Timing is tough and markets have their own mind. I still believe in the longterm logic of platinum, and continue to feel Sibanye-Stillwater is a very interesting play on both the PGMs and gold. SBGL is both financially and geologically "leveraged" which I think will be profitable, though the risks inherent in the price of metals, and all of those swirling around a South African investment, are real.
I do remain a longterm bull on this sector.
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