Streetwise PGM - Platinum Group Metals Articles
Zinc or Swim: Do Base Metals Have a Future?
Source: Peter Byrne of The Mining Report (1/7/14)
Joseph Gallucci of Dundee Capital Markets sees a rosy future for zinc investors. As the large zinc mines shut down, the juniors are stepping forward to meet growing demand for the industrial staple. In this interview with The Mining Report, Gallucci delivers smart tips for base metals investors on where to find opportunity when zinc prices start to climb.
More >

Platinum and Copper Are the Metals of the Future: Robert Friedland
Source: Lawrence Williams, Mineweb (12/2/13)
Robert Friedland's presentation at MineAfrica in London avows that the supercycle is not dead, and he sees huge value ahead for his Ivanhoe company's new platinum, copper and zinc projects in South Africa and the Democratic Republic of Congo.
More >

Investing in Platinum: Demand to Hit Record High in 2013
Source: Tony Daltorio, Money Morning (11/18/13)
"In its Platinum 2013 Interim Review, Johnson Matthey said the platinum market this year is moving toward a supply and demand deficit of 605,000 ounces—the largest deficit since 1999. That's up from a 340,000-ounce shortfall in 2012."
More >
10 Strategies for Success in a Flat Commodity Price Market: John Kaiser
Source: JT Long of The Mining Report (10/22/13)
It could be 2017 before the commodity supercycle is evident again, but stormy weather in the mining space has a silver lining: It is encouraging miners to develop new, innovative approaches to their business. In this interview for the first edition of The Mining Report, John Kaiser of Kaiser Research Online outlines 10 strategies that are setting certain companies apart. Discover the companies that are redefining their business, as well as miners with the goods in the ground to continue come rain or shine.
More >

The Other Precious Metal Can Double Your Money Now
Source: Peter Krauth, Money Morning (10/17/13)
"Even when the government isn't on the brink of financial suicide, palladium is in heavy—and growing—demand."
More >
Busting the Myths That Could Wipe Out Your Investments: Louis James, Marin Katusa and Rick Rule
Source: JT Long of The Gold Report (10/11/13)
The Gold Report sat down with three of the mythbusters-in-chief at the recent Casey Research 2013 Summit. Louis James, Marin Katusa and Rick Rule debunk myths that range from quantitative easing to crowdfunding, and touch on an array of resource sectors, including gold, platinum, palladium and oil. Get insights about the work investors need to do to succeed and learn why age matters.
More >
Wave of the Future Investment from the Ground Up: Byron King
Source: JT Long of The Metals Report (10/8/13)
An increasingly high-tech world is on the horizon, but technological revolution can't take place without the right materials, especially graphite and platinum group metals. This is where mining, one of the oldest industries in human history, comes in. In this interview with The Metals Report, Byron King, editor of the Energy & Scarcity Investor and Outstanding Investments newsletters, profiles companies poised to deliver graphite and platinum group metals to tech companies working to change the way we communicate, travel and harness energy.
More >
An Investing Opportunity of a Lifetime: Lessons from the Sprott Precious Metals Roundtable
Source: Moderated by John Budden of Sprott Resources (9/25/13)
What happens when you bring together four of the top minds in the precious metals investing space to share insights from the front lines of gold, silver platinum and palladium investing? These excerpts from a Sprott Resources Roundtable featuring Gloom, Boom and Doom Report Publisher Marc Faber, Sprott Asset Management Chief Investment Strategist John Embry, Sprott Global Resource Investments Founder Rick Rule and Sprott Asset Management Founder Eric Sprott prove that great minds think big.
More >
Pro-Or Seizes Market Opportunity with Platinum Recycling Technology
Source: J. Alec Gimurtu of The Metals Report (9/18/13)
The largest end-use application for platinum group metals, automotive catalytic converters, is also North America's largest potential source. Every year, nearly 15 million North American cars expire—and recycling the platinum group metals within them is far cheaper than building a three-mile mine shaft in a faraway country. In this interview with The Metals Report, Sylvain Boulanger, CEO of Pro-Or Inc., describes how his company's technology improves recoveries, simplifies the supply chain and reduces costs.
More >

The Platinum Series: Part II
Source: Visual Capitalist (9/16/13)
"The entire world supply of platinum is far less than gold or silver."
More >
David Franklin: Is Platinum the New Gold?
Source: Peter Byrne of The Metals Report (9/10/13)
The Goldrums of June are giving way to a new dawn for platinum group metals, says David Franklin, a market strategist at Sprott Asset Management. While white metal miners face a variety of challenges, there is an increasing demand for platinum and palladium from vehicle manufacturers in the U.S. and China. And supplies of the hard-to-find metal are vanishing day by day. Now is the time to buy into existing stockpiles of the precious metal, Franklin tells The Metals Report.
More >
Dave Forest: How to Play the Looming Platinum Supply Crisis
Source: Kevin Michael Grace of The Metals Report (9/3/13)
South Africa, platinum mining giant, is about to fall off the investment map, says Dave Forest of Pierce Points. Until the country sorts out its labor politics, there is a real need to establish alternative sources of platinum group metals, vanadium and manganese. In other words, while it's a bad time to be a miner in South Africa, it's a good time to hold in-ground reserves. In this interview with The Metals Report, Forest names deposits in the Americas and elsewhere in Africa with the potential to meet global platinum needs. But he's choosing carefully, because even in times of scarcity, Forest argues, it just won't do to develop anything other than the best, most economic mining projects.
More >

Standard Bank: Platinum Unlikely to Sustain Rallies Above $1,500
Source: Geoff Candy, Mineweb (8/26/13)
Despite continued labor tensions within the South African platinum sector, platinum is unlikely to rally significantly above $1,500 per ounce for any sustained length of time, says Standard Bank.
More >
Eight Catalysts That Can Move Your Mining Stocks: Jocelyn August
Source: Brian Sylvester of The Metals Report (8/6/13)
Catalysts can move mining equities substantially up or down, so being aware of upcoming news and events is key to portfolio management. Sagient Research's Jocelyn August advises investors to look for miners with good management teams that are transparent in their announcements and consistently meet their deadlines. In this interview with The Metals Report, August outlines the eight biggest catalysts in the mining space and discusses companies with anticipated near-term catalysts.
More >

Now Is the Time to Build New Mines, But It Ain't That Easy
Source: Lawrence Williams, Mineweb (7/29/13)
"Financial analysis suggest now is the ideal to start work on mega mining projects before price cycles turn up again, but this is easier said than done."
More >

Profit from Palladium's Bullish Trend
Source: Sean Brodrick, ETF Daily News (7/29/13)
"I call palladium the Rodney Dangerfield of metals because it 'gets no respect, I tell ya, no respect at all.'"
More >
After Labor Strikes, What's Next for Platinum?
Source: Brian Sylvester of The Metals Report (6/25/13)
Violent South African mining labor strikes shocked the globe in 2012, but the resulting negotiations underway could create more stable supply flows in the long term—that's how CPM Commodity Analyst Erica Rannestad sees it. In this interview with The Metals Report, Rannestad discusses the key developments that could signal a price rise and which producers could clean up big on high-priced PGMs.
More >
Five Miners Chen Lin Expects to Buck the Trend
Source: Zig Lambo of The Gold Report (6/21/13)
For most investors, the market for gold and silver stocks resembles a battlefield littered with the dead and dying, especially after the last day or two. The key for investors is picking those stocks that have the best chance for survival, and sticking with them until they are able to recover. In this interview with The Gold Report, Chen Lin tells us what he looks for to make that critical decision and why he believes that platinum and palladium should do well regardless of what is happening with gold and silver.
More >

Some Like It Hot: Lisa Morrison on the Outlook for Industrial Metals
Source: Brian Sylvester of The Metals Report (6/11/13)
Commodities may have broken out of a commodity supercycle and could be hitting a cyclical trough. Lisa Morrison, the principal consultant of CRU Group in Philadelphia, analyzes the price outlook for 26 commodities over the next four years and gives them a temperature rating from hot to freezing. In this interview with The Metals Report, Morrison, using this rating methodology, details which commodities she expects to offer the best upside for investors and which to avoid.
More >
The Three Ways Frank Holmes and Brian Hicks Play the Junior Resource Space
Source: JT Long of The Gold Report (6/7/13)
The recent volatility in the gold market has investors taking a second look at their strategies. In this interview with The Gold Report, Frank Holmes and Brian Hicks of U.S. Global Investors discuss their criteria for investment decisions, the factors they think will affect the gold sector and how ETFs are distorting the gold equities market.
More >

Platinum and Palladium: A Fundamental Shift
Source: Jeff Clark, Casey Research (5/22/13)
"While we wait for our gold positions to rebound, an investment in platinum and palladium could be very profitable."
More >

Are Palladium Stockpiles Running Out?
Source: Sholom Sanik, Resource Investor (5/6/13)
"The market is absorbing a supply-side shock from two fronts."
More >
Arie Papernick: A New Mining Investment Landscape Explained
Source: Brian Sylvester of The Metals Report (4/9/13)
Life is difficult for junior resource companies. Not only are stocks and commodity prices moving sideways, but tax changes in Canada may signal less friendly treatment for exploration investment. But not all is grim, according to Arie Papernick, the head of equity capital markets at Secutor Capital Management Corp. in Toronto. In this interview with The Metals Report, Papernick says investors can still make money if they focus on companies that are producing or near production with an attractive capital structure and strong balance sheets. Royalty plays are another favorite. He reveals that the next big opportunity may be coming in the energy metals space.
More >
Two Seniors + Five Juniors = One Amazing Gold Portfolio: Adrian Day
Source: Brian Sylvester of The Gold Report (4/5/13)
Adrian Day, founder of Adrian Day Asset Management, finds royalty plays some of the cleanest, least risky ways to invest in precious metals. Royalties also offer high margins and the benefit of exposure to exploration. In this interview with The Gold Report, he explains why royalty companies are so hot right now and shares the names of a handful of favorite companies both large and small with royalties around the world.
More >
Why Rick Rule Bought $280M of Platinum and Palladium
Source: Karen Roche of The Metals Report (4/2/13)
When Rick Rule pairs lower grades, labor strife and inefficient mines with the relentless demand for platinum and palladium, his result is an investment thesis that could pay off for bullion and equity investors. In his Metals Report interview, the founder and chairman of Sprott Global Resource Investments Ltd. compares the current platinum and palladium space to the uranium sector 10 years ago, and predicts handsome returns for investors willing to shoulder the risk.
More >