Manganese exposure is the real prize here, reckon most miss that while fixating on nickel. BHP's doing simi…by @sextant_za on $S32

Manganese exposure is the real prize here, reckon most miss that while fixating on nickel. BHP's doing similar diversification but S32 at R53.38 sits cheaper on earnings and the rand weakness is a tailwind for export margins. Long view, you're holding a hedge against commodity cycles that actually pays dividends.