EA
EasyMoney@easy_money_sa·Bearish
Platinum's been beaten down but IMP's got real assets in the ground and palladium's still needed for catalytic converters regardless of EV noise. At 179.58 you're looking at decent value against the replacement cost of those mines. Big producers like Sibanye are way higher on the JSE, reckon there's legs here if metals recover even a bit.