North American Palladium Ltd. (PAL)
Loading...
Symbols:
PAL Forum Topics
- All Comments on PAL
- General Discussion on PAL
- Of Wars and Strategic Metals [view article]
- Safe Haven Investments Amid a Global Crisis [view article]
- The Best Safe-Haven Investments, and Some Potential Threats [view article]
- The Brightest Stars in the Commodities Boom, Part Two [view article]
- Investing in a Resource-Constrained World (Part IV) [view article]
- The Brightest Stars in the Commodities Boom, Part I [view article]
- Investing In a Resource-Constrained World (Part V) [view article]
- Keeping Metals In May, Not Going Away [view article]
- Recent World Events Are Bullish for Metals [view article]
- Investing in a Resource-Constrained World (Part II) [view article]
- Sticking with North American Palladium [view article]
loading ...Recent PAL Articles
- Of Wars and Strategic Metals
- Safe Haven Investments Amid a Global Crisis
- The Best Safe-Haven Investments, and Some Potential Threats
- The Brightest Stars in the Commodities Boom, Part Two
- The Brightest Stars in the Commodities Boom, Part I
- Recent World Events Are Bullish for Metals
- Investing In a Resource-Constrained World (Part V)
- Keeping Metals In May, Not Going Away
- Peak Oil and Some Alternative Energy Investments
- Sticking with North American Palladium
- Full List of Articles »
Trading Center
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
Of Wars and Strategic Metals [view article]
so how do you buy Tellurium? ReplyOf Wars and Strategic Metals [view article]
What's your thoughts about Anglo American (AAUK)? They're recommending it over at Forbes, and say that it's got 40% of the Platinum market. ReplyDaltorio
Of Wars and Strategic Metals [view article]
What a great article! And you are right - if you want to know what is really going on in the world, ignore the US media and especially the US financial media. The US media reminds me of the old Soviet Union media outlets- Pravda & Tass. Replyor
Of Wars and Strategic Metals [view article]
Great article. I like your macro point of view...similar to mine. On the topic of Russia and PGM metal stockpiles, Russia has one of the largest stockpiles of palladium in the world. Although the specific amount is undisclosed, it is enough to move markets. Overall, I think PGMs and related equities are a great long-term. I'm in SWC, PAL, and AAUK. As for other resources that will be a focus in the "global scramble for commodities"...ta... a look at coal, nat gas, and water. In addition to solar (cheap to produce and simple to implement) and wind (US is a relatively "windy" country), coal and nat gas (US has competitive advantage due to domestic supply) will play a huge role in the push for energy diversification. I'm also researching the tightening supply of potable water and the growing demand for drinking and irrigation.Cheers Reply
Of Wars and Strategic Metals [view article]
My thoughts exactly .Since when does WYMEX (or whatever its called ) open up a special trading day on sunday ,so insiders can buy or sell oil or other commodities . This STINKS to HIGH HEAVEN . I smell big time corruption and manipulation of energy and commodity prices .The same thing with the big bankers on wall street getting bailed out over the little guy . The only hope is for the average guy like me and others to do exactly what you say , take control of our investments and invest in fundamentals . Right now the market is topsy turvy because of manipulation . ReplyOf Wars and Strategic Metals [view article]
I love the coal stocks, too--big bargains out there. ReplyOf Wars and Strategic Metals [view article]
Good article. Rare earth elements are good, too, and such as moly for use with steel, since lots of steel will be consumed in oil drilling/pipelines. ReplyOf Wars and Strategic Metals [view article]
I recently bought some physical palladium through its ETF at around $300/ounce. I agree with you regarding its relative cheapness with platinum. We are already noting a shift by automakers who are looking to use palladium in place of platinum in catalytic converters as far as possible.Palladium has a market surplus but I believe this is essentially already priced in and recent evidence has shown a gradual reduction of surplus as demand picks up.
Today we've seen the fall in oil prices bear down on the palladium price. However not factored in is the positive effect lower oil prices are likely to have on auto demand. Medium and long term palladium is definitely a good bet Reply
Safe Haven Investments Amid a Global Crisis [view article]
it's amazing how little americans know about iran and yet continue to harbor such horribly negative emotions about it.would it surprise you to know that the CIA was responsible for bringing a ruthless regime led by the shah of iran into power... after he was overthrown, iraq was prodded into fighting against iran in the murderous policy of "dual-containment... it's no wonder ppl around the world hate america for it's meddling... and all the more reason why iran seeks independence and an ability to stand on its own two feet. iran hasn't attacked anyone, so war mongering and claims of a nuclear iran attacking everyone mercilessly is a dream perpetuated by those who have an agenda to serve. Reply
Safe Haven Investments Amid a Global Crisis [view article]
I was invested in PMs in 1988, at no time did Platinum ever "drop to $100" in one day or any other time. It came close to a $100 drop and approcahed price of gold at the time, around $400. No one who could print such a thing has any understanding of markets, research, or historical prices whatsover.But then, Marc Anthony is very poorly researched and has very shallow understanding of all the topics he touches on. Platinum's source for example.
Anthony recently this week posted on the SLV board that diamonds are made in Hell and Platinum in heaven. His rationale? Diamonds undergo high heat and pressure as they transform one type of carbon to another, and because Platinum is a heavy element that came from 'space'. above.
However, anyone with even rudimentary science, physics, chemistry, or astrophysics knowledge, is aware that platinum (like all heavy metallic elements in the universe), was created in Type1 Supernovae events where heat and pressures are enormously higher than those which create diamonds. The heat of a supernovae is 6000 TIMES the heat of the sun's core! Talk about hell!
Anthony's contentions equating previous oil emabrgo to today, are simply incorrect. Gas stayed cheap after the oil embargo, so people went back to big gas guzzlers. Today gas will NEVER be cheap again, and the future is;
a) Much smaller cars with much smaller catalytics that use much less PGM metals.
b) Hybrids, electrics, and Ethanol fueled vehicles that will use much lee to no PGM at all.
The Ford and GM sales falling off a cliff is merely a harbinger of what is to come. Smaller engines, with far less PGM metals in catalysts. Reply
Poland
The Best Safe-Haven Investments, and Some Potential Threats [view article]
It's quite sad that somebody in such a stubborn way tries for many months to convince the others to buy something which is definitely in a very strong downtrend.Another point - I am too young to say that this crisis is worse than Great Depression - this, unfortunately, we'll be able to say when the current crisis is over (but then it will be another worthless and academical knowledge).
So, please, maybe it is a better way to allocate your hard-earned money looking at the charts than being surprised that something one owns goes in "wrong" direction.......otherw... it is a way to go bankrupt. Reply
Safe Haven Investments Amid a Global Crisis [view article]
Silver Analyst:Regarding the platinum price plunge in 1988, I cited the source in my article and even indicated page number (page 103). Go there read the USGS document regarding the event, in third paragraph to the end of page 103:
minerals.usgs.gov/mine...
On page 103: "In December 1988, the platinum market reacted strongly to an announcement by Ford Motor Company that it had
developed a platinum-free automobile catalyst. Spot platinum
prices fell to $100 per ounce on the day of the announcement..."
It says fell to $100, not fell by $100. You could be right, but that was the wording of the USGS document. I may contact them regarding this.
Reply
t
Safe Haven Investments Amid a Global Crisis [view article]
My long term chart of platinum does not show a plunge from $500 to $100 in 1988. Perhaps you mean a $100 drop?Reply
Safe Haven Investments Amid a Global Crisis [view article]
The previous link does not work well. Try this:tinyurl.com/6job9y
Read the news release numbered 08-2914. The fact that US government suspends strategic stockpile platinum sale is extremely unusual, especially in light of multiple aircraft carrier groups are heading to the Persian Gulf.
Remember, platinum is a critical war material.
Reply
Safe Haven Investments Amid a Global Crisis [view article]
"Long and wrong", thus spoke the markets. Reply