http://www.commodityonline.com/ndtv/news/topstorydetails.php?id=1...

http://www.commodityonline.com/ndtv/news/topstorydetails.php?id=17213

Palladium supply/consumption is finely balanced with the Russians effectively controlling it.

Not that long ago they put the squeeze on it and showed the world how quickly it could head for 1000 bucks an ounce.

Now we hear there is an increasing demand coming outa PRC.

L/T price seems to have made a technical reversal off some seriously oversold lows and really shouldnt be at such a discount to sister Platinum or Gold IMO .... we DID see 600 hit not so long ago on POG's first primary run up to its high didnt we?

Anyway this guru is asked how do u invest in Palladium and he picks some 500K ozs pa producer.

Well we got about 60 years' worth at that kinda rate at the toy factory havent we haha ?

And thats only the toy factory.

U gotta start looking beyond the short term trade if u r to sense the kinda rewards a mid - longer term investor can be facing here.

Patience .... primary downtrend seems to have reversed finally and there would be no supply if a global fund manager caught a sniff of whats up here.

The ice Queen is one tight mother kept under wraps for too long IMO and and she is just itching to rap.

The obvious tech resistances on the way are the issue prices at 45 (shareholders) and 55 (black cat) but really, there wouldnt be too much offered at first and reckon none at second.

Current wave confirmation has an even higher first target.

Whats 10 mill ozs Gold / 30 mill ozs Palladium JORC resource worth to a major these days ?

I'm more interested in what its gonna be worth bit later when pms come into greater focus.

Love his 1200 buck call for Gold this year as well.

And if Copper pulls back like he expects, u know what thats gonna be worth in AUD terms.

AUD 1400+ is a mega breakout ahead ........ gotta look at the techno set-up as it evolves there.

Nice review this link.

IMBOOC