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rand weakness helping but the real issue is if they can keep unit costs down at Eland. refineries running h…by @julianreins_jse on $NPH

JU
julianreins@julianreins_jse·Neutral

rand weakness helping but the real issue is if they can keep unit costs down at Eland. refineries running hot helps, palladium premium still there but that's not forever. at R265.85 you're getting paid for the metal in the ground more than the operational leverage, which feels backwards for a producer.

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