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Questions On North American Palladium

|Includes: Dean Foods Company (DF)

North American Palladium may be your next four bagger:

  • Will the rising price of Palladium mean increasing profits?
  • Will the ongoing strikes in South Africa continue to limit supply?
  • Will the West impose sanctions on Russia limiting palladium exports?
  • Will Russia restrict exports of palladium to punish the west?
  • Will the growth in new car sales continue to increase demand?
  • By how much will recent capital expenditures increase supply?
  • Will PAL's search for more Palladium result in a sharp increase in total palladium holdings?

But it might also be the next holding you watch go to zero:

  • Will a resumption of South African mining drop the bottom out of the palladium market?
  • Will decreasing tensions in Ukraine reduce hoarding of the metal?
  • Will problems in the Chinese market cause new car sales and demand for palladium to collapse?
  • Will worldwide tensions result in a flight to the dollar and more Forex losses?
  • Will manufacturers find newer and cheaper ways to clean car exhaust?
  • Can PAL maintain recent increases in output?
  • How much will PAL need to spend to develop new sources.

Disclosure: The author is long PAL.