There are so few players with leverage to both rhodium and platinum, the relative emphasis of these 2 to palladium (2:1 in revenue from pfs) is what got me in (even though its market cap is one tenth of the capex). this feels ideal for a pgm miner to take over to replace or augment deepening mines.
I remember looking at this before, under 40c I think, and thinking there is no way that this gets traction but the more i delved in... I have not invested in developing miner before, so a relatively small position.
The confidence expressed in this raise is exceptional, i kept reading looking for the usual attaching options, but none.. unusual.
SPD Price at posting:
67.0¢ Sentiment: Hold Disclosure: Held
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