RE: Another nice mention17 Jan 2020 12:54
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.