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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 (580)	5/22/2000 7:57:00 AM
From: Bruce Robbins	Read Replies (1) \| Respond to of 976

I see no problem with the Pt/Pd supply even if the SAf pump up production- there is not enough and the prices are well above what they were in 1999. It is also going to take 5 years to do this. Why would the SAf shoot themselves in the foot? PFN and all the rest of the Pt/Pd explorers are most probably NOT going to find a mine, and even if they do, it will be 10 years before we see any metal from those operations. And what will happen to the Russian supplies over that time? It has been implied on this and other threads that the R have no more stockpiles. The supply situation is great for Pt/Pd. That should be positive for PDL. The resource equity markets are more than quiet. Perhaps with the lack of volume and interest these past two months, PDL is drifting down. Perhaps the D-I-L-U... you spoke of is coming soon as well. Bruce