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To: re3 who wrote (58761)9/23/2000 10:35:50 AM
From: goldsnow  Respond to of 116779
 
White Metals IMO are over their peak...If you subscibe to the theory that High Oil and High interest rates will kill demand for not only housing market but also autos....(or step further-outright hard-landing) than it is a sell, not buy...If not..buy lumber..<g>



To: re3 who wrote (58761)9/23/2000 10:44:11 AM
From: Rarebird  Read Replies (1) | Respond to of 116779
 
I'm not fundamentally bullish on the white metals.



To: re3 who wrote (58761)9/23/2000 12:43:59 PM
From: goldsheet  Read Replies (1) | Respond to of 116779
 
PGMs are probably close to their top.
SWC has a history of not delivering due to operations problems.
South Africa will have huge expansion of platinum production in the next 4-5 years.
SWC plan is rather modest in comparison
siliconinvestor.com

I think by the time they deliver significant volumes of ore, PGM prices will be lower.
They might do OK, only if palladium prices hold up.


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