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Commodities: Palladium

Hi MM,
Another question. I really enjoyed your Commodities Supercycle podcast – very informative! You don’t mention 5E PGM’s. You do cover gold as a PGM but Platinum/Palladium and the rarer but more valuable Iridium/Rhodium aren’t mentioned. Are you less bullish on these as future facing?
Regards,
Peter

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Do you think there could be a price recovery within, say the next 2 years and if so, reasons for them. Also, which ASX mining companies are associated with mining this resource?

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