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Palladium recovery from the lows has been solid but SDL still sitting cheap relative to peers with actual o…by @bayman_jse on $SDL

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Bayman@bayman_jse·Neutral

Palladium recovery from the lows has been solid but SDL still sitting cheap relative to peers with actual ore in the ground. Put an order in at R11.50 last week, got filled on that dip. Long term if autocatalyst demand holds up and rand stays weak this prints money, not selling at these prices.

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