North American Palladium Ltd (New) PALDF

what heck is going on with paldf

[goldstd69]

getting slaughtered today..and Pd is up a little...amazing manipulation on a friday after a holiday ...never fails...love this stock but with such small volume it is a target for suspect trading activity

[crow27]

This is a great buying opportunity as PD is down -.26% and PDL is down -3.3%. The Q2 numbers will speak volumes and the buyers will be lining up. All part of the stock markets crazy logic. PDL will come roaring back. PD could drop $150.00 and this is still a sceaming buy. We all know how fast this stock can move so don't lose sight of the Q2 numbers that are just a few weeks away. Best logic

[crow27]

As we speak PD is actually flat .............. ask $1,571.00. So I would say you are getting great value in this $13.80 SP range.

[crow27]

PDL is basically a PURE palladium play and PD is UP $8.00 as we speak and just about at all time highs and the stock is down....................... back up the truck and load up while you can.

[divestor]

Couple of issues that I see: - Market is not convinced that PD price is sustainable. Double top perhaps? - Brookfield overhang where they could blow out more shares below market again. Having said that, they are likely pumping out good cash at these PD prices. Perhaps they declare a special dividend?  I bought a bit more below $14 today... Can't wait for earnings. dv

[crow27]

We will have to let the Q2 results do the talking. I don't see PD coming down hard for some time as there is a shortage in the markets with nothing new coming on line in the near future.  Pd could easily hit $2,000.00 and then what will PDL be worth. Brookfield is no dummy and I do not believe the next sale of the stock that they own will be lower than $16-$17 and that's iF they sell

[sunshine7]

The longer PoP stays at current levels, the more cash gets put in the bank. PoP minus AISC is approx US$7-800 or CD$1,000. That's almost CD$4/share/yr and no debt. I smell a special divi coming this year.

[kitchensink2]

The only unknown is another 10% sell from brookfield to RBC budding for low price.   Does anyone know what price brookfield purchased PDL??

[bigreturn11]

AISC is expected to start to decrease this year and next year as throughput increases. I’m hoping for $20 to $25M net earnings for Q2 and $50M net earnings in Q3. We are off to a really great start for Q3. If we can average $1500 per oz that should be easily achievable. I would guess that the divi doesn’t move until they have around $100M cash in the bank. 

[crow27]

When she blows its going to blow wide open. $20.00 is then going to be in the rearview mirror. Honestly, $14.00 for this stock with what's ahead $$$$$$$$ is down right crazy. The masses will be tuning into this soon enough. The market will just do its correction as it always does. You gotta be in to win!!!

[wannabebuffet]

PALDF has fixed their production issues with better attention to maintenance. They should be in the low end of their cost estimates. So they will likely make over $4 per share. At 10 times earnings that's let's see 4*10, heh that's $40 a share!