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Gold/Mining/Energy : North American Palladium(AMEX:PAL)- PGM Producer
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To: Bruce Robbins who wrote (787)12/12/2000 9:52:26 PM
From: Sleeper  Read Replies (2) of 976
 
Bruce, some interesting numbers:
-After mine expansion completion in March, NAP will produce 250,000 oz/year of Pd- 5% of world output
-At current Pd prices, their margin is about US 800-850/oz.
-If prices remain stable, then NAP NETS US 192 mil, or roughly $3.90/share

Apply the multiple of choice to these numbers and you can see why the real driver is the price of Pd in my opinion.

Sleeper
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