vboring

Calling a North American Palladium Bottom

To unsuspecting reader, be sure to check out this author's other posts. He makes some wild claims.

Knowing nothing about this company, I'd like to suggest the possibility that they are perhaps the weakest company in an increasingly competitive industry.

The biggest use of Pd is in catalysts for automotive emissions controls. Auto sales are declining in areas that require catalysts like the US because the purchases are fueled by credit and optimism, and credit and optimism are both having a bad year.

So, the field is getting tightened and maybe PAL is the weakest company and will go away.

Definitely check Mark's claims before following any of his advice, though. He has a way of spreading crazy all of the place.

Palladium: An Investable Metal That Defies Physics

Fuel Cells use Platinum and much of the research in the field has been in the area of how to reduce platinum requirements.

To believe that cold fusion is a hoax, all you have to do is look at the history of unfulfilled promises of demonstrations.

Palladium: An Investable Metal That Defies Physics

I'm not so sure that buying a commodity based on a theoretical future use that flies against modern physics is such a wise idea. Certainly not for the short run, anyway.

If you believe the cold fusion scientists, they claim the process can be done using a variety of more common metals, not just Pd. And the process will open the door to the transmutation of elements, devaluing rare metals, including Pd.

If you believe more traditional scientists, cold fusion is impossible, so the Pd market won't be effected.

So, the best case scenario is that there will be a breakthrough in a taboo field of science, that this breakthrough process will be constricted to Pd use only despite the claims of its supporters, and that devices will be brought to market based on the process despite a pervasive and very reasonable public fear of all things nuclear, especially the ones that nobody can explain.

This is strike two, Mark Anthony. Maybe you should stick to your own blog, instead of spreading crazy all over seeking alpha.