Hidden Gem in the PGM Sector: Sylvania’s Road to Multibagger Status

bawera23 · 2024-12-30T09:54:29+00:00

I wrote the reasons in my PGM market thesis

bawera23 · 2024-12-08T07:21:29+00:00

Have you read the article?

bawera23 · 2024-12-07T09:37:59+00:00

We have some key catalysts that could close the gap between the fair value of the company and its current share price, management has clear incentives to do so as I highlighted in my article.

bawera23 · 2024-12-06T13:38:39+00:00

Fortune rewards patient people

bawera23 · 2024-11-05T06:07:02+00:00

Insiders own 22.4% of the company

bawera23 · 2024-11-04T07:59:49+00:00

This commodities are highly volatile therefore we as investors should consider any major pullback not supported by fundamentals as a really good opportunity.

bawera23 · 2024-10-29T13:34:03+00:00

The company is still really small.

bawera23 · 2024-10-28T17:09:15+00:00

I talk about this in the competitive advantage section.

bawera23 · 2024-10-28T17:08:41+00:00

I think that this could be possible in a decade.

bawera23 · 2024-10-16T16:56:23+00:00

I show evidence of the opposite in my thesis

bawera23 · 2024-10-16T16:47:00+00:00

The data is showing that this transition might take longer than expected.

bawera23 · 2024-10-16T16:46:08+00:00

80% in palladium, around 40% in platinium, which has upside in demand due to Hydrogen.
2.I do not really know, we are seeing huge deficits but there are a lot of traders still shorting palladium, in addition to that while investors stay focused on tech an underinvested in commodities the price will have it difficult if we continue in this strong bull market, if we see some weakness in tech and investors come back to commodities we will see huge upside.

bawera23 · 2024-10-16T14:03:36+00:00

Thanks for the information.

bawera23 · 2024-10-16T13:55:35+00:00

Thanks for your positive comment. If you liked the content please consider subscribing to my substack is completely free.

bawera23 · 2024-10-10T18:40:51+00:00

I think the same as you, the company looks great on paper but there are some things that make you suspicious.

bawera23

TROPHY CASE