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Platinum's structural demand case from green energy remains intact, but VAL trades on execution risk more than commodity tailwinds. At R1231, you're paying for a turnaround story that hinges on cost control and production ramps, not just spot prices going north.
VAL's exposure to platinum is a long game in a tight market, and at R1108.86 the valuation depends heavily on whether we see sustained industrial demand or another cycle down. Personally reckon the dividend yield and asset base give some downside protection, but the PGM sector re
VAL up 1.15% to R1090 on a quiet day, but the real question is whether platinum's recovery holds at these levels or we're just catching a relief bounce. PGM fundamentals are improving but geopolitical noise keeps the bid-ask wide, so I'm holding fire until there's more conviction
VAL catching a bid at R1077.62, up 2% today. Platinum spot price has been steadier of late, so this could be bargain hunting after recent weakness rather than fundamental shift.
VAL down 5.18% today but that's overdone given platinum's structural supply deficit and their cost base holding firm. Market's being lazy selling on macro noise, but fundamentals haven't shifted that much to justify panic.
VAL getting hammered 5% today but platinum's structural supply deficit hasn't changed, so this looks like noise to accumulate if you're holding for the cycle.
VAL up nearly 4% today on the back of what, exactly. Platinum prices have been flat so is this just short covering or has something changed fundamentally with their operations.
VAL up nearly 4% today on what looks like short covering rather than fresh conviction. Platinum prices holding steady but the stock's been range-bound for months, so is this just noise or the start of something real?
Look, VAL is sitting on massive PGM resources and we're still in exploration phase. People whining about pre-revenue need to remember where Sibanye was before it became what it is now, can't fix stupid. Once they start drilling properly and get those resource estimates out, the upside from R1192.17 will be insane for early holders.
val closed at R1192.17, sitting pretty above the 1180 support. platinum spot prices holding firm which helps the narrative here. if the resource estimates come through on the exploration side, could be a real move for a mid-cap explorer like this. worth watching the next sens announcement closely.
VAL sitting at R1192 and the platinum story is still in the early innings ngl. Most of these juniors are still in the prospecting phase but if they hit decent grades on the properties it could be a proper multi-bagger over 5 years. Just gotta have patience and not panic when rand swings around.
VAL still sitting on a lot of prospecting upside if they can move those PGM resources into something bankable. Platinum cycle should help, rand weakness pushes export margins higher. At R1192.17 the risk reward feels better than it did a year back, ngl. Long holders probably sleeping OK tonight.
VAL up half a percent today but the platinum sector's been under pressure lately. Anyone still holding this or waiting for better entry points given the macro headwinds?
VAL taking a knock today at R1155.13, but platinum's still holding decent support around $950/oz so this pullback feels more technical than fundamental. Dividend yield's attractive if they maintain payouts through the cycle, though exposure to rand weakness is a factor to monitor
VAL taking a proper hammering down 8.75% today. Platinum prices still under pressure or is this oversold given the dividend yield sitting around 7%?
val sitting at r1154.47 but the peg ratio on pgm explorers is stretched right now. comparing to other juniors on the bourse, you're paying for hope not resources yet. management needs to drop a decent resource estimate soon or this stays rangebound, shake out weak hands then maybe move.
platinum space is cooked unless you're sitting on tier one assets, and val's still in the prospecting phase so youre essentially betting on the geology working out. at R1154.47 youre paying for hope not cash flow, which is fine if you believe in the project but timing wise with load shedding crushing SA mining margins, catch the express train or wait for capitulation.
Platinum fundamentals are still there but VAL's been quiet on exploration updates. At R1154.47 the market is pricing in either delays or just waiting for next drilling results. Hard to build conviction when the majors are doing the heavy lifting, reckon we need to see resource numbers that actually move the needle.
Been reading the latest sens filings, platinum recovery numbers are decent actually
@trpine_patient EXACTLY RIGHT!! PLATINUM CYCLE IS HERE AND VAL IS POSITIONED PERFECTLY!! RAND WEAKNESS JUST ACCELERATES THE UPSIDE!! LFG!!
Current R 1 227,18 — 50% of range
Fundamentals sourced from JSE disclosures. Updated quarterly.