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| DON'T BUY | 0.550 | Robert McWhirter | Gold, as a metal, has turned back up and this should drag along platinum. Overall earnings are declining about 20% year-over-year. Actual earnings growth is pretty modest at 8% for 2012. Prefers others. | 2012-02-03 | |
| Comment | 0.550 | Alice Tsang | Platinum producer in Africa. Market value about $6-$7 hundred million and has about $350 million in cash. Bit of a setback at the beginning of 2011 with a strike and power issues. This is now behind them and was able to generate a very positive quarter. Unfortunately, the mine manager left and had an accident resulting in a mine closure for couple of days. But prices have come off and the stock is suffering from tax loss selling. Can perform really well once the market comes back. | 2011-12-16 | |
| TOP PICK | 0.740 | Alice Tsang | South African PGM producer. Stock is roughly about $650 million in market cap with half of it in cash. Producing roughly 100,000 ounces of PGM material this year and will double in about 3 years time. Had a lot of operating issues in the last year, which has all been priced in. | 2011-09-29 | |
| DON'T BUY | 0.900 | Jim Huang | Platinum as a commodity is doing very well because of their use in auto catalysts. This company has had all kinds of operational issues. Not confident that management can get this under control. | 2011-07-13 | |
| WEAK BUY | 0.910 | Charles Oliver, HBSc CFA | Platinum. Likes this as a hard asset play. Investing in platinum group metals tends to be very tricky as most of them are in South Africa, where he has reduced his exposure. Crocodile River mine had a strike and sabotage and stock has been absolutely hammered, so might be a good time to look at it. | 2011-05-16 | |
| Comment | 1.390 | Jeff Parent B. Eng. FCSI | Chart doesn’t show anything really exciting. Going down in an up market. In a dipping trend and somewhat short term. If it drops below $1.25, you must exit. | 2011-04-08 | |
| TOP PICK | 1.490 | Lesley Marks | Likes the platinum aspect and there are very few options. There industrial as well as consumer demand. Balance sheet looks good. Offers growth in production. It was overheated in ’08, which it is below at this point. They are back on track now. They are more likely a takeout target than Bear Creek. | 2011-03-09 | |
| BUY | 1.030 | Andrew Cook | Likes it. Nears the price of platinum. South African producer. Likes the asset and production profile. Mostly used in auto sector and he thinks there will be significant growth. | 2010-07-27 | |
| SPECULATIVE BUY | 1.170 | Jim Huang | Platinum has done very well, with gold. Demand is from jewelry as well as the auto industry. High risk and volatility, high cost producer. | 2010-06-22 | |
| Comment | 1.440 | Don Vialoux | Platinum bottomed on December 24 and had a pretty nice move. Platinum and precious metals prices are still going higher. Remember to take profits around the end of May. | 2010-04-30 | |
| BUY | 1.570 | Andrew Cook | Likes the space. There are very few ways to play it. Production profile is very strong. Always has been quite a liquid stock. Recovering automotive industry is one of the reasons it is doing well. Demand is rising. It’s more a pure play on Platinum. | 2010-04-26 | |
| BUY | 1.480 | David Burrows | There is a resurgence in demand for platinum. No debt. There is a new ETF on platinum that could suck up some of the supply. Margins can expand and this should have good upside. | 2010-03-31 | |
| BUY on WEAKNESS | 1.310 | Don Vialoux | Platinum prices do very well from the beginning of January through until the end of May. The Buy signal came early this year on Dec 24. This one went up over 50% in a matter of 3 weeks. We are just at the beginning of seasonal strength. Anywhere around $1.20 would be an interesting entry point. | 2010-02-03 | |
| BUY | 1.300 | Jeff Parent B. Eng. FCSI | This one has a lot of exploration/development risk. Chart looks good. Had about 13% gain on strong volume. Strong potential to go down to $1.10 but $1.70-$2 is quite possible by year-end. | 2010-01-15 | |
| TOP PICK | 0.930 | Andrew Cook | South African platinum producer. Have been ramping up production. Have a number of other properties that can increase their production profile going forward. Good coverage to weigh to play platinum recovery. | 2009-11-30 | |
| Comment | 0.650 | Peter Grandich | Likes platinum. Doesn't think it's going to skyrocket but has bottomed. South Africa is a major player and you need to look there for growth. Anooraq (ARQ-X) has made a major deal and will end up being the fourth largest producer. Very little growth in platinum. | 2009-06-03 | |
| HOLD | 0.245 | Veronika Hirsch | (Market Call Minute.) Cheap. Unique because it is platinum. | 2008-11-21 | |
| DON'T BUY | 1.810 | Jeff Parent B. Eng. FCSI | South African platinum mine. Along with golds and other precious metals, there will be a lot of pressure on these stocks. Stock could easily see $1.34. Could have a quick bounce up to $2. | 2008-07-30 | |
| Comment | 3.670 | Bill Belovay | Platinum prices are high because of problems in South Africa, with their endemic power failures. This company could well be a takeover target by Exstrata (?). | 2008-03-13 | |
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| BUY | 3.260 | Kenneth P. Norquay, CMT | A beautiful chart. In an uptrend and is breaking to new highs when the whole rest of the market is not. Have a stoploss based on the uptrend. Draw your line on the lows and if it goes below that line you may want to hold it for 3 days. (Maybe $3?) Make up your own rules. | 2008-02-12 | |
| SELL | 3.040 | Paul VanEeden | Developing a platinum project in South Africa. South Africa is undergoing a very serious energy crisis and this has hit the mining sector, which could take a long time to fix. Platinum is currently at sky-high prices and any slowdown will bring commodity prices down. | 2008-02-05 | |
| TOP PICK | 2.620 | Ron Meisels | Picked this one because it is a lower-priced stock. A little bit speculative. Has come out of a huge base. $2-$2.25 would be a very important support level and you don't want to see it below this. | 2007-11-23 | |
| Comment | 2.000 | Peter Hodson | Likes the platinum space. Lots of takeover rumours that has created a lot of volume and good stock price. Prefers companies that do not have the rumours. Well run and well managed and a good project. | 2007-03-12 | |
| BUY | 1.880 | Lawrence Roulston | Mining platinum in South Africa. Acquired a couple of interesting projects. Now at the point where we should see some real action in mining. | 2007-03-07 | |
| BUY on WEAKNESS | 1.760 | Peter Grandich | Platinum. Well-run company. Anything in the platinum/palladium area, particularly in South Africa, should continue to do well. Could have a small correction. | 2007-03-05 | |
| BUY | 1.760 | Ron Meisels | In general, platinum stocks have done well. The entry point would be when it broke through its downtrend at the beginning of this year. Broke out of a descending triangle. | 2007-02-14 | |
| VAGUE | 1.350 | Lawrence Roulston | Deal was put together by best people in industry. The only down side to this company is that it is in South Africa. A lot of government red tape. People are getting impatient and selling for this reason, other wise the stock is good. | 2006-03-07 | |
| WEAK BUY | 1.360 | Lawrence Roulston | They have 2 very good platinum projects in South Africa. Very good people behind it. Will require a lot of patience. The reworking of the mining legislation in South Africa has created a lot of uncertainties. Lots of potential. | 2005-10-03 |
