RE:RE:RE:RE:RE:RE:RE:RE:PGM Market FundamentalsThere are 300M to go into Kipushi, and a billion dollars for Kamoa. These are major capital projects which will take 2 years and 3-4 years, respectively. The payoff is immense, even at the new punitive rates of taxation. I see no problem pushing forward on Platreef for production in 2022. Except for one thing. The company needs MONEY. If the money shows up, and on decent terms, great. If there is insurance for force majeure so that the banks don't foreclose in the event of a polio outbreak, or Ebola, or getting overrun by guerrillas, or gorillas, or a Third Congo War, or World War III, wonderful. But until the money shows up, spending 15 million dollars a month to keep driving those shafts and declines and overhauling state infrastructure, is dancing on the precipice.