Market Wrap - Stock picks — Amplats and Sibanye Gold
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Sam Mokorosi from Vunani Capital chose Amplats and Sibanye Gold as his stock picks of the day
"We still like the platinum space, we like what Anglo Platinum is doing, they came out with good numbers and there are some concerns over their leadership change so we will have to wait and see if that goes smoothly. We also like Sibanye as well, we think that the twin pillar of both the gold and the platinum is still going to run, specifically the PGM basket as there's a re-balancing of that basket, away from rhodium to the other two; palladium and platinum."
"We still like the platinum space, we like what Anglo Platinum is doing, they came out with good numbers and there are some concerns over their leadership change so we will have to wait and see if that goes smoothly. We also like Sibanye as well, we think that the twin pillar of both the gold and the platinum is still going to run, specifically the PGM basket as there's a re-balancing of that basket, away from rhodium to the other two; palladium and platinum."
