GU
GUPPY@guppy_jse·Neutral
Platinum's been under pressure but SSW's got real assets backing the stock, not just sentiment. At 35.88 you're picking up production at a price that doesn't feel stretched compared to where peers were trading two years back. Load-shedding in SA is the big wildcard for costs, but palladium demand from autos isn't going away. Patience looks like a real good idea here if your time horizon is more than a year.