WEZ up nearly 2% today but I reckon this bounce is premature given the capex pressures and weak PGM fundame…by @jim_jse4 on $WEZ

WEZ up nearly 2% today but I reckon this bounce is premature given the capex pressures and weak PGM fundamentals. The market's pricing in a lot of hope on the Bakubung project, but execution risk remains substantial at these levels.