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For us here -
https://www.finam.ru/analysis/marketnews/akcii-norilskogo-nikelya-mogut-pribavit-eshe-20200117-15100/
GLA
Nice find
Na rynke palladiya prodolzhayetsya ralli. Tak, yesli za ves' 2019 g. stoimost' palladiya vyrosla na 40%, to s nachala 2020 g. tseny pribavili yeshche 20%. Pokhozhe, chto ranovato ya prodal aktsii "Noril'skogo nikelya", yest' oshchushcheniye, chto oni mogut pribavit' yeshche. Vmeste s tem, k schast'yu, na "Nornikele" svet klinom ne soshelsya. Neodnokratno za posledneye vremya pisal o kompanii Eurasia Mining (EUA LN), proizvoditele palladiya, kotoryy razrabatyvayet mestorozhdeniya na Kol'skom poluostrove i Urale. Derzhu bumagu v odnom iz portfeley servisa BidKogan, pribyl' po pozitsii sostavlyayet primerno 31%. Aktsii kompanii – pryamaya investitsiya v palladiy i rodiy, tsena na kotoryy takzhe vyrosla (za god s $3000 do $8500 za untsiyu
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The rally continues in the palladium market. So, if for the whole of 2019, the cost of palladium increased by 40%, then since the beginning of 2020, prices have added another 20%. It seems that I sold the shares of Norilsk Nickel early, there is a feeling that they can add more.
At the same time, fortunately, light on the Norilsk Nickel did not converge. Recently, he has repeatedly written about Eurasia Mining (EUA LN), a palladium producer that develops deposits in the Kola Peninsula and the Urals. I hold the paper in one of the BidKogan service portfolios, the position profit is approximately 31%. The company's shares are a direct investment in palladium and rhodium, the price of which has also increased (over the year from $ 3,000 to $ 8,500 per ounce
Kak uzhe otmechal, spros na palladiy rastet blagodarya uvelicheniyu potrebnosti v avtoprome dlya proizvodstva katalizatorov, primenyayemykh v benzinovykh dvigatelyakh. "Dizel'geyt" (tem, kto yeshche ne znayet, chto eto – welcome to Google) nekotorym obrazom perevernul kartinu sprosa: platina, primenyayemaya v dizel'nykh DVS, otoshla na vtoroy plan, i teper' vsem nuzhen palladiy, predlozheniye kotorogo v mire ves'ma ogranicheno. Po prognozam "Nornikelya", krupneyshego v mire proizvoditelya platinoidov, defitsit palladiya mozhet prodlit'sya do 2025 g.
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As already noted, the demand for palladium is growing due to an increase in the demand for the automotive industry for the production of catalysts used in gasoline engines. Dieselgate (those who still do not know that it is welcome to Google) in some way turned the picture of demand: platinum used in diesel ICEs has faded into the background, and now everyone needs palladium, the supply of which is very limited in the world. According to the forecasts of Norilsk Nickel, the world's largest producer of platinoids, the palladium deficit may last until 2025.
Sorry for the double translation.
This is the main reason for the rise of Eurasia Mining quotes, which in 2019 increased several times. The fields owned by the company are very promising, especially given the beginning of the development of the flanks. The company's quarterly report, citing Rosgeology, indicated that the estimated resources (Inferred category according to JORC international classification) of deposit flanks on the Kola Peninsula is about 1.7 million ounces of palladium.
I note that against the backdrop of explosive growth, the leading media began to pay attention to a company hitherto not very well known. We already wrote about this at the very beginning of January: the material was published in the magazine "Company". And then Kommersant published an article on palladium deficiency with a mention of Eurasia Mining.
As for the shares of the company, I believe that the growth of quotations may continue. In addition to increasing demand and, accordingly, palladium prices, there is another trigger for the company - possible interest and subsequent takeover by a large strategic investor. I carefully monitor the situation.
Norilsk Nickel Shares May Add Another
Nornickel
Buy now
The rally continues in the palladium market. So, if for the whole of 2019, the cost of palladium increased by 40%, then since the beginning of 2020, prices have added another 20%. It seems that I sold the shares of Norilsk Nickel early, there is a feeling that they can add more.
At the same time, fortunately, the light on the Norilsk Nickel did not converge. Recently, he has repeatedly written about Eurasia Mining (EUA LN), a palladium producer that develops deposits in the Kola Peninsula and the Urals. I keep the paper in one of the BidKogan service portfolios, the position profit is approximately 31%. The company's shares are a direct investment in palladium and rhodium, the price of which has also increased (over the year from $ 3,000 to $ 8,500 per ounce).
As already noted, the demand for palladium is growing due to an increase in the demand for the automotive industry for the production of catalysts used in gasoline engines. Dieselgate (those who still do not know that it is welcome to Google) in some way turned the picture of demand: platinum used in diesel ICEs has faded into the background, and now everyone needs palladium, the supply of which is very limited in the world. According to the forecasts of Norilsk Nickel, the world's largest producer of platinoids, the deficit of palladium may last until 2025.
Why are you repeating what has already being mentioned below ?
I did so we would not have ''Na rynke palladiya prodolzhayetsya ralli. Tak, yesli za ves' 2019 g. ..'' as in the already posted edition..