The PGM Opportunity (Roger Baxter Interview)

We had Roger Baxter come on the show to chat all things PGM’s. Plenty of ground was covered from the current supply-demand set up, what the state of South African operations are, how a rapid adoption of hybrid vehicles will impact and market what role recycling will play going forward. Thank you to our Podcast Partners: WA Water Bores – WA’s premier water well drilling company   / wa-water-bores   [email protected] VRIFY - Communicate in 3D https://vrify.com/ Email [email protected] (no e) for more information GetWet Solutions - Innovative bladder tanks for mobile water storage https://www.getwetsolutions.com.au/ [email protected] CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] https://creinsurance.com.au/ DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries https://www.dsiunderground.com/ https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business https://sstone.com.au/ [email protected] K-Drill – Safe, reliable, and productive surface RC drilling https://www.k-drill.com.au/ [email protected] Brooks Airways – Perth’s leading charter flight operators https://www.brooksairways.com/ [email protected] ------------------------------- Buy your Money of Mine merch at https://bf3b61-2.myshopify.com/ FOLLOW US Join our Money Miner Facebook Group: Facebook Group: https://tinyurl.com/yxhph4fw Sign-up for our Daily Newsletter THE DIRECTOR'S SPECIAL - https://www.moneyofmine.com/ Subscribe to our podcast wherever you listen to them: Spotify: https://sptfy.com/PRGW Apple: https://apple.co/3SoYpVZ Google Podcasts: https://tinyurl.com/4rm5wk6b Follow us on all social platforms to stay up-to-date: Twitter: https://tinyurl.com/5a6ufw9c Instagram: https://tinyurl.com/2p9p4xpd LinkedIn: https://tinyurl.com/kvszkse3 Facebook: https://tinyurl.com/yck4vx9p We have personal Twitter accounts you can follow too: Matty:   / mattymikals   JD:   / jdmoneyofmine   Trav:   / travmoneyofmine   ------------------------------- CHAPTERS 0:00:00 Introducing Roger Baxter 0:01:50 What's the supply-demand outlook implying 0:17:19 The state of South African operators 0:22:22 How deep into the costs curve are we 0:25:07 How much capex is being put into new projects? 0:27:53 What do PGM orebodies look like? 0:35:53 How is the recycling market evolving 0:39:43 Is there a shortage of smelters/refiners 0:43:11 Zimbabwe's role 0:44:17 What is the incentive price for new projects? 0:46:14 Power issues in South Africa 0:51:16 Russia PGM insight ------------------------------- DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.