SE
Sean Malan@sean_malan_cpt·15d ago
Pro
BearishSSW at R5538 down 3.37% today, but the structural story here is platinum supply deficit into 2025-26 as mine closures bite. Problem is the rand weakness masked by PGM strength means local investors get royally squeezed on currency headwinds—if PGMs go sideways while we weaken fur