Brenden,The fundumentals are with PGM's for the forseable...

Brenden,

The fundumentals are with PGM's for the forseable future.

1. Surging vehicle demand in China, India. Also resurgent demand in electronics etc as the world moves out of recession.
2. Increased investment demand from the new ETF's.
3. Constrained SA production owing to power, labour issues.
4. Depleted Russian palladium stockpile.
5. Platinum more fashionable than gold with younger people in many countries.

IF we get into a clear growing world economy then don't be surprised to see over the next 12 months;

Rhodiun - US$ 4,000
Platinum - US$ 2,000
Palladium - US$ 700

At those prices NKP NPV would be much higher. There are allot of risks here and as correctly stated we could be in for a roller coaster but bets are on for a $3 share price in 2-3 years.

BR
Max