DaveW

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  • The Agriculture Boom Goes Bust
    User 230527: you're kidding, right? The author is suggesting a great time to buy on a dip. Sounds bullish on the stock to me. It's okay to be short-term bearish but long term bullish, it all depends on how actively you want to manage your holdings.
    Jul 22 14:08 pm |Rating: 0 0 |Link to Comment |View article
  • Sticking with North American Palladium
    Anyway.... I can't help but imagine that PAL probably employs some very competent geologists and front office folks who balance the geo-science of mining with the business plan of mining. In the meantime I locked in some healthy short term gains on today's earnings spike, in spite of the fact that the price of palladium is down. Since SWC isn't moving much today I believe PAL will eventually drop around the low $5 at which point I will add to my PAL position.

    jermp - thank you for adding more constructively to the conversation.
    May 13 13:13 pm |Rating: 0 0 |Link to Comment |View article
  • Sticking with North American Palladium
    jermp,
    Hey how about 'blessing' us with your supposed knowledge? A random scolding adds nothing to this diaglogue if you don't follow with, in effect, a nugget of your own tightly held wisdom.
    May 09 17:43 pm |Rating: 0 0 |Link to Comment |View article
  • Sticking with North American Palladium
    Mark,
    Thank you for further explaining the drill hole results, that indeed makes a lot of sense. Keep up the great work.
    May 05 18:46 pm |Rating: 0 0 |Link to Comment |View article
  • Sticking with North American Palladium
    Alpha Seeker -
    I've been watching and investing in PAL occassionally, and reading Mark's articles. Back in Feb. he published another of his continuing saga's on PAL/SWC and the PGM's supply/demand scenario:
    seekingalpha.com/artic...

    Is it possible this article caused PAL's stock to surge from $5 to $9 in a two week period? Possible, but not probable. It seems more likely that other factors such as the concommitent spike in Pd prices and the electrical outages affecting the S. African mines had more affect. Yes, the author has a flare for the dramatic and is passionate on his topic. But he also openly admits to owning as much PAL/SWC as possible. Take it all with a grain of salt, but I'd not write him off.

    As for today, don't overlook that PAL released Q1 '08 today, maybe that moved all things PAL just a little today?

    Mark - 'forest' has a good point. I noticed too that you picked the best hole results. The average is probably closer to 12g/ore ton? Overall, thank you for the time and effort you put into the PGMs story, very interesting (and profitable).
    Apr 30 16:19 pm |Rating: 0 0 |Link to Comment |View article

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