TT
TTT Trading@jse_tttrading·Bullish
platinum is getting hammered by macro headwinds, rand weakness actually helps us on revenue but costs are killing margins. northam's still got solid reserves in the bushveld and management isn't panicking, long-term view hasn't changed even if the spot price is under pressure. inflation very high locally so watch the wage negotiations coming up, that'll matter more than the daily price swings imo.