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Platinum's stuck in this weird spot where auto demand is soft but jewellery and industrial use are holding…by @jse_tttrading on $IMP

TT
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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