SFA (Oxford) Podcast

SFA (Oxford)'s Reasons for a New Perspective on PGMs

June 02, 2020 SFA (Oxford) Season 1 Episode 1
SFA (Oxford) Podcast
SFA (Oxford)'s Reasons for a New Perspective on PGMs
Chapters
SFA (Oxford) Podcast
SFA (Oxford)'s Reasons for a New Perspective on PGMs
Jun 02, 2020 Season 1 Episode 1
SFA (Oxford)

Timestamps

  • 00:37 - Why should PGM players consider a new perspective on PGMs. How has COVID-19 impacted metals prices and what are the impacts of this?
  • 09:07 - How can SFA help clients to preserve and extract value in the face of headwinds pertaining to difficult mine economics and depletion rates, over the next few years?
  • 09:53 - How does SFA anticipate recycling will impact PGM players?
  • 12:06 - What are SFA's thoughts on inter-metal substitution trends and how will COVID-19 impact the mix of metals in spent autocatalysts
  • 13:57 - What experience does SFA have advising clients in the recycling sector?
  • 15:49 - How will clients benefit from buying this report in regards to automotive trends and emissions legislation?
  • 20:59 - SFA have included a study on hydrogen fuel cells and electrolysers for the first time. How will this aid fund managers and other institutional investors?
  • 23:07 - How will clients benefit from the new chapter 'ESG reporting within the PGM industry'?
  • 27:28 - What is SFA's link with the University of Oxford?
  • 29:00 - Why will this report specifically benefit SFA clients and what is it's shelf life?

Disclaimer:

SFA (Oxford) Limited has made all reasonable efforts to ensure that the sources of the information provided in this podcast are reliable and the data reproduced are accurate at the time of recording. The analysis and opinions set out in the podcast constitute a judgement as of the date of the recording and are subject to change without notice. Therefore, SFA cannot warrant the accuracy and completeness of the data and analysis contained in this podcast. SFA cannot be held responsible for any inadvertent and occasional error or lack of accuracy or correctness. SFA accepts no liability for any direct, special, indirect or consequential losses or damages, or any other losses or damages of whatsoever kind, resulting from whatever cause through the use of or reliance on any information contained in the podcast. The material contained herewith has no regard to the specific investment objectives, financial situation or particular need of any specific recipient or organisation. It is not to be construed as a solicitation or an offer to buy or sell any commodities, securities or related financial instruments. The recipient acknowledges that SFA is not authorised by the Financial Conduct Authority to give investment advice. The recording is not to be construed as advice to the recipient or any other person as to the merits of entering into any particular investment. In taking any decision as to whether or not to make investments, the recipient and/or any other person must have regard to all sources of information available to him.

© Copyright reserved. All copyright and other intellectual property rights in any and all recordings produced from time to time remain the property of SFA and no person other than SFA shall be entitled to register any intellectual property rights in any recordings or claim any such right in the recordings or the information or data on the basis of which such podcasts are produced. No part of any podcast may be reproduced or distributed in any manner without written permission of SFA. SFA specifically prohibits the redistribution of this podcast, via the internet or otherwise, to non-professional or private investors and accepts no liability whatsoever for the actions of third parties in reliance on this podcast.

Show Notes

Timestamps

  • 00:37 - Why should PGM players consider a new perspective on PGMs. How has COVID-19 impacted metals prices and what are the impacts of this?
  • 09:07 - How can SFA help clients to preserve and extract value in the face of headwinds pertaining to difficult mine economics and depletion rates, over the next few years?
  • 09:53 - How does SFA anticipate recycling will impact PGM players?
  • 12:06 - What are SFA's thoughts on inter-metal substitution trends and how will COVID-19 impact the mix of metals in spent autocatalysts
  • 13:57 - What experience does SFA have advising clients in the recycling sector?
  • 15:49 - How will clients benefit from buying this report in regards to automotive trends and emissions legislation?
  • 20:59 - SFA have included a study on hydrogen fuel cells and electrolysers for the first time. How will this aid fund managers and other institutional investors?
  • 23:07 - How will clients benefit from the new chapter 'ESG reporting within the PGM industry'?
  • 27:28 - What is SFA's link with the University of Oxford?
  • 29:00 - Why will this report specifically benefit SFA clients and what is it's shelf life?

Disclaimer:

SFA (Oxford) Limited has made all reasonable efforts to ensure that the sources of the information provided in this podcast are reliable and the data reproduced are accurate at the time of recording. The analysis and opinions set out in the podcast constitute a judgement as of the date of the recording and are subject to change without notice. Therefore, SFA cannot warrant the accuracy and completeness of the data and analysis contained in this podcast. SFA cannot be held responsible for any inadvertent and occasional error or lack of accuracy or correctness. SFA accepts no liability for any direct, special, indirect or consequential losses or damages, or any other losses or damages of whatsoever kind, resulting from whatever cause through the use of or reliance on any information contained in the podcast. The material contained herewith has no regard to the specific investment objectives, financial situation or particular need of any specific recipient or organisation. It is not to be construed as a solicitation or an offer to buy or sell any commodities, securities or related financial instruments. The recipient acknowledges that SFA is not authorised by the Financial Conduct Authority to give investment advice. The recording is not to be construed as advice to the recipient or any other person as to the merits of entering into any particular investment. In taking any decision as to whether or not to make investments, the recipient and/or any other person must have regard to all sources of information available to him.

© Copyright reserved. All copyright and other intellectual property rights in any and all recordings produced from time to time remain the property of SFA and no person other than SFA shall be entitled to register any intellectual property rights in any recordings or claim any such right in the recordings or the information or data on the basis of which such podcasts are produced. No part of any podcast may be reproduced or distributed in any manner without written permission of SFA. SFA specifically prohibits the redistribution of this podcast, via the internet or otherwise, to non-professional or private investors and accepts no liability whatsoever for the actions of third parties in reliance on this podcast.