The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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I missed it but would imagine it had some info which was rather close to the possible truth. Although how would LSE admin know?
What was the missing post from oversight?
Doesn’t he Seem to Be upbeat and positive almost over excited, he knows what’s in the ground more than any of us bodes well
Multiples of this with 15moz - https://twitter.com/eurasiamining/status/1190305370578849793
GLA
Multi billion big - https://twitter.com/AlexeiBoucher/status/1121058310898245633
GLA
Yep mine was right after calling a blatant deramper out twice. next thing I know, my log in doesn't work.
It must mean this is big lol
whoo hoo
Brother joey,it happened to me a while back,on sxx bb,for no reason but calling someone out,i contacted lse for explanation ,but none given.
But i did call out a major de ramper just before hand??so it happens
He got a DeLorean parked round the corner.
lse up to old tricks again? certain person(s) with multiple accounts may have reported him. maybe lse think he broke a rule. I dont know why the better posts are being suspiciously removed and the deramping ones always remain.
same here , i was looking at your posts and interested in oversights post and member gone ?
What the hell?! A disruption in the space time continuum?
Click on reply to the hedge fund interest post, his post shows there, but when you click on his name to go to his profile it's all blank. Pretty weird tbh!
GLA
This is like an agatha christie,,
Whats going on ?
Tried to read oversites post and ,,cant find it?????
HELLOOOO?!!
Give him a minute
Oversight are you there?
Just talking to him
Wtf?! Strange
Hey.. Where are oversights posts gone? Have they been removed?
Indeed. Many thanks oversight
Norilsk is the number one producer of palladium, accounting for more than 40% of global output, and is also a leading supplier of platinum. Both metals are used to curb harmful emissions from cars.
While palladium prices have soared by more than a third in the last five years, platinum has slumped by more than 40%. It is now around $490 an ounce cheaper than palladium, against an average premium over the last 30 years of $435.
Neither metal is likely to see any major growth in global supplies within six years, after which new projects from Nornickel and other miners will start producing, the Russian firm said.
There is some growth in production from 2025, while consumption will be rising for all upcoming years," Anton Berlin, head of Nornickel's marketing department, told Reuters.
More than half of global platinum group metals (PGMs) come from ore containing a mix of other minerals such as copper, nickel, gold and silver, like that found in Nornickel's Arctic assets. Their production cannot be increased sharply.
Growth in PGMs demand from autocatalyst makers will continue over the coming years, Berlin said.
He expects hybrid cars, which use catalysts in their internal combustion engines, to further support demand along with tougher emissions regulation in China and Europe.
On the subject of stockpiles, a long-standing wild card in the palladium market, Berlin said the status of a significant proportion of above-ground palladium stock remained opaque.
Accumulated stockpiles around the world are difficult to estimate because the Soviet Union, which ceased to exist in early 1990s, did not disclose its production, domestic consumption or exports.
According to some analysts' estimates, a significant amount of the Soviet stockpile was sold abroad by the Russian government in the 1990s to raise cash.
Estimates of global palladium stocks vary from 2.5 million troy ounces to 25 million ounces, Berlin said, though no-one could pinpoint them for sure.
https://m.miningweekly.com/article/palladiums-price-gap-over-platinum-needs-to-shrink-nornickel-2019-05-13
Great work oversight, and all the more reason for a LARGE offer from norilsk!.
The more you look, the more you see just how much of a perfect storm this really is!!
GLA
Norilsk is the number one producer of palladium, accounting for more than 40% of global output, and is also a leading supplier of platinum. Both metals are used to curb harmful emissions from cars.
While palladium prices have soared by more than a third in the last five years, platinum has slumped by more than 40%. It is now around $490 an ounce cheaper than palladium, against an average premium over the last 30 years of $435.
Neither metal is likely to see any major growth in global supplies within six years, after which new projects from Nornickel and other miners will start producing, the Russian firm said.
"There is some growth in production from 2025, while consumption will be rising for all upcoming years," Anton Berlin, head of Nornickel's marketing department, told Reuters.
More than half of global platinum group metals (PGMs) come from ore containing a mix of other minerals such as copper, nickel, gold and silver, like that found in Nornickel's Arctic assets. Their production cannot be increased sharply.
Growth in PGMs demand from autocatalyst makers will continue over the coming years, Berlin said.
He expects hybrid cars, which use catalysts in their internal combustion engines, to further support demand along with tougher emissions regulation in China and Europe.
On the subject of stockpiles, a long-standing wild card in the palladium market, Berlin said the status of a significant proportion of above-ground palladium stock remained opaque.
Accumulated stockpiles around the world are difficult to estimate because the Soviet Union, which ceased to exist in early 1990s, did not disclose its production, domestic consumption or exports.
According to some analysts' estimates, a significant amount of the Soviet stockpile was sold abroad by the Russian government in the 1990s to raise cash.
Estimates of global palladium stocks vary from 2.5 million troy ounces to 25 million ounces, Berlin said, though no-one could pinpoint them for sure.
https://m.miningweekly.com/article/palladiums-price-gap-over-platinum-needs-to-shrink-nornickel-2019-05-13
Concerns over a supply deficit helped the white metal, used mainly by automakers to reduce emissions in gasoline-powered and hybrid cars, to surge more than 60 percent in the past six months. Yet the level of inventories -- held by traders, customers, banks and other investors -- remains a mystery. The only visible figure is the holdings in exchange-traded funds, which may no longer be enough to bridge the projected supply gap.
London-based researcher Metals Focus Ltd. estimates that above-ground stocks of palladium fell to 13 million ounces by the end of last year. Heraeus, a precious metals refiner, said various sources have estimated a range of 10 million to 18 million ounces, which equates to roughly one to two years of demand.
“The question is: at what price will the holders sell?" Heraeus said in a research note this week.
https://www.bloomberg.com/news/articles/2019-02-20/palladium-stocks-remain-a-mystery-as-prices-surge-to-record
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Another reason is that stocks are running low. And with few platinum or nickel projects under development, the 7m ounces-a-year palladium market is set to remain tight unless there is an unexpected release of supplies.
Yet it is difficult to see where these supplies might come from. Russia’s Norilsk Nickel, the world’s largest producer, raised doubts last week about its ability to replenish its Global Palladium Fund.
Established in 2016, the fund helps stabilise the market, buying metal from various sources, including Russia’s central bank, and selling it to industrial customers. However, analysts believe that Moscow’s strategic stockpile of palladium — a key source of supply — is close to being exhausted, while other holders are reluctant to sell because they expect higher prices.