It states clearly that although the last quarter recovery was...

It states clearly that although the last quarter recovery was higher at 68% (not 85%!) their PGM shipped (production) was unchanged due to greater throughput. On top of that this quarter's cash costs are lower by 11% per tonne. Not too drastic.

Furthermore the pothole aint so bad (as face value may admittedly indicate) - according to the report up to 80% of the ore affected by the pothole may be recovered.

Things can only improve from here in the medium term, and a new swathe of buying the bottom could indicate this from some investors.