North American Palladium (USA) (NYSEMKT:PAL)

Not every number looks good, but this thing has bled so much I'm willing to hedge on this being a relatively short term value play.

This stock is way too dependent on the price of Palladium, with the costs associated with their expanded operations being so significant. I just picked this up for myself as a long shot bet that at they can achieve what they are trying to, and that palladium prices don't do something stupid. Maybe I will get lucky.

Palladium shortages stock has pulled back while PALL price stability and increased 35% this year and crucial of PGMs for auto industry

only platinum mine in usa

Looking at a 5 year chart, this company appears to be cyclical, like the commodity it depends on for the majority of its revenue. It has invested much into a new mine and if we avoid a recession next year, the pent up demand for new automobiles may put pressure on supply of paladium. I'm betting this will happen next year. Specualtive play here.

Good investment in the new mine. Seems to be solid - if the auto industry recovers well so will they.

Depressed price cycle.

This stock has been hit harder than expected during recent months, because china owns upwards of 90% of rare earth elements, and america cannot afford to be dependent on china for such resources. Along with the fact that I believe China/American relations are at a stand still currently which would decrease the chances of china exporting more elements west

NA auto demand soaring. Palladium prices rising, stock was hit unfairly in 2011 because of rare earth bubblish type losses. Stock fundamentals appear to be good. Electric cars will only represent 2% of automobiles on road by 2020. Demand for Palladium will be strong for a long time. Plus e-test regulation in china will become stricter in the future.

getting their costs down..

good operating perfomance, start paying a dividend in 2-3 years, recovery of palladium prices with new recovery cycle

As soon as the feds raise the rates and stop buying treasuries.

supply vs demand

2013+ will see the fruition of the exploration and development currently going on. Cash cost of Pd and Au should drop sharply as production also increases. When it starts to move depends upon how soon the investment community sees across the current valley.

It'll recover again from the bad earnings news, as it seems to be.

Palladium is going up, so is this company's stock.

Not enough Paladium being mined for demand. Supply vs demand? Formula quite obvious.

Platinum group metals are only going up as use in cat. converters should increase as more cars in developing countries are sold and as those countries increase pollution controls.

Palladium prices high and clean balance sheet with mega growth potential on cash flow reports because of virtually no long term liabilities.