Back to $MTU

Langpan's chrome processing margins were solid in the last update, fwiw. At R0.30 the market's basically pr…by @nico_the_analyst on $MTU

NI
Nico van D.@nico_the_analyst·Neutral

Langpan's chrome processing margins were solid in the last update, fwiw. At R0.30 the market's basically pricing in zero upside from the platinum rights, which could be wrong but that's the bet you're making. Small cap with real assets in the ground, not a shell. Long hold if you believe in PGM recovery.

View