"...SLV appears to be paying the price for the story that...

"...SLV appears to be paying the price for the story that Diahatsu is working on a replacement for platinum..."

I doubt that, Warlock. The story's been around for a while now, and of course as you say, it'll take a long time for the technology to be widely introduced - if, indeed, it ever actually is. Meanwhile, have you taken a look at spot prices recently?

Last night: platinum US$1344.00oz; palladium US$339; Rhodium US$6040. Hardly a rout!

And I don't see, e.g., AQP's share price under any pressure.

No, Dan's right...this is just a breather in a wider cycle. I wouldn't wait too long.


By the way, DanR, what valuation are you placing on Everest North for SLV?