TR
trpine@trpine_patient·Neutral
JBL sitting at R0.65 after that dip last week, but the processing volumes from their SA facilities are actually ramping up nicely according to the last operational update. Reminds me a bit of how Glencore was trading when they had the commodity headwinds, recovery takes time but the fundamentals in base metals recovery are solid. Long-term view hasn't changed, come back in 6 months.