Poor capital allocation and the green economy unseat the PGMs
Where I Am? | Viewer ==> Poor capital allocation and the green economy unseat the PGMs

Coronation Management Company

  Coronation Management Company   Q2 of 2024 | 2 years ago

At the bottom of the platinum group metal (PGM) cycle in 2018 we held overweight positions across our client portfolios in both the direct equities as well as through Anglo American and its PGM subsidiary, Amplats. Strong demand growth finally whittled away the surplus above ground inventories, which increased prices by more than 400% in the following years. This appreciation was even more pronounced in the individual equities, with Impala Platinum’s trough-to-peak up 18 times.


SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

DYN

In 2017 , Lion of Africa existed the unit trust operations to concentrate on assurance business, it operated 2 unit trusts LoA Equity Fund and loA Real Return Fund.

Around 2018, online broker, EasyEquities , bought asset manager Cload Atlas and Emperor Asset Management , the transaction culminated into establishing of Easy Asset Management by EasyEquities.

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Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.