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Gold/Mining/Energy : North American Palladium(AMEX:PAL)- PGM Producer -- Ignore unavailable to you. Want to Upgrade?

To: Sleeper who wrote (437)	2/1/2000 5:50:00 PM
From: Ptaskmaster	Read Replies (1) \| Respond to of 976

Sleeper and ali: You both make good points. Russia may not be capable of fully engaging in a Cold War. But it may aspire to do so in order to blackmail western countries not to turn off the IMF spigot. And by starting to rearm it might also spend its way back to some semblance of economic viability. It has also been researching palladium and the pgms for decades. If there are proprietary, strategic technological applications for the pgms the Russians well may be building their strategic stockpile as the US sells its own. And Russian scientists continue to experiment on cold nuclear fusion. So in fact it is supply and demand affecting Pd price. The nature and extent of demand outside Russia is known. The problem is the true nature and limits on the supply within the Russian border as versus what they export through all the smoke and mirrors, the 'Russian supply'. This is all the more interesting because at Noril'sk the Pd:Pt ratio is (or was) of the order of 3:1 or better. The two giant South African producers are now on the record as indicating that even with their best efforts they have reached their current production limits. And as proof of this, they have entered into partnerships with pgm juniors in the Sudbury exploration region of Ontario. Ptask