The CEO of Sibanye Stillwater got really uncomfortable about the rhodium supply in the last 5 minutes of this conference call, mentioning confidentiality on rhodium supply and its partners.
When being asked about rhodium supply, the CEO responded:
Neil Froneman: "You ask some questions that would be confidential that we may not be able to answer them...". "The rhodium supply decline is not going to come from us but from other producers and that would exacerbate demand. I would prefer we wouldn't answer your question about rhodium because it's market and relationship sensitive. I prefer we wouldn't answer it on this call."
I expect rhodium to moon shortly.
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