RE: SLP v THS21 Jul 2021 13:15
Perhaps the market believes the profitability will tank when PGM does. As a comparison, I hold a Canadian stock called 'Canfor' which is a lumber yard, with a superb balance sheet, but which is deeply unpopular in the market. They also have a P/E of ~3.
I do wonder if the market appreciates the THS also mines chrome?
I came across the following video from Portfolio Matters, which I found useful:
https://www.youtube.com/watch?v=nw4r_lKuWlc