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Teck Resources Limited Message Board

  • shuching4 shuching4 Dec 12, 2010 11:29 AM Flag

    swc/gsm

    Two for consideration.
    These are both specialty product firms. Both of which I find interesting. Have taken some of the TGB money made and put it into

    SWC- stillwell is the only u.s. producer of palladium. If any of you have looked at it would be interested in your views. I'm in at lower price but I think physical shortage of the product suggests much further upside.

    GSM- silicon material for semiconductor production. Price now seems a bit high but very interesting on any pull back. hard to get good information on this firm but looks very promising. already had substantial rise.

    If any of you have thoughts would value them. TIA
    SC4

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    • I like SWC, and made a mistake not jumping in last year.
      Seems much too high right now for my taste just based on fundamentals.

      Would be interested to hear what people think is a good entry point for them, and why.

      GSM have not looked into at all, do they have a compelling story

 
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