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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.
