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What smart money is saying about Southern PalladiumAustralia flag

SPD.AX · Basic Materials · Other Precious Metals & Mining · Market cap $154M

1 fund in our archive has pitched Southern Palladium, most recently Lowell Resources Fund in October 2026.

Company profile

Southern Palladium Limited, together with its subsidiaries, engages in the exploration and development of mineral properties in South Africa. The company explores for rutherium, rhodium, palladium, osmium, iridium, platinum, gold deposits, as well as nickel, copper, and chronium oxide. Its flagship property is the Bengwenyama Platinum Group Metals project covering approximately an area of 5,280 hectares located in the Eastern Limb of the Bushveld, South Africa. Southern Palladium Limited was incorporated in 2020 and is based in Sydney, Australia.

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Fund coverage · 1 thesis

  • Lowell Resources Fund
    October 2026

    Southern Palladium's updated PFS for its 70%-owned Bengwenyama PGM-chrome project lifted post-tax NPV 129% to US$1,961m with a 2.8-year payback, driven by a 2.8x increase in chrome concentrate output.

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