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Southern Palladium @Southern_Pd

Southern Palladium (ASX:SPD) is an Australian public company which has acquired a 70% interest in Bengwenyama #palladium/#rhodium dominated PGM Project southernpalladium.com Joined April 2022
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Southern_Pd Profile Picture

Southern Palladium @Southern_Pd

3 weeks ago

#PGM producers once treated #chromite as waste, now emerging as meaningful by-product revenue stream. #WPIC’s Ed Sterck says chromite extraction is simple, improves smelter dynamics & helped some South African mines operational during weaker PGM markets. youtu.be/b_z3tjK7I7g

Southern_Pd Profile Picture

Southern Palladium @Southern_Pd

3 weeks ago

#Chromite is emerging as overlooked #PGM sector theme. @Southern_Pd $SPD lifted #Bengwenyama chromite recoveries to ~65% in DFS testwork,more than double prior assumptions. @BridgeStCapital's Dr Chris Baker cited added chrome exposure in 20% target uplift. youtu.be/b_z3tjK7I7g

Southern_Pd Profile Picture

Southern Palladium @Southern_Pd

3 weeks ago

#WPIC says #platinum’s industrial demand has grown ~3.5% CAGR since 2014. Glass demand is rebounding, while energy security concerns are accelerating interest in hydrogen, renewables and fuel cells — broadening platinum demand well beyond autos. youtu.be/b_z3tjK7I7g #PGM $SPD

Southern_Pd Profile Picture

Southern Palladium @Southern_Pd

3 weeks ago

#WPIC cut its 2026 global vehicle production forecast by ~1M units, yet #platinum demand expectations have increased. Stronger heavy-duty demand plus “higher for longer” ICE & hybrid production continue supporting #PGMs despite the EV transition narrative. youtu.be/b_z3tjK7I7g

Southern_Pd Profile Picture

Southern Palladium @Southern_Pd

3 weeks ago

📺 @InvestorStream_: #WPIC says #platinum deficits set to persist,w/ little new supply expected to shift balance. Despite #PGM prices nearly doubling in 12 months, supply & demand remain price inelastic,while bar & coin demand forecast to rise 33% in 2026. youtu.be/b_z3tjK7I7g

Southern_Pd Profile Picture

Southern Palladium @Southern_Pd

3 weeks ago

#Chromite is emerging as overlooked #PGM sector theme. @Southern_Pd $SPD lifted #Bengwenyama chromite recoveries to ~65% in DFS testwork,more than double prior assumptions. @BridgeStCapital's Dr Chris Baker cited added chrome exposure in 20% target uplift. youtu.be/b_z3tjK7I7g

Southern_Pd Profile Picture

Southern Palladium @Southern_Pd

3 weeks ago

#WPIC says #platinum’s industrial demand has grown ~3.5% CAGR since 2014. Glass demand is rebounding, while energy security concerns are accelerating interest in hydrogen, renewables and fuel cells — broadening platinum demand well beyond autos. youtu.be/b_z3tjK7I7g #PGM $SPD

Southern_Pd Profile Picture

Southern Palladium @Southern_Pd

3 weeks ago

#WPIC cut its 2026 global vehicle production forecast by ~1M units, yet #platinum demand expectations have increased. Stronger heavy-duty demand plus “higher for longer” ICE & hybrid production continue supporting #PGMs despite the EV transition narrative. youtu.be/b_z3tjK7I7g

Southern_Pd Profile Picture

Southern Palladium @Southern_Pd

3 weeks ago

📺 @InvestorStream_: #WPIC says #platinum deficits set to persist,w/ little new supply expected to shift balance. Despite #PGM prices nearly doubling in 12 months, supply & demand remain price inelastic,while bar & coin demand forecast to rise 33% in 2026. youtu.be/b_z3tjK7I7g

Southern_Pd Profile Picture

Southern Palladium @Southern_Pd

2 months ago

Q: To what extent does this testwork shift #Bengwenyama’s positioning from a pure #PGM project to a more diversified revenue story, and how should investors think about that transition? youtu.be/QMP7bJ1k7JI?si… $SPD $SDL

Southern_Pd Profile Picture

Southern Palladium @Southern_Pd

2 months ago

Q: Your updated model still appears conservative in some areas, where do you see the biggest potential for further upside as more DFS detail comes through? youtu.be/QMP7bJ1k7JI?si… $SPD $SDL #PGM

Southern_Pd Profile Picture

Southern Palladium @Southern_Pd

2 months ago

Q: How much of the 20% valuation increase is attributable to higher #chrome volumes versus broader processing efficiencies such as DMS and reduced plant intensity? youtu.be/QMP7bJ1k7JI?si… $SPD $SDL #PGM

Southern_Pd Profile Picture

Southern Palladium @Southern_Pd

2 months ago

Via @InvestorStream_ Q: The valuation uplift is driven largely by #chromite, what changed in your view about chrome’s role in the project following the DFS testwork? youtu.be/QMP7bJ1k7JI?si… $SPD $SDL #PGM

Southern_Pd Profile Picture

Southern Palladium @Southern_Pd

2 months ago

Q: To what extent does this testwork shift #Bengwenyama’s positioning from a pure #PGM project to a more diversified revenue story, and how should investors think about that transition? youtu.be/QMP7bJ1k7JI?si… $SPD $SDL

Southern_Pd Profile Picture

Southern Palladium @Southern_Pd

2 months ago

Q: Your updated model still appears conservative in some areas, where do you see the biggest potential for further upside as more DFS detail comes through? youtu.be/QMP7bJ1k7JI?si… $SPD $SDL #PGM

Southern_Pd Profile Picture

Southern Palladium @Southern_Pd

2 months ago

Q: How much of the 20% valuation increase is attributable to higher #chrome volumes versus broader processing efficiencies such as DMS and reduced plant intensity? youtu.be/QMP7bJ1k7JI?si… $SPD $SDL #PGM

Southern_Pd Profile Picture

Southern Palladium @Southern_Pd

2 months ago

Via @InvestorStream_ Q: The valuation uplift is driven largely by #chromite, what changed in your view about chrome’s role in the project following the DFS testwork? youtu.be/QMP7bJ1k7JI?si… $SPD $SDL #PGM

Southern_Pd Profile Picture

Southern Palladium @Southern_Pd

2 months ago

Southern Palladium (#ASX: $SPD) reports a strong March quarterly, with #chromite recoveries improving to ~65% and DMS enhancing flowsheet value at #Bengwenyama. Drilling and mine planning advance, with DFS now targeted for late Q4 2026. southernpalladium.com/wp-content/upl… #PGM

Southern_Pd Profile Picture

Southern Palladium @Southern_Pd

2 months ago

Southern Palladium (#ASX: $SPD) reports a strong March quarterly, with #chromite recoveries improving to ~65% and DMS enhancing flowsheet value at #Bengwenyama. Drilling and mine planning advance, with DFS now targeted for late Q4 2026. southernpalladium.com/wp-content/upl… #PGM

Southern_Pd Profile Picture

Southern Palladium @Southern_Pd

2 months ago

From the @InvestorStream_ desk: 📢 @Southern_Pd $SPD +20% valuation from @BridgeStCapital on DFS testwork ⚡ Chrome now key revenue driver; recoveries >2x, DMS boosting grades 📈 SP +3.19% on ~12.9K shares $SDL #Mining 🔎mcusercontent.com/29430390769acf…

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