Platinum Group Metals (PGMs) Message Board

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Gold/Mining/Energy : Platinum Group Metals (PGMs)

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To: John E.Quinn who wrote (99)	6/24/1999 3:07:00 PM
From: Ptaskmaster	Read Replies (3) of 529

Quandries of a pgm investor. Just checking in here and find that there continues to be low level but consistent interest in the PGMs. Discussion of the explorers and juniors continues on specific boards, with informational and reference posts here from time to time. There are sparse discussions of the two North American producers (SWC and PDL), and almost nothing on the South African and Russian producers. My view is that this slowly will change in the coming months, as investors realize that palladium is much scarcer than gold, and has attributes that require its use in an increasing number of technological applications. Continuing and new technology will require platinum as a catalyst and other of the pgms for specific applications. The problem for many investors is that there are no clear proxy alternatives to trading the options/futures on the physical metals. For example, many gold bugs electronically trade NEM as a proxy for gold price and sentiment, and PAAS for silver. In my opinion, SWC is not a satisfactory proxy for Pt/Pd, and T.PDL is too thinly traded and is limited to the TSE. Ptaskmaster

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