$SBGL: Sibanye — The End of the Road

We never imagined riding Sibanye-Stillwater to a price-point that exceeded our initial target on the back of Palladium, but that’s what happened. Palladium, however, is not a trade in which we have a great deal of confidence going forward, so we rang the register for a return of 142%.

Our cash reserves have been boosted to 15% of the Fund and we are eager to put it to work.

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