SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 368.80+0.2%Nov 3 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: carranza2 who wrote (153606)2/25/2020 7:35:35 PM
From: TobagoJack  Read Replies (2) of 217528
 
in a nutshell multi-year short squeeze of Pd, leading to multi-year short squeeze of Pt, even as both are hard to come by as S Africa where I shall soon visit is also short of electricity, the life blood of PGM

and that PGM (Pd in particular now, and Pt as forced-substitute later) is needed in order to build machines costing a whole lot more than the PGM content used in each, and

if no PGM purchase at the asking price, billions of US$ / Euro / and Yen worth of capital go idle

The simultaneous equation calculations have much merit per mathematics

So, PALL, PPLT, and SBGL (changed symbol to SBSW), along with some large, kind and gentle Russian outfits

Worth a look

and if long distance transport is better done w/ fuel cells as opposed to batteries, watch out for Pt
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News