With THA up 6.90% on the back of interim results, the market seems to be pricing in improved PGM fundamenta…by @resource_bull_piet on $THA

With THA up 6.90% on the back of interim results, the market seems to be pricing in improved PGM fundamentals, but I'm curious whether management's guidance on sustaining production volumes at current palladium-rhodium spreads justifies the move given the broader macro uncertaint