North American Palladium(AMEX:PAL)- PGM Producer Message Board

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Gold/Mining/Energy : North American Palladium(AMEX:PAL)- PGM Producer

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To: Bruce Robbins who wrote (581)	5/22/2000 10:05:00 AM
From: Bruce Robbins	Read Replies (2) of 976

I forgot to add that Pt and Pd do not appear to have the Central Bank and hedging/forward sales problems that gold has. That is also great for the supply side. SAf is a political mess. Russia is too. That could make for very interesting short term swings in the price. My position (in a nutshell) is that gold has been very disappointing in the last 3 years- the US$ is winning the war. Pt is replacing gold in jewelry and perhaps it will replace it as currency in the future (although there is not enough Pt to go around and that might kill the currency thing). Pt/Pd are very important strategic metals that we can not go without. Demand will always be high- supply rare. I am bullish on Pt/Pd. I'm looking for an equity vehicle to play with- it has to be a Pt/Pd producer- usually you make more money with them than with physical metal. The SAf miners like Impala and Anglo are hard to buy/sell without getting screwed by your broker. SWC is screwed up. PDL looks like the best bet, if they can get through their debt situation and expansion... Bruce

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