Southern Palladium

Southern Palladium (ASX:SPD) is an Australian public company which has acquired a 70% interest in Bengwenyama #palladium/#rhodium dominated PGM Project

[Southern Palladium @Southern_Pd]

#PGM producers once treated #chromite as waste, now emerging as meaningful by-product revenue stream.

#WPIC’s Ed Sterck says chromite extraction is simple, improves smelter dynamics & helped some South African mines operational during weaker PGM markets. https://t.co/8OW0mkHn2p

[Southern Palladium @Southern_Pd]

#Chromite is emerging as overlooked #PGM sector theme. @Southern_Pd $SPD lifted #Bengwenyama chromite recoveries to ~65% in DFS testwork,more than double prior assumptions. @BridgeStCapital's Dr Chris Baker cited added chrome exposure in 20% target uplift. https://t.co/8OW0mkHURX

[Southern Palladium @Southern_Pd]

#WPIC says #platinum’s industrial demand has grown ~3.5% CAGR since 2014. Glass demand is rebounding, while energy security concerns are accelerating interest in hydrogen, renewables and fuel cells — broadening platinum demand well beyond autos. https://t.co/8OW0mkHn2p #PGM $SPD

[Southern Palladium @Southern_Pd]

#WPIC cut its 2026 global vehicle production forecast by ~1M units, yet #platinum demand expectations have increased. Stronger heavy-duty demand plus “higher for longer” ICE & hybrid production continue supporting #PGMs despite the EV transition narrative. https://t.co/8OW0mkHn2p

[Southern Palladium @Southern_Pd]

📺 @InvestorStream_: #WPIC says #platinum deficits set to persist,w/ little new supply expected to shift balance. Despite #PGM prices nearly doubling in 12 months, supply & demand remain price inelastic,while bar & coin demand forecast to rise 33% in 2026. https://t.co/8OW0mkHn2p

[Southern Palladium @Southern_Pd]

#Chromite is emerging as overlooked #PGM sector theme. @Southern_Pd $SPD lifted #Bengwenyama chromite recoveries to ~65% in DFS testwork,more than double prior assumptions. @BridgeStCapital's Dr Chris Baker cited added chrome exposure in 20% target uplift. https://t.co/8OW0mkHURX

[Southern Palladium @Southern_Pd]

#WPIC says #platinum’s industrial demand has grown ~3.5% CAGR since 2014. Glass demand is rebounding, while energy security concerns are accelerating interest in hydrogen, renewables and fuel cells — broadening platinum demand well beyond autos. https://t.co/8OW0mkHURX #PGM $SPD

[Southern Palladium @Southern_Pd]

#WPIC cut its 2026 global vehicle production forecast by ~1M units, yet #platinum demand expectations have increased. Stronger heavy-duty demand plus “higher for longer” ICE & hybrid production continue supporting #PGMs despite the EV transition narrative. https://t.co/8OW0mkHURX

[Southern Palladium @Southern_Pd]

📺 @InvestorStream_: #WPIC says #platinum deficits set to persist,w/ little new supply expected to shift balance. Despite #PGM prices nearly doubling in 12 months, supply & demand remain price inelastic,while bar & coin demand forecast to rise 33% in 2026. https://t.co/8OW0mkHURX

[Southern Palladium @Southern_Pd]

Q: To what extent does this testwork shift #Bengwenyama’s positioning from a pure #PGM project to a more diversified revenue story, and how should investors think about that transition? https://t.co/ALbIbAuFZf $SPD $SDL

[Southern Palladium @Southern_Pd]

Q: Your updated model still appears conservative in some areas, where do you see the biggest potential for further upside as more DFS detail comes through? https://t.co/ALbIbAuFZf $SPD $SDL #PGM

[Southern Palladium @Southern_Pd]

Q: How much of the 20% valuation increase is attributable to higher #chrome volumes versus broader processing efficiencies such as DMS and reduced plant intensity? https://t.co/ALbIbAuFZf $SPD $SDL #PGM

[Southern Palladium @Southern_Pd]

Via @InvestorStream_ Q: The valuation uplift is driven largely by #chromite, what changed in your view about chrome’s role in the project following the DFS testwork? https://t.co/ALbIbAuFZf $SPD $SDL #PGM

[Southern Palladium @Southern_Pd]

Q: To what extent does this testwork shift #Bengwenyama’s positioning from a pure #PGM project to a more diversified revenue story, and how should investors think about that transition? https://t.co/ALbIbAuFZf $SPD $SDL

[Southern Palladium @Southern_Pd]

Q: Your updated model still appears conservative in some areas, where do you see the biggest potential for further upside as more DFS detail comes through? https://t.co/ALbIbAuFZf $SPD $SDL #PGM

[Southern Palladium @Southern_Pd]

Q: How much of the 20% valuation increase is attributable to higher #chrome volumes versus broader processing efficiencies such as DMS and reduced plant intensity? https://t.co/ALbIbAuFZf $SPD $SDL #PGM

[Southern Palladium @Southern_Pd]

Via @InvestorStream_ Q: The valuation uplift is driven largely by #chromite, what changed in your view about chrome’s role in the project following the DFS testwork? https://t.co/ALbIbAuFZf $SPD $SDL #PGM

[Southern Palladium @Southern_Pd]

Southern Palladium (#ASX: $SPD) reports a strong March quarterly, with #chromite recoveries improving to ~65% and DMS enhancing flowsheet value at #Bengwenyama. Drilling and mine planning advance, with DFS now targeted for late Q4 2026. https://t.co/rvTAJiEUiy #PGM

[Southern Palladium @Southern_Pd]

Southern Palladium (#ASX: $SPD) reports a strong March quarterly, with #chromite recoveries improving to ~65% and DMS enhancing flowsheet value at #Bengwenyama. Drilling and mine planning advance, with DFS now targeted for late Q4 2026. https://t.co/rvTAJiEUiy #PGM

[Southern Palladium @Southern_Pd]

From the @InvestorStream_ desk:
📢 @Southern_Pd $SPD +20% valuation from @BridgeStCapital on DFS testwork
⚡ Chrome now key revenue driver; recoveries >2x, DMS boosting grades
📈 SP +3.19% on ~12.9K shares
$SDL #Mining
🔎https://t.co/B32hdgviZh