Palladium price future looks solid, but maybe "market darling" stage is over. Platinum supply and non-investment demand outlook seems lack-lustre assuming South African miners don't do a dummy-spit. Gold is popular, but pure plays are preferred.
The wild card for Podium is investment demand I think. I'm guessing in that regard that the post-USA elections period will catalyse a big change in the monetary landscape.
Thus, for my purposes I'm guessing 12 months-plus, give or take, before investment demand for precious metals becomes seriously fear-driven, and current market strait-jackets lose their grip.
I'm talking macro-picture. Exploration and production success obviously counts heavily.
I'm not a financial adviser, this isn't financial advice, do your own research.
Add to My Watchlist
What is My Watchlist?
