South Africa - Personal
JSE-listed integrated platinum group metals producer operating three wholly-owned mines (Zondereinde, Booysendal, Eland) in South Africa's Bushveld Complex.
"Dramatic PGM weakness during March enabled us to rebuild our basket of PGM holdings. We expect the PGM miners to experience a few good years of strong demand, supply shortages, and high prices. Whilst we believe electric vehicles will ultimately prevail, EV adoption has slowed outside of China (particularly in the US)."
Explore Investment Insights on the global economy, markets and topics related to our business.
Subscribe to our Corospondent newsletter