Comes from Moneyweb: Having looked for projects that offer "relatively low-cost extraction, immediate and very near term production potential, added longer-term growth potential as well as existing offtake agreements for smelting and refining of the concentrate", RBCCM reaches an eight-name list that "also offer fundamental value based on current low market valuation": *Ridge Mining - already mining, offtake in hand *Platmin - starting mining, offtake not certain but "we believe it will be secured" *Anooraq Resources - mining from July, offtake secured *Aquarius - mining, life-of-mine offtakes secured on all its projects, low rating relative to producers *Platinum Australia - mining this year, offtake secured, current high rating *Eastern Platinum - mining, offtake secured on current operating assets, current high rating *PTM (the Canadian listed stock listed under the name PGM) - start of mining still two years out, offtake in hand, low rating probably function of lead time to production, and *Wesizwe - start of mining still three years out, no offtake yet, longer-term value.
