SDL sitting at R13.00 and palladium's been quiet, so nobody's paying attention. Thing is, if you're holding…by @jim_jse4 on $SDL

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.