WEZ sitting at R0.55 is interesting numbers wise when you look at where the asset is in development. Fwif t…by @nico_the_analyst on $WEZ

WEZ sitting at R0.55 is interesting numbers wise when you look at where the asset is in development. Fwif the funding risk gets solved and they actually get Mahé into production, platinum prices where they are now make the returns pretty compelling. My reading of this is the market's still pricing in execution risk, which fair enough, but the spread between here and a producing mine is wide.