An excerpt from a new article by Mark Anthony on Seeking Alpha. Anthony is a big proponent of Palladium and Stillwater Mining Co. Read the full article here.
OF WARS AND STRATEGIC METALS
by Mark Anthony
...Platinum is way better than gold, while palladium is better than platinum due to current price disparity. Unfortunately, physical palladium coins and bars are now extremely hard to find. If you like the PGM metals, consider buying the stocks of Stillwater Mining (SWC) and North American Palladium (PAL). They are the ONLY primary PGM metals mining companies outside South Africa and Russia. Russia, being the dominant palladium producer, can cut back export and boost the palladium price at any time, in their own interests. South Africa continues to struggle with a national electricity crisis which greatly impacts the output of its PGM mining industry...
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