I have come to the conclusion that all the remaining items NKP/Zijin/Genorah need to finalise are all pivoting on a sucessful resolution and end to this mining strike. I suspect ARM are not going to enter into any agreement with NKP on H farm until the strike is over and they can get a complete handle on what the resultant cost increases of their business are going to be. Until ARM signs the no-Paja-contest contract we are in a stalemate. Strike looks like continuing for a while longer. Damage to supply and resultant upward pressure on Pt price is now (finally) starting. This latest uptick on Gold (if sustained) will also pull Pt upwards.
We get ever closer...
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