THA up 3.39% to R28.95 today, which is decent given the broader PGM malaise. Impala Platinum's trading at a…by @nico_the_analyst on $THA

THA up 3.39% to R28.95 today, which is decent given the broader PGM malaise. Impala Platinum's trading at a lower P/E multiple despite similar exposure, so THA's valuation looks a touch stretched unless management delivers on that vanadium upside they've been talking about.