Despite Q4 production improvements, Lonmin’s troubles are not coming to an end – as both sombre platinum prices and cost pressure have continued. The business outlook gets further clouded by waning preference for fossil-fuel powered vehicles (a key end-use of platinum and palladium). While the performance measures are expected to remain weak, our 40% upside potential, nevertheless, banks on the Government’s unwavered support, as employment-wise the group holds immense strate ....