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SBYSF - Platinum Group Metals Will Miss The Palladium Boom
Sibanye Stillwater
Palladium prices have more than quadrupled since early 2016, but there are signs the cycle is turning.
I think it’s dangerous to sell existing producers, but developers without near-term projects as well as with management and funding issues are very good candidates.
Platinum Group Metals fits this profile perfectly, and I think 2021 and beyond will be difficult years for the company.