Author argues platinum is undervalued relative to gold and silver due to scarcity and growing industrial demand, with positions in SBSW and IMPUY.
SBSW — LONG The author argues platinum is 30x rarer than gold yet trades at half the price, and is also undervalued relative to silver based on mining ratios. Platinum has a supply deficit and growing demand from catalytic converters, hydrogen fuel cells, and defense manufacturing. The author holds 500 shares of SBSW as a leveraged play on platinum price increases.
Positions: SBSW 500 shares & IMPUY 400 shares.
IMPUY — LONG The author argues platinum is 30x rarer than gold yet trades at half the price, and is also undervalued relative to silver based on mining ratios. Platinum has a supply deficit and growing demand from catalytic converters, hydrogen fuel cells, and defense manufacturing. The author holds 400 shares of IMPUY as a leveraged play on platinum price increases.
Positions: SBSW 500 shares & IMPUY 400 shares.
This Reddit post, published January 22, 2026, features u/Ok_Bullfrog_2280 discussing SBSW, IMPUY. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Ok_Bullfrog_2280 · Tickers: SBSW, IMPUY