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NHM sitting at R232.42 but platinum's been weak all year, rand strength isn't helping either. Their all-in…by @jse_tttrading on $NHM

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.

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