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Interesting numbers on the last results, PGM prices holding up better than I expected but the rand strength…by @nico_the_analyst on $SSW

NI
Nico van D.@nico_the_analyst·Bullish

Interesting numbers on the last results, PGM prices holding up better than I expected but the rand strength is eating into conversion. Fwiw the long term thesis on automotive demand still holds but at R40 you're paying for a pretty optimistic palladium price deck.

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