From the Kitco wires:
"Johnson Matthey also said it has signed a new market research agreement with Anglo Platinum that will begin at the end of the year.:
They will also lose their discount. So this is as I thought. JM;s reports reflect what the miner Aquarius wants them to. Thus they can not be fully trusted!
Can you please say how does it effect PAL or palladium in short medium term?
Because what Johnson Matthey publishes is taken as the industry's bible and can thus impact palladium and thus PAL greatly under the right conditions.