$IVN.TSX
I initiated a position in Ivanhoe this morning.
I wanted more PGM exposure.
While I hold ANGPY and SBSW, I see solid earnings coming for IVN as the Platreef Mine gets fully operational. Phase 2 expansion should be complete by 2028.
It’s the world’s largest precious metals project under development.
I will continue accumulating.
Current weight is 2.11% of my portfolio.
The western world is going to need all the PGM’s they can get due to China hoarding them.
$SBSW $ANGPY
$SBSW $ANGPY $PLG $B $RIO
I’m completely loaded with mining tickers, but I don’t think I own enough platinum exposure.
SBSW and ANGPY together make up 7% of my portfolio, but it’s not enough.
I like basically all metals and minerals, but I still say platinum has the most upside.
China controls and dominates platinum (PGM’s)
At some point, the Western hemisphere is going to have major issues.
$15,000 is still my call.
$SBSW $ANGPY $PLG
I will hold my SBSW and ANGPY positions for years.
While I did reduce my SBSW substantially on the recent move to $21, I won’t be reducing it much moving forward.
Currently SBSW is 3.97% weight
ANGPY is 2.91%
I’ve attached my thesis again on why I say $15,000 platinum can be a reality.
I don’t just make up numbers.
Patience is required. Most don’t have it. 👍
$URA $URNM $XOP $SBSW $ANGPY
Here’s my favorite sectors moving forward.
Uranium
PGM’s
Natural Gas / Oil.
Power bills are going to soar and there’s nothing we can do about it.
I’m locked and loaded with everything except uranium. While I do have a BHP position, I don’t have much exposure. That’s going to change soon.
I do have both of my children scaling in already to URNJ and URNM.
$SBSW $ANGPY $SILJ $EXK $XOP
Many know that I’m a huge silver and oil/natural gas bull, but I’m saying this again, platinum has the most upside.
I’m positioned for all 3.
Look at this chart from Andy at Finding Value.
I’m still saying that in the future, we could see $15,000 platinum.
$SBSW $ANGPY $B $SILJ $HL
The run we saw for PGM’s earlier this year was just an appetizer. Get ready for the entree.
The Chinese are hoarding supply because they don’t have the resources within their country.
Platinum has always been worth more than gold and it’s going to be that way again soon.
Gold could easily move to $6,000 as the federal government keeps hitting the print button.
Silver to 30/1 ratio = $200 silver or even the historical average of 15/1 ratio = $400
Platinum 2X gold is $12,000
I still say in the future we could see $15,000 platinum. Believe me or not. 👍🍿
$ANGPY
I went ahead and increased my position to 2% weight.
Eliminated my SGOV position for now.
Dry powered is out until I trim other positions.
I’m putting my money where my mouth is. 👍
$ANGPY
I’ve had my wife holding this ticker since 2022.
This morning I initiated positions in both my children’s accounts as well as mine.
My son and I both have been holding SBSW for several years.
I see huge upside for PGM’s long term.
My position is a starter. 1.19% weight.
I’m willing to accumulate up to 3% allocation.
Took some SGOV money to purchase.
$SBSW $ANGPY $IMPUY $PLG
I believe this 💯
The next move for platinum and palladium will be eye popping.
DO NOT BE SHAKEN OUT!
https://x.com/graddhybpc/status/2078038989970325772?s=46
$SBSW $ANGPY $IMPUY $PLG
People just don’t realize what’s coming for PGM’s.
I see this recent pullback as a huge buying opportunity for what’s to come.
My $15,000 call for platinum is real.
China controls most of the above ground platinum.
This won’t end well.
$5,000 platinum is cheap.
Get ready. 🍿
PALLADIUM SURGES 4.5%
Rising prices often give a strong boost to PGM miners due to leveraged exposure.
Key palladium related stocks to watch:
$SBSW – Sibanye Stillwater (US Montana palladium mines + SA ops)
• $IMPUY – Impala Platinum (major SA producer)
• $ANGPY – Valterra Platinum (ex-Anglo American Platinum)
• $PLG - Platinum Group Metals (Focused developer)
$SBSW $ANGPY $IMPUY
While I’m a huge silver Bull, I still see platinum as the most undervalued precious metal.
My call here is $15,000+
Before you say I’m crazy.
Look at history.
It’s coming.
I’m going to simply wait for it.
@This_Bull_Is_Retired Shifting toward capital preservation makes sense on this timeline. A 60% core allocation to a $BRK.X.B-style compounder provides diversified quality businesses, insurance float durability, and lower drawdown traits than concentrated high-beta names. Keeping a modest sleeve in precious metals via $IAG or platinum vehicles like $PPLT and $ANGPY can still deliver geopolitical and inflation hedging without resetting the overall risk profile.
Personal portfolio breakdowns stay private. The work through UDIS View and StockEase applies the same scoring across ideas: verifiable financial evidence, competitive moats, insider alignment, and asymmetric catalysts. Platinum continues to clear those hurdles on the WPIC 297 koz 2026 deficit, above-ground stocks near three months' cover, and the NUS single-atom breakthrough.
How are you sequencing the move from higher-volatility names into the BRK.B core and any thematic sleeves over the next twelve months?
@This_Bull_Is_Retired Thanks for the question. If tensions escalate again, platinum would likely face near-term volatility as higher energy costs and growth fears pressure industrial demand. However, the structural deficit case actually gets stronger. Significant supply comes from Russia and Zimbabwe, regions already showing double-digit declines this year. Any fresh disruption would layer a geopolitical risk premium on top of the WPIC 297 koz 2026 shortfall and above-ground stocks now under three months of demand cover.
The NUS single-atom catalyst and AI-related demand tailwinds stay intact regardless of short-term macro noise. $PPLT would probably see the cleanest upside on a supply scare, while $SBSW and $ANGPY could deliver sharper moves in both directions depending on risk sentiment.
Are you looking to add on weakness, or are you focused more on the ETF exposure?
@This_Bull_Is_Retired Thanks for the details. DCA at $11.35 across 7 lots while keeping $SBSW to 7% of the portfolio (TGTX at 18%) shows disciplined sizing. Your 22%+ profit trigger and “sell on the news” rule give you a clean framework for PGM swings.
This lines up with WPIC’s 297 koz 2026 deficit and above-ground stocks now under 3 months’ cover. $SBSW’s PGM-gold mix delivers leverage to the supply squeeze out of Zimbabwe/Russia, and your dip-buying builds exposure into the tightening. The NUS catalyst adds a potential summer layer.
How close are the current lots to your 22% target, and what’s your stop or re-evaluation level? Technicals after 2025’s doubling remain constructive. Bullish on the platinum thesis. Happy to compare notes on sizing or $ANGPY.
