interesting read:...

interesting read: https://provenandprobable.com/bob-moriarty-from-the-geopolitical-to-the-geological/
ps i bought a few share today surely hoping bottom is in, transcript that relates to munni munni:
Maurice Jackson: You and I really do like the value proposition of both of those metals. You and I had an offline discussion the other day regarding platinum. Can we recover that, please, for the audience?
Bob Moriarty: Yeah, that’s a really interesting situation. Do you happen to remember the number? I gave it to you the other day. How much of the platinum girt metals are produced in South Africa?
Maurice Jackson: I believe we came up with about … Not we, you, 78%, sir.
Bob Moriarty: 78%, that’s exactly right. South Africa has gone communist/socialist. They’re doing exactly the same thing that Zimbabwe did. Zimbabwe, when it was Rhodesia, was the breadbasket of Africa. It was the most prosperous country in Africa. The people were the best fed. It was a wonderful place. It was heaven in Africa. There was a revolution. The revolutionaries took over. The guy running the place said, “Okay, I get all the money.” They have destroyed the country. Now, they’ve the whites off. They either killed them or ran them out of the country, stole everything that they owned and handed it to politically connected blacks. They destroyed their economy. For South Africa to go exactly the same route as Zimbabwe, we know what’s going to happen. That is exactly the same thing. If it didn’t work in Rhodesia, it didn’t work in Zimbabwe, why would it work in South Africa? You could absolutely categorically say in the future there will be fewer platinum group metals coming out of the South Africa. There could be a shortage of platinum group metals. One of the things we didn’t talk about the other day, who produces the other 22%?
Maurice Jackson: That would have to be between Russia and Zimbabwe?
Bob Moriarty: Exactly. Zimbabwe is very small. I think it’s 3% or 4%, but Russia produces about 20% of the PGMs in the world. We’ve been very nasty to Russia. Russia is certainly in a position if South Africa literally shut down, which is what I believe will happen, Russia is certainly in a position to say, “Remember the platinum that we were selling to you for $1500 an ounce week last week? It’s $5000 an ounce now.” Going back to the book and the concept of buying cheap and selling high you came to me I think a year or so ago and asked what a good investment in precious metals would be. Do you remember that?
Maurice Jackson: I do certainly. That was rhodium, sir.
Bob Moriarty: Okay. Rhodium got as low as $575 an ounce. Okay? Do you know what rhodium is right now?
Maurice Jackson: It’s over $2500, sir.
Bob Moriarty: Correct. It’s up 400% in change compared to the dollar, but platinum has gone down since then. Palladium has gone up a little bit. Gold’s down a little bit. Silver’s down a lot. Right now of the five precious metals, rhodium would be the most expensive relative to the other. Palladium would be the next most expensive. Gold would be right in the middle, then silver and then platinum. Platinum, of course, is hard to buy. There’s a pretty strong premium on it. Silver and gold are very easy to buy. Palladium is very similar to platinum. Rhodium is a little bit more difficult, again, because they’ve only lately come up with coins and bars. You can buy all of them and, right now, owning platinum or silver and selling palladium or gold would be an odds on bet.