focus on Nickelseems to make sense, w all the action in the Ni market for development etc. Although other minerals important to the total picture as well. I doubt w Sibanye focusing on other things and having issues w MT they move to buy here but given the critical minerals focus and need for US and safe countries, another developer may make some sense anyway.
Sibanye has done a bad job since they bot Stillwater. Long at about US.018 or so and will hold long term if necessary and add on further dips. Speculative but very interesting imo. I am also long Amplats, Implats in the space and associated Ni via KRR's Beta hunt, which is showing more and more promise. Bea