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S32 sitting pretty at R53.38 with those dividends coming through. Diversified across nickel, manganese, zinc, real hedge against single commodity risk. Comparing to BHP or Rio they're under-valued imo, especially with the manganese spreads staying decent. Holding long.
s32 sitting at r53.38 and honestly the yield is lekker if you're in for the long game. nickel and manganese exposure gives you a decent hedge against rand weakness, beats sitting in cash. diversified enough that one commodity tanking won't kill you like the single-play miners.
S32 closed at R53.38, sitting pretty near those highs from earlier in the year. Dividend yield's still decent for a diversified miner and the nickel exposure is looking less scary now that prices aren't in the gutter like they were. Better than sitting in cash with load-shedding eating everything else in the market.
S32 sitting at R53.38 is decent value for a diversified basket like this. Aluminium and manganese exposure gives you a hedge against rand weakness, plus the nickel play is starting to look better as EV demand picks up. Been gobbling them up under R53 when I can, think this could easily trade back to R60-65 if commodities stay firm. Not selling at these prices, too much upside left.
Closed at R53.38, nickel and manganese exposure holding up better than most diversified miners right now. Similar setup to what we saw with Glencore when commodity volatility hit, long-term view hasn't changed though. Dividend yield still decent if they keep the discipline on capex.
Manganese exposure is the real prize here, reckon most miss that while fixating on nickel. BHP's doing similar diversification but S32 at R53.38 sits cheaper on earnings and the rand weakness is a tailwind for export margins. Long view, you're holding a hedge against commodity cycles that actually pays dividends.
Nickel and manganese are where the real money is for S32 right now, especially with battery demand still climbing. Problem is execution on the cost side. Need to see those unit costs come down and maybe a decent offtake agreement locked in. Once that happens and the rand stays weak, this runs. Simple as that.
S32 down 1.68% today but trading at a reasonable 8.5x P/E with that 5.2% dividend yield cushioning the downside. Commodity exposure keeps it volatile, but the valuation looks fair if you're after some income from diversified mining assets.
S32 taking a 2.24% knock today, but the dividend yield still sits around 5.5% which keeps it interesting for income players. Commodity headwinds are real, but if you're patient with resources you've weathered worse.
S32 down 2.24% today but the selloff looks overdone given commodity tailwinds and their diversified portfolio still trading near book value. Hard to believe the market's pricing in a recession when their operational leverage hasn't been tested yet.
Picked up more S32 at this level since the dividend yield's sitting around 5% and the pullback feels overdone given copper's still holding firm above USD 4 per pound.
s32 trading at r54.65 and the aluminium operations are actually carrying margin pressure from energy costs. read through the latest md&a and the manganese division is where the real upside sits, especially if china infrastructure spending picks up again. diversified exposure helps but feels like the market is pricing in a prolonged commodity downcycle, which might be overdone given their cost position vs peers like impala or amplats.
S32 at R54.65 is sitting on solid manganese and aluminium assets that most punters overlook. Compare that to BHP's sprawl, this lot is actually focused, and the rand weakness has been a proper tailwind for export earnings. Long-term, diversification across five commodities beats the single-commodity risk that killed others in the last cycle. Positioned perfectly for the next metals bounce when China stabilises.
S32 sitting at R54.65, still feels undervalued given the manganese and nickel exposure. Diversified commodities portfolio actually working in their favour when one cycle turns ugly. Long term holders should be lekker patient, this isn't a quick flip.
S32 down 6.40% today but this pullback feels like noise when you consider the structural tailwinds in battery metals demand over the next decade. The company has diversified exposure across aluminium, copper, manganese and thermal coal, with the first three benefiting from electr
S32 trading at 1.81% bump on what appears to be commodity tailwinds, but the underlying ROIC remains pedestrian for a miner carrying this much debt. Strip away the alumina bounce and you're looking at a collection of assets struggling to generate returns above WACC, which is prec
S32 dropped 1.64% today but honestly, these dips in resources are normal hey. I'm thinking long-term here, not sweating the daily wobbles.
S32 dropping 2.77% today but the longer-term chart still respects that R4700 support zone we've been tracking. From a technical perspective, the stock needs to reclaim R4900 to avoid testing lower levels, though the broader resources complex volatility means this could swing eith