http://seekingalpha.com/instablog/398596-the-energy-report/23773-...

http://seekingalpha.com/instablog/398596-the-energy-report/23773-carmel-daniele-this-fantastic-crisis"

Part of an interview with Carmel Daniele, founder,CEO and CIO of CD Capital.

"The crisis that occurred last year after Lehman's collapse just interrupted the cycle," she explains, adding that it "is actually going to seal the next stage of the super-cycle. . .it will make it stronger and last even longer." In this exclusive interview with The Energy Report, Carmel forecasts significant supply shortages resulting from both the current lack of money flowing into exploration and planned infrastructure spend by emerging countries'. She also shares which companies she's investing in and why she believes long-term investors are "very lucky" to experience this fantastic crisis."

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""TER: Do you have any specific companies you're looking at for platinum or palladium?

CD: There's one that's called Nkwe Platinum Ltd. (ASX:NKP). They have a portfolio of platinum deposits located in one of the largest and richest platinum regions in the world. They expect upgrades to their already-large resources, as well as the completion of the feasibility study by late this year.