Macquarie reckon 340k oz pa Pd production on grade of 1.8g/t for Julimar alone. Would put it in top quartile by production and grade Imo. Norilsk produced 2.8 Mt Pd in 2020 and has 40% of global production. That gives Julimar at 340kt pa some 5% of global potential. If Hartog has similar grades and volumes we could be looking at over 10% of global production from CHN..
Realistic upper limit of Company Value?, page-77
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