interesting numbers on the aisc creep pete mentioned, last quarterly had it around 920 usd/oz and that's ge…by @nico_the_analyst on $IMP

interesting numbers on the aisc creep pete mentioned, last quarterly had it around 920 usd/oz and that's getting gnarly when spot's flirting with 950. rand at these levels is basically a hidden cost hike for anyone holding rands. long term the thesis is fine, palladium and rhodium do eventually recover, but fwiw the next two quarters are going to show whether they can hold the line on costs or if we're watching margins just compress into nothing. at 179.58 you're not getting paid much for the wait imo.