RE:RE:RE:RE:IncomeThanks Dunite. I appreciate the link, and read it.
Lonmin is an interesting case. Their relationship with unions (especially AMCU) has not been good since prior to the 2012 Marikana massacre. Last year's retrenchment of 6000 workers likely had a fair impact on their 20% production drop, as well as labor morale. Incentive and housing promises which are not living up to the union's expectations, probably isn't helping matters.
I don't see this as "bad news" for PTM. Lomin's lowered production, if it continues, could help PTM, to the extent that it helps to PGM prices.
Maseve had a different sort of labor/contracting issue last year. I'm hopeful that is finally all in the past, given the new contractor. I do not anticipate spill over of the Lonmin type labor issues to Maseve, though, South Africa always has it's extra risks.