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Top Posts Today
Fana D.
@factcheck_fana ·
platinum's up what, 7% this month, and ari's only tracking it half as well. bigger question is whether the iron ore division's doing enough heavy lifting to make up for the pg metals headwinds. balance sheet looks okay but cash generation's the thing i'm watching.
Naledi S.
@newbie_naledi ·
sorry if this is obvious but with platinum prices staying weak and load shedding eating into output, how is ssw supposed to compete with someone like impala or northam right now? i get the palladium mix helps but the balance sheet looks stretched to me, 35.88 feels like a value trap unless there's a real recovery in automotive demand soon.
MomentumTracker
@momentumtracker_jse ·
Down again. Steel cycle still looks weak, demand not there yet.