sdl at r13 is interesting but palladium prices have been all over the place, makes it hard to know where pr…by @bombay_coach on $SDL

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