JBL's down 3% on what looks like sector-wide PGM weakness, but I'm questioning whether the market's pricing…by @alec_the_contrarian on $JBL

JBL's down 3% on what looks like sector-wide PGM weakness, but I'm questioning whether the market's pricing in sufficient downside for the metallurgical complexity they're dealing with at Sezela. The embedded value narrative sounds compelling until you stress-test it against lowe