ZIM is the only producer, but has been functioning more like an...

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    ZIM is the only producer, but has been functioning more like an inverse leverage play on Palladium.
    Whereas CHN not producing, is definitely leveraged
    for better or worse.

    i.e. From recent low...

    Palladium up ~20%
    ZIM is up ~10%
    CHN is up ~50%
 
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