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

To: GC who wrote (875)2/21/2001 10:54:38 PM
From: Sleeper  Read Replies (1) | Respond to of 976
 
Thanks, GC.
My take:
1. Norlisk will high grade to keep the cash flow up

2. REAL threat to PAL is free world and SA production, as they can come on line faster than Russia

3. 30k+ tons/month is still 18-24 months off, and the stockpiles will not last that long

4 This is a race, and PAL has a first row position, but NOT the pole position

5. 3 Years out, I see PD @ US $600/oz. Good, but off it's highs by 50%

the above is STRICTLY my opinion of course.

Sleeper


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