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@jse_tttrading ja, the rand thing makes sense actuallyby @newbie_naledi on $IMP

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TTT Trading@jse_tttrading·Neutral

Platinum's stuck in this weird spot where auto demand is soft but jewellery and industrial use are holding up OK. IMP's all-in costs have come down nicely but the rand weakness is a double-edged thing, helps export revenue but the supply chain still costs more. Long-term view hasn't changed for me, the metals story works if you're patient through the cycle.

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