In short: Depletion-story reference: named ("Implats on top") alongside Sibanye and Valterra in his pal Ferg's chart of the PGM depletion story — the ~50th-percentile of the PGM cost curve sits ~$1,500/oz, illustrating how loss-making platinum mining has been (margins only just recovering). No stance; context for the supply-side response.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.