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North American Palladium Ltd (New) PALDF

North American Palladium Ltd is a precious metal mining company. The company operates the Lac des Iles palladium mine located in Ontario, Canada, which is one of only two primary producers of palladium in the world. The group believes there is exploration upside near this location, and the limited number of primary palladium production areas also offers investors exposure to palladium prices. The company generates the majority of its revenue from metal sales, including gold, nickel, copper, pall


OTCPK:PALDF - Post by User

Comment by divestoron Mar 19, 2014 11:57pm
342 Views
Post# 22344474

RE:Seeking Alpha: North American Palladium has Upside Potential

RE:Seeking Alpha: North American Palladium has Upside PotentialOne positive that I think they missed is the currency changes of late. Most of PDL costs are in CAD, so when CAD loses 10% - so do the cash costs go down, all else being equal. For example, 2013 cash costs were $560USD @ CAD 97cents. At 89 cents, costs are $514USD.

170,000 ounces @ $46 = about 8 million on currency alone.

It's late - hope the math is ok... 
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