Record Platinum deficit 23/24 -POD AUS largest Plat resource, page-46

diesel engines and their platinum catalytic converters aren't going to disappear anytime soon. In Asia, platinum is also viewed as a monetary store of value. you telling me there's no room for 3 monetary metals when quadrillions of dollars of fiat derivatives come crashing down!? Add in an energy crisis in South Africa - impacting their PGM mines, and geopolitical risk with Russia. Elon hates hydrogen vehicles but they have a place. They are getting good uptake with heavy vehicles, are non polluting and are useful in countries with cheaper energy for electrolytic hydrogen production such as Japan with their expanding nuclear energy. I'm not saying POD is going to be hit out of the park but I like the odds particularly at this minuscule valuation.