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Gold/Mining/Energy : Pacific North West Capital Corporation-PFN on Alberta -- Ignore unavailable to you. Want to Upgrade?

To: koan who wrote (1192)	4/26/2000 3:35:00 PM
From: koan	Respond to of 2255

Perspective: This PGM area play really has to be looked at from another perspective; and that is its relationship to the future price of the PGM's and other PGM variables such as speculation and future industrial demand on the demand side of the equation; and supply possibilities on the supply side of the equation. As I understand it the demand at present for PGM's is outstripping supply at and increasing rate. If speculation increases this becomes more pronounced. The only real stockpiles (if they exist) are in Russia. Supply comes from three main places Norilisk (as a bi product of nickle), the bushveld in SA and Stillwater. Bits and pieces in other places e.g. PDL. So, I would ask the question, if more PGM's are need to meet demand where in the world is there another area with better indications of large supplies of economic PGM's available? Nowhere I know of. This play is as much a play on the scarcity of PGM's and future demand as it is on the grams per ton. As the man of the century said: "it is relative my dear Watson"