James Allen retweetledi
James Allen
869 posts

James Allen
@Allen82Allen
Proud father, Trader, AIM stock analyst, Reading FC fan & Finance Director.
Katılım Nisan 2012
408 Takip Edilen111 Takipçiler
James Allen retweetledi

@VOXmarkets please can you preview the crass offer and aggressive approach to shafting shareholders of AIRE by Glenstone REIT Plc. A brazen insult to all shareholders of AIRE that undermines confidence in holding AIM investments if it succeeds.
English

@HLTCO Look at where the Mexican players play. Look at your squad value and calm the fuck down.
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James Allen retweetledi
James Allen retweetledi

"Berenberg raises Sylvania Platinum price target to 174 (169) pence - 'buy'"
We own 0.1% of this company but feel we should be investing more #SLP
🇿🇦Net cash
🇿🇦DY 6.5%
🇿🇦Strong profitability
🇿🇦EV:EBITDA 1.7x
🇿🇦Growth '24-'26
🇿🇦Share buybacks
Seems very cheap
DYOR 🚀
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James Allen retweetledi

@RFCSupport Done - email sent. Renewed my season ticket in the meantime 🙌
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Hi James, I've just taken a look on our back office, is your seat in Y21? Firstly, does your son have an account to assign the ticket to? If not you can email sales@readingfc.co.uk with his name and birth date and we will create it and add him in to your family & friends, then you will be able to assign him a ticket. Then you choose the seat from the stadium map, and just delete your supporter ID number from that ticket, then click the 'assign' button and it will show your list of friends and family for you to assign the ticket to. The seats that are currently available to purchase are blue seats with a white background, seats with a red background are currently being held for renewal, so when you choose your seat for him on the stadium map you will just need to make sure the seat has a white background, as we allow people to select the seats with a red background so that they can renew for their family & friends, but it will only allow you to process that seat if the account you assign it to matches the account that is holding that seat for renewal. The seats with a red background will be released at 10am on the 16th if they end up not being renewed, so you could choose a seat for your son for now, and then check back with us on the 16th to see if the seat next to you has been released, or you can choose two new seats for you and your son in a different row, and you will still be able to get the renewal price even when assigning yourself a new seat for your season ticket.
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@RFCSupport tried to renew my season ticket today and, for the first time, buy one next to me (in the available seat) for my 5 year old son but the website would only allow me to order another adult ST for myself 🤷🏼what’s going on!
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James Allen retweetledi

A @readingfc Academy star now chasing #FIFAWorldCup glory with France! 🇫🇷🤩
Michael Olise - #RaisedInTheEFL 💫
#EFL
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James Allen retweetledi

مارك بوين، المدير الرياضي لنادي ريدينغ آنذاك، تحدث عن موقف غير معتاد كان مايكل أوليسي يقوم به، وهو النوم داخل السيارة تجنبًا للتأخر عن التدريبات:
في كل صباح، كنتُ أصل إلى ملعب التدريب، وكان مايكل جالسًا ببساطة نائمًا في سيارته. فأسأله: "مايك، ماذا تفعل هناك؟" فكان يجيب: "لم أُرِد أن أعلق في الازدحام، للتأكد من الوصول دائمًا في الوقت المناسب". ولهذا كان يغادر منزله أحيانًا في حوالي الساعة 5:30 صباحًا. لكن الأمر الغريب في القصة هو أنه كان يصل إلى ملعب التدريب ثم يغفو فورًا بعمق خلف عجلة القيادة. وعندما كانت المجموعة الأولى تبدأ التدريب في الساعة 9، كان اللاعبون يسألون: "أين مايكل؟ إنه متأخر. لماذا هو متأخر؟"
فكنت أقول: "اسمعوا، ربما يتأخر قليلًا في الوصول إلى أرض الملعب، لكن بينما كنتم لا تزالون في أسرتكم، كان هو بالفعل في موقف سيارات ملعب التدريب داخل سيارته". لكنه كان لا يزال شابًا. لقد غلبه النعاس، وكان علينا أن نطرق نافذته ونقول: "هيا يا مايكل، الساعة الآن التاسعة، حان وقت التدريب".


العربية
James Allen retweetledi
James Allen retweetledi

Good signs at Sylvania Platinum #SLP
Two non-executive directors buying shares at £0.81 and £0.8395 per share this week after the recent SP decline
Market seems to appreciate their faith in the business. Tempted to top up
DYOR 🚀
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James Allen retweetledi

The Americans have a boat named after Churchill but here in the UK we are taking him off a fiver cash note. The absolute state of things.
OSINTdefender@sentdefender
U.S. Navy Sailors onboard the Arleigh Burke-class guided-missile destroyer, USS Winston S. Churchill (DDG-81), conduct a replenishment-at-sea with the Henry J. Kaiser-class fleet replenishment oiler, USNS Kanawha (T-AO-196), in the Arabian Sea while supporting Operation Epic Fury, March 17, 2026.
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@shareGBP Any way you look at it, a 10% plunge in platinum price is going to rock the SLP share price. It creates inherent uncertainty. Sell off is expected, albeit seems extreme to me, too. Interesting week ahead. All eyes on Chrome too.
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@shareGBP Interesting to see Rhodium account for 33% of 4e output now. Note Rh has grown 34% since 1st Jan ‘26 and unlike the other PGM’s, has not pulled back from recent highs. Nodes extremely well. Just need to make sure they don’t plunge too much cash into capex.
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James Allen retweetledi

#SLP very detailed presentation yesterday from Company which highlights the continued opportunity here despite a steady SP appreciation in last year. Capex in H1 of $12m will half in H2 and fall further in 2027/2028. This as high basket price begins to hit bottom line.

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#SLP superb results. JV loan for Thaba up to $38m so add this to cash and you get over $90m cash and investments.
JV partner will need to pay $6.4m per annum over 10 years to clear loan. That covers a nice chunk of forward dividend or further buy backs! Very easy hold
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@zanmantate You’re forgetting iridium and ruthenium….. 6e matters. Not just 4e….. 6e probably adds 10%+ on mining weight
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I’ll say it again, the market is missing the insane value in PGMs. One month later you can buy PGM producers at that same price.
Despite:
2 months of platinum >$2000
1 month of rhodium >$10,000
I keep buying #THS #SLP
Zan@zanmantate
The market is simply not recognising how much cash PGM miners will make this year. It’s the same playbook as precious metal miners last year. #THS and #SLP will be giants over the next year imo.
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