The ongoing miners strike and introduction of two new palladium ETF's seems to have been enough to finally get palladium moving. I am bullish long term on palladium anyways as China is choking on auto exhaust fumes. Couple this with the fact that most of the mines in SA are producing at a loss and we have the ingredients for a bull market in PGM's. I am playing this through my holdings in Sylvania Platinum. the dump processor in SA.
Disclosure: I am long SAPLF, PALL.