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