S32 at R54.65 is sitting on solid manganese and aluminium assets that most punters overlook. Compare that t…by @sextant_za on $S32

S32 at R54.65 is sitting on solid manganese and aluminium assets that most punters overlook. Compare that to BHP's sprawl, this lot is actually focused, and the rand weakness has been a proper tailwind for export earnings. Long-term, diversification across five commodities beats the single-commodity risk that killed others in the last cycle. Positioned perfectly for the next metals bounce when China stabilises.