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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (44463)9/21/2011 3:33:58 PM
From: Spekulatius   of 78688
 
re AGPPY - Anglo mining does not look like a value to me. PE ~14, EV/EBITDA ~12x. you get a lot of mining stocks extracting Copper, Iron etc. for half that valuation and less. they also suffer from signficant cost pressure (wages, higher Rand etc. )

While Pt has industrial uses, most of the material used is recycled so the effective consumption is much less than the gross consumption. The high price also encourages economical use (cats using less and less material) and replacing it with other/cheaper metals (Palladium being one of them).
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