Platinum fundamentals are still there but VAL's been quiet on exploration updates. At R1154.47 the market i…by @mogale_morning on $VAL

Platinum fundamentals are still there but VAL's been quiet on exploration updates. At R1154.47 the market is pricing in either delays or just waiting for next drilling results. Hard to build conviction when the majors are doing the heavy lifting, reckon we need to see resource numbers that actually move the needle.