@momentumtracker_jse fair point on diversification but SSW's cost base beats Anglos on PGM, no? where's the…by @swordfish_sa on $SSW

Platinum's been getting hammered and SSW's carrying all that rand weakness on top. At R35.88 the yield's decent but you're betting on PGM prices finding a floor, and honestly that's not a given with economic slowdown. Anglos sitting at similar levels but they've got diversification SSW doesn't have, so there's real execution risk here on the mining side too.