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North American Palladium Ltd. Message Board

nomcondo 328 posts  |  Last Activity: Aug 8, 2014 9:54 AM Member since: Sep 7, 2000
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  • Reply to

    Russia helping NAP

    by nomcondo Aug 8, 2014 5:21 AM
    nomcondo nomcondo Aug 8, 2014 9:54 AM Flag

    "Any indication of Russian sanctions affecting palladium supply is bound to result in a sharp rebound," analysts at UBS said in a note to clients. "Should the situation deteriorate significantly, with the risks deemed sizable enough, we would expect palladium to very easily overcome resistance and make new highs."

  • Reply to

    Russia helping NAP

    by nomcondo Aug 8, 2014 5:21 AM
    nomcondo nomcondo Aug 8, 2014 9:40 AM Flag

    “People are worried about the supply situation,” David Lee, a vice president at Heraeus Precious Metals Management in New York, said in a telephone interview. “There is a lot of uncertainty because of the Ukraine-Russia” tension, he said.

    Prices have risen 8.8 percent this year. Investor holdings of the metal through exchange-traded products climbed 0.4 percent this week, heading for the biggest increase since mid-January.

    Obama said that the U.S. and its allies will keep raising pressure on Russia to back down in Ukraine. He spoke at the White House after his administration restricted visas for Ukrainian officials and others, including Russians, who it says are threatening Ukraine’s sovereignty.

    “All depends on the kind of sanctions,” Michael Haigh, the head of commodities research at Societe Generale SA in New York, said in a telephone interview. “There is definitely a lot of concern in the market.”

  • Looks like they will be stopping the metal being shipped out of Russia, tougher measures against Russia are going to be put in place - never thought this would happen and when announced the metal price will be well over 1000usd a ounce - good luck to ever has held on, debt will be covered and company might make some money.

    Sentiment: Strong Buy

  • Reply to

    metal price spike

    by nomcondo Jul 28, 2014 6:13 AM
    nomcondo nomcondo Jul 28, 2014 6:58 AM Flag

    things looking up prior to Thursday

  • nomcondo by nomcondo Jul 28, 2014 6:13 AM Flag

    The metal price starting to move, should help the price of Pal

  • Still think it is a 30 dollar stock

  • Reply to

    Earngins Out

    by hdnguyen999 Jul 23, 2014 9:14 PM
    nomcondo nomcondo Jul 24, 2014 6:27 AM Flag

    forward earnings should have it up nicely

  • nomcondo by nomcondo Jul 22, 2014 9:42 PM Flag

    Alittle pull back before moving on more, everything looking good

  • Reply to

    $5.2MIL Additional Revenue in Q2

    by fitt.mary Jul 20, 2014 1:54 PM
    nomcondo nomcondo Jul 20, 2014 4:27 PM Flag

    Should also see a big lift in ounces produced - could be well over 50k x 850 = 42.5 million + 5.2 = 47million
    I THINK IT COULD TOP 60K X 850 = 51 MILL + 5.2 MILL = 56 MILL, if they have lifted the amount of or expected - profit for 1/4 could be well over 25 millions would cause a major rethink and rerating of the company

    Sentiment: Strong Buy

  • Russia is
    expected to produce 39% of world palladium mine supply. Any potential supply
    disruptions (due to sanctions) will keep palladium bid in a market expected to record
    How can they sanction the metal - impossible I think
    If they ever did the metal price will be way above 1500usd, if this happens what price would the stock be.

  • Metal prices soon to be over 900usd and rising, and people talking about sanctions are joking, mainly because if they could sanction the price of the metal would double overnight.The company is currently beating its forward projections and the reason they sold down debt has to be great news.Last 1/4 the company produced 42,641oz , which is the most produced in a 1/4 for well over a couple years.350usd x 58,000 = 20.3million profit, if metal cracks the 950 mark next 1/4 the profit will be well over 26 million.If tis does happen you will see the stock more than double from here, mainly because the company will be able to sell down its debt and set it self up for future profits.

    Sentiment: Strong Buy

  • nomcondo by nomcondo Jul 3, 2014 1:36 AM Flag

    Would not be surprised if stock has a big spike on Friday - company by what understand is producing a lot of ore - lets see what happens

  • nomcondo by nomcondo Jun 30, 2014 8:31 PM Flag

    people will see the price of the metal around 900usd by the 4th quarter, this will see this stock back around the price it should be, my advice , is buy it at its lows

    Sentiment: Strong Buy

  • nomcondo by nomcondo Jun 18, 2014 9:18 AM Flag

    Seems like the companies stock might actualli move up sharply today

  • Reply to

    Headed to mid .20's again

    by debbie_dean2001 Jun 17, 2014 2:59 PM
    nomcondo nomcondo Jun 18, 2014 8:18 AM Flag

    might be up 20c by friday

    Sentiment: Strong Buy

  • looks like weatherford are primed to be bought out, price suggests this could be coming in the near future.

    Sentiment: Strong Buy

  • we could easily see the metal price go past 850 today, this will no doubt have people looking at the company and see the company has a resource worth mining , if the company can keep its head above water and pay off its debt , then the company cold well go up to gods knows what price

    Sentiment: Strong Buy

  • Reply to

    simple honest question

    by short_uvxy_always_n_4ever Jun 9, 2014 1:58 AM
    nomcondo nomcondo Jun 9, 2014 4:11 AM Flag

    if you have been following the stock, you will see they have been pouring money into the mine expansion, now it is finished they have a huge debt to repay,which will take a few yrs to pay back, but they are able to do it as long as the metal price doesnt go south, if they get on top of the debt , they will turn the company around

    Sentiment: Strong Buy

  • nomcondo nomcondo May 26, 2014 6:05 AM Flag

    the metal price is due to break out above 830

    Sentiment: Strong Buy

  • Reply to


    by nomcondo Apr 20, 2014 3:17 PM
    nomcondo nomcondo Apr 20, 2014 3:50 PM Flag

    1 - The bulk of the money owed comes from the Brookfield's (BAM) loan (06/07/2013) and it is huge at an exorbitant cost. PAL owes $169.7 million now at 19% (from 15%) due in June 2017 after amending the original loan on 11/12/2013. - big debt but needed the funding 4 years x 50/60 million a yr more than covers it

    2 - C43M ($39 million) in debenture at 6.15% due September 2017.- will be paid by mining

    3 - $31.2 million of a $60 million operating line of credit due July 4, 2014. With an interest unknown to probably 10%? The company said at the conference call: "Our USD 60 million credit facility is limited by borrowing base calculation, and was fully utilized at year-end at a level of USD 31.2 million." - this can be taking out of the costs due to the raising they have just done

    4 - $17.1 million in operating leases and finance leases (I presume at 10%?). (Finance leases $11.732 million, Operating leases $4.448 million and Purchase obligations $0.951 million). credit - min debit

    this is my costing at current prices 770 - costs of 510 - 260 profit per ounce
    if the metal blows through 800 - the stock will blow these figures away

    Sentiment: Strong Buy

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