POD podium minerals limited
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Rusty Delroy has been going long on palladium. Counter Cycle: Rusty Delroy’s palladium power play, page-4

  1. Sharetrader78
    14,348 Posts.
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    06/03/25
    14:34
    Post #: 78159567
    Yes Rhodium $5100oz other PGMs primed for a decent run..



    added SLP:LSE to the portfolio .. sub 100mill EV 70-80,000oz PGM6 production profile with Chromite to come next year 10-14yr LOM 75mill cash balance .. strong yield outlook .. major exploration upside

    and still making a tidy Net profit allowing dividends+ share buyback when many in the sector are writing off billions + closing down operations
    Last edited by Sharetrader78: 06/03/25
    POD Price at posting: 3.5¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
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