Discover and read the best of Twitter Threads about #PDL

Most recents (4)

I don't think my portfolio has ever been in better shape. Not enough cash to buy as much as I would like to as I can't think of selling anything. It is a unusual feeling and not normal at all but these 6 cash printing machines have a long way to go #JSE #THS #SQZ #TRIN #PTAL #PDL
#JSE watch out for the wildcard i.e. Maari. Not factored into the valuation at all. New NZ legislation has increased the likelihood of completion this year(few months imo). That wld bring $80m+ net cash and another 3.5k bopd. This should increase valuation by at least $160m (30%)
#THS market totally missed the 26% acquisition of minority interest for the issue of c10.5m($26m) new shares. Share of profits due to NCI last year alone was c$31m ($38m OCI). Calculate how much ths wld be for another 17 years open pit and 40 yrs underground. Excellent value imo.
Read 7 tweets
@PetraDiamondsIR #PDL is now at 96p / £186m and threatening to break out. It's in touching distance of the post-restructuring, intra-day high of 97.5p, with blue skies above.

Interim results are due out next Wednesday.

A basic summary of the investment case ⬇️

1/25
#PDL is a diamond miner, with interests in 4 mines:

3 underground mines in South Africa (all 74% owned), namely: Cullinan, Finsch, and Koffiefontein;

1 open pit mine (75% owned) in Tanzania, named Williamson.

The mines were all acquired from @DeBeers between 2007-11.

2/25
The mines had all suffered from underinvestment when owned by @DeBeers. As such, between 2006 and 2019, #PDL invested approximately $1.6bn in improving the operational efficiencies of the mines and in extending their lives.

Much of this came in the form of debt...

3/25
Read 25 tweets
Die #PDL (Partei #DieLinke) integriert sich weiter in den kapitalistisch ausgerichteten Staatsapparat, den bürgerlichen Proporz (), während sie einen simplen linken (?) Populismus der "Enteignung" anschreiben lässt - via Publikationen u.a. im Karl Dietz
Verlag, die Rosa Luxemburg Stiftung (auch via die Zeitschrift _Prokla_) und ihre Nähe zur Kampagne gegen Deutsche Wohnen in Berlin (Rouzbeh Taheri). Zugleich entwickeln ihr nahestehende etablierte Akademiker "Kritiken des Dystopischen" (Alex Demirovic aktuell für einen Kongress
der Assoziation für kritische Gesellschaftsforschung (AkG) in #Kassel). Die Partei projektiert sich zunehmend oder wieder "pragmatistisch" realpolitisch mit einem sozialistischen Livediskurs, mit dem sie einen Mix aus antikapitalistischen Ideologien[1] und Hoffnungen auf
Read 6 tweets
Die #PDL (Partei Die Linke) ist weiter auf Anpassungskurs. Ihre Offiziellen reden nun teilweise national und sozial zugleich. Flucht kann im kapitalistischen Staat nur Regulation von Reserverarmeen unter dem label Humanismus heißen. Mit dem Staat
hat sich die PDL schonmal abgefunden (in Berlin und Thüringen). -> amp.n-tv.de/politik/2015-d…
Demokratische Strukturen werden dennoch verteidigt werden müssen, gegen bürgerliche Demokraten.
Read 4 tweets

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