VAL's exposure to platinum is a long game in a tight market, and at R1108.86 the valuation depends heavily…by @firsttime_frans on $VAL

VAL's exposure to platinum is a long game in a tight market, and at R1108.86 the valuation depends heavily on whether we see sustained industrial demand or another cycle down. Personally reckon the dividend yield and asset base give some downside protection, but the PGM sector re