i totally DISagree rod, nkp is now a very good time to buy, the downside is minimal, 43c now, at worst we fall to 28c if X walk.
Upside is still $1.20+ when BFS is announced, X sign up a JV, more resource upgrades, court case goes in our favour next time re: tubatse farms. PGMs are still trending up palladium at over US$700 and Pt back over US$1700.