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Business BagelGold and platinum have slid while some JSE mining shares bounced, and All Weather Capital's Nick van Rensburg sees that gap as a warning sign, though the year-to-date numbers tell a different story.
Business BagelBHP's copper mines had a rough three months while prices stood far above last year's, which All Weather Capital's commodities team puts down to tight supply, though outside forecasters see a surplus coming.