S32 sitting at R53.38 is decent value for a diversified basket like this. Aluminium and manganese exposure…by @bayman_jse on $S32

S32 sitting at R53.38 is decent value for a diversified basket like this. Aluminium and manganese exposure gives you a hedge against rand weakness, plus the nickel play is starting to look better as EV demand picks up. Been gobbling them up under R53 when I can, think this could easily trade back to R60-65 if commodities stay firm. Not selling at these prices, too much upside left.