POD (For New Investors), page-30

For the benefit of the "new investors" (which this thread was written for) and the grumpy old investors.....

All others turned to dust" - name them, why did they turn to dust, what's the parallel of those causes with POD? Platinum Australia was the only other listed miner that I can recall. The many previous owners of Munni and Panton were the ASX listed resource companies. PAN also bought out a Canadian explorer but I can't recall the name atm. Reasons all well documented in the various ASX release which you should read when assessing POD.
CHN may be an outside chance - why, and why does this not apply to POD? That's a risk you have to assess
"It's a tough business unless you own a refinery nearby" - tell that to the likes of SLR that ship concentrate SLR does not produce PGM. There are big differences in the market for copper and PGM concentrates and ownership/location of the refineries. COVID has also caused a supply squeeze which has driven up prices

Google the Johnson Matthey PGM market report - there is some good stuff in this