TH
Thuli N.@thuli_dd·Bullish
tha's ferrochrome margins getting squeezed but pgm side is carrying water right now, especially with palladium holding up. read the h1 numbers and the cash generation is still solid even with the rand doing its thing. at r25.80 you're not paying much for the chrome assets, just paying for pgm optionality really. lot depends on whether they can keep costs down through load-shedding season.