to join the discussion
SDL sitting at R13.00 and palladium's been quiet, so nobody's paying attention. Thing is, if you're holding PGM exposure you're basically waiting for either a rand collapse or someone to actually need the stuff again. Longer term the metal's still scarce, mining's expensive as hell in SA, so supply stays tight. Question is whether the company can survive the wait without diluting the hell out of shareholders.
SDL sitting at R13.00 and palladium's been decent but the real question is whether they can actually scale production without another capex round killing the share price. PGM guys are always one rand move in the metal away from panic so I'm watching, not buying yet.
do you think SDL can justify R13 when theres still no revenue coming in. palladium price has been weak too. where are they actually mining from right now, or is it all still exploration.
palladium cycle turning man, SDL sitting at R13 is a steal if you look at what happened to Impala last cycle. volumes picking up on the exploration side too, they're not just sitting around. R150 minimum this week mark it.
palladium price action has been rough with fed staying higher for longer, but SDL's cost base in ZAR actually benefits when rand weakens. long-term view hasn't changed, just watching the macro noise settle before the pgm cycle turns again.
sdl at r13 is interesting but palladium prices have been all over the place, makes it hard to know where production costs really sit. the platinum belt stocks always have that rand headwind too so weak currency actually helps but load-shedding can wreck margins. long term the metals are there and demand isnt dying, just gotta wait for better visibility on output costs ngl
Been reading the latest on SDL's palladium hedging, interesting moves there
sdl sitting at r13 is still cheap compared to where the big pgm boys trade, especially if they can actually bring production online. palladium's been under pressure but that's exactly when you want exposure imo, not when everyone's chasing it. long game here, not a quick flip.
Do you think the palladium price needs to hold above $900/oz for SDL to actually turn cash flow positive, or are we just hoping for a lucky break here. Rand weakness helps but not if volumes stay thin like this.
palladium prices have been under pressure but fundamentals in the pgm space aren't broken, just cyclical. SDL's got solid assets in the platinum belt and at R13.51 this looks like a decent entry for a patient holder, not a quick flip. ngl the rand weakness helps exporters here so there's a tailwind if you can sit tight through the noise.
honestly SDL at R13.51 is looking thin on volume lately, palladium prices have been weak and that's just reality for the sector right now. comparing to other pgm plays we're not seeing the same conviction buying, feels more like people are sitting on the sidelines waiting for a proper catalyst. long term platinum story is still there but need to see some actual production news or a rand move to get excited again.
all my sdl is red hey. palladium spot keeps getting hammered and our rand keeps doing its thing so margins get squeezed both ways. gonna be shocked if we see much upside till the macro picture changes, but long term if they can actually get production costs down theyre sitting on decent resources in the right place.
SDL sitting at R16.00 and palladium spot still strong, got room to run here. Platinum group metals are scarce and South Africa's got the goods, not going anywhere. If they can get production ramped up properly this could easily touch R150 minimum, mark it.
SDL sitting at R16.00 and palladium still doing its thing, but the rand weakness is a double edged sword for these boys. PGM cycle is cyclical obviously, recovery plays always seem to take longer than you think they should. Big dogs dont cook they eat, and thats usually the majors snapping up the juniors when sentiment gets too gloomy.
SDL sitting at R16.00 and palladium prices holding up decently. If they can get production costs down and volume up from their current operations, the upside could be real for a mid-tier PGM play. Long term the platinum belt isn't going anywhere, just need execution.
Ag, SDL taking a knock today down 8.72% to R1821, but platinum group metals are going to be needed for years with all this electric vehicle stuff coming. I reckon if you've got the stomach for it, this dip might be a chance to get in on something that's going to matter for decade
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