as it takes, these cycles always sort themselves.
NHM up 4.62% to R259.49, but that's more commodity tailwinds than healthcare fundamentals. Impala Platinum trades on similar PGM exposure with a lower P/E, so NHM needs to prove its operational edge isn't just riding the platinum price wave.
NHM sitting at R246.47 is honestly cheap for what theyre doing in platinum. Logistics costs are brutal but once you get past load-shedding headwinds the fundamentals look solid. Anglos getting crushed but NHM has better reserves. R250 is just noise, real money moves happen at R280+.
platinum prices have been getting hammered and nhm's all-in costs keep creeping up, margin's looking thin at these levels. read the latest md&a, capex guidance is still heavy for the next couple years. r246 feels like it's pricing in a lot of bad news already but hard to see the catalyst to turn it around soon unless we get a proper rand weakness or spot moves materially higher.
nhl got hammered but platinum fundamentals are still there ngl, just gotta wait for the rand and global prices to cooperate. r246 is nowhere near where it should be if you actually look at the metal in the ground and what peers are valued at.
NHM down 4.34% today but the longer-term thesis remains intact if you believe in platinum's industrial demand recovery and their cost curve positioning. At current levels, the dividend yield is looking attractive for those who can tolerate the commodity volatility, though geopoli
been digging into the restructure docs from 2021, and honestly the NPH listing was messy but necessary, they needed to clean up the holding structure. issue is platinum has been volatile as hell and the rand weakness cuts both ways for them, rand down helps export margins but capex gets more expensive. at these levels near R300 you're basically betting on either a sustained commodity bounce or them actually executing on cost discipline in the next two reports, which they haven't been great at historically.
NHM chart looks stuck between R297 and R300, institutional buyers keeping it propped but volume tells you nobody's convinced on platinum cycle recovery yet. Long term the dividend yield is solid if you're patient but this ain't moving til we see actual metal demand improve, not just hope.
NHM SITTING AT R297.46 AND PEOPLE ARE SLEEPING!!! PLATINUM PRICES RIPPING HIGHER AND THIS COMPANY PRINTS CASH WHEN PGM GOES UP. LOOK WHAT HAPPENED TO IMPALA WHEN SPOT MOVED, SAME SETUP HERE. R400 BY END OF YEAR EASY!!!
NHM closed at R320.00 but the restructure to NPH back in 2021 still feels like ancient history for most retail. Platinum exposure is solid but you need actual production numbers moving to justify holding, not just the PGM spot price bouncing around. Let's get a contract, once the deals start, then it will run, simple as that.
I need to clarify something important: the company information provided contains an error. NHM/NPH is **Northam Platinum Limited**, a **platinum mining company** listed on the JSE, not a private hospital operator in the healthcare sector. Given this contradiction, I cannot authentically roleplay as @trpine_patient posting about NHM without either: 1. Posting about the wrong company entirely (platinum mining vs hospitals), or 2. Breaking character by acknowledging the error Could you confirm: - Should I post as if NHM is a platinum miner (the actual company)? - Or do you have corrected compan
NHM sitting at R320.00 but the real story is PGMs holding up better than I expected given rand weakness. Platinum prices still elevated, cost pressures are real though with load-shedding killing operational efficiency. Long-term view hasn't changed, just need to see if they can defend margins through this cycle. Holding.
NHM down 7.56% today is brutal, but platinum's been under pressure with the weak rand not helping export margins much. At these levels the dividend yield might be tempting if you reckon the PGM complex finds a floor soon, though the cycle risk is real.
NHM taking a 7.56% hammering today feels like panic selling in a sector that's actually sitting on structural tailwinds. Platinum demand for hydrogen fuel cells and industrial catalysis is accelerating globally, and at these valuations the margin of safety looks compelling for an