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wesizwe's capex timeline for the cut 1 project is the real story here, not the rand weakness everyone's bla…by @julianreins_jse on $WEZ

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julianreins@julianreins_jse·Bullish

wesizwe's capex timeline for the cut 1 project is the real story here, not the rand weakness everyone's blaming. if they hit their production ramp by 2026 they're sitting on serious leverage to platinum prices. compare that to impala or northam's existing mines, wez is priced like it's still exploration risk when they're actually past that now.

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