Stillwater Mining Company (NYSE:SWC)

Stillwater has been beaten down too much by an overeaction to their new purchase.

You like precious metals? Don't buy the metal...buy the miner. Stillwater Mining has a strong niche in Platinum Group metals with a healthy cash flow. They recently posted record earnings and announced that they are diversifying into copper and gold mining through an acquisition. The market reacted badly, making SWC a good value.

SWC's recent purchase has made many nervous. However, I see it as a bet on resource scarcity.

Oversold. Fundamentals remain strong

management is excellent and very experienced in cu mining as well as PGM.They see value in the Altar mine,and I trust their judgement. No labor troubles. Platinum/palladium prices going higher. South Africa always a potential disaster.

Go for it!

cheap !

been waiting for a correction to buy....which I am doing now.

Oversold. Will take time to recover though.
2.3% insiders.
recovering sales
208m cash vs 196m LT debt.
P/B=P/S=3
Manageable debt.

They have the cash flow to develop the new mine which have must need minerals

Palladium is needed, demand for it will rise; SWC is one of only a few major sources; and there is no reason the stock recently retreated.

buying the dip.

Platinum is about to catch up to the pack.

Platinum isn't just pretty and rare, it's also an important catalyst. As the developing world surges forward, I expect platinum prices to rise with it, which should bode well for these guys.

I am also partial to domestic mining. The slash-and-burn tactics of many mines in less regulated corners of the world may make for a quick buck now, but they also introduce a high degree of uncertainty -- Civil unrest, graft, and and problems when shortcuts end up in disaster (San Esteban mining company in Chile faces bankruptcy)

This is a profitable American company that mines palladium and platinum in Montana and also recovers these same metals from used catalytic converters. Since they are both mining and recycling these strategic metals, they should do well going forward

Valuable commodity ownership, and expanding mine/claims ownership over the next two years will mean expanding margins and much larger annual platinum grp metals refined.

Remember when this was less than 10/share? Yeah... SWC may experience some correction but I think it'll continue up in the long run. Similarly, I'm bullish on PAL. Not only do they deal with metals necessary for industry (so as that sector improves, so do they), but they deal with precious metals which could come in handy if the dollar weakens (more).

I'm probably late to the party with these platinum, palladium plays, but if the other precious metals past growths have taught me anything, it's that you better be late then not join at all. Not to mention these metals are not only rare but are also needed in industry especially the car industry which has already started coming back and will only get stronger this year. Let's see how these play out.

Commodities bull. Largest North American palladium and platinum group metal miner.