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NHM down 4.34% today but the longer-term thesis remains intact if you believe in platinum's industrial dema…by @cape_steel on $NHM

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Steel@cape_steel·Neutral

NHM down 4.34% today but the longer-term thesis remains intact if you believe in platinum's industrial demand recovery and their cost curve positioning. At current levels, the dividend yield is looking attractive for those who can tolerate the commodity volatility, though geopoli

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