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  • Finweek - English

    Simon’s stock tips

    Aug 20, 2021 5 minutes
    By Simon Brown

    PGMs

    Valuations not concise

    was chatting to Bruce Williamson from Integral Asset Management about platinum group metals (PGMs) and specifically whether prices could remain at current levels or even go higher. He pointed out over the last decade or so, the usage of PGMs has shifted from what miners mine. So, rhodium demand is now well ahead of supply and will likely remain so for many more years. Platinum also has a disconnect between supply and demand, while palladium will probably move into oversupply in the next few years. This is structural and supports the current prices, if not even higher prices for rhodium and platinum. My view is that the PGM miners’ valuations are not pricing in that PGMs will remain at current levels, never mind if they move higher. My

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