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The market's knee-jerk selling of SDL at R1850 looks premature given current palladium fundamentals and automotive demand recovery trajectories. A -2.58% daily move on no announced corporate action suggests technical weakness rather than deteriorating asset quality, presenting an
SDL's decline to R1850 reflects broader PGM weakness, but the real concern is whether palladium's industrial demand recovery can offset auto-sector headwinds given the shift to EV powertrains. At current levels, you're pricing in continued margin compression unless the company ex
SDL's 10.92% rip today feels disconnected from the actual palladium spot price action, which hasn't moved materially to justify this kind of institutional accumulation. The rand weakness against USD is doing heavy lifting here, but when you strip out the currency tailwind, the fu
Grabbed some SDL at R1899 on that 10.92% pump today because the platinum complex has finally found some legs, and at these valuations with palladium exposure you're getting decent upside leverage without the property market's liquidity headaches.
Everyone's panicking about SDL dropping 9.95% today but honestly the palladium stuff is still there right, feels like a buying opportunity for patient investors. Maybe this dip is where the real money gets made?
SDL's 17.65% pop today reflects renewed interest in the palladium cycle, but at R2000 we need to scrutinise the ROIC trajectory and whether management's capital allocation actually justifies a price-to-book expansion. The platinum complex has cyclical tailwinds, ja, but I'd want
Eish, everyone's jumping on SDL at R2000 after that 17.65% jump but I reckon this is like a team scoring early then getting overconfident, could easily give back those gains if the platinum price doesn't hold up.
SDL pushing through R1746 on 1.45% — palladium catching a bid as auto catalytic demand finally showing some teeth