TT
TTT Trading@jse_tttrading·Neutral
NHM sitting at R232.42 but platinum's been weak all year, rand strength isn't helping either. Their all-in costs are still climbing with energy crisis, margins getting squeezed harder than peers. Long-term view hasn't changed though, PGM demand will come back when China stabilises, just might take longer than we thought. I'll keep holding as long as it takes.