North American Palladium Ltd (New) PALDF

Maybe PDL should look at picking up some cheap assets

[mouserman]

I looked around to see other PGM, nickel plays in Canada, and the only real big deposit selling cheaply right now, is the NCP Shaw deposit. Formerly known as the WELLGREN PROJECT IN  the yukon.
NCP trading at .11 
Measured and indicated  the deposit contains
Nickel    1 billion, 884 million lbs of nickel
Copper  1.1 billion lbs
Palladium 2.64 million ozs 
Platinum 2.62 million ozs
Cobalt   107 million lbs
Gold 480,000 ozs
Not sure about the metallurgy, or the economics.. but perhap the experts at PDL could figure it out... NCP market cap only about 29 million $ CAD

[sunshine7]

I think Brookfield has already stated that their mission is accomplished and looking to exit their investment in PDL within 2 years. Step 1 was to increase liquidity by selling 5% of their stake. After priming the pump, they will look for a suitor. In the meantime, they will write themselves a dividend cheque each quarter. Don't look for any further investments beyond their current mine